Filed: 11/12/2025ACC: 0001419186-25-000008
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3715 equity positions with a total reported market value of $36.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3715
Positions
$36.41M
Total AUM (reported)
493.59M
Total Shares
Allocation by class
INC COM$3.87M10.6%
COM$1.81M5.0%
CORP COM$1.43M3.9%
S&P 500 ETF SHS$1.20M3.3%
1$890.3K2.4%
TOTAL STK MKT$691.4K1.9%
TR CORE S&P500 ETF$674.6K1.9%
Portfolio Concentration
Top 3$3.35M9.2%
4–10$4.24M11.6%
11–25$3.53M9.7%
Rest$25.30M69.5%
Top 3 weight
9.2%
Top 10 weight
20.8%
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)
Sole3715
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3715
Rows:
VANGUARD INDEX FDS
SOLEShares1.96M
TypeSH
Market value$1.20M
3.29%
Sole
0.00
Shared
0.00
None
0.00
APPLE
SOLEShares4.39M
TypeSH
Market value$1.12M
3.07%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.53M
TypeSH
Market value$1.03M
2.84%
Sole
0.00
Shared
0.00
None
0.00
INVESCO QQQ TR UNIT SER
SOLEShares1.34M
TypeSH
Market value$804.5K
2.21%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.11M
TypeSH
Market value$691.4K
1.90%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares1.01M
TypeSH
Market value$674.6K
1.85%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.22M
TypeSH
Market value$629.9K
1.73%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.40M
TypeSH
Market value$526.2K
1.45%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.38M
TypeSH
Market value$468.8K
1.29%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares661.87K
TypeSH
Market value$440.9K
1.21%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares754.30K
TypeSH
Market value$379.2K
1.04%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares6.28M
TypeSH
Market value$263.9K
0.72%
Sole
0.00
Shared
0.00
None
0.00
META PLATFORMS
SOLEShares333.48K
TypeSH
Market value$244.9K
0.67%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares500.64K
TypeSH
Market value$240.1K
0.66%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST PORTFOLIO
SOLEShares3.05M
TypeSH
Market value$238.7K
0.66%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares974.63K
TypeSH
Market value$236.9K
0.65%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares953.11K
TypeSH
Market value$232.1K
0.64%
Sole
0.00
Shared
0.00
None
0.00
TESLA
SOLEShares509K
TypeSH
Market value$226.4K
0.62%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares3.84M
TypeSH
Market value$220.9K
0.61%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares664.40K
TypeSH
Market value$219.2K
0.60%
Sole
0.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES
SOLEShares1.19M
TypeSH
Market value$217.4K
0.60%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares606.19K
TypeSH
Market value$215.5K
0.59%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares639.65K
TypeSH
Market value$201.8K
0.55%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS VAN
SOLEShares3.34M
TypeSH
Market value$200.2K
0.55%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares879.40K
TypeSH
Market value$189.8K
0.52%
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 | 1.96M | SH | $1.20M 3.29% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.39M | SH | $1.12M 3.07% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.53M | SH | $1.03M 2.84% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TR UNIT SERSOLE | 1 | 1.34M | SH | $804.5K 2.21% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.11M | SH | $691.4K 1.90% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.01M | SH | $674.6K 1.85% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.22M | SH | $629.9K 1.73% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.40M | SH | $526.2K 1.45% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.38M | SH | $468.8K 1.29% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | S&P 500 ETF TR TR UNIT | 661.87K | SH | $440.9K 1.21% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 754.30K | SH | $379.2K 1.04% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 6.28M | SH | $263.9K 0.72% | 0.00 | 0.00 | 0.00 |
META PLATFORMSSOLE | INC CL A | 333.48K | SH | $244.9K 0.67% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 500.64K | SH | $240.1K 0.66% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST PORTFOLIOSOLE | S&P500 | 3.05M | SH | $238.7K 0.66% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 974.63K | SH | $236.9K 0.65% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 953.11K | SH | $232.1K 0.64% | 0.00 | 0.00 | 0.00 |
TESLASOLE | INC COM | 509K | SH | $226.4K 0.62% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 3.84M | SH | $220.9K 0.61% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 664.40K | SH | $219.2K 0.60% | 0.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIESSOLE | INC CL A | 1.19M | SH | $217.4K 0.60% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | GOLD TR GOLD SHS | 606.19K | SH | $215.5K 0.59% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 639.65K | SH | $201.8K 0.55% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 3.34M | SH | $200.2K 0.55% | 0.00 | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 879.40K | SH | $189.8K 0.52% | 0.00 | 0.00 | 0.00 |
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