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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, MSFT, and represent 41.03% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: BND, JEPQ, WCMI, BNDX, JEPI, SDVD, VNQ, PEP, GRID, JGRO.
Started 4 new stock positions in PFIX, BKCH, NJAN, WCMI.
Reduced shares in these 10 stocks: VOO, VTI, TUA, EALT, IJH, VEA, VB, CAT, ORCL, FTCS.
Sold out of its positions in EALT, KMB, TUA.
Cambridge Advisors was a net buyer of stock by $5.2M.
Cambridge Advisors has $512M in assets under management (AUM), dropping by 6.97%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 169 positions in its portfolio as reported in the September 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)	17.6	$90M		147k	612.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.1	$52M	+7%	695k	74.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.7	$34M		572k	59.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$19M		295k	65.26	View chart
Microsoft Corporation (MSFT)	2.9	$15M		29k	517.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.6	$13M	+7%	266k	49.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$12M	-5%	37k	328.17	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.3	$12M	+13%	207k	57.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.2	$11M		15.00	754200.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.1	$11M	+8%	188k	57.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$10M		192k	54.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$10M	+2%	118k	84.11	View chart
Apple (AAPL)	1.9	$9.6M		38k	254.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.8	$9.1M		18k	502.74	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.6	$8.1M		255k	31.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$8.1M	-3%	32k	254.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.5	$7.5M		35k	215.79	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$7.0M	+4%	77k	91.42	View chart
Amgen (AMGN)	1.4	$6.9M		25k	282.20	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.0	$5.4M		54k	99.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$4.8M	-2%	143k	33.42	View chart
NVIDIA Corporation (NVDA)	0.7	$3.8M		20k	186.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.6M	+2%	133k	27.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.5M		137k	25.71	View chart
Caterpillar (CAT)	0.7	$3.4M	-6%	7.2k	477.16	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$3.4M		130k	26.30	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.7	$3.4M		90k	38.12	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.6	$3.2M		88k	36.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.0M		6.4k	468.41	View chart
Union Pacific Corporation (UNP)	0.6	$3.0M		13k	236.37	View chart
Corning Incorporated (GLW)	0.6	$2.8M	-2%	35k	82.03	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.5	$2.8M		142k	19.82	View chart
Lowe's Companies (LOW)	0.5	$2.7M		11k	251.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$2.7M		4.1k	666.25	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.5M	+10%	50k	50.73	View chart
Oracle Corporation (ORCL)	0.5	$2.4M	-8%	8.4k	281.24	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.5	$2.3M		3.9k	596.03	View chart
Johnson & Johnson (JNJ)	0.4	$2.2M		12k	185.42	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.2M	+4%	95k	23.28	View chart
Meta Platforms Cl A (META)	0.4	$2.0M		2.7k	734.28	View chart
Abbvie (ABBV)	0.4	$2.0M		8.6k	231.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$2.0M		8.0k	246.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.0M	-8%	8.1k	243.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$1.8M	+6%	16k	111.47	View chart
Danaher Corporation (DHR)	0.4	$1.8M	-3%	9.1k	198.26	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$1.8M		47k	38.29	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.3	$1.8M		3.8k	463.74	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$1.7M	+20%	19k	93.75	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.7M		58k	29.64	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.6M	-11%	18k	93.64	View chart
Emcor (EME)	0.3	$1.6M		2.5k	649.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.6M		14k	118.83	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.6M	+2%	34k	47.74	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.6M	-4%	30k	52.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.6M		2.6k	600.37	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		4.9k	315.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.5M		54k	27.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.2k	241.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.5M		20k	73.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.4M		15k	93.37	View chart
Visa Com Cl A (V)	0.3	$1.4M		4.1k	341.37	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.4M	-4%	17k	79.93	View chart
O'reilly Automotive (ORLY)	0.3	$1.4M		13k	107.81	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$1.2M		40k	31.16	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.2	$1.2M	+58%	55k	21.62	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.2M		9.0k	128.24	View chart
Cisco Systems (CSCO)	0.2	$1.1M	-2%	17k	68.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		6.0k	189.70	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.1M	-5%	19k	59.91	View chart
Automatic Data Processing (ADP)	0.2	$1.1M		3.7k	293.50	View chart
Illinois Tool Works (ITW)	0.2	$1.1M		4.2k	260.76	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.1M	NEW	63k	16.87	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.1M		3.3k	326.38	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.2	$1.1M		28k	37.27	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.0M		53k	19.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M	-4%	2.9k	355.47	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M		38k	26.34	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$1.0M		23k	44.42	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.2	$1.0M	+42%	6.6k	151.08	View chart
Procter & Gamble Company (PG)	0.2	$990k		6.4k	153.65	View chart
Amazon (AMZN)	0.2	$987k		4.5k	219.57	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$986k	-5%	32k	31.24	View chart
American Express Company (AXP)	0.2	$967k		2.9k	332.16	View chart
Pepsi (PEP)	0.2	$944k	+49%	6.7k	140.44	View chart
Abbott Laboratories (ABT)	0.2	$903k		6.7k	133.94	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$890k	+32%	9.2k	96.68	View chart
Spdr Series Trust Prtflo S&p500 Hi (SPYD)	0.2	$881k		20k	44.00	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.2	$855k		48k	18.00	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$839k		17k	50.35	View chart
Exxon Mobil Corporation (XOM)	0.2	$826k		7.3k	112.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$799k		33k	24.40	View chart
Roper Industries (ROP)	0.2	$783k		1.6k	498.69	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.2	$780k		22k	34.78	View chart
Chevron Corporation (CVX)	0.1	$758k		4.9k	155.28	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$754k	+4%	32k	23.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$746k	-3%	4.5k	167.35	View chart
UnitedHealth (UNH)	0.1	$733k		2.1k	345.30	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$721k		5.1k	140.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$688k	-5%	2.8k	243.52	View chart
Intuitive Surgical Com New (ISRG)	0.1	$679k		1.5k	447.23	View chart
Merck & Co (MRK)	0.1	$677k		8.1k	83.93	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$674k		20k	34.43	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$668k		5.1k	129.72	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$647k		6.5k	100.25	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$634k	-3%	24k	26.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$634k		6.6k	96.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$634k		947.00	669.30	View chart
Starbucks Corporation (SBUX)	0.1	$627k		7.4k	84.60	View chart
Coca-Cola Company (KO)	0.1	$618k		9.3k	66.32	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$605k		22k	27.97	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$596k	+9%	22k	27.80	View chart
Wells Fargo & Company (WFC)	0.1	$589k		7.0k	83.82	View chart
Nxp Semiconductors N V (NXPI)	0.1	$581k		2.6k	227.73	View chart
Costco Wholesale Corporation (COST)	0.1	$568k	-7%	613.00	925.72	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$532k		2.9k	186.49	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$526k		11k	46.96	View chart
Qualcomm (QCOM)	0.1	$509k		3.1k	166.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$502k		6.9k	72.77	View chart
Medtronic SHS (MDT)	0.1	$499k	-3%	5.2k	95.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$490k	+6%	3.5k	142.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$480k		17k	27.64	View chart
Blackrock (BLK)	0.1	$479k		411.00	1165.87	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$465k		3.6k	130.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$452k		9.9k	45.80	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$436k		9.7k	44.80	View chart
International Business Machines (IBM)	0.1	$419k	-2%	1.5k	282.16	View chart
Palo Alto Networks (PANW)	0.1	$414k	+20%	2.0k	203.62	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$408k		3.8k	107.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$405k		7.8k	51.91	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$396k		17k	23.94	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$392k		2.0k	195.86	View chart
Intel Corporation (INTC)	0.1	$390k	-3%	12k	33.55	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$389k		1.4k	279.84	View chart
Vanguard World Energy Etf (VDE)	0.1	$387k		3.1k	125.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$385k		9.6k	40.10	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	0.1	$381k	+7%	9.4k	40.42	View chart
Garmin SHS (GRMN)	0.1	$357k		1.5k	246.22	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$355k	+3%	12k	29.11	View chart
Us Bancorp Del Com New (USB)	0.1	$349k		7.2k	48.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$337k		8.0k	42.20	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$336k		10k	32.29	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.1	$330k	+36%	10k	31.71	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$314k		9.6k	32.82	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$312k		7.6k	41.11	View chart
Boeing Company (BA)	0.1	$308k	-5%	1.4k	215.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$295k	-7%	7.3k	40.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$293k		8.9k	33.03	View chart
FedEx Corporation (FDX)	0.1	$291k	-7%	1.2k	235.81	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$288k	NEW	6.0k	48.17	View chart
Dynex Cap (DX)	0.1	$282k	+9%	23k	12.29	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$282k	-5%	13k	21.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$282k	-7%	6.4k	44.19	View chart
First Tr Exchange Traded Indxx Nat Re Etf (FTRI)	0.1	$281k		19k	15.19	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$274k	-3%	4.9k	55.33	View chart
Target Corporation (TGT)	0.1	$263k	-2%	2.9k	89.70	View chart
Carrier Global Corporation (CARR)	0.1	$262k	-4%	4.4k	59.70	View chart
McDonald's Corporation (MCD)	0.1	$261k		858.00	303.92	View chart
Deere & Company (DE)	0.1	$259k		566.00	457.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$256k		1.5k	170.85	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.1	$256k	NEW	3.0k	86.27	View chart
Altria (MO)	0.0	$252k		3.8k	66.06	View chart
Gilead Sciences (GILD)	0.0	$250k	-8%	2.3k	111.00	View chart
Becton, Dickinson and (BDX)	0.0	$247k	-3%	1.3k	187.17	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$246k		5.7k	42.79	View chart
3M Company (MMM)	0.0	$241k		1.6k	155.18	View chart
Ishares Msci Germany Etf (EWG)	0.0	$232k		5.6k	41.61	View chart
Clorox Company (CLX)	0.0	$223k	-2%	1.8k	123.30	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$210k	-8%	1.9k	112.33	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$201k	NEW	3.8k	53.19	View chart

Past Filings by Cambridge Advisors

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

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
Cambridge Advisors 2021 Q4 filed Jan. 14, 2022

View all past filings

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