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: $295.4M163 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$545K	0.2%Prev: 0.2%	2,504 SH	Decreased-190 SH
ALBEMARLE CORP	COM	$215K	0.1%	1,196 SH	New
ALPHABET INC	CAP STK CL A	$956K	0.3%Prev: 0.3%	3,324 SH	Increased-1,034 SH
ALPHABET INC	CAP STK CL C	$875K	0.3%Prev: 0.2%	3,050 SH	Increased-132 SH
AMAZON COM INC	COM	$1.3M	0.5%Prev: 0.5%	6,417 SH	Increased+23 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$608K	0.2%Prev: 0.2%	7,545 SH	Increased+705 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$273K	0.1%	4,101 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$231K	0.1%	2,727 SH	New
AMERICAN CENTY ETF TR	INTL SMCP VLU	$501K	0.2%Prev: 0.1%	5,018 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$854K	0.3%Prev: 0.1%	7,727 SH	Increased+4,275 SH
AMERICAN EXPRESS CO	COM	$1.4M	0.5%Prev: 0.6%	4,561 SH	Decreased-934 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$566K	0.2%	11,993 SH	New
AMERIPRISE FINL INC	COM	$201K	0.1%Prev: 0.2%	453 SH	Decreased-453 SH
AMGEN INC	COM	$248K	0.1%	706 SH	New
AMPRIUS TECHNOLOGIES INC	COMMON STOCK	$169K	0.1%	10,000 SH	New
APPLE INC	COM	$5.1M	1.7%Prev: 1.6%	19,970 SH	Increased+2,772 SH
AT&T INC	COM	$299K	0.1%Prev: 0.1%	10,298 SH	Increased-72 SH
BANK AMERICA CORP	COM	$271K	0.1%Prev: 0.1%	5,564 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	1.0%Prev: 1.4%	4 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.9%Prev: 0.1%	5,361 SH	Increased+4,768 SH
BROADCOM INC	COM	$553K	0.2%Prev: 0.1%	1,787 SH	Increased+76 SH
CATERPILLAR INC	COM	$362K	0.1%Prev: 0.1%	510 SH	Increased-143 SH
CHEVRON CORPORATION	COM	$476K	0.2%	2,299 SH	New
CISCO SYS INC	COM	$457K	0.2%Prev: 0.1%	5,884 SH	Increased+515 SH
COCA COLA CO	COM	$431K	0.1%Prev: 0.2%	5,672 SH	Increased+15 SH
CONOCOPHILLIPS	COM	$703K	0.2%Prev: 0.2%	5,326 SH	Increased+182 SH
CORTEVA INC	COM	$320K	0.1%Prev: 0.1%	3,824 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$537K	0.2%	539 SH	New
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$1.1M	0.4%Prev: 0.5%	25,710 SH	Decreased-7,684 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$18.7M	6.3%Prev: 5.7%	541,634 SH	Increased+38,435 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$18.1M	6.1%Prev: 5.3%	507,088 SH	Increased+47,210 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.3M	0.4%Prev: 0.5%	38,510 SH	Increased-5,551 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.0M	0.7%Prev: 0.7%	46,683 SH	Increased-988 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.9M	1.3%Prev: 1.8%	73,932 SH	Decreased-35,448 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$546K	0.2%Prev: 0.3%	14,015 SH	Decreased-6,699 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$24.3M	8.2%Prev: 7.2%	683,724 SH	Increased+76,106 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.3M	0.8%Prev: 1.1%	58,607 SH	Decreased-27,931 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$29.4M	10.0%Prev: 9.0%	757,454 SH	Increased+114,377 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	0.7%Prev: 0.9%	28,106 SH	Decreased-6,274 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$260K	0.1%Prev: 0.1%	5,360 SH	Decreased-1,670 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.5M	0.8%Prev: 1.1%	35,180 SH	Decreased-9,778 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$646K	0.2%Prev: 0.5%	18,428 SH	Decreased-22,469 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.4M	0.5%Prev: 0.6%	34,956 SH	Increased-2,462 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$24.4M	8.2%Prev: 7.2%	390,016 SH	Increased+61,035 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.0M	3.0%Prev: 3.6%	263,778 SH	Increased-56,374 SH
ELI LILLY & CO	COM	$843K	0.3%Prev: 0.4%	916 SH	Decreased-223 SH
EMERSON ELEC CO	COM	$557K	0.2%Prev: 0.1%	4,248 SH	Increased+1,600 SH
EXXON MOBIL CORP	COM	$507K	0.2%Prev: 0.1%	2,988 SH	Increased+499 SH
FLEXSHARES TR	MSTAR EMKT FAC	$420K	0.1%Prev: 0.1%	6,242 SH	Increased-286 SH
GE AEROSPACE	COM NEW	$677K	0.2%Prev: 0.3%	2,384 SH	Increased-562 SH
GE VERNOVA INC	COM	$958K	0.3%Prev: 0.1%	1,097 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$201K	0.1%	237 SH	New
HOME DEPOT INC	COM	$364K	0.1%Prev: 0.2%	1,107 SH	Decreased-282 SH
INTEL CORP	COM	$211K	0.1%	4,789 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$422K	0.1%Prev: 0.2%	1,740 SH	Decreased-21 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$215K	0.1%	11,534 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$502K	0.2%	23,856 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 31 MUN	$322K	0.1%	15,398 SH	New
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 32 MUN	$241K	0.1%	9,715 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 2027 MUNI	$503K	0.2%	21,255 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2028 MUNI	$346K	0.1%	14,794 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2029 MUNI	$367K	0.1%	15,938 SH	New
INVESCO EXCH TRD SLF IDX FD	INVESCO BULLETSH	$206K	0.1%	8,107 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSC 30 MUNI BD	$372K	0.1%	17,046 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$273K	0.1%	12,598 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$338K	0.1%Prev: 0.1%	20,198 SH	Increased+4,938 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$229K	0.1%	11,220 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.9M	0.7%Prev: 0.6%	3,358 SH	Increased+254 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$789K	0.3%Prev: 0.4%	20,539 SH	Decreased-590 SH
ISHARES INC	CORE MSCI EMKT	$805K	0.3%Prev: 0.3%	11,543 SH	Increased-1,917 SH
ISHARES INC	ESG AWR MSCI EM	$525K	0.2%Prev: 0.2%	11,554 SH	Increased-2,543 SH
ISHARES INC	MSCI EMERG MRKT	$767K	0.3%Prev: 0.3%	11,848 SH	Increased-96 SH
ISHARES TR	CORE DIV GRWTH	$3.7M	1.2%Prev: 1.1%	52,617 SH	Increased+9,528 SH
ISHARES TR	CORE MSCI EAFE	$3.3M	1.1%Prev: 1.2%	36,522 SH	Increased-243 SH
ISHARES TR	CORE MSCI TOTAL	$1.4M	0.5%Prev: 0.5%	16,294 SH	Increased-393 SH
ISHARES TR	CORE S&P TTL STK	$691K	0.2%Prev: 0.2%	4,850 SH	Increased+1,562 SH
ISHARES TR	CORE S&P US VLU	$674K	0.2%	6,590 SH	New
ISHARES TR	CORE S&P500 ETF	$379K	0.1%Prev: 0.1%	581 SH	Increased-10 SH
ISHARES TR	EAFE VALUE ETF	$341K	0.1%Prev: 0.1%	4,589 SH	Increased
ISHARES TR	EGSADVNCDMSCI EM	$341K	0.1%Prev: 0.1%	7,132 SH	Increased+580 SH
ISHARES TR	ESG AW MSCI EAFE	$1.0M	0.4%Prev: 0.4%	10,875 SH	Increased-696 SH
ISHARES TR	ESG AWARE MSCI	$1.1M	0.4%Prev: 0.4%	22,802 SH	Increased-678 SH
ISHARES TR	ESG SELECT SCRE	$564K	0.2%Prev: 0.2%	11,454 SH	Increased
ISHARES TR	ESG SELECT SCREE	$529K	0.2%Prev: 0.2%	12,161 SH	Increased
ISHARES TR	GLOBAL 100 ETF	$561K	0.2%	4,640 SH	New
ISHARES TR	IBONDS 26 TRM TS	$577K	0.2%	25,179 SH	New
ISHARES TR	IBONDS 27 TRM TS	$532K	0.2%Prev: 0.2%	23,712 SH	Increased+323 SH
ISHARES TR	IBONDS 28 TRM TS	$256K	0.1%Prev: 0.1%	11,498 SH	Decreased-206 SH
ISHARES TR	IBONDS 29 TRM TS	$306K	0.1%Prev: 0.1%	14,011 SH	Increased+121 SH
ISHARES TR	IBOXX INV CP ETF	$403K	0.1%	3,696 SH	New
ISHARES TR	NATIONAL MUN ETF	$238K	0.1%	2,246 SH	New
ISHARES TR	RUS 1000 ETF	$3.7M	1.2%Prev: 0.6%	10,343 SH	Increased+5,471 SH
ISHARES TR	RUS 1000 GRW ETF	$1.9M	0.6%Prev: 0.6%	4,478 SH	Increased+390 SH
ISHARES TR	RUS 1000 VAL ETF	$1.5M	0.5%Prev: 0.4%	6,955 SH	Increased+1,618 SH
ISHARES TR	RUS 2000 VAL ETF	$356K	0.1%	1,880 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.2M	0.4%Prev: 0.1%	4,991 SH	Increased+3,882 SH
ISHARES TR	RUSSELL 3000 ETF	$788K	0.3%	2,125 SH	New
ISHARES TR	S&P 100 ETF	$322K	0.1%Prev: 0.1%	1,012 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$293K	0.1%Prev: 0.1%	2,591 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$297K	0.1%Prev: 0.1%	1,408 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$738K	0.2%Prev: 0.3%	5,570 SH	Decreased-1,090 SH
ISHARES TR	S&P SML 600 GWT	$358K	0.1%Prev: 0.1%	2,477 SH	Increased+228 SH
ISHARES TR	SELECT DIVID ETF	$560K	0.2%	3,700 SH	New
ISHARES TR	SP SMCP600VL ETF	$4.1M	1.4%Prev: 2.1%	34,532 SH	Decreased-17,118 SH
ISHARES TR	USD INV GRDE ETF	$256K	0.1%	4,999 SH	New
JOHNSON & JOHNSON	COM	$1.1M	0.4%Prev: 0.3%	4,649 SH	Increased+71 SH
JPMORGAN CHASE & CO	COM	$838K	0.3%	2,847 SH	New
LONGEVERON INC	CL A NEW	$11K	0.0%	10,500 SH	New
MCDONALDS CORP	COM	$467K	0.2%Prev: 0.2%	1,504 SH	Decreased-43 SH
MERCK & CO INC	COM	$567K	0.2%Prev: 0.2%	4,713 SH	Increased+261 SH
META PLATFORMS INC	CL A	$449K	0.2%Prev: 0.2%	784 SH	Increased+39 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.7%	3,342 SH	Decreased-920 SH
NETFLIX INC.	COM	$350K	0.1%	3,636 SH	New
NORTHROP GRUMMAN CORP	COM	$373K	0.1%	547 SH	New
NUCOR CORP	COM	$457K	0.2%	2,702 SH	New
NVIDIA CORPORATION	COM	$1.3M	0.5%Prev: 0.3%	7,637 SH	Increased+412 SH
ONTO INNOVATION INC	COM	$232K	0.1%	1,129 SH	New
ORACLE CORP	COM	$251K	0.1%Prev: 0.1%	1,707 SH	Decreased-267 SH
PEPSICO INC	COM	$781K	0.3%Prev: 0.2%	5,027 SH	Increased+1,448 SH
PHILLIPS 66	COM	$268K	0.1%	1,471 SH	New
PROCTER & GAMBLE CO	COM	$361K	0.1%	2,496 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$209K	0.1%	2,577 SH	New
QUALCOMM INC	COM	$610K	0.2%Prev: 0.3%	4,740 SH	Decreased+185 SH
RTX CORPORATION	COM	$326K	0.1%	1,691 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	0.4%Prev: 0.6%	34,601 SH	Decreased-16,011 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.9M	0.6%Prev: 0.7%	49,546 SH	Increased-5,432 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$860K	0.3%Prev: 0.3%	17,880 SH	Increased-3,706 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$597K	0.2%Prev: 0.2%	18,423 SH	Increased+139 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.5M	1.2%Prev: 1.7%	140,520 SH	Decreased-56,584 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.4M	1.5%Prev: 1.2%	174,184 SH	Increased+42,158 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$3.4M	1.1%Prev: 1.3%	110,481 SH	Increased-560 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.7M	1.9%Prev: 2.9%	194,993 SH	Decreased-77,977 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.3M	0.8%Prev: 1.0%	73,995 SH	Decreased-13,403 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.6M	0.9%Prev: 1.8%	99,954 SH	Decreased-94,081 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.1M	0.7%Prev: 0.7%	66,632 SH	Increased-221 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.2M	1.4%Prev: 2.0%	144,226 SH	Decreased-58,716 SH
SPDR GOLD TR	GOLD SHS	$1.3M	0.4%Prev: 0.1%	3,005 SH	Increased+1,831 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$2.3M	0.8%	51,946 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.5M	3.2%	103,733 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$2.5M	0.8%	5,302 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.6%	2,777 SH	New
TARGET CORP	COM	$223K	0.1%Prev: 0.1%	1,838 SH	Increased-134 SH
TESLA INC	COM	$653K	0.2%Prev: 0.2%	1,756 SH	Increased-190 SH
TEXAS INSTRS INC	COM	$274K	0.1%Prev: 0.1%	1,413 SH	Decreased-469 SH
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$3.0M	1.0%Prev: 0.4%	29,485 SH	Increased+17,697 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$327K	0.1%	4,757 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$725K	0.2%Prev: 0.4%	3,937 SH	Decreased-1,377 SH
VANGUARD INDEX FDS	MID CAP ETF	$361K	0.1%Prev: 0.1%	1,258 SH	Increased+205 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	0.9%Prev: 1.8%	12,510 SH	Decreased-10,424 SH
VANGUARD INDEX FDS	SMALL CP ETF	$574K	0.2%Prev: 0.2%	2,191 SH	Increased+399 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.0M	0.3%Prev: 0.3%	3,182 SH	Increased+406 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$834K	0.3%Prev: 0.2%	15,422 SH	Increased+3,620 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$631K	0.2%Prev: 0.3%	4,560 SH	Decreased-1,505 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$253K	0.1%	5,074 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.1M	0.4%	13,348 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$580K	0.2%	7,314 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.4%Prev: 0.9%	4,933 SH	Decreased-5,500 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.0M	0.3%Prev: 0.3%	13,012 SH	Increased+2,054 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.2M	0.8%Prev: 0.5%	15,013 SH	Increased+6,650 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.8M	0.9%Prev: 1.5%	29,667 SH	Decreased-18,511 SH
VISA INC	COM CL A	$479K	0.2%Prev: 0.4%	1,583 SH	Decreased-869 SH
WALMART INC	COM	$1.1M	0.4%Prev: 0.2%	9,116 SH	Increased+2,625 SH

Sold (vs prior filing)

CHEVRON CORP NEW — $578K
COLGATE PALMOLIVE CO — $314K
COSTCO WHSL CORP NEW — $495K
DUPONT DE NEMOURS INC — $247K
EA SERIES TRUST — $240K
ISHARES INC — $371K
ISHARES TR — $702K
JPMORGAN CHASE & CO. — $364K
NETFLIX INC — $227K
PROCTER AND GAMBLE CO — $518K
PUBLIC SVC ENTERPRISE GRP IN — $212K
SPDR DOW JONES INDL AVERAGE — $2.8M
SPDR INDEX SHS FDS — $1.6M
SPDR INDEX SHS FDS — $449K
SPDR S&P 500 ETF TR — $1.7M
SPDR SER TR — $950K
SPDR SER TR — $1.5M
SPDR SER TR — $6.5M
UNITEDHEALTH GROUP INC — $271K
VANGUARD ADMIRAL FDS INC — $240K
… and 1 more

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