Filed: 7/27/2026ACC: 0001419186-26-000005
📋 What this filing means
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 3774 equity positions with a total reported market value of $43.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3774
Positions
$43.26M
Total AUM (reported)
553.13M
Total Shares
Allocation by class
INC COM$3.76M8.7%
ETF$2.11M4.9%
CORPORATION COM$1.46M3.4%
INDEX FDS S&P 500 ETF SHS$1.41M3.3%
CORP COM$1.20M2.8%
QQQ TR$929.2K2.1%
TR CORE S&P500 ETF$867.7K2.0%
Portfolio Concentration
Top 3$3.81M8.8%
4–10$4.72M10.9%
11–25$4.32M10.0%
Rest$30.41M70.3%
Top 3 weight
8.8%
Top 10 weight
19.7%
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)
Sole3774
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings3774
Rows:
VANGUARD
SOLEShares2.05M
TypeSH
Market value$1.41M
3.26%
Sole
0.00
Shared
0.00
None
0.00
APPLE
SOLEShares4.36M
TypeSH
Market value$1.26M
2.92%
Sole
0.00
Shared
0.00
None
0.00
NVIDIA
SOLEShares5.70M
TypeSH
Market value$1.14M
2.64%
Sole
0.00
Shared
0.00
None
0.00
INVESCO
SOLEShares1.26M
TypeSH
Market value$929.2K
2.15%
Sole
0.00
Shared
0.00
None
0.00
ISHARES
SOLEShares1.16M
TypeSH
Market value$867.7K
2.01%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD
SOLEShares2.17M
TypeSH
Market value$803.6K
1.86%
Sole
0.00
Shared
0.00
None
0.00
AMAZON
SOLEShares2.48M
TypeSH
Market value$591.0K
1.37%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD STAR FDS VG TL
SOLEShares6.28M
TypeSH
Market value$537.3K
1.24%
Sole
0.00
Shared
0.00
None
0.00
STATE
SOLEShares684.01K
TypeSH
Market value$510.8K
1.18%
Sole
0.00
Shared
0.00
None
0.00
MICROSOFT
SOLEShares1.29M
TypeSH
Market value$481.5K
1.11%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL
SOLEShares7.84M
TypeSH
Market value$386.5K
0.89%
Sole
0.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY
SOLEShares743.47K
TypeSH
Market value$372.0K
0.86%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares993.09K
TypeSH
Market value$354.9K
0.82%
Sole
0.00
Shared
0.00
None
0.00
ALPHABET
SOLEShares934.69K
TypeSH
Market value$330.3K
0.76%
Sole
0.00
Shared
0.00
None
0.00
SPDR SERIES
SOLEShares3.70M
TypeSH
Market value$325.1K
0.75%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD
SOLEShares3.70M
TypeSH
Market value$319.1K
0.74%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS VAN
SOLEShares4.01M
TypeSH
Market value$286.0K
0.66%
Sole
0.00
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD RISNG
SOLEShares3.45M
TypeSH
Market value$280.0K
0.65%
Sole
0.00
Shared
0.00
None
0.00
BROADCOM
SOLEShares718.85K
TypeSH
Market value$271.5K
0.63%
Sole
0.00
Shared
0.00
None
0.00
MICRON
SOLEShares216.74K
TypeSH
Market value$250.2K
0.58%
Sole
0.00
Shared
0.00
None
0.00
CAPITAL
SOLEShares5.10M
TypeSH
Market value$240.6K
0.56%
Sole
0.00
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES
SOLEShares391.71K
TypeSH
Market value$227.5K
0.53%
Sole
0.00
Shared
0.00
None
0.00
VANGUARD
SOLEShares1.04M
TypeSH
Market value$227.5K
0.53%
Sole
0.00
Shared
0.00
None
0.00
CATERPILLAR
SOLEShares212.75K
TypeSH
Market value$226.6K
0.52%
Sole
0.00
Shared
0.00
None
0.00
JPMORGAN CHASE &
SOLEShares686.34K
TypeSH
Market value$224.7K
0.52%
Sole
0.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARDSOLE | INDEX FDS S&P 500 ETF SHS | 2.05M | SH | $1.41M 3.26% | 0.00 | 0.00 | 0.00 |
APPLESOLE | INC COM | 4.36M | SH | $1.26M 2.92% | 0.00 | 0.00 | 0.00 |
NVIDIASOLE | CORPORATION COM | 5.70M | SH | $1.14M 2.64% | 0.00 | 0.00 | 0.00 |
INVESCOSOLE | QQQ TR | 1.26M | SH | $929.2K 2.15% | 0.00 | 0.00 | 0.00 |
ISHARESSOLE | TR CORE S&P500 ETF | 1.16M | SH | $867.7K 2.01% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS TOTAL STK MKT | 2.17M | SH | $803.6K 1.86% | 0.00 | 0.00 | 0.00 |
AMAZONSOLE | COM INC COM | 2.48M | SH | $591.0K 1.37% | 0.00 | 0.00 | 0.00 |
VANGUARD STAR FDS VG TLSOLE | INTL STK F | 6.28M | SH | $537.3K 1.24% | 0.00 | 0.00 | 0.00 |
STATESOLE | STR SPDR S&P 500 ETF T TR UNIT | 684.01K | SH | $510.8K 1.18% | 0.00 | 0.00 | 0.00 |
MICROSOFTSOLE | CORP COM | 1.29M | SH | $481.5K 1.11% | 0.00 | 0.00 | 0.00 |
CAPITALSOLE | GROUP DIVIDEND VALUE SHS CREAT UNIT | 7.84M | SH | $386.5K 0.89% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAYSOLE | INC DEL CL B NEW | 743.47K | SH | $372.0K 0.86% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL A | 993.09K | SH | $354.9K 0.82% | 0.00 | 0.00 | 0.00 |
ALPHABETSOLE | INC CAP STK CL C | 934.69K | SH | $330.3K 0.76% | 0.00 | 0.00 | 0.00 |
SPDR SERIESSOLE | TRUST ST STR P500ETF | 3.70M | SH | $325.1K 0.75% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS GROWTH ETF | 3.70M | SH | $319.1K 0.74% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDS VANSOLE | FTSE DEV MKT | 4.01M | SH | $286.0K 0.66% | 0.00 | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FD RISNGSOLE | DIVD ACHIV | 3.45M | SH | $280.0K 0.65% | 0.00 | 0.00 | 0.00 |
BROADCOMSOLE | INC COM | 718.85K | SH | $271.5K 0.63% | 0.00 | 0.00 | 0.00 |
MICRONSOLE | TECHNOLOGY INC | 216.74K | SH | $250.2K 0.58% | 0.00 | 0.00 | 0.00 |
CAPITALSOLE | GROUP GROWTH ETF SHS CREAT UNIT | 5.10M | SH | $240.6K 0.56% | 0.00 | 0.00 | 0.00 |
ADVANCED MICRO DEVICESSOLE | INC | 391.71K | SH | $227.5K 0.53% | 0.00 | 0.00 | 0.00 |
VANGUARDSOLE | INDEX FDS VALUE ETF | 1.04M | SH | $227.5K 0.53% | 0.00 | 0.00 | 0.00 |
CATERPILLARSOLE | INC COM | 212.75K | SH | $226.6K 0.52% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE &SOLE | CO | 686.34K | SH | $224.7K 0.52% | 0.00 | 0.00 | 0.00 |
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