Cambridge Advisors Inc.

Portfolio Overview

Cambridge Advisors Inc. disclosed 183 positions worth $581.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 7 new positions and exited 2. The portfolio is most concentrated in Other (77.7% of disclosed assets). All figures are sourced directly from Cambridge Advisors Inc.’s Form 13F-HR filing with the SEC under CIK 1633695.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $106.1M154,547 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

  —

  Quality

  $59.1M805,700 sh

• VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT

  —

  Quality

  $39.7M556,878 sh

• ISHARES TR - CORE S&P MCP ETF

  —

  Quality

  $24.0M311,487 sh

• VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF

  —

  Quality

  $15.4M318,189 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $13.3M35,820 sh

• J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM

  —

  Quality

  $12.6M204,827 sh

• VANGUARD SCOTTSDALE FDS - INT-TERM CORP

  —

  Quality

  $12.0M145,292 sh

• VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF

  —

  Quality

  $11.6M193,518 sh
• 

  BERKSHIRE HATHAWAY INC

  $BRK.A

  64.5

  Quality

  $11.2M15 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$106.1M	154,547
VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$59.1M	805,700
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$39.7M	556,878
ISHARES TR - CORE S&P MCP ETF	—	$24.0M	311,487
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$15.4M	318,189
VANGUARD INDEX FDS - TOTAL STK MKT	—	$13.3M	35,820
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$12.6M	204,827
VANGUARD SCOTTSDALE FDS - INT-TERM CORP	—	$12.0M	145,292
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$11.6M	193,518
BERKSHIRE HATHAWAY INC$BRK.A	64.5	$11.2M	15

Showing top 10 of 183 holdings.

Full Holdings — Cambridge Advisors Inc. (Q2 2026)

All 183 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$106.1M	18.3%	+5%	—
2	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$59.1M	10.2%	+10%	—
3	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$39.7M	6.8%	+6%	—
4	—	ISHARES TR - CORE S&P MCP ETF	$24.0M	4.1%	+3%	—
5	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$15.4M	2.6%	+9%	—
6	—	VANGUARD INDEX FDS - TOTAL STK MKT	$13.3M	2.3%	-1%	—
7	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$12.6M	2.2%	-1%	—
8	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$12.0M	2.1%	+18%	—
9	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$11.6M	2.0%	+4%	—
10	$BRK.A	BERKSHIRE HATHAWAY INC	$11.2M	1.9%	+0%	64.5
11	$AAPL	Apple Inc.	$10.6M	1.8%	-3%	76.1
12	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	$10.2M	1.8%	+0%	—
13	—	VANGUARD INDEX FDS - SMALL CP ETF	$9.6M	1.6%	+0%	—
14	$MSFT	MICROSOFT CORP	$9.5M	1.6%	-8%	83.7
15	$AMGN	AMGEN INC	$8.9M	1.5%	+1%	79.5
16	$GLW	CORNING INC /NY	$8.9M	1.5%	-0%	72.7
17	—	VANGUARD INDEX FDS - REAL ESTATE ETF	$8.7M	1.5%	+6%	—
18	—	SCHWAB STRATEGIC TR - US LCAP GR ETF	$8.2M	1.4%	-4%	—
19	$BRK.B	BERKSHIRE HATHAWAY INC	$8.1M	1.4%	-4%	64.5
20	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$7.9M	1.4%	-1%	—
21	$CAT	CATERPILLAR INC	$6.7M	1.2%	-4%	67.8
22	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$5.1M	0.9%	+1%	—
23	$NVDA	NVIDIA CORP	$4.1M	0.7%	+2%	90.2
24	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$4.0M	0.7%	-2%	—
25	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	$4.0M	0.7%	-3%	—
26	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	$3.9M	0.7%	-0%	—
27	$AAAU	Goldman Sachs Physical Gold ETF	$3.6M	0.6%	+3%	—
28	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF	$3.4M	0.6%	+26%	—
29	$UNP	UNION PACIFIC CORP	$3.3M	0.6%	-2%	74
30	—	ISHARES TR - RUS 1000 GRW ETF	$3.2M	0.6%	+300%	—
31	—	FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF	$3.1M	0.5%	-3%	—
32	—	INNOVATOR ETFS TRUST - BUFF STEP UP ETF	$3.1M	0.5%	-8%	—
33	$FBTC	Fidelity Wise Origin Bitcoin Fund	$3.0M	0.5%	+2%	—
34	$JNJ	JOHNSON & JOHNSON	$3.0M	0.5%	+0%	72.8
35	$SPY	SPDR S&P 500 ETF TRUST	$2.8M	0.5%	-2%	—
36	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$2.7M	0.5%	+0%	—
37	—	ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO	$2.6M	0.5%	+7%	—
38	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	$2.6M	0.5%	-1%	—
39	—	ISHARES TR - CORE S&P SCP ETF	$2.6M	0.5%	+15%	—
40	$GOOG	Alphabet Inc.	$2.6M	0.5%	-8%	80.2
41	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	$2.5M	0.4%	+8%	—
42	$LOW	LOWES COMPANIES INC	$2.2M	0.4%	-4%	63.5
43	$ABBV	AbbVie Inc.	$2.1M	0.4%	-0%	59.3
44	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	$2.1M	0.4%	-3%	—
45	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	$2.1M	0.4%	-1%	—
46	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	$2.1M	0.4%	+5%	—
47	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	$2.0M	0.3%	+63%	—
48	—	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	$2.0M	0.3%	-7%	—
49	$EME	EMCOR Group, Inc.	$2.0M	0.3%	-1%	71.7
50	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.9M	0.3%	+0%	—
51	$CSCO	CISCO SYSTEMS, INC.	$1.9M	0.3%	-1%	72.3
52	—	SCHWAB STRATEGIC TR - US SML CAP ETF	$1.9M	0.3%	-2%	—
53	—	ISHARES TR - RUSSELL 2000 ETF	$1.9M	0.3%	+0%	—
54	—	VANGUARD STAR FDS - VG TL INTL STK F	$1.8M	0.3%	-0%	—
55	—	VANECK ETF TRUST - SEMICONDUCTR ETF	$1.8M	0.3%	-17%	—
56	—	ISHARES TR - IBOXX INV CP ETF	$1.8M	0.3%	+0%	—
57	—	STATE STR SPDR DOW JONES IND - UT SER 1	$1.7M	0.3%	-1%	—
58	$INTC	INTEL CORP	$1.6M	0.3%	+1%	41.5
59	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	$1.6M	0.3%	+0%	—
60	—	ISHARES TR - MSCI EAFE ETF	$1.6M	0.3%	+0%	—
61	—	INNOVATOR ETFS TRUST - GRWT100 PWR BF	$1.6M	0.3%	-8%	—
62	—	FIRST TR EXCHANGE-TRADED FD - FT VEST SMID	$1.5M	0.3%	+5%	—
63	$JPM	JPMORGAN CHASE & CO	$1.5M	0.3%	-3%	35.6
64	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US S	$1.5M	0.3%	-4%	—
65	$DHR	DANAHER CORP /DE/	$1.5M	0.3%	-0%	63.9
66	$META	Meta Platforms, Inc.	$1.4M	0.2%	-2%	80.9
67	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	$1.4M	0.2%	+0%	—
68	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	$1.4M	0.2%	+0%	—
69	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$1.3M	0.2%	+0%	—
70	$NVS	NOVARTIS AG	$1.3M	0.2%	-6%	—
71	—	SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF	$1.3M	0.2%	+3%	—
72	—	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	$1.3M	0.2%	+5%	—
73	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	$1.2M	0.2%	-4%	—
74	$V	VISA INC.	$1.2M	0.2%	-12%	83.5
75	$ORLY	O REILLY AUTOMOTIVE INC	$1.2M	0.2%	-0%	72.7
76	$IVZ	Invesco Ltd.	$1.1M	0.2%	+0%	—
77	$ORCL	ORACLE CORP	$1.1M	0.2%	+0%	67.2
78	—	FIRST TR EXCHANGE-TRADED FD - FT VEST DJIA	$1.1M	0.2%	+2%	—
79	—	SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY	$1.1M	0.2%	-1%	—
80	$ITW	ILLINOIS TOOL WORKS INC	$1.1M	0.2%	+1%	71.2
81	$BITW	Bitwise 10 Crypto Index ETF	$1.0M	0.2%	+2%	—
82	—	SIMPLIFY EXCHANGE TRADED FUN - MBS ETF	$1.0M	0.2%	+7%	—
83	$GLD	SPDR GOLD TRUST	$1.0M	0.2%	+1%	—
84	$MRK	Merck & Co., Inc.	$1.0M	0.2%	+1%	70.9
85	$XOM	EXXON MOBIL CORP	$1.0M	0.2%	-0%	61.8
86	$AXP	AMERICAN EXPRESS CO	$984,308	0.2%	+0%	73.2
87	$GOOGL	Alphabet Inc.	$971,658	0.2%	-3%	80.2
88	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	$948,718	0.2%	+0%	—
89	$AMZN	AMAZON COM INC	$910,935	0.2%	-18%	74.6
90	$PEP	PEPSICO INC	$898,650	0.1%	+1%	62.7
91	$PG	PROCTER & GAMBLE Co	$836,728	0.1%	-0%	72.9
92	—	SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM	$827,806	0.1%	+4%	—
93	—	SPDR SERIES TRUST - ST STR SP500DIV	$823,284	0.1%	+0%	—
94	—	SCHWAB STRATEGIC TR - SHT TM US TRES	$790,754	0.1%	+0%	—
95	$CVX	CHEVRON CORP	$789,349	0.1%	-4%	54.7
96	$ADP	AUTOMATIC DATA PROCESSING INC	$776,211	0.1%	-1%	77.9
97	$KO	COCA COLA CO	$766,590	0.1%	+0%	74
98	—	ISHARES TR - S&P MC 400VL ETF	$757,412	0.1%	+0%	—
99	—	SPDR SERIES TRUST - ST STR SP DIV	$755,726	0.1%	+0%	—
100	$SBUX	STARBUCKS CORP	$751,486	0.1%	+1%	54.6
101	$RTX	RTX Corp	$741,555	0.1%	-8%	70
102	—	SPROTT FDS TR - SPROTT CRITICAL	$722,476	0.1%	+81%	—
103	$NXPI	NXP Semiconductors N.V.	$716,627	0.1%	+0%	—
104	—	ISHARES TR - CORE S&P500 ETF	$713,692	0.1%	+1%	—
105	$ACN	Accenture plc	$696,864	0.1%	-17%	—
106	$UNH	UNITEDHEALTH GROUP INC	$687,868	0.1%	+0%	66.8
107	$PANW	Palo Alto Networks Inc	$683,745	0.1%	+2%	66.5
108	—	INNOVATOR ETFS TRUST - POWER BUFFER SET	$669,671	0.1%	-12%	—
109	—	ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO	$668,783	0.1%	-2%	—
110	—	ISHARES TR - CORE US AGGBD ET	$639,213	0.1%	+0%	—
111	—	ISHARES TR - 7-10 YR TRSY BD	$621,419	0.1%	+0%	—
112	—	VANGUARD INDEX FDS - VALUE ETF	$621,101	0.1%	+0%	—
113	—	SCHWAB STRATEGIC TR - US TIPS ETF	$615,887	0.1%	+0%	—
114	$ISRG	INTUITIVE SURGICAL INC	$597,713	0.1%	+0%	81.4
115	$ABT	ABBOTT LABORATORIES	$587,088	0.1%	-4%	67
116	—	ARK ETF TR - AUTNMUS TECHNLGY	$584,049	0.1%	+148%	—
117	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$576,093	0.1%	+11%	—
118	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	$556,074	0.1%	+1%	—
119	$WFC	WELLS FARGO & COMPANY/MN	$556,002	0.1%	-4%	—
120	$QCOM	QUALCOMM INC/DE	$553,574	0.1%	+0%	81.9
121	—	ISHARES TR - SELECT DIVID ETF	$552,989	0.1%	+0%	—
122	—	ARK ETF TR - GENOMIC REV ETF	$528,947	0.1%	+35%	—
123	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	$524,319	0.1%	+0%	—
124	$IAU	ISHARES GOLD TRUST	$518,225	0.1%	-0%	—
125	—	SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY ET	$506,648	0.1%	+6%	—
126	—	ISHARES TR - U.S. TECH ETF	$504,460	0.1%	+0%	—
127	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$485,200	0.1%	-1%	—
128	$ALPS	Alps Group Inc	$462,702	0.1%	+0%	—
129	—	VANGUARD WORLD FD - ENERGY ETF	$461,349	0.1%	+0%	—
130	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	$444,116	0.1%	-0%	—
131	$ROP	ROPER TECHNOLOGIES INC	$433,478	0.1%	-8%	72.2
132	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	$431,673	0.1%	+0%	—
133	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	$416,999	0.1%	+0%	—
134	—	ISHARES TR - US HOME CONS ETF	$397,024	0.1%	+0%	—
135	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$394,405	0.1%	-3%	—
136	$COST	COSTCO WHOLESALE CORP /NEW	$392,986	0.1%	+2%	67
137	$BLK	BlackRock, Inc.	$390,393	0.1%	+0%	70.3
138	$USB	US BANCORP DE	$383,842	0.1%	+0%	71.4
139	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$382,446	0.1%	+0%	66.7
140	—	J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF	$381,172	0.1%	-1%	—
141	—	FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD	$377,264	0.1%	+3%	—
142	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	$375,423	0.1%	-25%	—
143	$FDX	FEDEX CORP	$365,423	0.1%	+2%	60.3
144	$DE	DEERE & CO	$358,971	0.1%	+0%	57.4
145	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	$357,439	0.1%	+1%	—
146	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	$354,145	0.1%	+0%	—
147	$GS	GOLDMAN SACHS GROUP INC	$347,320	0.1%	+0%	—
148	$GRMN	GARMIN LTD	$344,433	0.1%	+0%	—
149	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	$342,837	0.1%	+0%	—
150	$MDT	Medtronic plc	$325,437	0.1%	-21%	—
151	—	SPDR SERIES TRUST - SST SPDR BLOOMBE	$324,272	0.1%	+0%	—
152	—	FIRST TR EXCHNG TRADED FD VI - FT VEST LAD	$322,452	0.1%	+0%	—
153	—	J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF	$321,428	0.1%	+3%	—
154	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	$318,756	0.1%	+0%	—
155	$DX	DYNEX CAPITAL INC	$318,715	0.1%	+4%	—
156	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$313,331	0.1%	+0%	—
157	$BA	BOEING CO	$308,470	0.1%	+0%	51.8
158	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	$289,591	0.1%	+0%	—
159	—	ISHARES TR - MSCI INTL QUALTY	$287,353	0.1%	-5%	—
160	$GILD	GILEAD SCIENCES, INC.	$284,265	0.1%	+0%	77.8
161	—	SCHWAB STRATEGIC TR - US REIT ETF	$280,777	0.1%	-3%	—
162	—	SIMPLIFY EXCHANGE TRADED FUN - BITC STR PLU ETF	$278,747	0.1%	+3%	—
163	—	FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX	$276,897	0.1%	+0%	—
164	$CRL	CHARLES RIVER LABORATORIES INTERNATIONAL, INC.	$272,148	0.1%	+0%	47.1
165	—	FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF	$271,424	0.1%	+0%	—
166	—	SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST	$267,881	0.1%	-0%	—
167	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	$261,255	0.0%	+13%	—
168	$MMM	3M CO	$251,770	0.0%	+0%	60.7
169	—	SPDR SERIES TRUST - ST STR P500VAL	$247,415	0.0%	-15%	—
170	$GS	GOLDMAN SACHS GROUP INC	$244,400	0.0%	+0%	—
171	—	EXCHANGE TRADED CONCEPTS TRU - ROBO GLB ETF	$241,660	0.0%	NEW	—
172	—	SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF	$238,415	0.0%	NEW	—
173	—	FIRST TR EXCHANGE-TRADED FD - WTR ETF	$232,290	0.0%	+0%	—
174	—	ISHARES INC - MSCI GERMANY ETF	$227,535	0.0%	-1%	—
175	—	GLOBAL X FDS - GBL X BLOCKCHAIN	$225,356	0.0%	NEW	—
176	—	INNOVATOR ETFS TRUST - GRWT100 PWR BF	$220,204	0.0%	-1%	—
177	—	ISHARES INC - MSCI JAPAN ETF	$213,588	0.0%	NEW	—
178	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	$212,034	0.0%	NEW	—
179	$MCD	MCDONALDS CORP	$208,164	0.0%	+3%	73.9
180	$MO	ALTRIA GROUP, INC.	$208,102	0.0%	-22%	72.1
181	—	ISHARES TR - S&P 500 GRWT ETF	$206,157	0.0%	NEW	—
182	$TGT	TARGET CORP	$200,486	0.0%	NEW	53.1
183	$BDX	BECTON DICKINSON & CO	$200,058	0.0%	+0%	50.7