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Cambridge Advisors

Latest statistics and disclosures from Cambridge Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, BND, VEA, IJH, BNDX, and represent 40.61% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, BITW, BNDX, IJH, VNQ, SAMT, AIRR, JGRO, PINK, BUCK.
Started 10 new stock positions in QJUN, CRL, XSEP, ARKG, BITW, VYM, JTEK, HELO, JBND, BUFZ.
Reduced shares in these 10 stocks: VOO, VEA, BRK.B, DHR, ACN, JEPI, CARR, BKCH, VTI, DIA.
Sold out of its positions in CARR, CLX, BKCH.
Cambridge Advisors was a net buyer of stock by $7.2M.
Cambridge Advisors has $525M in assets under management (AUM), dropping by 2.65%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 176 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	17.2	$91M		144k	627.13	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.3	$54M	+5%	731k	74.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$34M	-4%	549k	62.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$20M	+4%	309k	66.00	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$14M	+8%	290k	48.32	View chart
Microsoft Corporation (MSFT)	2.6	$14M		28k	483.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$12M	-2%	36k	335.27	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$12M		209k	58.12	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.2	$11M		15.00	754800.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$10M	-2%	182k	57.24	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$10M	+3%	123k	83.75	View chart
Apple (AAPL)	1.9	$10M		38k	271.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$10M		190k	53.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$8.8M	-3%	18k	502.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$8.3M		32k	257.95	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$8.3M		254k	32.62	View chart
Amgen (AMGN)	1.5	$8.1M		25k	327.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$7.5M		34k	219.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$7.5M	+10%	85k	88.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$4.8M		141k	34.26	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.8	$4.3M	+5%	57k	76.23	View chart
Caterpillar (CAT)	0.8	$4.1M		7.1k	572.87	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.7	$3.8M		90k	42.55	View chart
NVIDIA Corporation (NVDA)	0.7	$3.8M		20k	186.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.6M		131k	27.43	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.6M		136k	26.23	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$3.5M		130k	27.21	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.6	$3.2M		87k	37.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.1M		6.5k	473.30	View chart
Corning Incorporated (GLW)	0.6	$3.0M		35k	87.56	View chart
Union Pacific Corporation (UNP)	0.6	$2.9M		13k	231.32	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$2.9M	+2%	146k	19.87	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.7M	+8%	54k	50.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.6M	-5%	3.8k	681.84	View chart
Lowe's Companies (LOW)	0.5	$2.5M	-3%	10k	241.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.5M		7.9k	313.00	View chart
Johnson & Johnson (JNJ)	0.5	$2.4M		12k	206.96	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$2.3M		3.9k	603.28	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$2.3M	+33%	25k	92.80	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.3M		95k	24.04	View chart
Abbvie (ABBV)	0.4	$2.0M		8.6k	228.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.8M	+11%	15k	120.18	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.8M	-15%	6.8k	268.30	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.3	$1.8M		48k	37.87	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.8M		16k	110.19	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.8M		59k	30.07	View chart
Danaher Corporation (DHR)	0.3	$1.8M	-15%	7.7k	228.92	View chart
Meta Platforms Cl A (META)	0.3	$1.7M	-3%	2.6k	660.02	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.3	$1.7M	+55%	44k	38.51	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.7M	+8%	36k	45.84	View chart
Oracle Corporation (ORCL)	0.3	$1.6M		8.4k	194.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.6M		2.6k	614.31	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.6M	+7%	21k	75.44	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.6M	-12%	3.3k	480.57	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.3	$1.6M	NEW	27k	58.76	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		4.9k	322.22	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.6M	-4%	29k	53.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.5M		54k	28.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.2k	246.17	View chart
Emcor (EME)	0.3	$1.5M		2.5k	611.79	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.5M	-7%	16k	92.51	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.3	$1.5M	+64%	15k	98.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.5M		15k	96.03	View chart
Visa Com Cl A (V)	0.3	$1.4M		4.1k	350.69	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.3	$1.4M	+40%	9.3k	153.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.4M		17k	79.73	View chart
Cisco Systems (CSCO)	0.2	$1.3M		17k	77.03	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$1.3M		40k	31.51	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.3M	+13%	21k	59.93	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$1.3M	+6%	59k	21.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.2M	+19%	46k	26.91	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.2M		9.0k	137.87	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.2M	+2%	3.3k	360.17	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.2M	+8%	69k	17.01	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$1.2M	+55%	49k	23.70	View chart
O'reilly Automotive (ORLY)	0.2	$1.2M		13k	91.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.1M		2.9k	396.31	View chart
American Express Company (AXP)	0.2	$1.1M		2.9k	369.95	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.1M		52k	20.78	View chart
Amazon (AMZN)	0.2	$1.0M		4.5k	230.82	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$1.0M	+3%	33k	32.05	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M	-12%	5.3k	191.54	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$998k		23k	44.32	View chart
Illinois Tool Works (ITW)	0.2	$974k	-4%	4.0k	246.30	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$965k	+14%	19k	50.41	View chart
Pepsi (PEP)	0.2	$948k		6.6k	143.52	View chart
Automatic Data Processing (ADP)	0.2	$905k	-5%	3.5k	257.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$886k		2.8k	313.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$882k		7.3k	120.33	View chart
Intuitive Surgical Com New (ISRG)	0.2	$860k		1.5k	566.36	View chart
Abbott Laboratories (ABT)	0.2	$845k		6.7k	125.29	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$840k		48k	17.56	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$830k	+118%	23k	36.60	View chart
Merck & Co (MRK)	0.2	$819k	-3%	7.8k	105.26	View chart
Procter & Gamble Company (PG)	0.2	$816k	-11%	5.7k	143.31	View chart
Raytheon Technologies Corp (RTX)	0.2	$809k		4.4k	183.42	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$798k		33k	24.37	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$789k		22k	35.35	View chart
Spdr Series Trust State Street Spd (SPYD)	0.1	$746k	-13%	17k	43.25	View chart
Chevron Corporation (CVX)	0.1	$729k	-2%	4.8k	152.41	View chart
UnitedHealth (UNH)	0.1	$701k		2.1k	330.11	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$691k	-3%	5.0k	139.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$675k		5.1k	131.59	View chart
Coca-Cola Company (KO)	0.1	$657k		9.4k	69.91	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$656k		19k	33.88	View chart
Wells Fargo & Company (WFC)	0.1	$655k		7.0k	93.20	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$649k	+10%	24k	27.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$649k		947.00	684.94	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$645k		6.5k	99.88	View chart
Roper Industries (ROP)	0.1	$638k	-8%	1.4k	445.13	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$632k		6.6k	96.16	View chart
Starbucks Corporation (SBUX)	0.1	$627k		7.4k	84.21	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$623k		24k	26.49	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$559k		6.9k	81.17	View chart
Nxp Semiconductors N V (NXPI)	0.1	$554k		2.6k	217.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$544k		2.9k	190.99	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$527k		11k	47.08	View chart
Qualcomm (QCOM)	0.1	$518k		3.0k	171.03	View chart
Medtronic SHS (MDT)	0.1	$503k		5.2k	96.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$490k		17k	28.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$487k		3.5k	141.14	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	0.1	$485k	+23%	12k	41.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$465k		9.9k	47.02	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$449k	+46%	31k	14.30	View chart
International Business Machines (IBM)	0.1	$440k		1.5k	296.21	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$438k	-7%	3.3k	132.37	View chart
Blackrock (BLK)	0.1	$435k		406.00	1070.34	View chart
Intel Corporation (INTC)	0.1	$429k		12k	36.90	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$426k		9.7k	43.74	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$425k	+2%	17k	25.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$399k		2.0k	199.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$397k	-3%	7.5k	52.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$393k		9.6k	40.92	View chart
Vanguard World Energy Etf (VDE)	0.1	$387k		3.1k	125.92	View chart
Palo Alto Networks (PANW)	0.1	$379k		2.1k	184.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$367k		12k	29.61	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$366k		3.8k	96.30	View chart
Us Bancorp Del Com New (USB)	0.1	$364k	-5%	6.8k	53.36	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$358k	-4%	1.3k	269.18	View chart
Costco Wholesale Corporation (COST)	0.1	$356k	-32%	413.00	862.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$343k		8.0k	42.95	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$334k		10k	32.11	View chart
FedEx Corporation (FDX)	0.1	$331k	-7%	1.1k	288.86	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$326k		7.6k	42.94	View chart
Dynex Cap (DX)	0.1	$322k		23k	14.01	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$320k		9.6k	33.51	View chart
Boeing Company (BA)	0.1	$309k		1.4k	217.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$306k	NEW	12k	26.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$305k	NEW	2.1k	143.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$301k		7.3k	41.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$297k		8.7k	34.01	View chart
Garmin SHS (GRMN)	0.1	$294k		1.5k	202.85	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$293k	+2%	6.1k	47.93	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$287k	NEW	3.2k	90.07	View chart
Target Corporation (TGT)	0.1	$287k		2.9k	97.75	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$281k		4.9k	56.81	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$276k	-4%	6.1k	45.45	View chart
Gilead Sciences (GILD)	0.1	$276k		2.3k	122.74	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$272k	-6%	17k	15.67	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$267k	NEW	4.9k	54.07	View chart
Deere & Company (DE)	0.1	$263k		566.00	465.42	View chart
Becton, Dickinson and (BDX)	0.0	$257k		1.3k	194.07	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$256k	-6%	12k	20.89	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$255k		5.7k	44.41	View chart
3M Company (MMM)	0.0	$249k		1.6k	160.10	View chart
Charles River Laboratories (CRL)	0.0	$239k	NEW	1.2k	199.48	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$239k	NEW	8.3k	28.97	View chart
Ishares Msci Germany Etf (EWG)	0.0	$237k		5.6k	42.50	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$232k	+14%	2.1k	108.63	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$231k		1.5k	154.14	View chart
McDonald's Corporation (MCD)	0.0	$229k	-12%	748.00	305.67	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$225k	NEW	3.4k	66.43	View chart
Altria (MO)	0.0	$213k	-3%	3.7k	57.67	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$208k		3.8k	54.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$203k	NEW	6.4k	31.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$202k	NEW	4.8k	42.38	View chart

Past Filings by Cambridge Advisors

SEC 13F filings are viewable for Cambridge Advisors going back to 2014

Cambridge Advisors 2025 Q4 filed Jan. 21, 2026
Cambridge Advisors 2025 Q3 filed Oct. 15, 2025
Cambridge Advisors 2025 Q2 filed July 16, 2025
Cambridge Advisors 2025 Q1 filed April 24, 2025
Cambridge Advisors 2024 Q4 filed Jan. 16, 2025
Cambridge Advisors 2024 Q3 filed Oct. 23, 2024
Cambridge Advisors 2024 Q2 filed July 11, 2024
Cambridge Advisors 2024 Q1 filed April 16, 2024
Cambridge Advisors 2023 Q4 filed Jan. 17, 2024
Cambridge Advisors 2023 Q3 filed Oct. 18, 2023
Cambridge Advisors 2023 Q2 filed July 13, 2023
Cambridge Advisors 2023 Q1 filed April 13, 2023
Cambridge Advisors 2022 Q4 filed Jan. 23, 2023
Cambridge Advisors 2022 Q3 filed Oct. 17, 2022
Cambridge Advisors 2022 Q2 filed July 18, 2022
Cambridge Advisors 2022 Q1 filed May 5, 2022

View all past filings

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