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Cambridge Investment Research Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 2, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $45,198,063
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $1,431,258
- APPLE · INC COM · 037833100 · shares: $1,426,719
- NVIDIA CORPORATION · COM · 67066G104 · shares: $1,279,787
- INVESCO · QQQ TR UNIT SER 1 · 46090E103 · shares: $936,510
- ISHARES · TR CORE S&P500 ETF · 464287200 · shares: $880,659
- VANGUARD INDEX FDS MRNGSTR TTL · STK · 922908769 · shares: $799,896
- MICROSOFT · CORP COM · 594918104 · shares: $661,595
- AMAZON · COM INC COM · 023135106 · shares: $615,522
- VANGUARD STAR FDS VG TL · INTL STK F · 921909768 · shares: $530,773
- STATE · STR SPDR S&P 500 ETF T TR UNIT · 78462F103 · shares: $509,634
Reported holdings
4,033 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 2,042,146 shares | $1,431,258 |
| APPLE | INC COM | 037833100 | — | 4,284,185 shares | $1,426,719 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,603,761 shares | $1,279,787 |
| INVESCO | QQQ TR UNIT SER 1 | 46090E103 | — | 1,265,947 shares | $936,510 |
| ISHARES | TR CORE S&P500 ETF | 464287200 | — | 1,149,910 shares | $880,659 |
| VANGUARD INDEX FDS MRNGSTR TTL | STK | 922908769 | — | 2,137,389 shares | $799,896 |
| MICROSOFT | CORP COM | 594918104 | — | 1,289,910 shares | $661,595 |
| AMAZON | COM INC COM | 023135106 | — | 2,470,489 shares | $615,522 |
| VANGUARD STAR FDS VG TL | INTL STK F | 921909768 | — | 6,247,328 shares | $530,773 |
| STATE | STR SPDR S&P 500 ETF T TR UNIT | 78462F103 | — | 668,259 shares | $509,634 |
| CAPITAL | GROUP DIVIDEND VALUE SHS CREAT UNIT | 14020W106 | — | 8,028,990 shares | $392,216 |
| SPDR SERIES | TRUST ST STR P500ETF | 78464A854 | — | 4,039,836 shares | $362,616 |
| ALPHABET | INC CAP STK CL A | 02079K305 | — | 1,005,502 shares | $345,973 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 671,783 shares | $334,514 |
| VANGUARD INDEX FDS MRNGSTR | GRWT ETF | 922908736 | — | 3,642,465 shares | $328,223 |
| ALPHABET | INC CAP STK CL C | 02079K107 | — | 920,486 shares | $313,647 |
| FIRST TR EXCHANGE TRADED FD RISNG | DIVD ACHIV | 33738R506 | — | 3,752,738 shares | $293,802 |
| CAPITAL | GROUP GROWTH ETF SHS CREAT UNIT | 14020G101 | — | 5,575,001 shares | $264,422 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 855,397 shares | $260,588 |
| VANGUARD TAX-MANAGED FDS VAN | FTSE DEV MKT | 921943858 | — | 3,654,157 shares | $258,020 |
| BROADCOM | INC COM | 11135F101 | — | 718,425 shares | $252,304 |
| MICRON | TECHNOLOGY INC COM | 595112103 | — | 229,879 shares | $244,847 |
| META PLATFORMS | INC CL A | 30303M102 | — | 323,719 shares | $234,754 |
| SCHWAB STRATEGIC | TR US DIVIDEND EQ | 808524797 | — | 7,128,327 shares | $231,884 |
| ADVANCED MICRO DEVICES | INC COM | 007903107 | — | 376,193 shares | $230,140 |
| VANGUARD INDEX FDS MRNGSTR | VAL ETF | 922908744 | — | 1,053,184 shares | $227,572 |
| JPMORGAN CHASE & | CO COM | 46625H100 | — | 681,614 shares | $225,498 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 1,386,028 shares | $210,094 |
| ELI LILLY & | CO COM | 532457108 | — | 180,289 shares | $208,609 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 866,528 shares | $202,170 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 2,784,935 shares | $195,363 |
| PALANTIR TECHNOLOGIES | INC CL A | 69608A108 | — | 1,038,034 shares | $194,164 |
| SELECT | SECTOR SPDR TR ST STR TECHN ETF | 81369Y803 | — | 975,205 shares | $190,896 |
| SPDR | GOLD TR GOLD SHS | 78463V107 | — | 496,963 shares | $189,263 |
| PACER FDS TR US CASH COWS | 100 | 69374H881 | — | 2,826,031 shares | $188,666 |
| EXXONMOBIL HOLDINGS | CORP COM SHS | 30233Q108 | — | 1,132,609 shares | $184,332 |
| VANGUARD | WORLD FD INF TECH ETF | 92204A702 | — | 1,461,265 shares | $183,637 |
| SPDR SERIES TRUST ST STR BLO | 1 ETF | 78468R663 | — | 1,967,228 shares | $180,277 |
| CATERPILLAR | INC COM | 149123101 | — | 216,617 shares | $175,631 |
| TESLA | INC COM | 88160R101 | — | 490,592 shares | $174,067 |
| ISHARES TR 0-3 MTH | TREASURY | 46436E718 | — | 1,633,018 shares | $164,412 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 1,047,967 shares | $162,644 |
| ISHARES | TR S&P 500 GRWT ETF | 464287309 | — | 1,130,737 shares | $160,859 |
| PUTNAM | ETF TRUST FOCUSED LAR CAP | 746729300 | — | 3,028,238 shares | $159,346 |
| CAPITAL | GROUP GBL GROWTH EQT SHS CREAT UNIT | 14020X104 | — | 3,786,316 shares | $150,620 |
| INVESCO EXCHANGE TRADED | FD T S&P500 EQL WGT | 46137V357 | — | 720,935 shares | $149,969 |
| ABBVIE | INC COM | 00287Y109 | — | 565,400 shares | $147,903 |
| ISHARES | TR CORE MSCI EAFE | 46432F842 | — | 1,518,956 shares | $147,156 |
| CROWDSTRIKE HLDGS | INC CL A | 22788C105 | — | 552,129 shares | $146,176 |
| CAPITAL | GROUP CORE EQUITY ET SHS CREAT UNIT | 14020V108 | — | 3,241,258 shares | $144,236 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 3,067,205 shares | $143,760 |
| ISHARES TR CORE US AGGBD | ET | 464287226 | — | 1,509,183 shares | $142,678 |
| WALMART | INC COM | 931142103 | — | 1,359,074 shares | $141,235 |
| VANECK ETF TRUST SEMICONDUCTR | ETF | 92189F676 | — | 225,388 shares | $137,262 |
| FIRST TR EXCHANGE TRADED FD RBA | INDL ETF | 33738R704 | — | 1,301,358 shares | $134,352 |
| TAIWAN SEMICONDUCTOR MANUFAC SPONSORED | ADS | 874039100 | — | 293,606 shares | $133,940 |
| VISA | INC COM CL A | 92826C839 | — | 365,642 shares | $131,386 |
| FIRST TR EXCHNG TRADED FD VI FT LADD | BUFF ETF | 33740F755 | — | 3,503,132 shares | $131,262 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 495,357 shares | $131,141 |
| ISHARES | TR S&P 500 VAL ETF | 464287408 | — | 567,435 shares | $129,534 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 137,570 shares | $125,236 |
| STATE | STR SPDR DOW JONES IND UT SER 1 | 78467X109 | — | 237,961 shares | $121,015 |
| J P MORGAN EXCHANGE TRADED | F EQUITY PREMIUM | 46641Q332 | — | 2,099,658 shares | $118,043 |
| ISHARES | TR CORE S&P MCP ETF | 464287507 | — | 1,630,023 shares | $117,280 |
| ISHARES | TR CORE S&P SCP ETF | 464287804 | — | 851,012 shares | $115,772 |
| SCHWAB STRATEGIC TR US LCAP | GR ETF | 808524300 | — | 3,156,769 shares | $113,423 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 1,478,232 shares | $112,937 |
| CHEVRON CORPORATION | COM | 166764100 | — | 548,646 shares | $112,039 |
| PROCTER & GAMBLE | CO COM | 742718109 | — | 764,329 shares | $111,042 |
| ISHARES | TR CORE S&P TTL STK | 464287150 | — | 667,556 shares | $111,001 |
| ISHARES TR CORE UNIVRSL | USD | 46434V613 | — | 2,494,233 shares | $109,971 |
| JANUS DETROIT STR TR HENDRSON AAA | CL | 47103U845 | — | 2,166,829 shares | $109,360 |
| VANGUARD INDEX FDS MRNGSTR | MID CAP | 922908629 | — | 1,387,134 shares | $108,779 |
| J P MORGAN EXCHANGE TRADED | F ULTRA SHRT ETF | 46641Q837 | — | 2,140,201 shares | $107,802 |
| ISHARES TR MSCI USA MIN | ETF | 46429B697 | — | 1,094,524 shares | $106,650 |
| ISHARES | TR ISHARES SEMICDTR | 464287523 | — | 187,322 shares | $106,519 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR | MKT ETF | 922042858 | — | 1,779,538 shares | $105,544 |
| FIRST TR EXCHANGE TRADED FD SMID RISNG | ETF | 33741X102 | — | 2,571,158 shares | $104,338 |
| ISHARES TR RUS TP200 | GR ETF | 464289438 | — | 353,364 shares | $104,211 |
| BLACKROCK | ETF TRUST ISHARES US EQUIT | 09290C103 | — | 1,501,475 shares | $103,992 |
| VANGUARD INDEX FDS MRNGSTR | SML CAP | 922908751 | — | 359,254 shares | $102,204 |
| VANGUARD INDEX FDS EXTEND | MKT ETF | 922908652 | — | 439,566 shares | $101,817 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | — | 2,757,895 shares | $101,353 |
| ISHARES TR 7-10 | YR TRSY BD | 464287440 | — | 1,122,696 shares | $100,268 |
| SPROTT ASSET MANAGEMENT LP PHYSICAL | GOLD TR | 85207H104 | — | 3,195,303 shares | $99,917 |
| ISHARES TR RUS | 1000 GRW ETF | 464287614 | — | 789,025 shares | $98,833 |
| ISHARES | TR RUSSELL 2000 ETF | 464287655 | — | 354,510 shares | $98,515 |
| SELECT SECTOR SPDR TR ST STR ENERG | ETF | 81369Y506 | — | 1,577,078 shares | $96,990 |
| SPDR SERIES | TRUST ST STR P500GRW | 78464A409 | — | 780,724 shares | $96,092 |
| SCHWAB STRATEGIC TR FUNDAMENTAL | US L | 808524771 | — | 2,989,290 shares | $94,073 |
| ISHARES | INC CORE MSCI EMKT | 46434G103 | — | 1,129,029 shares | $91,632 |
| T ROWE PRICE EXCHANGE-TRADED | CAP APPRECIATION | 87283Q867 | — | 2,154,081 shares | $91,053 |
| ISHARES | TR CORE MSCI TOTAL | 46432F834 | — | 918,449 shares | $87,244 |
| SCHWAB STRATEGIC | TR US LRG CAP ETF | 808524201 | — | 2,892,536 shares | $86,776 |
| SPACE EXPLORATION TECHN CORP CLASS | A COM STK | 84615Q103 | — | 569,201 shares | $85,870 |
| FIRST TR EXCHANGE-TRADED FD NASDAQ CYB | ETF | 33734X846 | — | 797,168 shares | $82,180 |
| ISHARES | TR CORE DIV GRWTH | 46434V621 | — | 1,059,198 shares | $79,853 |
| FIRST TR EXCHANGE-TRADED FD NASDQ CLN | EDGE | 33737A108 | — | 450,810 shares | $79,843 |
| FIDELITY COVINGTON | TRUST MSCI INFO TECH I | 316092808 | — | 259,270 shares | $77,796 |
| VANGUARD BD INDEX FDS INTERMED | TERM | 921937819 | — | 1,063,631 shares | $77,496 |