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: $287.7M165 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$451K	0.2%Prev: 0.2%	2,474 SH	Increased-6 SH
ALPHABET INC	CAP STK CL A	$655K	0.2%Prev: 0.4%	3,393 SH	Decreased-1,029 SH
ALPHABET INC	CAP STK CL C	$707K	0.2%Prev: 0.3%	3,071 SH	Increased-111 SH
AMAZON COM INC	COM	$1.4M	0.5%Prev: 0.6%	6,497 SH	Increased+210 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$456K	0.2%Prev: 0.2%	7,533 SH	Increased+696 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$327K	0.1%Prev: 0.1%	5,018 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$389K	0.1%Prev: 0.1%	3,981 SH	Increased+788 SH
AMERICAN EXPRESS CO	COM	$1.7M	0.6%Prev: 0.7%	5,427 SH	Increased-68 SH
AMERICAN HEALTHCARE REIT	COM SHS	$473K	0.2%	11,993 SH	New
AMERIPRISE FINL INC	COM	$465K	0.2%Prev: 0.2%	906 SH	Decreased
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$78K	0.0%	10,000 SH	New
APPLE INC	COM	$5.5M	1.9%Prev: 1.7%	21,217 SH	Increased+5,265 SH
AT&T INC	COM	$254K	0.1%Prev: 0.1%	11,067 SH	Increased+1,033 SH
BANK AMERICA CORP	COM	$274K	0.1%	5,564 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.3%	1 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.0M	0.4%	2,055 SH	New
BROADCOM INC	COM	$397K	0.1%Prev: 0.2%	1,711 SH	Decreased-100 SH
CATERPILLAR INC	COM	$237K	0.1%Prev: 0.1%	653 SH
CHEVRON CORP NEW	COM	$363K	0.1%Prev: 0.1%	2,491 SH	Increased+252 SH
CISCO SYS INC	COM	$361K	0.1%Prev: 0.1%	5,898 SH	Increased+659 SH
COCA COLA CO	COM	$366K	0.1%Prev: 0.1%	5,510 SH	Increased+1,542 SH
COLGATE PALMOLIVE CO	COM	$305K	0.1%Prev: 0.1%	3,350 SH
CONOCOPHILLIPS	COM	$510K	0.2%Prev: 0.2%	5,144 SH	Decreased
CORTEVA INC	COM	$218K	0.1%Prev: 0.1%	3,824 SH
COSTCO WHSL CORP NEW	COM	$525K	0.2%Prev: 0.2%	582 SH	Increased+133 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.2M	0.4%Prev: 0.5%	33,830 SH	Increased+1,371 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$14.9M	5.2%Prev: 5.5%	545,310 SH	Increased+56,031 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$13.6M	4.7%Prev: 5.3%	505,547 SH	Increased+33,205 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.4M	0.5%Prev: 0.5%	44,754 SH	Increased-1,373 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.7M	0.6%Prev: 0.6%	46,692 SH	Increased+3,410 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.5M	1.6%Prev: 1.8%	107,470 SH	Increased-9,741 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$699K	0.2%Prev: 0.2%	20,631 SH	Increased+729 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$18.3M	6.4%Prev: 6.7%	681,609 SH	Increased+77,408 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.1M	0.7%Prev: 0.9%	76,307 SH	Increased+22 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$23.6M	8.2%Prev: 9.9%	678,784 SH	Increased+10,352 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.3M	0.8%Prev: 1.0%	34,573 SH	Decreased-1,459 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$318K	0.1%Prev: 0.1%	6,990 SH	Increased-34 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.3M	1.1%Prev: 1.3%	49,713 SH	Increased+1,532 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	0.4%Prev: 0.9%	32,852 SH	Decreased-32,603 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.2M	0.4%Prev: 0.5%	31,098 SH	Decreased-1,064 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$19.7M	6.8%Prev: 8.0%	351,609 SH	Increased+15,050 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$8.1M	2.8%Prev: 3.4%	322,161 SH	Increased+2,771 SH
DUPONT DE NEMOURS INC	COM	$253K	0.1%Prev: 0.1%	3,313 SH
EA SERIES TRUST	FREEDOM 100 EM	$241K	0.1%Prev: 0.1%	5,972 SH	Increased-869 SH
ELI LILLY & CO	COM	$670K	0.2%Prev: 0.4%	868 SH	Decreased-271 SH
EMERSON ELEC CO	COM	$545K	0.2%Prev: 0.1%	4,248 SH	Increased+1,600 SH
EXXON MOBIL CORP	COM	$320K	0.1%Prev: 0.1%	2,866 SH	Increased+488 SH
FLEXSHARES TR	MSTAR EMKT FAC	$336K	0.1%Prev: 0.1%	6,528 SH	Increased
GE AEROSPACE	COM NEW	$491K	0.2%Prev: 0.2%	2,943 SH	Decreased-3 SH
GE VERNOVA INC	COM	$361K	0.1%Prev: 0.2%	1,097 SH
HOME DEPOT INC	COM	$460K	0.2%Prev: 0.1%	1,218 SH	Increased+329 SH
INTERNATIONAL BUSINESS	COM	$512K	0.2%	2,021 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$215K	0.1%	11,604 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$285K	0.1%	13,257 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$325K	0.1%	15,398 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$244K	0.1%	9,715 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$478K	0.2%	20,365 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$531K	0.2%	22,955 SH	New
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$209K	0.1%	8,107 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$537K	0.2%	24,406 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$335K	0.1%Prev: 0.1%	20,279 SH	Increased+5,019 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$230K	0.1%	11,323 SH	New
INVESCO QQQ TR	UNIT SER 1	$2.2M	0.8%Prev: 0.7%	4,032 SH	Increased+984 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$306K	0.1%	6,065 SH	New
ISHARES INC	CORE MSCI EMKT	$741K	0.3%Prev: 0.3%	13,819 SH	Increased+70 SH
ISHARES INC	ESG AWR MSCI EM	$433K	0.2%Prev: 0.2%	12,340 SH	Increased+23 SH
ISHARES INC	EURO HIGH YIELD	$377K	0.1%	7,524 SH	New
ISHARES INC	MSCI EMERG MRKT	$693K	0.2%Prev: 0.3%	11,944 SH
ISHARES TR	CORE DIV GRWTH	$3.2M	1.1%Prev: 1.1%	51,468 SH	Increased+8,577 SH
ISHARES TR	CORE MSCI EAFE	$2.6M	0.9%Prev: 1.1%	36,868 SH	Increased+35 SH
ISHARES TR	CORE MSCI TOTAL	$1.2M	0.4%Prev: 0.5%	17,995 SH
ISHARES TR	CORE S&P TTL STK	$444K	0.2%Prev: 0.2%	3,270 SH	Increased-14 SH
ISHARES TR	CORE S&P US VLU	$668K	0.2%	6,590 SH	New
ISHARES TR	CORE S&P500 ETF	$403K	0.1%Prev: 0.1%	671 SH	Increased+80 SH
ISHARES TR	CORE US AGGBD ET	$211K	0.1%	2,110 SH	New
ISHARES TR	EAFE VALUE ETF	$249K	0.1%Prev: 0.1%	4,589 SH	Increased
ISHARES TR	EGSADVNCDMSCI EM	$2.1M	0.7%Prev: 0.1%	46,412 SH	Increased+39,860 SH
ISHARES TR	ESG AW MSCI EAFE	$941K	0.3%Prev: 0.4%	12,111 SH	Increased+464 SH
ISHARES TR	ESG AWARE MSCI	$1.1M	0.4%Prev: 0.4%	26,935 SH	Increased+2,173 SH
ISHARES TR	ESG SELECT SCRE	$519K	0.2%	11,454 SH	New
ISHARES TR	ESG SELECT SCREE	$504K	0.2%	12,161 SH	New
ISHARES TR	GLOBAL 100 ETF	$591K	0.2%	4,640 SH	New
ISHARES TR	IBONDS 27 TRM TS	$527K	0.2%Prev: 0.2%	23,712 SH	Increased+545 SH
ISHARES TR	IBONDS 28 TRM TS	$255K	0.1%Prev: 0.1%	11,498 SH	Increased+430 SH
ISHARES TR	IBONDS 29 TRM TS	$299K	0.1%Prev: 0.1%	14,011 SH	Increased+121 SH
ISHARES TR	IBOXX INV CP ETF	$602K	0.2%	5,443 SH	New
ISHARES TR	NATIONAL MUN ETF	$373K	0.1%	3,486 SH	New
ISHARES TR	RUS 1000 ETF	$4.2M	1.4%Prev: 0.7%	11,761 SH	Increased+6,893 SH
ISHARES TR	RUS 1000 GRW ETF	$1.6M	0.6%Prev: 0.7%	4,103 SH	Increased+15 SH
ISHARES TR	RUS 1000 VAL ETF	$1.6M	0.6%Prev: 0.4%	8,168 SH	Increased+2,834 SH
ISHARES TR	RUS 2000 VAL ETF	$408K	0.1%	2,353 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.4M	0.5%Prev: 0.1%	5,905 SH	Increased+4,846 SH
ISHARES TR	RUSSELL 3000 ETF	$1.4M	0.5%	3,707 SH	New
ISHARES TR	S&P 100 ETF	$292K	0.1%Prev: 0.1%	1,012 SH
ISHARES TR	S&P 500 GRWT ETF	$263K	0.1%Prev: 0.1%	2,591 SH
ISHARES TR	S&P 500 VAL ETF	$269K	0.1%Prev: 0.1%	1,408 SH
ISHARES TR	S&P MC 400VL ETF	$849K	0.3%Prev: 0.4%	6,734 SH	Increased+146 SH
ISHARES TR	S&P SML 600 GWT	$311K	0.1%Prev: 0.1%	2,273 SH	Increased+180 SH
ISHARES TR	SELECT DIVID ETF	$525K	0.2%	3,700 SH	New
ISHARES TR	SP SMCP600VL ETF	$6.0M	2.1%Prev: 2.4%	54,670 SH	Increased+3,191 SH
ISHARES TR	U.S. UTILITS ETF	$206K	0.1%	1,891 SH	New
ISHARES TR	USD INV GRDE ETF	$408K	0.1%	7,851 SH	New
JOHNSON & JOHNSON	COM	$827K	0.3%Prev: 0.3%	5,283 SH	Increased+772 SH
JPMORGAN CHASE & CO.	COM	$785K	0.3%Prev: 0.2%	2,812 SH	Increased+1,328 SH
MCDONALDS CORP	COM	$390K	0.1%Prev: 0.2%	1,344 SH	Decreased-109 SH
MERCK & CO INC	COM	$575K	0.2%Prev: 0.2%	5,722 SH	Increased+513 SH
META PLATFORMS INC	CL A	$469K	0.2%Prev: 0.2%	770 SH	Increased+125 SH
MICROSOFT CORP	COM	$1.7M	0.6%Prev: 0.8%	3,849 SH	Decreased-332 SH
NETFLIX INC	COM	$253K	0.1%	1,161 SH	New
NORTHROP GRUMMAN CORP	COM	$272K	0.1%	482 SH	New
NUCOR CORP	COM	$426K	0.1%	2,702 SH	New
NVIDIA CORPORATION	COM	$923K	0.3%Prev: 0.3%	6,514 SH	Increased+844 SH
ONTO INNOVATION INC	COM	$269K	0.1%	1,654 SH	New
ORACLE CORP	COM	$297K	0.1%Prev: 0.1%	1,782 SH	Decreased-192 SH
PEPSICO INC	COM	$786K	0.3%Prev: 0.2%	5,296 SH	Increased+1,887 SH
PROCTER AND GAMBLE CO	COM	$404K	0.1%Prev: 0.2%	2,435 SH	Decreased-202 SH
PUBLIC SVC ENTERPRISE GRP	COM	$218K	0.1%	2,577 SH	New
QUALCOMM INC	COM	$790K	0.3%	4,600 SH	New
RTX CORPORATION	COM	$222K	0.1%	1,472 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.3M	0.8%Prev: 0.9%	77,979 SH	Increased-204 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.6M	0.5%Prev: 0.7%	53,836 SH	Increased-41 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$722K	0.3%Prev: 0.3%	21,586 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$543K	0.2%Prev: 0.2%	18,284 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.0M	1.4%Prev: 1.5%	193,443 SH	Increased+5,048 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.6M	1.6%Prev: 1.3%	190,350 SH	Increased+60,693 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.6M	1.3%Prev: 1.3%	132,738 SH	Increased+20,512 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.9M	2.8%Prev: 3.3%	270,936 SH	Increased-3,620 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.6M	0.9%Prev: 1.0%	95,145 SH	Increased+7,274 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.7M	1.6%Prev: 1.9%	193,372 SH	Increased+174 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.0M	1.0%Prev: 0.8%	101,140 SH	Increased+32,905 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$5.4M	1.9%Prev: 2.1%	204,168 SH	Increased+11,300 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$3.0M	1.1%Prev: 1.1%	6,854 SH	Increased+719 SH
SPDR GOLD TR	GOLD SHS	$1.1M	0.4%	3,073 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.6M	0.6%Prev: 0.7%	41,832 SH	Increased+238 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$635K	0.2%Prev: 0.3%	18,014 SH
SPDR S&P 500 ETF TR	TR UNIT	$1.9M	0.7%Prev: 0.6%	3,106 SH	Increased+579 SH
SPDR SERIES TRUST	STATE STREET SPD	$10.0M	3.5%	116,818 SH	New
TARGET CORP	COM	$217K	0.1%	2,119 SH	New
TESLA INC	COM	$897K	0.3%Prev: 0.1%	2,025 SH	Increased+1,494 SH
TEXAS INSTRS INC	COM	$295K	0.1%Prev: 0.1%	1,594 SH	Decreased+4 SH
UNITED RENTALS INC	COM	$235K	0.1%	302 SH	New
UNITEDHEALTH GROUP INC	COM	$274K	0.1%Prev: 0.1%	543 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 VAL	$392K	0.1%Prev: 0.2%	4,013 SH	Increased+24 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$3.9M	1.4%	39,975 SH	New
VANGUARD BD INDEX FDS	LONG TERM BOND	$571K	0.2%	8,170 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$282K	0.1%Prev: 0.1%	687 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$883K	0.3%Prev: 0.4%	5,077 SH	Increased-199 SH
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.4%Prev: 0.4%	3,865 SH	Increased+737 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$590K	0.2%Prev: 0.5%	6,622 SH	Decreased-6,634 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.2M	1.8%Prev: 2.1%	25,342 SH	Increased+900 SH
VANGUARD INDEX FDS	SMALL CP ETF	$814K	0.3%Prev: 0.3%	3,229 SH	Increased+484 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.4%Prev: 0.2%	3,421 SH	Increased+2,098 SH
VANGUARD INTL EQUITY INDEX	FTSE EMR MKT ETF	$848K	0.3%	16,973 SH	New
VANGUARD INTL EQUITY INDEX	TT WRLD ST ETF	$1.0M	0.4%	8,388 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$301K	0.1%	5,983 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.6M	0.6%	19,252 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.4%	12,675 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.9M	0.7%Prev: 0.9%	9,429 SH	Decreased-870 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.0M	0.4%Prev: 0.3%	15,112 SH	Increased+4,051 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$218K	0.1%	3,757 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.9M	1.0%Prev: 0.5%	20,506 SH	Increased+12,143 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$4.3M	1.5%Prev: 1.4%	53,056 SH	Increased+5,370 SH
VANGUARD WORLD FD	CONSUM STP ETF	$374K	0.1%	1,759 SH	New
VISA INC	COM CL A	$507K	0.2%Prev: 0.3%	1,502 SH	Decreased-862 SH
WALMART INC	COM	$860K	0.3%Prev: 0.2%	8,636 SH	Increased+3,713 SH

Sold (vs prior filing)

BOOKING HOLDINGS INC — $204K
INTERNATIONAL BUSINESS MACHS — $365K
ISHARES INC — $354K
ISHARES TR — $500K
ISHARES TR — $519K
ISHARES TR — $473K
PUBLIC SVC ENTERPRISE GRP IN — $218K
SPDR SER TR — $998K
SPDR SER TR — $1.5M
SPDR SER TR — $7.2M
VANGUARD INTL EQUITY INDEX F — $519K
VANGUARD INTL EQUITY INDEX F — $1.2M

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