Filed: 4/30/2026ACC: 0001419186-26-000003
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3924 equity positions with a total reported market value of $38.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3924
Positions
$38.80M
Total AUM (reported)
558.96M
Total Shares
Allocation by class
INC COM$3.88M10.0%
COM$1.95M5.0%
CORP COM$1.38M3.5%
S&P 500 ETF SHS$1.16M3.0%
STREET SPD$1.09M2.8%
CO COM$884.8K2.3%
TR CORE S&P500 ETF$785.8K2.0%
Portfolio Concentration
Top 3$3.26M8.4%
4–10$4.08M10.5%
11–25$3.62M9.3%
Rest$27.83M71.7%
Top 3 weight
8.4%
Top 10 weight
18.9%
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)
Sole3924
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3924
Rows:
VANGUARD INDEX FDS
SOLEShares1.94M
TypeSH
Market value$1.16M
2.98%
Sole
0.00
Shared
0.00
None
0.00
APPLE
SOLEShares4.39M
TypeSH
Market value$1.11M
2.87%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares5.67M
TypeSH
Market value$989.7K
2.55%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares1.20M
TypeSH
Market value$785.8K
2.03%
Sole
0.00
Shared
0.00
None
0.00
INVESCO
SOLEShares1.27M
TypeSH
Market value$734.3K
1.89%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares2.13M
TypeSH
Market value$683.9K
1.76%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.45M
TypeSH
Market value$509.3K
1.31%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.18M
TypeSH
Market value$476.6K
1.23%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.28M
TypeSH
Market value$474.5K
1.22%
Sole
0.00
Shared
0.00
None
0.00
STATE
SOLEShares643.72K
TypeSH
Market value$418.6K
1.08%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares741.88K
TypeSH
Market value$355.5K
0.92%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL GROUP
SOLEShares7.63M
TypeSH
Market value$324.8K
0.84%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares1M
TypeSH
Market value$289.0K
0.74%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares936.89K
TypeSH
Market value$268.8K
0.69%
Sole
0.00
Shared
0.00
None
0.00
SPDR
SOLEShares584.01K
TypeSH
Market value$251.3K
0.65%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES TRUST STATE
SOLEShares2.65M
TypeSH
Market value$242.7K
0.63%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares538.58K
TypeSH
Market value$235.2K
0.61%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS VAN
SOLEShares3.46M
TypeSH
Market value$221.8K
0.57%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD RISNG
SOLEShares3.23M
TypeSH
Market value$220.6K
0.57%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares690.79K
TypeSH
Market value$213.8K
0.55%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.03M
TypeSH
Market value$201.9K
0.52%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE &
SOLEShares685.33K
TypeSH
Market value$201.6K
0.52%
Sole
0.00
Shared
0.00
None
0.00
SCHWAB STRATEGIC
SOLEShares6.54M
TypeSH
Market value$200.7K
0.52%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares2.71M
TypeSH
Market value$199.4K
0.51%
Sole
0.00
Shared
0.00
None
0.00
PACER FDS TR US CASH COWS
SOLEShares3.15M
TypeSH
Market value$197.3K
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 | 1.94M | SH | $1.16M 2.98% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.39M | SH | $1.11M 2.87% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 5.67M | SH | $989.7K 2.55% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.20M | SH | $785.8K 2.03% | 0.00 | 0.00 | 0.00 |
INVESCOSOLE | QQQ TR UNIT SER 1 | 1.27M | SH | $734.3K 1.89% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 2.13M | SH | $683.9K 1.76% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.45M | SH | $509.3K 1.31% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.18M | SH | $476.6K 1.23% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.28M | SH | $474.5K 1.22% | 0.00 | 0.00 | 0.00 |
STATESOLE | STR SPDR S&P 500 ETF T TR UNIT | 643.72K | SH | $418.6K 1.08% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 741.88K | SH | $355.5K 0.92% | 0.00 | 0.00 | 0.00 |
CAPITAL GROUPSOLE | DIVIDEND VALUE SHS CREATION UNI | 7.63M | SH | $324.8K 0.84% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 1M | SH | $289.0K 0.74% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 936.89K | SH | $268.8K 0.69% | 0.00 | 0.00 | 0.00 |
SPDRSOLE | GOLD TR GOLD SHS | 584.01K | SH | $251.3K 0.65% | 0.00 | 0.00 | 0.00 |
SPDR SERIES TRUST STATESOLE | STREET SPD | 2.65M | SH | $242.7K 0.63% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 538.58K | SH | $235.2K 0.61% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 3.46M | SH | $221.8K 0.57% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FD RISNGSOLE | DIVD ACHIV | 3.23M | SH | $220.6K 0.57% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 690.79K | SH | $213.8K 0.55% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 1.03M | SH | $201.9K 0.52% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE &SOLE | CO COM | 685.33K | SH | $201.6K 0.52% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGICSOLE | TR US DIVIDEND EQ | 6.54M | SH | $200.7K 0.52% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 2.71M | SH | $199.4K 0.51% | 0.00 | 0.00 | 0.00 |
PACER FDS TR US CASH COWSSOLE | 100 | 3.15M | SH | $197.3K 0.51% | 0.00 | 0.00 | 0.00 |
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