CAMBIENT FAMILY OFFICE, LLC
Registered adviserFiling Date
Global Rank
#2,864
/ 8,815
▼ 12
Top Industry
Semiconductors
13.4%
Period ended 4 months ago
Filed Aug 13, 2026 · 2mo
3 quarters · since Dec 2025
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Registered adviser
Form ADV roster, Oct 1, 2026
Regulatory AUM
$857,939,726
Main clients
Individuals and high net worth
(60% of AUM)
Form ADV history
Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $857,939,726 | Individuals and high net worth (60%) |
| Aug 2025 to Mar 2026 | $668,824,000 | Diversified |
| Apr 2025 to Jul 2025 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Diversified active
Top 10 weight 47.2%, 30.1 effective positions, active share 49.9% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests
Turnover
Turnover unknown
It needs four straight quarters of measured turnover
Horizon
Short horizon
Value-weighted holding period 2.9 quarters (under 4)
Closest benchmark: the S&P 500 as of 2026-06-30, active share 49.9%; sector active share 20.2% against the combined 13F book's sector weights.
Over time 3 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
328 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.5%
+0.6 pts
Top 5
32.2%
+0.6 pts
Top 10
47.2%
+0.9 pts
HHI
332
Diversified+11
Portfolio Trend
3 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 31.3% | $253,125,759 |
| Technology | 26.1% | $210,763,252 |
| Healthcare | 9.4% | $75,979,788 |
| Industrials | 7.7% | $62,559,686 |
| Financial Services | 6.1% | $48,904,471 |
| Communication Services | 5.4% | $43,601,429 |
| Consumer Cyclical | 5.0% | $40,205,405 |
| Consumer Defensive | 4.6% | $37,490,229 |
| Energy | 1.8% | $14,172,349 |
| Utilities | 1.3% | $10,229,079 |
| Basic Materials | 1.2% | $9,485,204 |
| Real Estate | 0.2% | $1,743,800 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SUB | iShares Short-Term National Muni Bond ETF | +37,597 | 75,455 | $8,033,693 | |
| IBIT | iShares Bitcoin Trust ETF | +35,514 | 63,811 | $2,124,268 | |
| EMXC | iShares MSCI Emerging Markets ex China ETF | +16,933 | 17,121 | $1,751,478 | |
| MUB | iShares National Muni Bond ETF | +9,946 | 16,832 | $1,811,459 | |
| IWR | iShares Russell Mid-Cap ETF | +8,399 | 45,318 | $4,999,481 | |
| NRGV | Energy Vault Holdings, Inc. | +8,050 | 77,360 | $364,365 | |
| KLAC | Kla Corp | +5,967 | 6,666 | $2,011,198 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +5,848 | 33,068 | $1,661,005 | |
| IVV | iShares Core S&P 500 ETF | +5,273 | 57,462 | $43,032,717 | |
| GNR | State Street(R) SPDR(R) S&P(R) Global Natural Resources ETF | +5,127 | 37,249 | $2,507,230 | |
| GSY | Invesco Ultra Short Duration ETF | +3,819 | 65,104 | $3,264,965 | |
| GNTX | Gentex Corp | +3,589 | 32,222 | $814,249 | |
| BAC | Bank Of America Corp | +2,925 | 18,821 | $1,072,420 | |
| QDEF | FlexShares Quality Dividend Defensive Index Fund | +2,877 | 14,489 | $1,260,832 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | +2,705 | 72,897 | $4,242,605 | |
| C | Citigroup Inc | +2,461 | 5,763 | $806,589 | |
| GOOGL | Alphabet Inc. | +2,333 | 26,702 | $9,542,493 | |
| MAS | Masco Corp | +2,304 | 5,670 | $461,367 | |
| IGF | iShares Global Infrastructure ETF | +1,979 | 5,218 | $347,518 | |
| BKNG | Booking Holdings Inc. | +1,873 | 1,946 | $346,855 | |
| NFLX | Netflix Inc | +1,833 | 13,153 | $939,124 | |
| KO | Coca Cola Co | +1,824 | 110,237 | $8,958,960 | |
| VNQ | VANGUARD REAL ESTATE INDEX FUND | +1,791 | 1,827 | $176,177 | |
| IEFA | iShares Core MSCI EAFE ETF | +1,762 | 54,839 | $5,296,350 | |
| QUAL | iShares MSCI USA Quality Factor ETF | +1,740 | 1,797 | $0 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| INTC | Intel Corp | −69,188 | 15,249 | $2,129,217 | |
| CARR | CARRIER GLOBAL Corp | −51,233 | 5,802 | $425,576 | |
| ABBV | AbbVie Inc. | −27,458 | 36,055 | $9,072,880 | |
| OTIS | Otis Worldwide Corp | −26,882 | 4,022 | $287,975 | |
| XHLF | BondBloxx Bloomberg Six Month Target Duration US Treasury ETF | −23,742 | 209,507 | $10,538,202 | |
| SHV | iShares 0-1 Year Treasury Bond ETF | −21,591 | 34,898 | $3,850,994 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −11,110 | 39,742 | $2,028,829 | |
| HON | Honeywell International Inc | −8,219 | 8,146 | $1,823,889 | |
| PLTR | Palantir Technologies Inc. | −6,020 | 61,439 | $7,168,088 | |
| GOOG | Alphabet Inc. | −5,423 | 78,891 | $27,874,557 | |
| PFE | Pfizer Inc | −5,403 | 17,084 | $411,382 | |
| APD | Air Products & Chemicals, Inc. | −3,399 | 15,626 | $4,581,230 | |
| CI | Cigna Group | −3,195 | 747 | $205,932 | |
| T | At&T Inc. | −2,864 | 19,992 | $413,834 | |
| MDLZ | Mondelez International, Inc. | −2,524 | 4,815 | $278,499 | |
| ADSK | Autodesk, Inc. | −2,230 | 3,076 | $598,035 | |
| CSCO | Cisco Systems, Inc. | −1,874 | 62,978 | $7,397,395 | |
| VEU | Vanguard International Equity Index Funds | −1,538 | 371,365 | $31,101,818 | |
| VZ | Verizon Communications Inc | −1,440 | 15,447 | $654,025 | |
| ALSN | Allison Transmission Holdings Inc | −1,326 | 1,882 | $212,176 | |
| SPTM | State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF | −1,129 | 56,318 | $5,113,111 | |
| SCHW | Schwab Charles Corp | −1,020 | 3,932 | $362,805 | |
| ORCL | Oracle Corp | −919 | 17,951 | $2,630,719 | |
| ZBH | Zimmer Biomet Holdings, Inc. | −898 | 3,642 | $313,539 | |
| DHR | Danaher Corp | −852 | 17,077 | $3,252,826 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LITE | Lumentum Holdings Inc. | 3,328 | $2,855,623 | |
| HONA | Honeywell Aerospace Inc. | 8,017 | $1,772,398 | |
| VEA | Vanguard FTSE Developed Markets ETF | 24,859 | $1,771,203 | |
| JMUB | JPMorgan Municipal ETF | 20,175 | $1,021,964 | |
| JMST | JPMorgan Ultra-Short Municipal Income ETF | 19,907 | $1,015,257 | |
| SNDK | Sandisk Corp | 434 | $986,798 | |
| WDC | Western Digital Corp | 1,119 | $714,727 | |
| MRVL | Marvell Technology, Inc. | 1,678 | $499,859 | |
| STX | Seagate Technology Holdings plc | 474 | $457,410 | |
| CVS | CVS HEALTH Corp | 4,277 | $442,455 | |
| RPG | Victory Portfolios II | 6,375 | $407,043 | |
| GLW | Corning Inc | 1,592 | $406,644 | |
| CRWD | CrowdStrike Holdings, Inc. | 461 | $351,807 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,704 | $323,182 | |
| JPST | JPMorgan Ultra-Short Income ETF | 6,032 | $305,038 | |
| USB | US Bancorp \De\ | 4,988 | $301,275 | |
| DAL | Delta Air Lines, Inc. | 3,139 | $293,998 | |
| CFG | Citizens Financial Group Inc | 4,090 | $286,586 | |
| SYF | Synchrony Financial | 3,695 | $281,004 | |
| VRT | Vertiv Holdings Co | 782 | $261,829 | |
| SHW | Sherwin Williams Co | 744 | $256,174 | |
| VLO | Valero Energy Corp | 968 | $252,105 | |
| MCO | Moodys Corp | 556 | $251,823 | |
| CDNS | Cadence Design Systems Inc | 665 | $249,587 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | 4,474 | $237,882 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
9 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CTAS | Cintas Corp | 1,625 | $274,852 | |
| CME | Cme Group Inc. | 925 | $273,198 | |
| MKC | Mccormick & Co Inc | 4,668 | $235,453 | |
| BSX | Boston Scientific Corp | 3,699 | $232,112 | |
| ADBE | Adobe Inc. | 909 | $220,959 | |
| XEL | Xcel Energy Inc | 2,670 | $212,104 | |
| JCI | Johnson Controls International plc | 1,571 | $205,722 | |
| TPR | Tapestry, Inc. | 1,438 | $202,916 | |
| STPZ | PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund | 3,721 | $201,343 | |
| No positions match the current search. | ||||
328 tracked positions ·
$808,260,451 total
· filing declares
328 positions · $812,966,749
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 328 positions by value
· page 1 of 7
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 278,401 | $55,705,256 | 6.89% | |
| IVV |
iShares Core S&P 500 ETF
|
Added | 57,462 | $43,032,717 | 5.32% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 55,809 | $41,676,486 | 5.16% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 85,106 | $31,746,240 | 3.93% | |
| VEU |
Vanguard International Equity Index Funds
|
Reduced | 371,365 | $31,101,818 | 3.85% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 24,259 | $29,096,974 | 3.60% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 78,891 | $27,874,557 | 3.45% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 93,332 | $27,006,547 | 3.34% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 74,099 | $17,660,755 | 2.19% | |
| RTX |
RTX Corp
Industrials
|
Added | 84,674 | $16,065,198 | 1.99% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 47,709 | $15,616,586 | 1.93% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 39,163 | $14,491,876 | 1.79% | |
| AMAT |
Applied Materials Inc
Technology
|
Added | 18,326 | $13,249,698 | 1.64% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Held | 149,814 | $12,301,227 | 1.52% | |
| XHLF |
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
|
Reduced | 209,507 | $10,538,202 | 1.30% | |
| DE |
Deere & Co
Industrials
|
Reduced | 16,089 | $10,205,735 | 1.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 26,702 | $9,542,493 | 1.18% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 36,055 | $9,072,880 | 1.12% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 110,237 | $8,958,960 | 1.11% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 59,872 | $8,779,630 | 1.09% | |
| ANET |
Arista Networks, Inc.
Technology
|
Reduced | 49,523 | $8,412,967 | 1.04% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 24,159 | $8,238,702 | 1.02% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Added | 36,768 | $8,234,193 | 1.02% | |
| SUB |
iShares Short-Term National Muni Bond ETF
|
Added | 75,455 | $8,033,693 | 0.99% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
Added | 19,820 | $7,882,017 | 0.98% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 30,573 | $7,764,624 | 0.96% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 62,978 | $7,397,395 | 0.92% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 80,795 | $7,331,338 | 0.91% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 61,439 | $7,168,088 | 0.89% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 5,945 | $6,984,542 | 0.86% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 7,335 | $6,861,672 | 0.85% | |
| GUNR |
FlexShares Morningstar Global Upstream Natural Resources Index Fund
|
Added | 137,370 | $6,769,593 | 0.84% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 18,390 | $6,485,785 | 0.80% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 42,490 | $5,809,232 | 0.72% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 38,307 | $5,483,647 | 0.68% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 14,210 | $5,367,827 | 0.66% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 54,839 | $5,296,350 | 0.66% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 5,457 | $5,247,232 | 0.65% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 31,469 | $5,216,301 | 0.65% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 19,028 | $5,143,458 | 0.64% | |
| SPTM |
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF
|
Reduced | 56,318 | $5,113,111 | 0.63% | |
| IWR |
iShares Russell Mid-Cap ETF
|
Added | 45,318 | $4,999,481 | 0.62% | |
| VCSH |
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
|
Held | 62,108 | $4,908,395 | 0.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 54,027 | $4,741,949 | 0.59% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 15,626 | $4,581,230 | 0.57% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 33,402 | $4,522,630 | 0.56% | |
| MU |
Micron Technology Inc
Technology
|
Added | 3,677 | $4,244,324 | 0.53% | |
| VGSH |
VANGUARD SHORT-TERM TREASURY INDEX FUND
|
Added | 72,897 | $4,242,605 | 0.52% | |
| IEF |
iShares 7-10 Year Treasury Bond ETF
|
Added | 44,702 | $4,227,468 | 0.52% | |
| VUSB |
VANGUARD ULTRA-SHORT BOND ETF
|
Held | 77,866 | $3,876,169 | 0.48% |
Showing the top 50 of 328 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.