CIK 1419186
Cambridge Investment Research Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
3,812
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 3,812
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 64 | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED | 825K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 1.3M | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR US BRD | 1.8M | $1M+ | SH |
| BLV | VANGUARD BD INDEX FDS | 666K | $1M+ | SH |
| TFLO | ISHARES TR TRS FLT | 916K | $1M+ | SH |
| CRM | SALESFORCE | 174K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 535K | $1M+ | SH |
| IWR | ISHARES TR RUS | 477K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR STATE STREET | 296K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 803K | $1M+ | SH |
| PTLC | PACER FDS TR TRENDP | 818K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR STATE STREET | 1.1M | $1M+ | SH |
| PFE | PFIZER | 1.8M | $1M+ | SH |
| MO | ALTRIA GROUP | 777K | $1M+ | SH |
| AXP | AMERICAN EXPRESS | 120K | $1M+ | SH |
| BA | BOEING | 205K | $1M+ | SH |
| MRK | MERCK & | 422K | $1M+ | SH |
| MGK | VANGUARD | 106K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP | 50K | $1M+ | SH |
| IXN | ISHARES | 415K | $1M+ | SH |
| VOOG | VANGUARD ADMIRAL FDS | 97K | $1M+ | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 715K | $1M+ | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F MORTGAGE | 838K | $1M+ | SH |
| CGHM | CAPITAL GRP | 1.6M | $1M+ | SH |
| BENJ | HORIZON FDS LANDMARK | 802K | $1M+ | SH |
| ABT | ABBOTT LABS | 331K | $1M+ | SH |
| WFC | WELLS FARGO | 445K | $1M+ | SH |
| BX | BLACKSTONE | 268K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED | 617K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F ALLWRLD | 551K | $1M+ | SH |
| DUK | DUKE | 346K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP | 123K | $1M+ | SH |
| IYW | ISHARES TR U.S. | 202K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| SO | SOUTHERN | 460K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF | 1.4M | $1M+ | SH |
| FTGS | FIRST TR EXCHANGE-TRADED | 1.1M | $1M+ | SH |
| GEV | GE VERNOVA | 61K | $1M+ | SH |
| CEG | CONSTELLATION | 112K | $1M+ | SH |
| LMT | LOCKHEED MARTIN | 81K | $1M+ | SH |
| MBB | ISHARES | 408K | $1M+ | SH |
| IUSG | ISHARES | 230K | $1M+ | SH |
| SPEM | SPDR | 813K | $1M+ | SH |
| CGCB | CAPITAL GRP | 1.4M | $1M+ | SH |
| PM | PHILIP MORRIS | 234K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR FUNDAMENTAL | 823K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC | 1.5M | $1M+ | SH |
| EFAV | ISHARES | 431K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F INTRNL | 496K | $1M+ | SH |