Cambridge Investment Research Advisors, Inc.

FAIRFIELD, IA · CIK 1419186 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyFairfield, IA

$87.8bn reported value +126.4% vs Q1 2026

4,046positions

19.4%in top 10

318 new 3,530 added 192 reduced 196 sold out vs Q1 2026

Also in the report of:

GeoWealth Management, LLC – $2.0bn of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,106,759	$2.8bn3.21%	3.21%	Added +2.2m	+2,171,513 112.2%
2	APPLE INC COM AAPL	AAPL	8,723,554	$2.5bn2.87%	2.87%	Added +4.3m	+4,338,502 98.9%
3	NVIDIA CORPORATION COM NVDA	NVDA	11,396,094	$2.3bn2.60%	2.60%	Added +5.7m	+5,721,145 100.8%
4	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,523,574	$1.9bn2.12%	2.12%	Added +1.3m	+1,251,364 98.4%
5	ISHARES TR CORE S&P500 ETF IVV	IVV	2,317,260	$1.7bn1.98%	1.98%	Added +1.1m	+1,114,323 92.6%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,343,485	$1.6bn1.83%	1.83%	Added +2.2m	+2,211,624 103.7%
7	AMAZON COM INC COM AMZN	AMZN	4,959,336	$1.2bn1.35%	1.35%	Added +2.5m	+2,513,742 102.8%
8	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	12,569,368	$1.1bn1.22%	1.22%	Added +6.4m	+6,388,850 103.4%
9	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,368,119	$1.0bn1.16%	1.16%	Added +724.4k	+724,396 112.5%
10	MICROSOFT CORP COM MSFT	MSFT	2,581,953	$963.1m1.10%	1.10%	Added +1.3m	+1,300,163 101.4%
11	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	15,684,465	$772.9m0.88%	0.88%	Added +8.0m	+8,049,949 105.4%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,486,938	$744.0m0.85%	0.85%	Added +745.1k	+745,061 100.4%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,986,457	$709.9m0.81%	0.81%	Added +981.5k	+981,546 97.7%
14	ALPHABET INC CAP STK CL C GOOG	GOOG	1,870,208	$660.8m0.75%	0.75%	Added +933.3k	+933,315 99.6%
15	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	7,400,877	$650.4m0.74%	0.74%	Added +5.2m	+5,172,301 232.1%
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	7,409,216	$638.2m0.73%	0.73%	Added +4.2m	+4,177,742 129.3%
17	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	8,027,866	$572.0m0.65%	0.65%	Added +4.6m	+4,565,843 131.9%
18	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	6,907,979	$560.0m0.64%	0.64%	Added +3.7m	+3,677,783 113.9%
19	BROADCOM INC COM AVGO	AVGO	1,437,890	$543.2m0.62%	0.62%	Added +747.1k	+747,102 108.2%
20	MICRON TECHNOLOGY INC COM MU	MU	433,480	$500.4m0.57%	0.57%	Added +218.9k	+218,883 102.0%
21	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	10,193,581	$481.1m0.55%	0.55%	Added +5.6m	+5,635,768 123.7%
22	ADVANCED MICRO DEVICES INC COM AMD	AMD	783,409	$455.1m0.52%	0.52%	Added +346.0k	+346,027 79.1%
23	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,087,494	$454.9m0.52%	0.52%	Added +1.1m	+1,058,547 102.9%
24	CATERPILLAR INC COM CAT	CAT	426,823	$454.5m0.52%	0.52%	Added +216.2k	+216,201 102.7%
25	JPMORGAN CHASE & CO COM JPM	JPM	1,373,420	$449.6m0.51%	0.51%	Added +688.1k	+688,095 100.4%
26	ELI LILLY & CO COM LLY	LLY	363,626	$436.1m0.50%	0.50%	Added +190.1k	+190,140 109.6%
27	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	2,687,672	$434.2m0.49%	0.49%	Added +1.6m	+1,623,741 152.6%
28	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,226,882	$424.3m0.48%	0.48%	Added +1.1m	+1,052,645 89.7%
29	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	13,299,293	$421.7m0.48%	0.48%	Added +6.8m	+6,755,980 103.2%
30	SPDR GOLD TR GOLD SHS GLD	GLD	1,144,000	$421.4m0.48%	0.48%	Added +560.0k	+559,989 95.9%
31	TESLA INC COM TSLA	TSLA	1,000,664	$420.9m0.48%	0.48%	Added +505.8k	+505,840 102.2%
32	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	1,374,163	$416.3m0.47%	0.47%	Added +930.8k	+930,849 210.0%
33	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,745,944	$413.1m0.47%	0.47%	Added +891.0k	+891,028 104.2%
34	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	5,478,612	$402.2m0.46%	0.46%	Added +2.8m	+2,770,659 102.3%
35	PACER FDS TR US CASH COWS 100 COWZ	COWZ	6,266,024	$389.7m0.44%	0.44%	Added +3.1m	+3,111,843 98.7%
36	META PLATFORMS INC CL A META	META	684,382	$385.5m0.44%	0.44%	Added +346.0k	+345,996 102.2%
37	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	3,916,498	$358.9m0.41%	0.41%	Added +1.3m	+1,267,581 47.9%
38	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,223,998	$351.5m0.40%	0.40%	Added +1.1m	+1,133,886 104.0%
39	VANGUARD WORLD FD INF TECH ETF VGT	VGT	2,758,025	$329.6m0.38%	0.38%	Added +1.4m	+1,419,201 106.0%
40	EXXON MOBIL CORP COM XOM	XOM	2,297,979	$314.2m0.36%	0.36%	Added +1.2m	+1,163,946 102.6%
41	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,449,628	$308.4m0.35%	0.35%	Added +690.7k	+690,691 91.0%
42	ISHARES TR S&P 500 GRWT ETF IVW	IVW	2,241,779	$308.3m0.35%	0.35%	Added +1.1m	+1,102,152 96.7%
43	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	2,309,558	$307.7m0.35%	0.35%	Added +1.2m	+1,212,823 110.6%
44	WALMART INC COM WMT	WMT	2,709,131	$306.8m0.35%	0.35%	Added +1.4m	+1,352,176 99.7%
45	ISHARES TR CORE US AGGBD ET AGG	AGG	3,099,062	$306.7m0.35%	0.35%	Added +1.6m	+1,630,589 111.0%
46	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	6,281,572	$304.2m0.35%	0.35%	Added +3.3m	+3,268,445 108.5%
47	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	7,065,830	$299.1m0.34%	0.34%	Added +3.7m	+3,704,963 110.2%
48	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	5,790,242	$295.0m0.34%	0.34%	Added +3.9m	+3,929,655 211.2%
49	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	6,516,738	$289.9m0.33%	0.33%	Added +3.4m	+3,390,710 108.5%
50	ABBVIE INC COM ABBV	ABBV	1,132,664	$285.0m0.32%	0.32%	Added +580.3k	+580,344 105.1%
51	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	574,869	$274.5m0.31%	0.31%	Added +302.4k	+302,430 111.0%
52	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	410,793	$269.4m0.31%	0.31%	Added +217.1k	+217,096 112.1%
53	ISHARES TR CORE MSCI EAFE IEFA	IEFA	2,743,864	$265.0m0.30%	0.30%	Added +1.2m	+1,184,104 75.9%
54	VISA INC COM CL A V	V	759,110	$260.4m0.30%	0.30%	Added +375.8k	+375,803 98.0%
55	COSTCO WHSL CORP NEW COM COST	COST	277,434	$259.5m0.30%	0.30%	Added +138.7k	+138,669 99.9%
56	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,725,274	$255.9m0.29%	0.29%	Added +872.9k	+872,914 102.4%
57	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,133,534	$248.9m0.28%	0.28%	Added +1.1m	+1,062,641 99.2%
58	JOHNSON & JOHNSON COM JNJ	JNJ	973,280	$247.2m0.28%	0.28%	Added +495.8k	+495,807 103.8%
59	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	466,459	$243.7m0.28%	0.28%	Added +361.2k	+361,213 343.2%
60	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,071,360	$243.3m0.28%	0.28%	Added +531.1k	+531,127 98.3%
61	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,109,838	$239.8m0.27%	0.27%	Added +1.7m	+1,685,529 118.3%
62	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,919,442	$227.5m0.26%	0.26%	Added +1.5m	+1,499,974 105.7%
63	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	353,658	$226.6m0.26%	0.26%	Added +180.6k	+180,644 104.4%
64	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,353,506	$222.3m0.25%	0.25%	Added +696.8k	+696,801 106.1%
65	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	290,221	$221.5m0.25%	0.25%	Added +146.2k	+146,184 101.5%
66	PROCTER AND GAMBLE CO COM PG	PG	1,510,354	$221.5m0.25%	0.25%	Added +770.3k	+770,258 104.1%
67	ISHARES TR RUSSELL 2000 ETF IWM	IWM	733,787	$220.5m0.25%	0.25%	Added +318.6k	+318,562 76.7%
68	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	4,343,014	$219.3m0.25%	0.25%	Added +2.2m	+2,243,848 106.9%
69	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	889,626	$219.0m0.25%	0.25%	Added +462.6k	+462,583 108.3%
70	VANGUARD INDEX FDS MID CAP ETF VO	VO	2,710,870	$218.4m0.25%	0.25%	Added +1.4m	+1,401,106 107.0%
71	VANGUARD INDEX FDS SMALL CP ETF VB	VB	711,898	$215.8m0.25%	0.25%	Added +316.2k	+316,236 79.9%
72	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	4,955,625	$213.8m0.24%	0.24%	Added +2.4m	+2,357,842 90.8%
73	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	3,773,911	$213.2m0.24%	0.24%	Added +2.0m	+1,995,747 112.2%
74	ISHARES TR MSCI USA MIN VOL USMV	USMV	2,187,818	$211.0m0.24%	0.24%	Added +850.9k	+850,948 63.6%
75	ISHARES TR RUS TP200 GR ETF IWY	IWY	704,244	$204.7m0.23%	0.23%	Added +344.4k	+344,440 95.7%
76	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,010,870	$202.8m0.23%	0.23%	Added +549.6k	+549,625 15.9%
77	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	5,959,786	$201.7m0.23%	0.23%	Added +3.1m	+3,062,841 105.7%
78	ISHARES TR RUS 1000 GRW ETF IWF	IWF	1,623,074	$201.5m0.23%	0.23%	Added +807.6k	+807,562 99.0%
79	APPLIED MATLS INC COM AMAT	AMAT	273,776	$197.9m0.23%	0.23%	Added +131.3k	+131,279 92.1%
80	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	5,187,858	$196.9m0.22%	0.22%	Added +2.9m	+2,892,644 126.0%
81	ISHARES INC CORE MSCI EMKT IEMG	IEMG	2,355,466	$195.1m0.22%	0.22%	Added +998.4k	+998,415 73.6%
82	ISHARES TR CORE TOTAL USD IUSB	IUSB	4,108,544	$189.6m0.22%	0.22%	Added +2.5m	+2,487,411 153.4%
83	SPROTT PHYSICAL GOLD TR UNIT PHYS	PHYS	6,232,724	$188.0m0.21%	0.21%	Added +3.2m	+3,150,395 102.2%
84	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	2,732,673	$185.8m0.21%	0.21%	Added +1.4m	+1,408,627 106.4%
85	CHEVRON CORP NEW COM CVX	CVX	1,098,846	$182.1m0.21%	0.21%	Added +553.8k	+553,793 101.6%
86	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	642,107	$180.6m0.21%	0.21%	Added +318.3k	+318,302 98.3%
87	GE VERNOVA INC COM GEV	GEV	151,024	$177.4m0.20%	0.20%	Added +81.7k	+81,705 117.9%
88	CISCO SYS INC COM CSCO	CSCO	1,503,075	$176.6m0.20%	0.20%	Added +731.1k	+731,127 94.7%
89	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	4,294,477	$176.5m0.20%	0.20%	Added +2.2m	+2,246,031 109.7%
90	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	1,481,728	$176.3m0.20%	0.20%	Added +410.3k	+410,285 38.3%
91	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	1,807,795	$172.5m0.20%	0.20%	Added +913.1k	+913,114 102.1%
92	ISHARES TR CORE DIV GRWTH DGRO	DGRO	2,250,685	$170.6m0.19%	0.19%	Added +1.1m	+1,144,593 103.5%
93	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	2,210,316	$169.5m0.19%	0.19%	Added +1.2m	+1,159,915 110.4%
94	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	1,781,200	$167.3m0.19%	0.19%	Added +889.2k	+889,217 99.7%
95	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	5,674,648	$167.0m0.19%	0.19%	Added +2.8m	+2,848,284 100.8%
96	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	3,624,442	$164.9m0.19%	0.19%	Added +1.9m	+1,888,194 108.8%
97	INTEL CORP COM INTC	INTC	1,160,035	$162.0m0.18%	0.18%	Added +580.8k	+580,831 100.3%
98	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	716,907	$157.3m0.18%	0.18%	Added +255.2k	+255,182 55.3%
99	HOME DEPOT INC COM HD	HD	444,863	$156.9m0.18%	0.18%	Added +201.8k	+201,818 83.0%
100	J P MORGAN EXCHANGE TRADED F BETABUILDRS US BBUS	BBUS	1,151,526	$155.1m0.18%	0.18%	Added +632.1k	+632,103 121.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		67,331	$30.4m67.3k shares
CARNIVAL CORP		216,171	$5.6m216.2k shares
DUPONT DE NEMOURS INC DWDP	DWDP	25,981	$3.6m26.0k shares
PROSHARES TR SDS	SDS	43,334	$3.3m43.3k shares
TRUST FOR PROFESSIONAL MANAG STBF	STBF	109,449	$2.8m109.4k shares
PRESTIGE CONSMR HEALTHCARE I PBH	PBH	45,555	$2.7m45.6k shares
POWER SOLUTIONS INTL INC PSIX	PSIX	44,270	$2.7m44.3k shares
COTERRA ENERGY INC CTRA	CTRA	74,004	$2.6m74.0k shares
LANCASTER COLONY CORP MZTI	MZTI	17,892	$2.5m17.9k shares
TWO RDS SHARED TR		264,557	$2.5m264.6k shares
CALAMOS ETF TR CPRY	CPRY	88,052	$2.4m88.1k shares
INVESCO EXCH TRADED FD TR II PSCE	PSCE	36,412	$2.2m36.4k shares
UNITED STS BRENT OIL FD LP BNO	BNO	37,643	$2.0m37.6k shares
AMN HEALTHCARE SVCS INC AMN	AMN	86,308	$1.6m86.3k shares
PEAKSTONE REALTY TRUST PKST	PKST	75,518	$1.6m75.5k shares
CREATIVE MEDIA & CMNTY TR		2,309,356	$1.4m2.3m shares
CALAMOS ETF TR CPNQ	CPNQ	51,068	$1.4m51.1k shares
THOMSON REUTERS CORP		14,471	$1.3m14.5k shares
AIM ETF PRODUCTS TRUST JANI	JANI	49,381	$1.2m49.4k shares
SWARMER INC SWMR	SWMR	24,851	$1.2m24.9k shares
PROSHARES TR II SCO	SCO	139,850	$1.2m139.8k shares
PROSHARES TR QID	QID	48,524	$1.1m48.5k shares
WISDOMTREE TR XC	XC	34,365	$1.1m34.4k shares
PUTNAM ETF TRUST		22,861	$1.1m22.9k shares
EA SERIES TRUST GQQQ	GQQQ	35,508	$1.0m35.5k shares