CAMBIENT FAMILY OFFICE, LLC

Q1 2026 13F-HR Holdings

Location
Ada, MI
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
261
Total value ($000)
$716,380
Net value change ($000)
+15,568 (2.2%)
New positions
22
Sold out positions
21
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XHLF 5,280 81.7%
VEU 4,943 21.4%
IEF 3,776 960.8%
GEV 3,214 305.5%
VGSH 2,826 220.3%
XOM 2,582 57.1%
GUNR 2,003 36.0%
DE 1,968 26.5%
CVX 1,896 40.3%
AMAT 1,742 38.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -11,286 -26.6%
SPY -4,784 -11.6%
ADSK -4,115 -76.4%
SYK -2,565 -49.9%
LLY -2,389 -9.8%
ADP -2,045 -21.8%
SHY -1,632 -11.7%
ABT -1,522 -15.7%
IWM -1,496 -45.8%
ISRG -1,391 -13.7%
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