Back to Cambridge Investment Research Advisors, Inc.

Cambridge Investment Research Advisors, Inc.

Q2 2026 13F filing

Updated 42 days ago

4,043 disclosed positions worth $44.6B

Portfolio value
$44.6B
Total holdings
4,043
New positions
298
Closed positions
448
Increased
1,915
Decreased
1,486
Turnover
18.4%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

Value
$1.4B
Shares
2.05M
% Port
3.16%
A

APPLE

Value
$1.3B
Shares
4.36M
% Port
2.83%
N

NVIDIA CORPORATION

Value
$1.1B
Shares
5.70M
% Port
2.56%
Q
4.QQQ

INVESCO

Value
$929.2M
Shares
1.26M
% Port
2.08%
E

ISHARES

Value
$867.7M
Shares
1.16M
% Port
1.95%
V

VANGUARD INDEX FDS

Value
$803.6M
Shares
2.17M
% Port
1.80%
A

AMAZON

Value
$591M
Shares
2.48M
% Port
1.33%
V

VANGUARD STAR FDS VG TL

Value
$537.3M
Shares
6.28M
% Port
1.21%
S
9.SPY

STATE

Value
$510.9M
Shares
684.1K
% Port
1.15%
M
10.MSFT

MICROSOFT

Value
$481.6M
Shares
1.29M
% Port
1.08%
C

CAPITAL

Value
$386.4M
Shares
7.84M
% Port
0.87%
B

BERKSHIRE HATHAWAY INC DEL

Value
$372M
Shares
743.5K
% Port
0.83%
G

ALPHABET

Value
$355M
Shares
993.4K
% Port
0.80%
G

ALPHABET

Value
$330.5M
Shares
935.5K
% Port
0.74%
S

SPDR SERIES TRUST

Value
$325.3M
Shares
3.70M
% Port
0.73%
V
16.VGES

VANGUARD INDEX FDS

Value
$319.1M
Shares
3.70M
% Port
0.72%
V
17.VGES

VANGUARD TAX-MANAGED FDS VAN

Value
$286M
Shares
4.01M
% Port
0.64%
F
18.FPF

FIRST TR EXCHANGE TRADED FD RISNG

Value
$280M
Shares
3.45M
% Port
0.63%
A
19.AVGO

BROADCOM

Value
$271.6M
Shares
719.0K
% Port
0.61%
M
20.MU

MICRON

Value
$250.2M
Shares
216.7K
% Port
0.56%
C

CAPITAL

Value
$240.6M
Shares
5.10M
% Port
0.54%
C
22.CAT

CATERPILLAR

Value
$228M
Shares
214.1K
% Port
0.51%
A
23.AMD

ADVANCED MICRO DEVICES

Value
$227.5M
Shares
391.7K
% Port
0.51%
V
24.VGES

VANGUARD INDEX FDS

Value
$227.5M
Shares
1.04M
% Port
0.51%
J

JPMORGAN CHASE &

Value
$224.9M
Shares
687.1K
% Port
0.50%
L
26.LLY

ELI LILLY &

Value
$218.1M
Shares
181.8K
% Port
0.49%
I
27.IVZ

INVESCO EXCH TRADED FD TR II

Value
$217.1M
Shares
1.34M
% Port
0.49%
S

SELECT

Value
$212.1M
Shares
1.11M
% Port
0.48%
S

SCHWAB STRATEGIC

Value
$210.9M
Shares
6.65M
% Port
0.47%
G
30.GLD

SPDR

Value
$210.7M
Shares
572.0K
% Port
0.47%
T
31.TSLA

TESLA

Value
$210.4M
Shares
500.3K
% Port
0.47%
E
32.ETHA

INVESCO EXCH TRADED FD TR II

Value
$208.2M
Shares
687.0K
% Port
0.47%
B
33.BX

VANGUARD SPECIALIZED FUNDS

Value
$206.6M
Shares
873.0K
% Port
0.46%
V
34.VGES

VANGUARD BD INDEX FDS

Value
$201.1M
Shares
2.74M
% Port
0.45%
?
35.N/A

PACER FDS TR US CASH COWS

Value
$194.9M
Shares
3.13M
% Port
0.44%
M
36.META

META PLATFORMS

Value
$192.8M
Shares
342.2K
% Port
0.43%
S

SPDR SERIES TRUST ST STR BLO

Value
$179.5M
Shares
1.96M
% Port
0.40%
V
38.VGES

VANGUARD WHITEHALL FDS

Value
$175.7M
Shares
1.11M
% Port
0.39%
V
39.VGES

VANGUARD

Value
$164.8M
Shares
1.38M
% Port
0.37%
X
40.XOM

EXXON MOBIL

Value
$157.1M
Shares
1.15M
% Port
0.35%
I
41.IVZ

INVESCO EXCHANGE TRADED

Value
$154.2M
Shares
724.8K
% Port
0.35%
E
42.ETHA

ISHARES

Value
$154.2M
Shares
1.12M
% Port
0.35%
F
43.FPF

FIRST TR EXCHANGE TRADED FD RBA

Value
$153.9M
Shares
1.15M
% Port
0.35%
W
44.WMT

WALMART

Value
$153.4M
Shares
1.35M
% Port
0.34%
E
45.ETHA

ISHARES TR CORE US AGGBD

Value
$153.4M
Shares
1.55M
% Port
0.34%
V
46.VGES

VANGUARD CHARLOTTE FDS

Value
$152.1M
Shares
3.14M
% Port
0.34%
C

CAPITAL

Value
$149.6M
Shares
3.53M
% Port
0.34%
P
48.PPT

PUTNAM ETF TRUST

Value
$147.5M
Shares
2.90M
% Port
0.33%
C

CAPITAL

Value
$144.9M
Shares
3.26M
% Port
0.33%
A
50.ABBV

ABBVIE

Value
$142.5M
Shares
566.4K
% Port
0.32%