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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV · Investor
1Y performance ⓘ
+22%
AUM (13F)
$6.3B
# of Holdings
64
3Y performance ⓘ
+55%
vs S&P 500 ⓘ
−17%
Updated
Mar 31

CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's CAMBRIDGE ASSOCIATES LLC /MA/ /ADV holds 64 U.S.-equity positions worth $6.3B (SEC 13F, Q1 2026). Top positions: Vanguard Index Fds 26.2%, Vanguard Intl Equity Index F 18.9%, Vanguard Tax-managed Intl Fd 9.8%. 13F-replication return is +55% over 3 years (-17 pts vs the S&P 500) — a replicated, non-audited figure.

Holdings

Stock% of portfolio SharesValue Latest activityAvg buy price Current priceDate
VOO Vanguard Index Fds 26.2% 2.8M $1.7B ▼ 4.4% (−129K) $376.07 $686.10 (+82%) 2026-03-31
VT Vanguard Intl Equity Index F 18.9% 8.6M $1.2B ▼ 1.2% (−100K) $92.09 $157.56 (+71%) 2026-03-31
VEA Vanguard Tax-managed Intl Fd 9.8% 9.6M $615M ▼ 1.0% (−94K) $45.17 $72.39 (+60%) 2026-03-31
VTI Vanguard Index Fds 8.8% 1.7M $557M ▼ 0.6% (−11K) $204.10 $368.81 (+81%) 2026-03-31
VGIT Vanguard Scottsdale Fds 5.8% 6.1M $365M ▲ 9.1% (+511K) $59.96 $58.69 (−2%) 2026-03-31
VTIP Vanguard Malvern Fds 4.3% 5.4M $272M ▼ 21% (−1.5M) $47.82 $50.10 (+5%) 2026-03-31
VWO Vanguard Intl Equity Index F 2.6% 3.0M $162M ▼ 11% (−369K) $40.40 $61.24 (+52%) 2026-03-31
VGLT Vanguard Scottsdale Fds 2.4% 2.7M $149M ▲ 7.2% (+180K) $65.51 $54.94 (−16%) 2026-03-31
IVV Ishares Tr 1.6% 156K $102M ▲ 30% (+36K) $411.08 $747.78 (+82%) 2026-03-31
VGSH Vanguard Scottsdale Fds 1.6% 1.7M $98M ▲ 39% (+472K) $59.02 $58.07 (−2%) 2026-03-31
AGG Ishares Tr 1.5% 976K $97M ▼ 5.9% (−62K) $99.64 $98.63 (−1%) 2026-03-31
IEFA Ishares Tr 1.3% 883K $80M ▲ 14% (+105K) $66.85 $97.39 (+46%) 2026-03-31
IEMG Ishares Inc 1.1% 989K $69M ▲ 26% (+202K) $48.79 $86.00 (+76%) 2026-03-31
IAU Ishares Gold Tr 1.0% 741K $65M ▼ 1.4% (−10K) $37.37 $78.80 (+111%) 2026-03-31
AVSC American Centy Etf Tr 0.9% 923K $57M $52.36 $70.95 (+36%) 2026-03-31
BND Vanguard Bd Index Fds 0.8% 713K $53M $72.69 $73.14 (+1%) 2026-03-31
VONV Vanguard Scottsdale Fds 0.8% 512K $48M ▼ 2.7% (−14K) $66.81 $106.79 (+60%) 2026-03-31
VIG Vanguard Specialized Funds 0.7% 208K $45M NEW (+208K) $215.06 $235.41 (+9%) 2026-03-31
SGOV Ishares Tr 0.7% 443K $45M ▼ 21% (−121K) $100.70 $100.60 (−0%) 2026-03-31
IWB Ishares Tr 0.7% 124K $44M $297.54 $406.95 (+37%) 2026-03-31
VUG Vanguard Index Fds 0.6% 89K $39M ▼ 21% (−24K) $249.44 $85.90 (−66%) 2026-03-31
ACWI Ishares Tr 0.6% 275K $38M ▼ 4.2% (−12K) $91.16 $157.59 (+73%) 2026-03-31
QUAL Ishares Tr 0.5% 153K $29M $170.76 $215.83 (+26%) 2026-03-31
TIP Ishares Tr 0.5% 256K $28M ▲ 106% (+131K) $110.25 $108.94 (−1%) 2026-03-31
VDE Vanguard World Fds 0.4% 162K $28M ▼ 23% (−49K) $114.23 $153.75 (+35%) 2026-03-31
BIZD Vaneck Etf Trust 0.4% 2.4M $24M ▲ 39% (+677K) $14.94 $12.22 (−18%) 2026-03-31
ESGV Vanguard World Fd 0.4% 213K $24M ▲ 6.3% (+13K) $71.71 $131.70 (+84%) 2026-03-31
GQGU Advisors Inner Circle Fd Iii 0.4% 876K $24M ▼ 3.3% (−30K) $25.25 $25.26 (+0%) 2026-03-31
GNR Spdr Index Shs Fds 0.4% 308K $23M ▼ 38% (−188K) $57.09 $69.40 (+22%) 2026-03-31
VONG Vanguard Scottsdale Fds 0.4% 208K $23M $68.44 $125.30 (+83%) 2026-03-31
VXUS Vanguard Star Fds 0.4% 292K $22M ▲ 7.3% (+20K) $58.93 $87.06 (+48%) 2026-03-31
DMBS Doubleline Etf Trust 0.3% 409K $20M $49.65 $48.91 (−2%) 2026-03-31
IDEV Ishares Tr 0.3% 241K $20M NEW (+241K) $83.57 $89.69 (+7%) 2026-03-31
KRMN Karman Holdings Inc. 0.3% 249K $20M ▼ 41% (−171K) $62.22 $47.70 (−23%) 2026-03-31
IEF Ishares Tr 0.3% 202K $19M ▲ 15% (+26K) $99.12 $94.00 (−5%) 2026-03-31
TOV Ea Series Trust 0.3% 626K $17M ▲ 1.2% (+7K) $26.06 $31.42 (+21%) 2026-03-31
VTV Vanguard Index Fds 0.2% 81K $16M $138.11 $218.65 (+58%) 2026-03-31
SPY Spdr S&p 500 Etf Tr 0.2% 23K $15M ▲ 60% (+8K) $409.39 $744.39 (+82%) 2026-03-31
BSV Vanguard Bd Index Fds 0.2% 187K $15M $76.49 $77.68 (+2%) 2026-03-31
VIOO Vanguard Admiral Fds Inc 0.2% 108K $12M $87.98 $132.85 (+51%) 2026-03-31
STIP Ishares Tr 0.2% 98K $10M ▲ 4.8% (+4K) $99.23 $101.84 (+3%) 2026-03-31
EFA Ishares Tr 0.1% 101K $10M ▼ 50% (−101K) $78.33 $104.58 (+34%) 2026-03-31
VNQ Vanguard Index Fds 0.1% 95K $8M ▼ 38% (−57K) $83.04 $96.59 (+16%) 2026-03-31
IWM Ishares Tr 0.1% 26K $7M ▼ 11% (−3K) $178.40 $298.18 (+67%) 2026-03-31
ESGD Ishares Tr 0.1% 63K $6M ▼ 10% (−7K) $71.84 $103.55 (+44%) 2026-03-31
IWV Ishares Tr 0.1% 15K $5M $273.74 $423.76 (+55%) 2026-03-31
JSTC Tidal Trust I 0.1% 243K $5M ▼ 42% (−173K) $20.29 $22.78 (+12%) 2026-03-31
VONE Vanguard Scottsdale Fds 0.1% 14K $4M $186.33 $336.48 (+81%) 2026-03-31
VTEB Vanguard Mun Bd Fds 0.1% 81K $4M ▲ 1.9% (+2K) $50.13 $50.44 (+1%) 2026-03-31
USMV Ishares Tr 0.1% 39K $4M ▼ 50% (−39K) $70.68 $94.28 (+33%) 2026-03-31

Showing top 50 of 64 holdings by value.

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FAQ

What are CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's largest holdings?

As of the latest 13F: Vanguard Index Fds 26.2%, Vanguard Intl Equity Index F 18.9%, Vanguard Tax-managed Intl Fd 9.8%, Vanguard Index Fds 8.8%, Vanguard Scottsdale Fds 5.8%.

How big is CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's 13F portfolio?

$6.3B across 64 disclosed U.S.-equity positions.

What is CAMBRIDGE ASSOCIATES LLC /MA/ /ADV's 3-year performance?

+55% (13F-replication, price return), -17 pts vs the S&P 500. Not an audited fund return.

Where does this data come from?

U.S. SEC Form 13F-HR institutional holdings filings.

Sourced from SEC Form 13F-HR filings · Not investment advice
SEC EDGAR 13F
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.

Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.