Cambridge Investment Research Advisors, Inc.
CIK 1419186 · Holdings on Dec 31, 2025 · First reported Feb 5, 2026
Top ten holdings
Q4 2025- VOO3.16%
- AAPL3.15%
- NVDA2.71%
- QQQ2.14%
- VTI1.84%
- IVV1.81%
- MSFT1.58%
- AMZN1.48%
- VXUS1.27%
- SPY1.25%
Share classes counted separately20.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOOGLWeight increased · +0.16 pp0.65% → 0.81%Shares -191 (-0.02%)
- GOOGWeight increased · +0.16 pp0.64% → 0.80%Shares +7.36K (+0.77%)
- MSFTWeight decreased · -0.15 pp1.73% → 1.58%Shares +17.81K (+1.46%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $1.19B | 3.16% | 1.90M shares | 3.29% → 3.16%-0.13 pp -51.33K (-2.63%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INCINC COM View history and evidence | $1.19B | 3.15% | 4.38M shares | 3.07% → 3.15%+0.08 pp -16.42K (-0.37%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $1.03B | 2.71% | 5.51M shares | 2.84% → 2.71%-0.13 pp -26.98K (-0.49%) | Reduced | ↗▾ |
| 04 | QQQINVESCO QQQ TRUST SERIES 1QQQ TR UNIT SER 1 View history and evidence | $811.26M | 2.14% | 1.32M shares | 2.21% → 2.14%-0.07 pp -19.46K (-1.45%) | Reduced | ↗▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $697.31M | 1.84% | 2.08M shares | 1.90% → 1.84%-0.06 pp -27.02K (-1.28%) | Reduced | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFTR CORE S&P500 ETF View history and evidence | $683.31M | 1.81% | 997.62K shares | 1.85% → 1.81%-0.04 pp -10.36K (-1.03%) | Reduced | ↗▾ |
| 07 | MSFTMICROSOFT CORPCORP COM View history and evidence | $596.79M | 1.58% | 1.23M shares | 1.73% → 1.58%-0.15 pp +17.81K (+1.46%) | Added | ↗▾ |
| 08 | AMZNAMAZON.COM INCCOM INC COM View history and evidence | $559.88M | 1.48% | 2.43M shares | 1.45% → 1.48%+0.03 pp +29.02K (+1.21%) | Added | ↗▾ |
| 09 | VXUSVANGUARD TOTAL INTL STOCKINTL STK F View history and evidence | $479.75M | 1.27% | 6.36M shares | 1.29% → 1.27%-0.02 pp -22.23K (-0.35%) | Reduced | ↗▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USS&P 500 ETF TR TR UNIT View history and evidence | $474.51M | 1.25% | 695.84K shares | 1.21% → 1.25%+0.04 pp +33.97K (+5.13%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 197
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHV ISHARES 0-1 YEAR TREASURY BO | Non-derivative | -223,814 | -$24.73M | SEC filing ↗ | SEC filing ↗ |
| BSCP INVESCO BULLETSHARES 2025 CB | Non-derivative | -596,559 | -$12.34M | SEC filing ↗ | SEC filing ↗ |
| 904767704 UNILEVER PLC SPON | Non-derivative | -119,944 | -$7.11M | SEC filing ↗ | SEC filing ↗ |
3 / 197 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1419186 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 37841278
}Research all 3,812 reported holdings.
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