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Asset Manager ← All Institutions

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

Q2 2025 · Filed 2025-08-14
Market Value
$4.6B
+30.7%
Holdings
50
-2
New Purchases
2
Added To
16
Closed
2
Reduced
15
Top 10 Concentration
83.8%
Turnover
8.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFA 7.10% 0.30% +6.81% $325M
AGG 7.46% 2.58% +4.87% $341M
TOV 0.36% 0.00% +0.36% $17M
VGSH 1.10% 0.80% +0.30% $50M
BND 0.63% 0.38% +0.25% $29M
IAU 1.16% 0.94% +0.22% $53M
IEF 0.65% 0.52% +0.13% $30M
IXUS 0.04% 0.00% +0.04% $2M
URA 0.02% 0.01% +0.00% $741K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 29.35% 35.00% -5.65% $1.3B
VTIP 5.28% 6.05% -0.77% $242M
IVV 1.73% 2.37% -0.64% $79M
VXUS 0.41% 0.94% -0.53% $19M
VEA 4.19% 4.67% -0.48% $192M
VWO 2.49% 2.95% -0.46% $114M
VGLT 2.98% 3.41% -0.42% $137M
QUAL 1.28% 1.68% -0.40% $58M
IEMG 0.86% 1.21% -0.35% $39M
TIP 0.04% 0.35% -0.31% $2M
ESGV 0.07% 0.36% -0.28% $3M
IEFA 1.02% 1.29% -0.27% $47M
GOVT 0.32% 0.60% -0.27% $15M
VT 15.60% 15.87% -0.26% $714M
VGIT 4.91% 5.14% -0.23% $225M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 9 $1.9B 42.2%
Large Cap 31 $2.6B 56.6%
Mid Cap 8 $35M 0.8%
Micro Cap 2 $17M 0.4%

Portfolio Analytics

Avg Market Cap
$153.9B
Median Market Cap
$47.1B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.91
# Stocks
0
# ETFs / Funds
50

Top Holdings (50 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 29.35% 2,364,420 $1.3B $568.03 $118M -19,876 -0.8%
2 VT 15.60% 5,554,414 $714M $128.56 $159M +764,543 +16.0%
3 AGG 7.46% 3,440,357 $341M $99.20 $251M +2,525,848 +276.2%
4 EFA 7.10% 3,636,379 $325M $89.39 $315M +3,508,740 +2749.0%
5 VTIP 5.28% 4,810,623 $242M $50.27 $30M +563,446 +13.3%
6 VGIT 4.91% 3,757,356 $225M $59.77 $45M +731,008 +24.1%
7 VTI 4.41% 664,318 $202M $303.43 $47M +102,784 +18.3%
8 VEA 4.19% 3,362,508 $192M $57.08 $28M +144,364 +4.5%
9 VGLT 2.98% 2,644,422 $137M $51.62 $17M +575,214 +27.8%
10 VWO 2.49% 2,298,708 $114M $49.52 $11M +16,293 +0.7%
11 IVV 1.73% 127,502 $79M $620.90 -$4M -20,345 -13.8%
12 QUAL 1.28% 319,388 $58M $182.82 -$355K -24,372 -7.1%
13 IAU 1.16% 854,826 $53M $62.15 $20M +294,198 +52.5%
14 VGSH 1.10% 867,512 $50M $58.02 $22M +392,986 +82.8%
15 IWB 1.07% 143,760 $49M $339.57 $5M
16 IEFA 1.02% 558,980 $47M $83.48 $1M -39,209 -6.5%
17 VUG 1.02% 106,315 $47M $438.40 $7M
18 VONV 0.97% 519,237 $44M $85.21 $5M +43,358 +9.1%
19 IEMG 0.86% 652,031 $39M $60.03 -$3M -132,603 -16.9%
20 ACWI 0.66% 232,948 $30M $128.74 $2M -5,785 -2.4%
21 IEF 0.65% 312,963 $30M $95.76 $12M +120,255 +62.4%
22 BND 0.63% 391,617 $29M $73.63 $15M +208,884 +114.3%
23 VONG 0.49% 206,440 $23M $109.20 $3M
24 VDE 0.48% 184,100 $22M $119.12 $216K +16,692 +10.0%
25 VXUS 0.41% 271,724 $19M $69.09 -$14M -255,618 -48.5%
26 GNR 0.37% 309,990 $17M $54.24 $307K
27 TOV 0.36% 636,677 $17M $26.06 +636,677 NEW
28 GOVT 0.32% 644,870 $15M $22.98 -$6M -263,175 -29.0%
29 VTV 0.31% 81,110 $14M $176.74 $324K
30 VIOO 0.19% 87,956 $9M $101.23 $415K
31 SPY 0.19% 14,034 $9M $617.85 -$3M -7,108 -33.6%
32 USMV 0.14% 65,881 $6M $93.85 $15K
33 VNQ 0.12% 62,903 $6M $89.06 -$93K
34 IWV 0.11% 14,597 $5M $351.00 $657K +534 +3.8%
35 BSV 0.10% 59,893 $5M $78.70 -$2M -28,710 -32.4%
36 ESGV 0.07% 30,566 $3M $109.64 -$9M -97,066 -76.0%
37 AVSC 0.06% 55,103 $3M $51.57 $175K
38 ISTB 0.05% 47,033 $2M $48.65 $14K
39 STIP 0.05% 22,105 $2M $102.91 -$506K -4,766 -17.7%
40 GLDM 0.04% 30,631 $2M $65.52 $111K
41 TIP 0.04% 17,842 $2M $110.04 -$10M -93,041 -83.9%
42 IXUS 0.04% 24,910 $2M $77.31 +24,910 NEW
43 VSGX 0.03% 20,232 $1M $65.50 -$3M -55,951 -73.4%
44 IGLB 0.02% 20,000 $1M $50.21 -$400
45 ISRA 0.02% 15,615 $809K $51.83 $151K
46 URA 0.02% 19,100 $741K $38.81 $303K
47 EWC 0.02% 15,450 $714K $46.20 -$109K -4,750 -23.5%
48 GLD 0.01% 2,196 $669K $304.83 $37K
49 VTEB —% -$3M -59,172 -100.0% SOLD
50 TLT —% -$250K -2,749 -100.0% SOLD

New Positions

SymbolValue% Port
TOV $17M 0.36%
IXUS $2M 0.04%

Sold Out Positions

SymbolValue% Port
VTEB —%
TLT —%
View SEC EDGAR Filings for CAMBRIDGE ASSOCIATES LLC /MA/ /ADV →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms