Cambridge Financial Group, LLC

CIK 0002085256 • 11 13F filings • Sep 9, 2025 – Jul 14, 2026

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Filer information

Filed by: Cambridge Financial Group, LLC, Operations Manager, CCO, Partner
Address: 6700 N ORACLE RD., SUITE 324, TUCSON, AZ, 85704
Phone: 520-531-0550-1004
AUM: $287.7M

AUM over time

$317.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q4 2023

Q3 2026

Q3 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $310.7M164 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$579K	0.2%Prev: 0.2%	2,503 SH	Increased-31 SH
ALPHABET INC	CAP STK CL A	$841K	0.3%Prev: 0.3%	3,458 SH	Increased-1,054 SH
ALPHABET INC	CAP STK CL C	$556K	0.2%Prev: 0.2%	2,283 SH	Increased-899 SH
AMAZON COM INC	COM	$1.3M	0.4%Prev: 0.5%	6,141 SH	Increased-110 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$562K	0.2%Prev: 0.2%	7,487 SH	Increased+505 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$257K	0.1%	4,038 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$237K	0.1%	3,000 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$447K	0.1%Prev: 0.1%	5,018 SH	Increased+31 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$699K	0.2%Prev: 0.3%	7,021 SH	Decreased-1,122 SH
AMERICAN EXPRESS CO	COM	$1.8M	0.6%Prev: 0.6%	5,380 SH	Increased-136 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$504K	0.2%	11,993 SH	New
AMERIPRISE FINL INC	COM	$445K	0.1%Prev: 0.2%	906 SH	Increased
APPLE INC	COM	$4.1M	1.3%Prev: 1.5%	16,051 SH	Increased+93 SH
AT&T INC	COM	$270K	0.1%Prev: 0.1%	9,550 SH	Increased-1,484 SH
BANK AMERICA CORP	COM	$287K	0.1%	5,564 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$2.3M	0.7%	3 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.4%	2,218 SH	New
BROADCOM INC	COM	$594K	0.2%Prev: 0.1%	1,801 SH	Increased-10 SH
CATERPILLAR INC	COM	$312K	0.1%Prev: 0.1%	653 SH	Decreased-148 SH
CHEVRON CORP NEW	COM	$357K	0.1%Prev: 0.1%	2,299 SH	Increased+60 SH
CISCO SYS INC	COM	$357K	0.1%Prev: 0.1%	5,224 SH	Increased-14 SH
COCA COLA CO	COM	$376K	0.1%	5,663 SH	New
COLGATE PALMOLIVE CO	COM	$268K	0.1%Prev: 0.1%	3,350 SH	Decreased
CONOCOPHILLIPS	COM	$506K	0.2%Prev: 0.2%	5,351 SH	Decreased-229 SH
CORTEVA INC	COM	$259K	0.1%Prev: 0.1%	3,824 SH	Increased
COSTCO WHSL CORP NEW	COM	$515K	0.2%Prev: 0.2%	557 SH	Increased+104 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.3M	0.4%Prev: 0.4%	32,182 SH	Increased+1,910 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$16.8M	5.4%Prev: 5.5%	524,208 SH	Increased+50,756 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$15.8M	5.1%Prev: 5.5%	496,696 SH	Increased+32,956 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.3M	0.4%Prev: 0.5%	42,233 SH	Increased-1,038 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.3M	0.7%Prev: 0.6%	56,425 SH	Increased+15,272 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.1M	1.3%Prev: 1.4%	88,505 SH	Increased+953 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$736K	0.2%Prev: 0.1%	20,250 SH	Increased+13,322 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$21.5M	6.9%Prev: 6.4%	655,820 SH	Increased+112,227 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.3M	0.8%Prev: 1.1%	65,688 SH	Decreased-26,629 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$26.5M	8.5%Prev: 8.8%	687,746 SH	Increased+68,830 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.5M	0.8%Prev: 1.0%	35,010 SH	Increased-3,863 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$315K	0.1%Prev: 0.1%	7,043 SH	Increased+25 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.1M	1.0%Prev: 1.5%	44,750 SH	Decreased-9,330 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	0.3%Prev: 0.8%	33,086 SH	Decreased-27,411 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.4M	0.4%Prev: 0.6%	32,266 SH	Decreased-4,603 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$20.5M	6.6%Prev: 7.6%	352,502 SH	Increased+25,991 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.2M	2.9%Prev: 3.6%	291,925 SH	Increased-29,730 SH
DUPONT DE NEMOURS INC	COM	$223K	0.1%Prev: 0.1%	2,859 SH	Decreased-1,059 SH
EA SERIES TRUST	FREEDOM 100 EM	$306K	0.1%Prev: 0.1%	6,897 SH	Increased-214 SH
ELI LILLY & CO	COM	$680K	0.2%Prev: 0.4%	891 SH	Decreased-278 SH
EMERSON ELEC CO	COM	$347K	0.1%Prev: 0.1%	2,648 SH	Increased
EXXON MOBIL CORP	COM	$258K	0.1%Prev: 0.1%	2,290 SH	Decreased-66 SH
FLEXSHARES TR	MSTAR EMKT FAC	$412K	0.1%Prev: 0.2%	6,528 SH	Decreased-780 SH
GE AEROSPACE	COM NEW	$885K	0.3%Prev: 0.3%	2,943 SH	Increased-867 SH
GE VERNOVA INC	COM	$675K	0.2%Prev: 0.1%	1,097 SH	Increased-84 SH
HOME DEPOT INC	COM	$437K	0.1%Prev: 0.2%	1,079 SH	Increased+182 SH
INTERNATIONAL BUSINESS MACHS	COM	$559K	0.2%Prev: 0.2%	1,980 SH	Increased+319 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$194K	0.1%	10,319 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$780K	0.3%	36,179 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$324K	0.1%	15,398 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$243K	0.1%	9,715 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2025 MUNI	$367K	0.1%	14,970 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$395K	0.1%	16,727 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$477K	0.2%	20,365 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$530K	0.2%	22,955 SH	New
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$207K	0.1%	8,107 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$535K	0.2%	24,406 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$418K	0.1%	18,942 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$318K	0.1%	18,845 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$209K	0.1%	10,151 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.5M	0.5%Prev: 0.7%	2,555 SH	Decreased-787 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	0.5%	24,077 SH	New
ISHARES INC	CORE MSCI EMKT	$857K	0.3%Prev: 0.3%	13,002 SH	Increased-1,189 SH
ISHARES INC	ESG AWR MSCI EM	$521K	0.2%Prev: 0.2%	11,989 SH	Decreased-3,636 SH
ISHARES INC	INTL HIGH YIELD	$418K	0.1%Prev: 0.2%	7,524 SH	Increased
ISHARES INC	MSCI EMERG MRKT	$756K	0.2%Prev: 0.3%	11,848 SH	Decreased-256 SH
ISHARES TR	CORE DIV GRWTH	$3.8M	1.2%Prev: 1.1%	56,070 SH	Increased+12,359 SH
ISHARES TR	CORE MSCI EAFE	$3.2M	1.0%Prev: 1.2%	36,346 SH	Increased-295 SH
ISHARES TR	CORE MSCI TOTAL	$1.3M	0.4%Prev: 0.7%	16,294 SH	Decreased-7,211 SH
ISHARES TR	CORE S&P TTL STK	$486K	0.2%Prev: 0.2%	3,336 SH	Increased+55 SH
ISHARES TR	CORE S&P US VLU	$659K	0.2%	6,590 SH	New
ISHARES TR	CORE S&P500 ETF	$449K	0.1%Prev: 0.1%	671 SH	Increased+88 SH
ISHARES TR	CORE US AGGBD ET	$212K	0.1%	2,110 SH	New
ISHARES TR	EAFE VALUE ETF	$311K	0.1%Prev: 0.1%	4,589 SH	Increased+425 SH
ISHARES TR	EGSADVNCDMSCI EM	$3.9M	1.2%Prev: 0.1%	85,692 SH	Increased+79,030 SH
ISHARES TR	ESG AW MSCI EAFE	$1.1M	0.3%Prev: 0.4%	11,475 SH	Increased-583 SH
ISHARES TR	ESG AWARE MSCI	$1.0M	0.3%Prev: 0.5%	22,971 SH	Decreased-3,406 SH
ISHARES TR	ESG SELECT SCRE	$590K	0.2%	11,454 SH	New
ISHARES TR	ESG SELECT SCREE	$518K	0.2%	12,161 SH	New
ISHARES TR	IBONDS 25 TRM TS	$1.0M	0.3%	43,336 SH	New
ISHARES TR	IBONDS 27 TRM TS	$541K	0.2%Prev: 0.2%	24,035 SH	Increased+868 SH
ISHARES TR	IBONDS 28 TRM TS	$262K	0.1%Prev: 0.1%	11,704 SH	Increased+636 SH
ISHARES TR	IBONDS 29 TRM TS	$305K	0.1%Prev: 0.1%	13,890 SH	Increased+785 SH
ISHARES TR	IBOXX INV CP ETF	$983K	0.3%	8,819 SH	New
ISHARES TR	NATIONAL MUN ETF	$723K	0.2%	6,794 SH	New
ISHARES TR	RUS 1000 ETF	$4.3M	1.4%Prev: 0.6%	11,717 SH	Increased+6,963 SH
ISHARES TR	RUS 1000 GRW ETF	$2.1M	0.7%Prev: 0.7%	4,516 SH	Increased+352 SH
ISHARES TR	RUS 1000 VAL ETF	$1.7M	0.6%Prev: 0.4%	8,576 SH	Increased+3,189 SH
ISHARES TR	RUS 2000 VAL ETF	$381K	0.1%	2,154 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.3M	0.4%Prev: 0.1%	5,226 SH	Increased+4,167 SH
ISHARES TR	RUSSELL 3000 ETF	$1.4M	0.5%	3,707 SH	New
ISHARES TR	S&P 100 ETF	$337K	0.1%Prev: 0.1%	1,012 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$313K	0.1%Prev: 0.1%	2,591 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$291K	0.1%Prev: 0.1%	1,408 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$828K	0.3%Prev: 0.3%	6,384 SH	Increased-200 SH
ISHARES TR	S&P SML 600 GWT	$338K	0.1%Prev: 0.1%	2,391 SH	Increased+352 SH
ISHARES TR	SELECT DIVID ETF	$335K	0.1%	2,359 SH	New
ISHARES TR	SP SMCP600VL ETF	$5.7M	1.8%Prev: 2.3%	51,776 SH	Increased+265 SH
ISHARES TR	U.S. UTILITS ETF	$210K	0.1%	1,891 SH	New
ISHARES TR	USD INV GRDE ETF	$513K	0.2%	9,827 SH	New
JOHNSON & JOHNSON	COM	$845K	0.3%Prev: 0.3%	4,556 SH	Increased+1 SH
JPMORGAN CHASE & CO.	COM	$512K	0.2%Prev: 0.1%	1,624 SH	Increased+140 SH
MCDONALDS CORP	COM	$422K	0.1%Prev: 0.2%	1,389 SH	Decreased-32 SH
MERCK & CO INC	COM	$332K	0.1%Prev: 0.2%	3,952 SH	Decreased-1,161 SH
META PLATFORMS INC	CL A	$580K	0.2%Prev: 0.2%	790 SH	Increased-103 SH
MICROSOFT CORP	COM	$1.8M	0.6%Prev: 0.8%	3,511 SH	Decreased-789 SH
NETFLIX INC	COM	$414K	0.1%Prev: 0.1%	345 SH	Increased+22 SH
NVIDIA CORPORATION	COM	$1.4M	0.5%Prev: 0.3%	7,519 SH	Increased+812 SH
ORACLE CORP	COM	$501K	0.2%Prev: 0.1%	1,782 SH	Increased-192 SH
PEPSICO INC	COM	$437K	0.1%Prev: 0.3%	3,108 SH	Decreased-666 SH
PHILLIPS 66	COM	$200K	0.1%Prev: 0.1%	1,471 SH	Decreased-829 SH
PROCTER AND GAMBLE CO	COM	$405K	0.1%Prev: 0.2%	2,637 SH	Decreased+4 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$215K	0.1%Prev: 0.1%	2,577 SH	Decreased
QUALCOMM INC	COM	$765K	0.2%	4,596 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	0.6%Prev: 0.9%	59,647 SH	Decreased-18,362 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.9M	0.6%Prev: 0.7%	52,033 SH	Increased-2,586 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$917K	0.3%Prev: 0.3%	21,136 SH	Increased-450 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$570K	0.2%Prev: 0.4%	18,284 SH	Decreased+842 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.2M	1.4%Prev: 1.7%	180,820 SH	Increased+82,360 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.9M	1.6%Prev: 1.2%	190,393 SH	Increased+146,236 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.5M	1.1%Prev: 1.4%	128,168 SH	Increased+88,831 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$8.6M	2.8%Prev: 3.1%	268,103 SH	Increased+196,318 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.6M	0.8%Prev: 1.1%	87,809 SH	Decreased+54,813 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$5.1M	1.6%Prev: 1.8%	192,293 SH	Increased+127,088 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.0M	1.0%Prev: 0.9%	102,827 SH	Increased+77,900 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.3M	1.7%Prev: 2.2%	191,706 SH	Increased+89,035 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$2.9M	0.9%Prev: 1.1%	6,304 SH	Increased-148 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.4%Prev: 0.1%	3,179 SH	Increased+2,355 SH
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.8M	0.6%Prev: 0.7%	39,377 SH	Increased-2,455 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$488K	0.2%Prev: 0.4%	12,563 SH	Decreased-10,832 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.6%Prev: 0.6%	2,934 SH	Increased+350 SH
SPDR SERIES TRUST	PORTFOLI S&P1500	$1.1M	0.4%	13,940 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$1.8M	0.6%	21,175 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$7.3M	2.3%	81,960 SH	New
TESLA INC	COM	$831K	0.3%	1,868 SH	New
TEXAS INSTRS INC	COM	$275K	0.1%Prev: 0.1%	1,497 SH	Decreased-93 SH
UNITEDHEALTH GROUP INC	COM	$200K	0.1%Prev: 0.1%	581 SH	Decreased+38 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$264K	0.1%Prev: 0.2%	2,617 SH	Decreased-1,327 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$5.1M	1.6%	53,745 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$756K	0.2%	10,665 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$797K	0.3%Prev: 0.3%	4,564 SH	Increased+204 SH
VANGUARD INDEX FDS	MID CAP ETF	$514K	0.2%Prev: 0.3%	1,750 SH	Decreased-1,367 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$4.7M	1.5%Prev: 2.1%	22,433 SH	Decreased-2,848 SH
VANGUARD INDEX FDS	SMALL CP ETF	$692K	0.2%Prev: 0.3%	2,721 SH	Increased+120 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.1%	3,182 SH	Increased+1,970 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$917K	0.3%Prev: 0.1%	16,922 SH	Increased+9,613 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$869K	0.3%Prev: 0.5%	6,305 SH	Decreased-4,170 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$846K	0.3%	16,896 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$2.3M	0.7%	27,482 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.4%	15,282 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.8M	0.6%Prev: 0.9%	8,211 SH	Decreased-3,198 SH
VANGUARD STAR FDS	VG TL INTL STK F	$992K	0.3%Prev: 0.3%	13,509 SH	Increased+3,443 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$225K	0.1%	3,757 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.9M	0.9%Prev: 0.4%	20,378 SH	Increased+12,015 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$4.3M	1.4%Prev: 1.5%	50,676 SH	Increased+3,206 SH
VANGUARD WORLD FD	CONSUM STP ETF	$376K	0.1%	1,759 SH	New
VISA INC	COM CL A	$518K	0.2%Prev: 0.3%	1,517 SH	Decreased-847 SH
WALMART INC	COM	$912K	0.3%Prev: 0.2%	8,853 SH	Increased+3,930 SH

Sold (vs prior filing)

ABBOTT LABS — $201K
ISHARES TR — $508K
ISHARES TR — $507K
ISHARES TR — $1.0M
SPDR SER TR — $1.8M
SPDR SER TR — $1.4M
SPDR SER TR — $7.2M
VANGUARD INDEX FDS — $250K
VANGUARD INDEX FDS — $1.3M
ZOETIS INC — $203K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 9, 2026	Q4 2025	13F-HR	0001214659-26-000305	$287.7M	View
Sep 9, 2025	Q4 2024	13F-HR	0001214659-25-013552	$233.9M	View
Sep 9, 2025