Filed: 7/31/2025ACC: 0001419186-25-000006
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3608 equity positions with a total reported market value of $32.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3608
Positions
$32.88M
Total AUM (reported)
476.30M
Total Shares
Allocation by class
INC COM$3.36M10.2%
COM$1.58M4.8%
CORP COM$1.30M4.0%
S&P 500 ETF SHS$1.05M3.2%
1$812.4K2.5%
TOTAL STK MKT$620.1K1.9%
TR CORE S&P500 ETF$619.1K1.9%
Portfolio Concentration
Top 3$2.80M8.5%
4–10$3.94M12.0%
11–25$3.11M9.4%
Rest$23.04M70.1%
Top 3 weight
8.5%
Top 10 weight
20.5%
Voting Authority Distribution
Total shares with voting rights: 0.00
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3608
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3608
Rows:
VANGUARD INDEX FDS
SOLEShares1.84M
TypeSH
Market value$1.05M
3.18%
Sole
0.00
Shared
0.00
None
0.00
APPLE
SOLEShares4.31M
TypeSH
Market value$884.9K
2.69%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.53M
TypeSH
Market value$874.3K
2.66%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER
SOLEShares1.32M
TypeSH
Market value$729.3K
2.22%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.04M
TypeSH
Market value$620.1K
1.89%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares997.17K
TypeSH
Market value$619.1K
1.88%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.18M
TypeSH
Market value$586.9K
1.79%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.35M
TypeSH
Market value$516.5K
1.57%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.41M
TypeSH
Market value$442.8K
1.35%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares680.39K
TypeSH
Market value$420.4K
1.28%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares766.56K
TypeSH
Market value$372.4K
1.13%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares316.45K
TypeSH
Market value$233.6K
0.71%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares5.79M
TypeSH
Market value$228.5K
0.69%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares4.07M
TypeSH
Market value$224.2K
0.68%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS VAN
SOLEShares3.81M
TypeSH
Market value$217.0K
0.66%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares482.19K
TypeSH
Market value$211.4K
0.64%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST PORTFOLIO
SOLEShares2.73M
TypeSH
Market value$198.2K
0.60%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares682.97K
TypeSH
Market value$188.3K
0.57%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares911.55K
TypeSH
Market value$186.6K
0.57%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC
SOLEShares6.85M
TypeSH
Market value$181.6K
0.55%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares615.53K
TypeSH
Market value$178.4K
0.54%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares2.40M
TypeSH
Market value$176.9K
0.54%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares977.87K
TypeSH
Market value$172.3K
0.52%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares959.94K
TypeSH
Market value$169.7K
0.52%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares545.33K
TypeSH
Market value$166.2K
0.51%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.84M | SH | $1.05M 3.18% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.31M | SH | $884.9K 2.69% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.53M | SH | $874.3K 2.66% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SERSOLE | 1 | 1.32M | SH | $729.3K 2.22% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.04M | SH | $620.1K 1.89% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 997.17K | SH | $619.1K 1.88% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.18M | SH | $586.9K 1.79% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.35M | SH | $516.5K 1.57% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.41M | SH | $442.8K 1.35% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | S&P 500 ETF TR TR UNIT | 680.39K | SH | $420.4K 1.28% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 766.56K | SH | $372.4K 1.13% | 0.00 | 0.00 | 0.00 |
META PLATFORMSSOLE | INC CL A | 316.45K | SH | $233.6K 0.71% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 5.79M | SH | $228.5K 0.69% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 4.07M | SH | $224.2K 0.68% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 3.81M | SH | $217.0K 0.66% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 482.19K | SH | $211.4K 0.64% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST PORTFOLIOSOLE | S&P500 | 2.73M | SH | $198.2K 0.60% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 682.97K | SH | $188.3K 0.57% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 911.55K | SH | $186.6K 0.57% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGICSOLE | TR US DIVIDEND EQ | 6.85M | SH | $181.6K 0.55% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 615.53K | SH | $178.4K 0.54% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.40M | SH | $176.9K 0.54% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 977.87K | SH | $172.3K 0.52% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 959.94K | SH | $169.7K 0.52% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | GOLD TR GOLD SHS | 545.33K | SH | $166.2K 0.51% | 0.00 | 0.00 | 0.00 |
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