Cambridge Advisors Inc.
13F Reported Value
ⓘ$581.7M
Holdings
183
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
Concentrating
$FBTC
$DXSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$106.1M154,547 shVANGUARD BD INDEX FDS - TOTAL BND MRKT
—Quality
$59.1M805,700 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$39.7M556,878 shISHARES TR - CORE S&P MCP ETF
—Quality
$24.0M311,487 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$15.4M318,189 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$13.3M35,820 shJ P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM
—Quality
$12.6M204,827 shVANGUARD SCOTTSDALE FDS - INT-TERM CORP
—Quality
$12.0M145,292 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$11.6M193,518 sh- 73.8
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 | 73.8 | $11.2M | 15 |
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32-signal composite ranking on each of Cambridge Advisors Inc.'s 183 positions.
Showing top 10 of 183 holdings.
Sector Allocation
Other
$451.9M
Technology
$38.8M
Financials
$35.4M
Healthcare
$20.1M
Industrials
$16.0M
Materials
$8.9M
Consumer Discretionary
$5.8M
Consumer Staples
$2.7M
Top Holdings — Cambridge Advisors Inc. (Q2 2026)
Top 150 of 183 disclosed positions (by reported value) 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% | 73.8 |
| 11 |  $AAPL | Apple Inc. | $10.6M | 1.8% | -3% | 76.4 |
| 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% | 79.8 |
| 15 |  $AMGN | AMGEN INC | $8.9M | 1.5% | +1% | 79.2 |
| 16 |  $GLW | CORNING INC /NY | $8.9M | 1.5% | -0% | 73.7 |
| 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% | 73.8 |
| 20 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $7.9M | 1.4% | -1% | — |
| 21 |  $CAT | CATERPILLAR INC | $6.7M | 1.2% | -4% | 66.5 |
| 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% | 85.9 |
| 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% | 69.7 |
| 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% | 69 |
| 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% | 78.2 |
| 41 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.5M | 0.4% | +8% | — |
| 42 |  $LOW | LOWES COMPANIES INC | $2.2M | 0.4% | -4% | 60.8 |
| 43 |  $ABBV | AbbVie Inc. | $2.1M | 0.4% | -0% | 72.6 |
| 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% | 69.3 |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.3% | +0% | — |
| 51 |  $CSCO | CISCO SYSTEMS, INC. | $1.9M | 0.3% | -1% | 70.3 |
| 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% | 45.6 |
| 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% | 70.7 |
| 64 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $1.5M | 0.3% | -4% | — |
| 65 |  $DHR | DANAHER CORP /DE/ | $1.5M | 0.3% | -0% | 64.8 |
| 66 |  $META | Meta Platforms, Inc. | $1.4M | 0.2% | -2% | 79.6 |
| 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% | 82.9 |
| 75 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.2M | 0.2% | -0% | 67.4 |
| 76 |  $IVZ | Invesco Ltd. | $1.1M | 0.2% | +0% | — |
| 77 |  $ORCL | ORACLE CORP | $1.1M | 0.2% | +0% | 66.2 |
| 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% | 63.6 |
| 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% | 59.9 |
| 85 |  $XOM.R34088 | EXXON MOBIL CORP | $1.0M | 0.2% | -0% | 57.9 |
| 86 |  $AXP | AMERICAN EXPRESS CO | $984,308 | 0.2% | +0% | 69.4 |
| 87 |  $GOOGL | Alphabet Inc. | $971,658 | 0.2% | -3% | 78.2 |
| 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% | 68.7 |
| 90 |  $PEP | PEPSICO INC | $898,650 | 0.1% | +1% | 63.4 |
| 91 |  $PG | PROCTER & GAMBLE Co | $836,728 | 0.1% | -0% | 64.6 |
| 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% | 62.8 |
| 96 |  $ADP | AUTOMATIC DATA PROCESSING INC | $776,211 | 0.1% | -1% | 69.8 |
| 97 |  $KO | COCA COLA CO | $766,590 | 0.1% | +0% | 69.5 |
| 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% | 58.2 |
| 101 |  $RTX | RTX Corp | $741,555 | 0.1% | -8% | 73.2 |
| 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% | 62.7 |
| 107 |  $PANW | Palo Alto Networks Inc | $683,745 | 0.1% | +2% | 65.5 |
| 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% | 79.9 |
| 115 |  $ABT | ABBOTT LABORATORIES | $587,088 | 0.1% | -4% | 65.5 |
| 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% | 61.8 |
| 120 |  $QCOM | QUALCOMM INC/DE | $553,574 | 0.1% | +0% | 70.5 |
| 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% | 71.9 |
| 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% | 66.2 |
| 137 |  $BLK | BlackRock, Inc. | $390,393 | 0.1% | +0% | 70 |
| 138 |  $USB | US BANCORP \DE\ | $383,842 | 0.1% | +0% | 65.3 |
| 139 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $382,446 | 0.1% | +0% | 70 |
| 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% | 55.4 |
| 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% | 73.5 |
| 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% | 68.7 |
New Positions (7)
$TGT TARGET CORP$200,486Exited Positions (2)
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