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: $317.6M153 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$630K	0.2%Prev: 0.2%	2,503 SH	Increased
ALPHABET INC	CAP STK CL A	$1.2M	0.4%Prev: 0.2%	3,324 SH	Increased-134 SH
ALPHABET INC	CAP STK CL C	$1.5M	0.5%Prev: 0.2%	4,359 SH	Increased+2,076 SH
AMAZON COM INC	COM	$1.5M	0.5%Prev: 0.5%	6,463 SH	Increased+324 SH
AMERICAN CENTY ETF TR	AVA RES MAR ETF	$336K	0.1%	4,101 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$720K	0.2%Prev: 0.2%	7,465 SH	Increased-109 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$239K	0.1%Prev: 0.1%	2,676 SH	Increased-324 SH
AMERICAN CENTY ETF TR	INTL SMCP VLU	$517K	0.2%Prev: 0.1%	5,018 SH	Increased
AMERICAN CENTY ETF TR	US SML CP VALU	$956K	0.3%Prev: 0.2%	7,660 SH	Increased+525 SH
AMERICAN EXPRESS CO	COM	$1.5M	0.5%Prev: 0.6%	4,461 SH	Decreased-918 SH
AMERICAN HEALTHCARE REIT INC	COM SHS	$625K	0.2%	11,993 SH	New
AMERIPRISE FINL INC	COM	$208K	0.1%Prev: 0.2%	453 SH	Decreased-453 SH
AMGEN INC	COM	$247K	0.1%	682 SH	New
APPLE INC	COM	$5.8M	1.8%Prev: 1.2%	19,970 SH	Increased+4,369 SH
APPLIED MATLS INC	COM	$244K	0.1%	337 SH	New
BANK OF AMER CORP	COM	$317K	0.1%	5,564 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$3.0M	0.9%Prev: 1.1%	4 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.9M	0.6%Prev: 0.1%	3,879 SH	Increased+3,286 SH
BROADCOM INC	COM	$685K	0.2%Prev: 0.2%	1,813 SH	Increased+12 SH
CATERPILLAR INC	COM	$551K	0.2%Prev: 0.1%	517 SH	Increased-136 SH
CHEVRON CORPORATION	COM	$381K	0.1%	2,299 SH	New
CISCO SYS INC	COM	$691K	0.2%Prev: 0.1%	5,885 SH	Increased+661 SH
COCA COLA CO	COM	$436K	0.1%Prev: 0.2%	5,369 SH	Increased-291 SH
CONOCOPHILLIPS	COM	$554K	0.2%Prev: 0.2%	5,326 SH	Increased-25 SH
CORTEVA INC	COM	$324K	0.1%Prev: 0.1%	3,824 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$474K	0.1%	507 SH	New
DIMENSIONAL ETF TRUST	EMER MARK SU ETF	$1.4M	0.4%	28,925 SH	New
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$22.1M	7.0%Prev: 5.7%	544,360 SH	Increased+33,704 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$21.6M	6.8%Prev: 5.8%	505,917 SH	Increased-5,055 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.3M	0.4%Prev: 0.5%	33,172 SH	Decreased-14,911 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.4M	0.8%Prev: 0.8%	53,237 SH	Increased-3,160 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$3.7M	1.2%Prev: 1.8%	69,324 SH	Decreased-40,508 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$549K	0.2%Prev: 0.3%	13,305 SH	Decreased-6,929 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$26.9M	8.5%Prev: 7.7%	722,462 SH	Increased+59,541 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.0M	0.6%Prev: 0.9%	50,664 SH	Decreased-20,706 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$34.8M	11.0%	785,237 SH	New
DIMENSIONAL ETF TRUST	US EQUI MARK ETF	$2.6M	0.8%	31,693 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.5M	1.1%Prev: 1.1%	50,128 SH	Increased+5,113 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$1.8M	0.6%Prev: 0.5%	37,745 SH	Increased+3,953 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$28.4M	8.9%Prev: 7.1%	405,762 SH	Increased+53,976 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$9.0M	2.8%Prev: 3.4%	243,861 SH	Decreased-65,225 SH
EA SERIES TRUST	FREEDOM 100 EM	$264K	0.1%Prev: 0.1%	3,621 SH	Decreased-3,262 SH
ELI LILLY & CO	COM	$1.1M	0.3%Prev: 0.3%	886 SH	Increased+10 SH
EMERSON ELEC CO	COM	$608K	0.2%Prev: 0.1%	4,248 SH	Increased+1,600 SH
FLEXSHARES TR	MSTAR EMKT FAC	$404K	0.1%Prev: 0.1%	5,222 SH	Increased-1,306 SH
GE AEROSPACE	COM NEW	$891K	0.3%Prev: 0.3%	2,384 SH	Increased-559 SH
GE VERNOVA INC	COM	$1.3M	0.4%Prev: 0.2%	1,097 SH	Increased
HOME DEPOT INC	COM	$425K	0.1%Prev: 0.1%	1,205 SH	Increased+259 SH
INTEL CORP	COM	$630K	0.2%	4,509 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$475K	0.1%Prev: 0.2%	1,688 SH	Decreased-73 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029 HG	$283K	0.1%Prev: 0.3%	13,398 SH	Decreased-22,781 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 MUNI	$394K	0.1%	16,727 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 MUNI	$398K	0.1%	16,818 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO 28 HYCORP	$224K	0.1%Prev: 0.2%	10,318 SH	Decreased-8,624 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$294K	0.1%Prev: 0.1%	17,638 SH	Increased+2,378 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.8%Prev: 0.5%	3,358 SH	Increased+787 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$696K	0.2%Prev: 0.5%	20,900 SH	Decreased-1,635 SH
ISHARES INC	CORE MSCI EMKT	$923K	0.3%Prev: 0.3%	11,141 SH	Increased-2,031 SH
ISHARES INC	ESG AWR MSCI EM	$605K	0.2%Prev: 0.2%	11,065 SH	Increased-788 SH
ISHARES INC	EURO HIGH YIELD	$203K	0.1%	3,762 SH	New
ISHARES INC	MSCI EMERG MRKT	$892K	0.3%Prev: 0.3%	11,848 SH	Increased
ISHARES INC	MSCI EMRG CHN	$210K	0.1%	2,049 SH	New
ISHARES TR	CORE DIV GRWTH	$3.5M	1.1%Prev: 1.1%	46,382 SH	Increased-1,403 SH
ISHARES TR	CORE MSCI EAFE	$3.4M	1.1%Prev: 1.1%	35,527 SH	Increased-895 SH
ISHARES TR	CORE MSCI TOTAL	$1.6M	0.5%Prev: 0.5%	16,294 SH	Increased-317 SH
ISHARES TR	CORE S&P TTL STK	$797K	0.3%Prev: 0.2%	4,850 SH	Increased+1,517 SH
ISHARES TR	CORE S&P US VLU	$603K	0.2%	5,476 SH	New
ISHARES TR	CORE S&P500 ETF	$387K	0.1%Prev: 0.1%	517 SH	Increased-74 SH
ISHARES TR	EAFE VALUE ETF	$351K	0.1%Prev: 0.1%	4,589 SH	Increased
ISHARES TR	EGSADVNCDMSCI EM	$413K	0.1%Prev: 0.1%	7,132 SH	Increased+580 SH
ISHARES TR	ESG AW MSCI EAFE	$1.1M	0.3%Prev: 0.4%	10,576 SH	Increased-872 SH
ISHARES TR	ESG AWARE MSCI	$1.3M	0.4%Prev: 0.4%	22,815 SH	Increased+119 SH
ISHARES TR	ESG SELE SCR ETF	$641K	0.2%	12,161 SH	New
ISHARES TR	ESG SELECT SCRE	$650K	0.2%Prev: 0.2%	11,454 SH	Increased
ISHARES TR	GLOBAL 100 ETF	$634K	0.2%	4,640 SH	New
ISHARES TR	IBONDS 26 TRM TS	$700K	0.2%	30,598 SH	New
ISHARES TR	IBONDS 27 TRM TS	$530K	0.2%Prev: 0.2%	23,712 SH	Decreased-323 SH
ISHARES TR	IBONDS 28 TRM TS	$255K	0.1%Prev: 0.1%	11,498 SH	Decreased-206 SH
ISHARES TR	IBONDS 29 TRM TS	$303K	0.1%Prev: 0.1%	14,011 SH	Decreased+121 SH
ISHARES TR	IBONDS OCT 2035	$257K	0.1%	10,016 SH	New
ISHARES TR	MSCI USA MMENTM	$242K	0.1%	707 SH	New
ISHARES TR	RUS 1000 ETF	$3.7M	1.2%Prev: 0.6%	8,962 SH	Increased+4,117 SH
ISHARES TR	RUS 1000 GRW ETF	$1.7M	0.5%Prev: 0.7%	13,297 SH	Decreased+8,759 SH
ISHARES TR	RUS 1000 VAL ETF	$1.2M	0.4%Prev: 0.4%	5,145 SH	Increased-639 SH
ISHARES TR	RUS 2000 VAL ETF	$243K	0.1%	1,100 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.2M	0.4%Prev: 0.1%	4,047 SH	Increased+2,988 SH
ISHARES TR	RUSSELL 3000 ETF	$739K	0.2%	1,732 SH	New
ISHARES TR	S&P 100 ETF	$370K	0.1%Prev: 0.1%	1,012 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$356K	0.1%Prev: 0.1%	2,591 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$320K	0.1%Prev: 0.1%	1,408 SH	Increased
ISHARES TR	S&P MC 400VL ETF	$794K	0.3%Prev: 0.3%	5,378 SH	Decreased-1,286 SH
ISHARES TR	S&P SML 600 GWT	$490K	0.2%Prev: 0.1%	2,745 SH	Increased+348 SH
ISHARES TR	SELECT DIVID ETF	$449K	0.1%	2,874 SH	New
ISHARES TR	SP SMCP600VL ETF	$4.3M	1.4%Prev: 1.9%	31,516 SH	Decreased-20,210 SH
JOHNSON & JOHNSON	COM	$1.2M	0.4%Prev: 0.2%	4,675 SH	Increased+351 SH
JPMORGAN CHASE & CO	COM	$906K	0.3%	2,768 SH	New
LONGEVERON INC	CL A NEW	$7K	0.0%	10,500 SH	New
MCDONALDS CORP	COM	$373K	0.1%Prev: 0.2%	1,381 SH	Decreased-57 SH
MERCK & CO INC	COM	$588K	0.2%Prev: 0.1%	4,574 SH	Increased+762 SH
META PLATFORMS INC	CL A	$442K	0.1%Prev: 0.2%	784 SH	Increased+219 SH
MICROSOFT CORP	COM	$1.2M	0.4%Prev: 0.7%	3,275 SH	Decreased-345 SH
NETFLIX INC.	COM	$260K	0.1%	3,648 SH	New
NORTHROP GRUMMAN CORP	COM	$259K	0.1%	508 SH	New
NUCOR CORP	COM	$602K	0.2%	2,702 SH	New
NVIDIA CORPORATION	COM	$1.4M	0.4%Prev: 0.4%	6,769 SH	Increased-218 SH
ONTO INNOVATION INC	COM	$286K	0.1%	757 SH	New
ORACLE CORP	COM	$250K	0.1%Prev: 0.1%	1,708 SH	Decreased-74 SH
PEPSICO INC	COM	$691K	0.2%Prev: 0.1%	5,102 SH	Increased+2,223 SH
PHILLIPS 66	COM	$249K	0.1%	1,471 SH	New
PROCTER & GAMBLE CO	COM	$353K	0.1%	2,406 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$209K	0.1%	2,577 SH	New
QNITY ELECTRONICS INC	COMMON STOCK	$233K	0.1%	1,429 SH	New
QUALCOMM INC	COM	$859K	0.3%Prev: 0.3%	4,646 SH	Increased+72 SH
RTX CORPORATION	COM	$322K	0.1%	1,696 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.4%Prev: 0.8%	35,368 SH	Decreased-34,099 SH
SCHWAB STRATEGIC TR	FUND EM EQUI ETF	$1.9M	0.6%	48,347 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$742K	0.2%Prev: 0.3%	14,527 SH	Decreased-6,609 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$671K	0.2%Prev: 0.2%	17,621 SH	Increased-663 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$3.3M	1.1%Prev: 1.7%	120,931 SH	Decreased-78,494 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.8M	1.5%Prev: 1.7%	166,962 SH	Increased-22,920 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.9M	0.9%Prev: 1.1%	90,249 SH	Increased-15,801 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$6.1M	1.9%Prev: 3.0%	178,929 SH	Decreased-93,822 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.4M	0.8%Prev: 0.9%	70,065 SH	Decreased-18,490 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.7M	0.8%Prev: 1.8%	91,430 SH	Decreased-100,809 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.4M	0.8%Prev: 1.0%	65,011 SH	Decreased-34,552 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$4.7M	1.5%Prev: 1.9%	128,796 SH	Decreased-68,803 SH
SPDR GOLD TR	GOLD SHS	$984K	0.3%Prev: 0.1%	2,672 SH	Increased+1,498 SH
SPDR INDEX SHS FDS	ST MAR DIVID ETF	$514K	0.2%	12,546 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$2.0M	0.6%	38,711 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$847K	0.3%	9,327 SH	New
SPDR SERIES TRUST	ST STR SP400VAL	$1.8M	0.6%	18,681 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$7.5M	2.4%	68,669 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$2.8M	0.9%	5,302 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	0.6%	2,721 SH	New
TARGET CORP	COM	$240K	0.1%	1,838 SH	New
TESLA INC	COM	$750K	0.2%Prev: 0.2%	1,783 SH	Increased-85 SH
TEXAS INSTRS INC	COM	$421K	0.1%Prev: 0.1%	1,413 SH	Increased-84 SH
UNITED RENTALS INC	COM	$229K	0.1%	202 SH	New
UNITEDHEALTH GROUP INC	COM	$206K	0.1%	496 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 VAL	$3.4M	1.1%Prev: 1.6%	29,187 SH	Decreased-21,009 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$730K	0.2%Prev: 0.3%	3,693 SH	Decreased-853 SH
VANGUARD INDEX FDS	MID CAP ETF	$348K	0.1%Prev: 0.1%	4,320 SH	Increased+3,262 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.7M	0.9%Prev: 1.6%	11,232 SH	Decreased-10,221 SH
VANGUARD INDEX FDS	SMALL CP ETF	$395K	0.1%Prev: 0.2%	1,305 SH	Decreased-846 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$420K	0.1%Prev: 0.2%	1,134 SH	Decreased-331 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$794K	0.2%Prev: 0.2%	13,301 SH	Increased+1,487 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$686K	0.2%Prev: 0.3%	4,374 SH	Decreased-1,921 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.3%Prev: 0.8%	4,503 SH	Decreased-6,008 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.1M	0.4%Prev: 0.3%	13,320 SH	Increased+2,309 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.7M	0.5%Prev: 0.4%	10,841 SH	Increased+2,478 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$2.9M	0.9%Prev: 1.5%	29,688 SH	Decreased-19,129 SH
VISA INC	COM CL A	$531K	0.2%Prev: 0.2%	1,547 SH	Decreased+30 SH
WALMART INC	COM	$1.0M	0.3%Prev: 0.2%	8,961 SH	Increased+2,255 SH

Sold (vs prior filing)

AMERICAN CENTY ETF TR — $278K
AT&T INC — $300K
BANK AMERICA CORP — $263K
CHEVRON CORP NEW — $329K
COLGATE PALMOLIVE CO — $327K
COSTCO WHSL CORP NEW — $516K
DIMENSIONAL ETF TRUST — $896K
DIMENSIONAL ETF TRUST — $25.9M
DIMENSIONAL ETF TRUST — $2.3M
DIMENSIONAL ETF TRUST — $297K
DIMENSIONAL ETF TRUST — $1.0M
EXXON MOBIL CORP — $242K
ISHARES INC — $413K
ISHARES TR — $481K
ISHARES TR — $796K
JPMORGAN CHASE & CO. — $430K
NETFLIX INC — $350K
PROCTER AND GAMBLE CO — $368K
PUBLIC SVC ENTERPRISE GRP IN — $217K
SCHWAB STRATEGIC TR — $1.7M
… and 9 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