What does Cambridge Advisors Inc. hold?

Cambridge Advisors Inc.'s 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1633695.

What is Cambridge Advisors Inc.'s AUM?

Cambridge Advisors Inc. reported approximately $581.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Cambridge Advisors Inc.'s holdings?

All Cambridge Advisors Inc. holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1633695. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Cambridge Advisors Inc.'s 13F data updated on 13F Pro?

Cambridge Advisors Inc.'s holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Cambridge Advisors Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633695

Institutional-grade research for retail investors

Sector Allocation

Other77.2%$448.4M
Technology7.5%$43.6M
Financials6.4%$37.0M
Healthcare4.0%$23.5M
Industrials2.2%$12.8M
Materials0.9%$5.3M
Consumer Discretionary0.8%$4.5M
Consumer Staples0.5%$3.1M
Energy0.4%$2.1M
Real Estate0.1%$281,963

AUM History

13fpro.ai/research/fund/cambridge-advisors-inc-1633695

Conviction and streaks

Stable · top 10 = 52.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold18.7% weight · held 11 quarters

$Conviction hold9.9% weight · held 11 quarters

$Conviction hold6.8% weight · held 11 quarters

$Conviction hold3.9% weight · held 11 quarters

$Conviction hold2.6% weight · held 11 quarters

$Accumulating+216% shares · 10 quarters running

$Accumulating+243% shares · 9 quarters running

$DXAccumulating+49% shares · 9 quarters running

$Accumulating+540% shares · 8 quarters running

$Accumulating+255% shares · 7 quarters running

$UNPTrimming-17% shares · 10 quarters running

$Trimming-56% shares · 10 quarters running

$Trimming-11% shares · 9 quarters running

$Trimming-24% shares · 8 quarters running

$DHRTrimming-29% shares · 8 quarters running

Largest positions — Q3 2026

VANGUARD
$108.8M
VANGUARD
$57.6M
VANGUARD
$39.5M
ISHARES
$22.6M
VANGUARD
$15.1M
VANGUARD
$13.2M
MSFT
$12.9M
J
$12.6M
AAPL
$11.8M
VANGUARD
$11.5M
VANGUARD
$11.5M
BRK.A
$11.2M
AMGN
$10.4M
J
$10.3M
VANGUARD
$9.1M
SCHWAB
$8.7M
VANGUARD
$8.1M
BRK.B
$8.0M
VANGUARD
$7.7M
GLW
$5.3M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/cambridge-advisors-inc-1633695

Cambridge Advisors Inc. 13F holdings — Q3 2026

$581.0M portfolio (-0.1% QoQ) · 182 holdings · Q3 2026 13F · top 10 are 53% of the stock portfolio

1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$108.8M
18.7% of stocks
+0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$57.6M
9.9% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$39.5M
6.8% of stocks
+0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - CORE S&P MCP ETF
$22.6M
3.9% of stocks
+0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$15.1M
2.6% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD INDEX FDS - MRNGSTR TTL STK
$13.2M
2.3% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
MICROSOFT CORP
$MSFT
$12.9M
2.2% of stocks
-2%This quarter-0.2%Since filed11+ qtrsHeld
AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
8
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
$12.6M
2.2% of stocks
+0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
9
Apple Inc.
$AAPL
$11.8M
2.0% of stocks
-3%This quarter+0.3%Since filed11+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row
10
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$11.5M
2.0% of stocks
+0.5%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - S&P 500 ETF SHS	$108.8M	18.7%	+0.5%	—	—	—	—
2	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$57.6M	9.9%	+2%	—	—	—	—
3	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$39.5M	6.8%	+0.5%	—	—	—	—
4	ISHARES TR - CORE S&P MCP ETF	$22.6M	3.9%	+0.7%	—	—	—	—
5	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$15.1M	2.6%	+1%	—	—	—	—
6	VANGUARD INDEX FDS - MRNGSTR TTL STK	$13.2M	2.3%	-2%	—	—	—	—
7	MICROSOFT CORP$MSFT	$12.9M	2.2%	-2%	-0.2%	11+ qtrsTrimmed 4 qtrs in a row	79.8#30	Estimated buy price is Pro: unlock with a free trial
8	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	$12.6M	2.2%	+0.8%	—	—	—	—
9	Apple Inc.$AAPL	$11.8M	2.0%	-3%	+0.3%	11+ qtrsTrimmed 2 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
10	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	$11.5M	2.0%	+0.5%	—	—	—	—

All holdings — Cambridge Advisors Inc. (Q3 2026)

Sort

182 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund	—	$11.5M	2.0%	147K	+1%	—	—	13F
12	$BRK.A	BERKSHIRE HATHAWAY INC	Financials	$11.2M	1.9%	15	—	7 qtrs	73.5	13F
13	$AMGN	AMGEN INC	Healthcare	$10.4M	1.8%	25K	+0.4%	11+ qtrs	78.4	13F
14	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$10.3M	1.8%	182K	+0.5%	—	—	13F
15	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$9.1M	1.6%	32K	+0.8%	—	—	13F
16	—	SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund	—	$8.7M	1.5%	242K	-0.2%	—	—	13F
17	—	VANGUARD INDEX FDS - REAL ESTATE ETFetf/fund	—	$8.1M	1.4%	91K	+0.8%	—	—	13F
18	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$8.0M	1.4%	16K	-0.8%	11+ qtrs	73.5	13F
19	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$7.7M	1.3%	33K	-0.9%	—	—	13F
20	$GLW	CORNING INC /NY	Materials	$5.3M	0.9%	35K	+0.0%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
21	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETFetf/fund	—	$5.2M	0.9%	140K	-0.6%	—	—	13F
22	$CAT	CATERPILLAR INC	Industrials	$5.1M	0.9%	6,291	-0.7%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	$NVDA	NVIDIA CORP	Technology	$4.7M	0.8%	21K	+0.5%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
24	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund	—	$4.3M	0.7%	86K	+29%	—	—	13F
25	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$4.3M	0.7%	59K	-1.0%	11+ qtrs	AI quality score is Pro: unlock with a free trial	13F
26	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$4.2M	0.7%	128K	-0.0%
27	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US L	—	$4.0M	0.7%	127K	+0.0%
28	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$4.0M	0.7%	136K	+1%
29	$AAAU	Goldman Sachs Physical Gold ETF	Financials	$3.6M	0.6%	89K	-4%
30	$UNP	UNION PACIFIC CORP	Industrials	$3.3M	0.6%	12K	-1%
31	—	ISHARES TR - RUS 1000 GRW ETF	—	$3.3M	0.6%	26K	—
32	$JNJ	JOHNSON & JOHNSON	Healthcare	$3.1M	0.5%	12K	+0.5%
33	—	FIRST TR EXCHNG TRADED FD VI - FT ENER INCO ETF	—	$2.9M	0.5%	138K	-3%
34	$SPY	SPDR S&P 500 ETF TRUST	—	$2.9M	0.5%	3,827	+1%
35	—	INNOVATOR ETFS TRUST - BUFF STEP UP ETF	—	$2.8M	0.5%	70K	-11%
36	—	ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO	—	$2.6M	0.5%	63K	+15%
37	—	SCHWAB STRATEGIC TR - INTL EQTY ETF	—	$2.6M	0.4%	93K	-0.5%
38	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$2.6M	0.4%	3,884	-0.3%
39	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW	—	$2.5M	0.4%	42K	+25%
40	$GOOGL	Alphabet Inc.	Technology	$2.4M	0.4%	6,971	-4%
41	—	ISHARES TR - CORE S&P SCP ETF	—	$2.4M	0.4%	18K	+0.4%
42	$ABBV	AbbVie Inc.	Healthcare	$2.2M	0.4%	8,525	+0.1%
43	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETF	—	$2.0M	0.3%	20K	+7%
44	—	J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH	—	$2.0M	0.3%	21K	+5%
45	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	—	$2.0M	0.3%	11K	+3%
46	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$1.9M	0.3%	57K	-0.3%
47	—	FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY	—	$1.9M	0.3%	46K	-3%
48	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.9M	0.3%	2,540	-4%
49	—	FIRST TR EXCHANGE-TRADED FD - FT VEST SMID	—	$1.8M	0.3%	84K	+28%
50	$EME	EMCOR Group, Inc.	Industrials	$1.8M	0.3%	2,370	-0.8%
51	$CSCO	CISCO SYSTEMS, INC.	Technology	$1.8M	0.3%	16K	-1%
52	$META	Meta Platforms, Inc.	Technology	$1.8M	0.3%	2,418	-4%
53	—	SCHWAB STRATEGIC TR - US SML CAP ETF	—	$1.7M	0.3%	53K	+0.4%
54	—	ISHARES TR - RUSSELL 2000 ETF	—	$1.7M	0.3%	6,217	—
55	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$1.7M	0.3%	9,327	-6%
56	—	ISHARES TR - IBOXX INV CP ETF	—	$1.7M	0.3%	17K	+0.9%
57	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.7M	0.3%	2,754	—
58	$DHR	DANAHER CORP /DE/	Healthcare	$1.7M	0.3%	7,472	-2%
59	—	VANGUARD STAR FDS - VG TL INTL STK F	—	$1.6M	0.3%	19K	-11%
60	—	ISHARES TR - MSCI EAFE ETF	—	$1.6M	0.3%	15K	—
61	—	STATE STR SPDR DOW JONES IND - UT SER 1	—	$1.6M	0.3%	3,073	-7%
62	—	VANGUARD INTL EQUITY INDEX F - GLB EX US ETF	—	$1.5M	0.3%	36K	—
63	—	INNOVATOR ETFS TRUST - GRWT100 PWR BF	—	$1.5M	0.3%	25K	-5%
64	$BITW	Bitwise 10 Crypto Index ETF	Financials	$1.5M	0.3%	28K	+0.2%
65	$JPM	JPMORGAN CHASE & CO	Financials	$1.5M	0.3%	4,556	-2%
66	$INTC	INTEL CORP	Technology	$1.4M	0.3%	12K	+0.8%
67	—	SCHWAB STRATEGIC TR - US LRG CAP ETF	—	$1.4M	0.2%	47K	+0.1%
68	—	SCHWAB STRATEGIC TR - FUNDAMENTAL US S	—	$1.4M	0.2%	39K	+0.2%
69	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$1.3M	0.2%	71K	+0.1%
70	—	SIMPLIFY EXCHANGE TRADED FUN - HEALTH CARE ETF	—	$1.3M	0.2%	34K	+6%
71	—	SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC	—	$1.3M	0.2%	57K	+7%
72	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	—	$1.3M	0.2%	17K	+0.3%
73	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$1.2M	0.2%	13K	-0.3%
74	$V	VISA INC.	Financials	$1.2M	0.2%	3,321	-8%
75	$NVS	NOVARTIS AG	Healthcare	$1.2M	0.2%	8,356	-1%
76	$XOM.R34088	EXXON MOBIL CORP	Energy	$1.2M	0.2%	7,232	-1%
77	$MRK	Merck & Co., Inc.	Healthcare	$1.1M	0.2%	7,902	+0.6%
78	—	SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY	—	$1.1M	0.2%	33K	+3%
79	$IVZ	Invesco Ltd.	Financials	$1.1M	0.2%	5,275	—
80	—	FIRST TR EXCHANGE-TRADED FD - FT VEST DJIA	—	$1.1M	0.2%	52K	+0.9%
81	$ORLY	O REILLY AUTOMOTIVE INC	Consumer Discretionary	$1.1M	0.2%	13K	-0.2%
82	—	SIMPLIFY EXCHANGE TRADED FUN - MBS ETF	—	$1.1M	0.2%	22K	+7%
83	$ORCL	ORACLE CORP	Technology	$1.0M	0.2%	7,568	—
84	$GLD	SPDR GOLD TRUST	Financials	$1.0M	0.2%	2,720	-0.7%
85	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$1.0M	0.2%	3,978	—
86	$ACN	Accenture plc	Technology	$1.0M	0.2%	5,580	-0.4%
87	$AMZN	AMAZON COM INC	Consumer Discretionary	$972K	0.2%	3,902	+2%
88	$CVX	CHEVRON CORP	Energy	$962K	0.2%	4,712	-1%
89	$GOOG	Alphabet Inc.	Technology	$937K	0.2%	2,750	—
90	$AXP	AMERICAN EXPRESS CO	Financials	$885K	0.1%	2,910	—
91	—	SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM	—	$860K	0.1%	53K	+2%
92	$ADP	AUTOMATIC DATA PROCESSING INC	Technology	$858K	0.1%	3,326	-4%
93	$PEP	PEPSICO INC	Consumer Staples	$837K	0.1%	6,607	-0.5%
94	$PG	PROCTER & GAMBLE Co	Consumer Staples	$809K	0.1%	5,566	-2%
95	$KO	COCA COLA CO	Consumer Staples	$801K	0.1%	9,305	-1%
96	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$783K	0.1%	33K	+0.1%
97	$PANW	Palo Alto Networks Inc	Technology	$779K	0.1%	1,960	-2%
98	—	ISHARES TR - CORE S&P500 ETF	—	$730K	0.1%	953	—
99	—	SPDR SERIES TRUST - ST STR SP500DIV	—	$728K	0.1%	16K	-7%
100	—	SPDR SERIES TRUST - ST STR SP DIV	—	$727K	0.1%	4,966	—
101	—	ARK ETF TR - GENOMIC REV ETF	—	$706K	0.1%	13K	+4%
102	$SBUX	STARBUCKS CORP	Consumer Discretionary	$693K	0.1%	7,374	+0.3%
103	—	SPROTT FDS TR - SPROTT CRITICAL	—	$680K	0.1%	23K	+0.1%
104	—	ADVISORS INNER CIRCLE FD III - STRATEGAS GBL PO	—	$664K	0.1%	19K	+0.8%
105	$RTX	RTX Corp	Industrials	$660K	0.1%	3,556	-9%
106	—	ARK ETF TR - AUTNMUS TECHNLGY	—	$647K	0.1%	5,333	+21%
107	$ABT	ABBOTT LABORATORIES	Healthcare	$639K	0.1%	6,470	—
108	—	ISHARES TR - S&P MC 400VL ETF	—	$622K	0.1%	4,517	-12%
109	—	INNOVATOR ETFS TRUST - POWER BUFFER SET	—	$621K	0.1%	17K	-9%
110	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$611K	0.1%	1,503	—
111	—	ISHARES TR - CORE US AGGBD ET	—	$611K	0.1%	6,458	—
112	$NXPI	NXP Semiconductors N.V.	Technology	$606K	0.1%	2,550	—
113	—	ISHARES TR - 7-10 YR TRSY BD	—	$587K	0.1%	6,571	—
114	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$586K	0.1%	7,487	+5%
115	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$585K	0.1%	1,594	-4%
116	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$584K	0.1%	23K	+0.1%
117	$QCOM	QUALCOMM INC/DE	Technology	$554K	0.1%	3,011	+0.5%
118	$WFC	WELLS FARGO & COMPANY/MN	Financials	$539K	0.1%	6,728	—
119	—	ISHARES TR - SELECT DIVID ETF	—	$538K	0.1%	3,535	-0.1%
120	$IAU	ISHARES GOLD TRUST	Financials	$535K	0.1%	6,848	-0.2%
121	—	ISHARES TR - U.S. TECH ETF	—	$530K	0.1%	2,000	—
122	—	VANGUARD WORLD FD - ENERGY ETF	—	$529K	0.1%	3,073	—
123	—	SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY ET	—	$524K	0.1%	17K	+6%
124	—	SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES	—	$522K	0.1%	18K	-16%
125	—	SIMPLIFY EXCHANGE TRADED FUN - BITCOIN STRATEGY	—	$506K	0.1%	34K	+0.2%
126	—	VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF	—	$497K	0.1%	11K	—
127	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$497K	0.1%	9,804	—
128	—	GOLDMAN SACHS ETF TR - ACTIVEBETA US LG	—	$450K	0.1%	3,106	-0.8%
129	$ROP	ROPER TECHNOLOGIES INC	Technology	$448K	0.1%	1,281	—
130	$ALPS	Alps Group Inc	Healthcare	$447K	0.1%	9,737	—
131	—	FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD	—	$445K	0.1%	11K	-50%
132	$BLK	BlackRock, Inc.	Financials	$430K	0.1%	406	—
133	—	SCHWAB STRATEGIC TR - US LCAP VA ETF	—	$429K	0.1%	13K	+4%
134	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$425K	0.1%	9,710	-0.3%
135	$GRMN	GARMIN LTD	Technology	$416K	0.1%	1,450	—
136	—	J P MORGAN EXCHANGE TRADED F - U S TEC LEA ETF	—	$388K	0.1%	3,684	+8%
137	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$382K	0.1%	420	—
138	$DE	DEERE & CO	Industrials	$380K	0.1%	566	—
139	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$379K	0.1%	6,585	-6%
140	—	FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD	—	$379K	0.1%	19K	+4%
141	—	SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST	—	$377K	0.1%	6,002	-3%
142	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	—	$373K	0.1%	12K	-3%
143	$USB	US BANCORP \DE\	Financials	$367K	0.1%	6,355	—
144	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$363K	0.1%	8,020	-0.3%
145	$CRL	CHARLES RIVER LABORATORIES INTERNATIONAL, INC.	Healthcare	$354K	0.1%	1,200	—
146	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$350K	0.1%	10K	—
147	$GS	GOLDMAN SACHS GROUP INC	Financials	$348K	0.1%	7,600	—
148	—	VANGUARD WHITEHALL FDS - HIGH DIV YLD	—	$348K	0.1%	2,241	—
149	$GILD	GILEAD SCIENCES, INC.	Healthcare	$335K	0.1%	2,250	—
150	—	ISHARES TR - US HOME CONS ETF	—	$331K	0.1%	3,800	—

What changed in Q3 2026

Against the previous quarter's 13F: 2 new, 66 added to, 63 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (2)

$VZVERIZON COMMUNICATIONS INC$204K
first bought this quarter
$PSLVSprott Physical Silver Trust$198K
first bought this quarter

Added to (66)

VANGUARD BD INDEX FDS - TOTAL BND MRKT+2%
now $57.6M
J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF+29%
now $4.3M
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW+25%
now $2.5M
VANGUARD INDEX FDS - S&P 500 ETF SHS+0.5%
now $108.8M
FIRST TR EXCHANGE-TRADED FD - FT VEST SMID+28%
now $1.8M
ADVISORS INNER CIRCLE FD III - STRATEGAS MACRO+15%
now $2.6M

+60 more in the Excel export

Trimmed (63)

FIRST TR EXCHNG TRADED FD VI - SMITH OPPORT FXD-50%
now $445K
$AAPLApple Inc.-3%
now $11.8M · held 11+ qtrs, 2 trims in a row
INNOVATOR ETFS TRUST - BUFF STEP UP ETF-11%
now $2.8M
VANGUARD INDEX FDS - MRNGSTR TTL STK-2%
now $13.2M
$MSFTMICROSOFT CORP-2%
now $12.9M · held 11+ qtrs, 4 trims in a row
VANGUARD STAR FDS - VG TL INTL STK F-11%
now $1.6M

+57 more in the Excel export

Sold out (3)

VANGUARD INDEX FDS - VALUE ETFwas $621K
$MCDMCDONALDS CORPwas $208K
held 10+ qtrs
$MOALTRIA GROUP, INC.was $208K
held 6 qtrs

Holdings by quarter

Every 13F Cambridge Advisors Inc. has filed, 42 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Cambridge Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)

Top 10 since filing

-0.3%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

53%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

100%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Cambridge Advisors Inc. disclosed 182 positions worth $581.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $VZ. The portfolio is most concentrated in Other (77.2% of disclosed assets). All figures are sourced directly from Cambridge Advisors Inc.’s Form 13F-HR filing with the SEC under CIK 1633695.

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AI-Powered Hedge Fund Analysis: Cambridge Advisors Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Cambridge Advisors Inc. (SEC CIK: 1633695), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Cambridge Advisors Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.