Universe · entity
Cambridge Investment Research Advisors, Inc.
Institutional manager (13F) · CIK 1419186
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $15M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $1M | 1,935,246 |
| 2 | APPLE | $1M | 4,385,052 |
| 3 | NVIDIA CORPORATION | $990k | 5,674,949 |
| 4 | ISHARES | $786k | 1,202,937 |
| 5 | INVESCO | $734k | 1,272,210 |
| 6 | VANGUARD INDEX FDS | $684k | 2,131,861 |
| 7 | AMAZON | $509k | 2,445,594 |
| 8 | VANGUARD STAR FDS VG TL | $477k | 6,180,518 |
| 9 | MICROSOFT | $474k | 1,281,790 |
| 10 | STATE | $419k | 643,723 |
| 11 | BERKSHIRE HATHAWAY INC DEL | $356k | 741,877 |
| 12 | CAPITAL GROUP | $325k | 7,634,516 |
| 13 | ALPHABET | $289k | 1,004,911 |
| 14 | ALPHABET | $269k | 936,893 |
| 15 | SPDR | $251k | 584,011 |
| 16 | SPDR SERIES TRUST STATE | $243k | 2,648,917 |
| 17 | VANGUARD INDEX FDS | $235k | 538,579 |
| 18 | VANGUARD TAX-MANAGED FDS VAN | $222k | 3,462,023 |
| 19 | FIRST TR EXCHANGE TRADED FD RISNG | $221k | 3,230,196 |
| 20 | BROADCOM | $214k | 690,788 |
| 21 | VANGUARD INDEX FDS | $202k | 1,028,947 |
| 22 | JPMORGAN CHASE & | $202k | 685,325 |
| 23 | SCHWAB STRATEGIC | $201k | 6,543,313 |
| 24 | VANGUARD BD INDEX FDS | $199k | 2,707,953 |
| 25 | PACER FDS TR US CASH COWS | $197k | 3,154,181 |
| 26 | META PLATFORMS | $194k | 338,386 |
| 27 | EXXON MOBIL | $192k | 1,134,033 |
| 28 | TESLA | $184k | 494,824 |
| 29 | VANGUARD SPECIALIZED FUNDS | $184k | 854,916 |
| 30 | CAPITAL GROUP | $183k | 4,557,813 |
| 31 | J P MORGAN EXCHANGE TRADED | $175k | 3,461,245 |
| 32 | SPDR SERIES TRUST STATE | $171k | 2,228,576 |
| 33 | WALMART | $169k | 1,356,955 |
| 34 | VANGUARD WHITEHALL FDS | $161k | 1,090,112 |
| 35 | ELI LILLY & | $160k | 173,486 |
| 36 | PALANTIR TECHNOLOGIES | $157k | 1,070,893 |
| 37 | SELECT SECTOR SPDR TR STATE | $156k | 1,174,237 |
| 38 | CATERPILLAR | $149k | 210,622 |
| 39 | ISHARES TR CORE US AGGBD | $146k | 1,468,473 |
| 40 | INVESCO EXCHANGE TRADED | $146k | 758,937 |
| 41 | VANGUARD CHARLOTTE FDS | $145k | 3,013,127 |
| 42 | ISHARES | $141k | 1,559,760 |
| 43 | COSTCO WHOLESALE CORPORATION | $138k | 138,765 |
| 44 | ISHARES | $129k | 1,139,627 |
| 45 | ISHARES TR MSCI USA MIN | $124k | 1,336,870 |
| 46 | FIRST TR EXCHANGE TRADED FD RBA | $121k | 1,096,735 |
| 47 | ABBVIE | $120k | 552,320 |
| 48 | CAPITAL GROUP | $120k | 3,126,028 |
| 49 | INVESCO EXCH TRADED FD TR II | $119k | 1,063,931 |
| 50 | VANGUARD | $117k | 167,353 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.