Cambridge Financial Group (Arizona) Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares ESG Advanced MSCI EM ETF
EMXF
|
+$3.47M |
| 2 |
iShares Russell 1000 ETF
IWB
|
+$2.42M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$2.29M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.65M |
| 5 |
iShares Russell 3000 ETF
IWV
|
+$1.35M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.31M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
+$1.16M |
| 3 |
Dimensional International Value ETF
DFIV
|
+$954K |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$727K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$521K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 3.33% |
| 2 | Financials | 2.23% |
| 3 | Consumer Discretionary | 0.98% |
| 4 | Consumer Staples | 0.94% |
| 5 | Communication Services | 0.86% |
Similar funds
Cambridge Financial Group (Arizona)'s Q3 2025 Portfolio in Review
As of Q3 2025, Cambridge Financial Group (Arizona) held 166 positions worth $311M, up 17% from $266M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Cambridge Financial Group (Arizona) deployed $23.8M of net new capital in Q3 2025, opening 29 new positions and adding to 61 existing holdings. Its largest new stake was Vanguard Intermediate-Term Corporate Bond ETF: 27,482 shares worth $2.31M.
By sector, the portfolio is most concentrated in Technology at 3.3% of assets, down from 3.3% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Dimensional US Core Equity 2 ETF, an estimated $1.31M trimmed.
- Cambridge Financial Group (Arizona)'s largest Q3 2025 buy was Vanguard Intermediate-Term Corporate Bond ETF: 27,482 shares worth $2.31M.
- Cambridge Financial Group (Arizona) added most to iShares ESG Advanced MSCI EM ETF in Q3 2025, an estimated $3.47M increase.
- Cambridge Financial Group (Arizona)'s biggest Q3 2025 reduction was Dimensional US Core Equity 2 ETF, cutting an estimated $1.31M.
- Cambridge Financial Group (Arizona) fully exited Vanguard Real Estate ETF in Q3 2025, selling an estimated $1.16M.
- Cambridge Financial Group (Arizona)'s ten largest holdings make up 44% of its $311M portfolio in Q3 2025.
- Cambridge Financial Group (Arizona) opened 29 new positions and closed 1 in Q3 2025.
- Cambridge Financial Group (Arizona)'s portfolio value rose 17% quarter-over-quarter to $311M.
Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2025, filed 6 Oct 2025.