CAMBIENT FAMILY OFFICE, LLC

Q2 2026 13F-HR Holdings

Location
Ada, MI
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
328
Total value ($000)
$812,967
Net value change ($000)
+96,587 (13.5%)
New positions
77
Sold out positions
10
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 8,943 26.2%
NVDA 7,375 15.3%
LLY 7,202 32.9%
AMAT 7,010 112.3%
SPY 5,388 14.8%
PANW 4,305 109.4%
SUB 4,002 99.3%
GOOGL 3,688 15.2%
MU 3,195 304.6%
AAPL 3,143 13.2%
Top Reduces (Value $000, Stocks/ETFs)
ABBV -4,741 -34.3%
HON -3,699 -100.0%
CARR -2,786 -86.7%
PLTR -2,700 -27.4%
SHV -2,385 -38.2%
OTIS -2,094 -87.9%
INTC -1,597 -42.9%
CVX -1,386 -21.0%
XOM -1,292 -18.2%
XHLF -1,201 -10.2%
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