Cambridge Investment Research Advisors, Inc. Portfolio Holdings

Cambridge Investment Research Advisors, Inc.

$32.9 Billion
Q2 2025

Cambridge Investment Research Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $32.9 Billion distributed in 3608 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.05B, Apple Inc. with a value of $885M, Nvidia Corp with a value of $874M, Invesco Qqq Trust, Series 1 with a value of $729M, and Vanguard Total Stock Market Et with a value of $620M.

Examining the 13F form we can see an increase of $3.25B in the current position value, from $29.6B to 32.9B.

Below you can find more details about Cambridge Investment Research Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $32.9 Billion

ETFs: $19 Billion

Technology: $3.82 Billion

Financial Services: $1.98 Billion

Consumer Cyclical: $1.21 Billion

Communication Services: $939 Million

Industrials: $892 Million

Healthcare: $851 Million

Consumer Defensive: $755 Million

Other: $1.23 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
UPST Upstart Holdings, Inc. Financial Services	$5.61B	$2.74 Million 0.01% of portfolio	42,292	Q2 2025 Added 113.08%
UWMC Uwm Holdings Corp Financial Services	$660M	$2.72 Million 0.01% of portfolio	656,930	Q2 2025 Added 60.94%
VALE Vale S.A. Basic Materials	$47.7B	$4.59 Million 0.01% of portfolio	472,767	Q2 2025 Reduced 5.33%
PFXF Vaneck ETF Tr Preferred Securi ETFs	$0	$2.8 Million 0.01% of portfolio	163,622	Q2 2025 Added 0.08%
GDXJ Vaneck ETF Tr Jr Gold Miners E ETFs	$0	$2.95 Million 0.01% of portfolio	43,633	Q2 2025 Added 31.5%
ITM Vaneck Intermediate Muni ETF ETFs	$0	$1.73 Million 0.01% of portfolio	37,939	Q2 2025 Reduced 39.08%
EMLC Vaneck ETF Tr J.P. Morgan Em L ETFs	$0	$1.88 Million 0.01% of portfolio	74,099	Q2 2025 Reduced 8.86%
HYD Vaneck High Yield Muni ETF ETFs	$0	$3.26 Million 0.01% of portfolio	64,894	Q2 2025 Added 4.44%
SMOT Vaneck ETF Tr Morningstar Smid	-	$3.06 Million 0.01% of portfolio	-	Q2 2025 Added 4.32%
VCEB Vanguard World Fd Esg U S Corp ETFs	$0	$2.1 Million 0.01% of portfolio	33,191	Q2 2025 Added 3.15%
EDV Vanguard Extended Duration Tre ETFs	$0	$3.31 Million 0.01% of portfolio	49,199	Q2 2025 Reduced 0.56%
VSGX Vanguard World Fd Esg Intl Stk ETFs	$0	$1.75 Million 0.01% of portfolio	26,661	Q2 2025 Reduced 7.05%
VIOG Vanguard S&P Small Cap 600 Gro ETFs	$0	$1.83 Million 0.01% of portfolio	15,958	Q2 2025 Reduced 0.77%
VFMV Vanguard Wellington Fd ETFs	$0	$3.68 Million 0.01% of portfolio	28,695	Q2 2025 Added 0.69%
VFMO Vanguard Wellington Fd U S Mom ETFs	$0	$2.68 Million 0.01% of portfolio	15,560	Q2 2025 Reduced 5.95%
VPL Vanguard Ftse Pacific ETF Ftse ETFs	$0	$4.74 Million 0.01% of portfolio	57,644	Q2 2025 Reduced 11.46%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$3.71 Million 0.01% of portfolio	47,861	Q2 2025 Added 29.71%
VAW Vanguard Materials ETF ETFs	$0	$3.42 Million 0.01% of portfolio	17,557	Q2 2025 Added 4.1%
VOX Vanguard Communication Service ETFs	$0	$4.88 Million 0.01% of portfolio	28,535	Q2 2025 Reduced 8.26%
VTHR Vanguard Russell 3000 ETF ETFs	$0	$4.46 Million 0.01% of portfolio	16,341	Q2 2025 Added 3.35%
VONV Vanguard Russell 1000 Value Et ETFs	$0	$4.09 Million 0.01% of portfolio	47,961	Q2 2025 Added 18.12%
VGLT Vanguard Long Term Treasury Et ETFs	$0	$4.69 Million 0.01% of portfolio	83,603	Q2 2025 Added 11.88%
VTR Ventas, Inc. Real Estate	$27.3B	$1.72 Million 0.01% of portfolio	27,246	Q2 2025 Added 8.83%
VRSN Verisign Inc Technology	$30.3B	$1.69 Million 0.01% of portfolio	5,844	Q2 2025 Reduced 4.2%
VRSK Verisk Analytics, Inc. Industrials	$42.2B	$1.65 Million 0.01% of portfolio	5,286	Q2 2025 Reduced 11.91%
VCIF Vertical Capital Income Fund Financial Services	$0	$3.45 Million 0.01% of portfolio	531,744	Q2 2025 Added 7.49%
USTB Victory Portfolios Ii Victorys ETFs	$0	$2.97 Million 0.01% of portfolio	58,391	Q2 2025 Added 6.33%
VSDA Victory Portfolios Ii Victorys ETFs	$0	$2.31 Million 0.01% of portfolio	44,522	Q2 2025 Added 1.74%
CFA Victory Portfolios Ii Shs Us 5 ETFs	$0	$2.51 Million 0.01% of portfolio	28,566	Q2 2025 Added 0.04%
SEIX Virtus ETF Tr Ii Seix Sr Ln Et ETFs	$0	$4.1 Million 0.01% of portfolio	174,147	Q2 2025 Reduced 17.66%
NIE Virtus Allianz Gi Equity & Convertible Income Fund Financial Services	$0	$2.12 Million 0.01% of portfolio	88,721	Q2 2025 Reduced 2.3%
VMC Vulcan Materials CO Basic Materials	$38.9B	$2.26 Million 0.01% of portfolio	8,679	Q2 2025 Reduced 4.88%
WBD Warner Bros. Discovery, Inc. Communication Services	$29.8B	$2.31 Million 0.01% of portfolio	201,757	Q2 2025 Reduced 8.04%
WCN Waste Connections, Inc. Industrials	$45.7B	$3.41 Million 0.01% of portfolio	18,289	Q2 2025 Reduced 7.21%
Wells Fargo CO New Perp	-	$4.17 Million 0.01% of portfolio	-	Q2 2025 Added 10.18%
WSBC Wesbanco Inc Financial Services	$1.87B	$1.67 Million 0.01% of portfolio	52,668	Q2 2025 Added 34.25%
WY Weyerhaeuser CO Real Estate	$18.7B	$4.92 Million 0.01% of portfolio	191,411	Q2 2025 Added 6.52%
WPM Wheaton Precious Metals Corp. Basic Materials	$47.3B	$4.78 Million 0.01% of portfolio	53,275	Q2 2025 Reduced 7.17%
WHR Whirlpool Corp Consumer Cyclical	$5.11B	$2.5 Million 0.01% of portfolio	24,632	Q2 2025 Added 5.2%
WSM Williams Sonoma Inc Consumer Cyclical	$13.5B	$2.62 Million 0.01% of portfolio	16,032	Q2 2025 Reduced 7.87%
DTD Wisdomtree Tr U.S Total Divide ETFs	$0	$4.46 Million 0.01% of portfolio	56,081	Q2 2025 Added 1.18%
DHS Wisdomtree Tr U.S ETFs	$0	$3.02 Million 0.01% of portfolio	31,455	Q2 2025 Reduced 34.16%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$3.28 Million 0.01% of portfolio	69,024	Q2 2025 Reduced 1.22%
DTH Wisdomtree Tr ETFs	$0	$2.07 Million 0.01% of portfolio	44,633	Q2 2025 Reduced 1.06%
DNL Wiswisdomtree Tr ETFs	$0	$2.22 Million 0.01% of portfolio	55,025	Q2 2025 Added 4.72%
DXJ Wisdomtree Trust Japan Hedged ETFs	$0	$1.66 Million 0.01% of portfolio	14,544	Q2 2025 Added 7.11%
DDLS Wisdomtree Tr Dynamic Currency ETFs	$0	$2.14 Million 0.01% of portfolio	54,177	Q2 2025 New
EUDG Wisdomtree Tr ETFs	$0	$4.89 Million 0.01% of portfolio	140,614	Q2 2025 Reduced 11.31%
HEDJ Wisdomtree Europe Hedged Equit ETFs	$0	$2.29 Million 0.01% of portfolio	47,553	Q2 2025 Reduced 11.54%
Wisdomtree	-	$4.39 Million 0.01% of portfolio	-	Q2 2025 Reduced 2.68%

Summary

Portfolio
No. of Stocks 3,608
Current Value $32.9 Billion
Prior Value $29.6 Billion
Filing
Period Q2 2025
Filing Date July 31, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 307 stocks
Additional Purchases 1,702 stocks
Sold out of 0 stocks
Reduced holdings in 1,528 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.

Account

Cambridge Investment Research Advisors, Inc. Portfolio Holdings