Cambridge Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Tucson, AZ
Holdings as of
9/30/2025
Date filed
10/6/2025
Form type
13F-HR
Num holdings
165
Total value ($000)
$310,715
Net value change ($000)
+44,340 (16.6%)
New positions
28
Sold out positions
1
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/9/2025 Next filing: 1/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EMXF 3,599 1280.8%
IWB 2,637 160.3%
VCIT 2,312 NEW
VYM 1,757 157.6%
DFEM 1,655 10.9%
DFAT 1,537 8.1%
IWV 1,405 NEW
VCSH 1,221 NEW
IWM 1,036 452.4%
LQD 983 NEW
Top Reduces (Value $000, Stocks/ETFs)
VNQ -1,155 -100.0%
BRK-B -652 -22.4%
DFIV -622 -13.2%
VIG -379 -17.6%
SCHWAB STRATEGIC TRUST -198 -4.5%
SCHE -104 -5.0%
DFAE -60 -4.3%
CL -59 -18.0%
AMP -39 -8.1%
TXN -36 -11.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type