Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 41.93% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, BND, JPST, FTSM, VOO, SDVD, SAMT, VZ, VEA, PSLV.
Started 3 new stock positions in Exxon Mobil Corp, VZ, PSLV.
Reduced shares in these 10 stocks: , VTV, FIXD, AAPL, BSTP, VTI, MSFT, MCD, , VXUS.
Sold out of its positions in MO, XOM, MCD, VTV.
Cambridge Advisors was a net buyer of stock by $1.7M.
Cambridge Advisors has $581M in assets under management (AUM), dropping by -0.12%.
Central Index Key (CIK): 0001633695

Tip: Access up to 7 years of quarterly data

Positions held by Cambridge Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 182 positions in its portfolio as reported in the September 2026 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)	18.7	$109M		155k	700.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	9.9	$58M		822k	70.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$40M		560k	70.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.9	$23M		314k	71.95	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.6	$15M		321k	46.87	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.3	$13M		35k	374.24	View chart
Microsoft Corporation (MSFT)	2.2	$13M		25k	512.91	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.2	$13M		206k	61.26	View chart
Apple (AAPL)	2.0	$12M	-3%	35k	333.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$12M		195k	59.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$12M		147k	78.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.9	$11M		15.00	747005.00	View chart
Amgen (AMGN)	1.8	$10M		25k	421.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$10M		182k	56.22	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	1.6	$9.1M		32k	284.49	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.5	$8.7M		242k	35.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.4	$8.1M		91k	89.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$8.0M		16k	497.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.3	$7.7M		33k	233.31	View chart
Corning Incorporated (GLW)	0.9	$5.3M		35k	153.76	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.9	$5.2M		140k	37.47	View chart
Caterpillar (CAT)	0.9	$5.1M		6.3k	810.79	View chart
NVIDIA Corporation (NVDA)	0.8	$4.7M		21k	228.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$4.3M	+28%	86k	50.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$4.3M		59k	72.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$4.2M		128k	32.53	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$4.0M		127k	31.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$4.0M		136k	29.31	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.6	$3.6M	-3%	89k	40.96	View chart
Union Pacific Corporation (UNP)	0.6	$3.3M		12k	272.13	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.3M		26k	125.26	View chart
Johnson & Johnson (JNJ)	0.5	$3.1M		12k	264.75	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.5	$2.9M	-3%	138k	21.29	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.9M		3.8k	762.64	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	0.5	$2.8M	-11%	70k	40.17	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.5	$2.6M	+14%	63k	41.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.6M		93k	27.47	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.4	$2.6M		3.9k	656.71	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.4	$2.5M	+24%	42k	59.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.4M	-3%	7.0k	344.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.4M		18k	136.04	View chart
Abbvie (ABBV)	0.4	$2.2M		8.5k	261.59	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$2.0M	+7%	20k	103.24	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$2.0M	+4%	21k	96.58	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$2.0M	+2%	11k	177.12	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.9M		57k	34.02	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.3	$1.9M	-3%	46k	40.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M	-3%	2.5k	739.77	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.3	$1.8M	+27%	84k	21.56	View chart
Emcor (EME)	0.3	$1.8M		2.4k	754.49	View chart
Cisco Systems (CSCO)	0.3	$1.8M		16k	107.63	View chart
Meta Platforms Cl A (META)	0.3	$1.8M	-4%	2.4k	725.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.7M		53k	32.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.7M		6.2k	277.87	View chart
Lowe's Companies (LOW)	0.3	$1.7M	-5%	9.3k	184.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.7M		17k	102.18	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.7M		2.8k	609.05	View chart
Danaher Corporation (DHR)	0.3	$1.7M		7.5k	221.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.6M	-10%	19k	84.96	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.6M		15k	103.89	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.6M	-7%	3.1k	508.55	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.5M		36k	42.52	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.5M	-5%	25k	60.86	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.3	$1.5M		28k	54.90	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M		4.6k	330.83	View chart
Intel Corporation (INTC)	0.2	$1.4M		12k	120.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.4M		47k	30.00	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$1.4M		39k	35.00	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.3M		71k	19.08	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$1.3M	+6%	34k	38.60	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$1.3M	+6%	57k	23.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M		17k	77.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.2M		13k	93.85	View chart
Visa Com Cl A (V)	0.2	$1.2M	-7%	3.3k	359.33	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.2M		8.4k	142.57	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$1.2M	NEW	7.2k	162.75	View chart
Merck & Co (MRK)	0.2	$1.1M		7.9k	145.32	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$1.1M	+3%	33k	34.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		5.3k	208.03	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.1M		52k	20.98	View chart
O'reilly Automotive (ORLY)	0.2	$1.1M		13k	85.41	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$1.1M	+7%	23k	46.76	View chart
Oracle Corporation (ORCL)	0.2	$1.0M		7.6k	137.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M		2.7k	380.84	View chart
Illinois Tool Works (ITW)	0.2	$1.0M		4.0k	257.28	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.0M		5.6k	183.37	View chart
Amazon (AMZN)	0.2	$972k	+2%	3.9k	249.15	View chart
Chevron Corporation (CVX)	0.2	$962k		4.7k	204.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$937k		2.8k	340.74	View chart
American Express Company (AXP)	0.2	$885k		2.9k	304.10	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$861k		53k	16.37	View chart
Automatic Data Processing (ADP)	0.1	$858k	-4%	3.3k	258.06	View chart
Pepsi (PEP)	0.1	$837k		6.6k	126.72	View chart
Procter & Gamble Company (PG)	0.1	$809k	-2%	5.6k	145.28	View chart
Coca-Cola Company (KO)	0.1	$801k		9.3k	86.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$783k		33k	23.86	View chart
Palo Alto Networks (PANW)	0.1	$779k	-2%	2.0k	397.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$730k		953.00	765.85	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$729k	-6%	16k	45.37	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$727k		5.0k	146.48	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$706k	+3%	13k	54.22	View chart
Starbucks Corporation (SBUX)	0.1	$693k		7.4k	93.96	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$680k		23k	29.30	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$664k		19k	34.99	View chart
Raytheon Technologies Corp (RTX)	0.1	$660k	-9%	3.6k	185.67	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$647k	+20%	5.3k	121.26	View chart
Abbott Laboratories (ABT)	0.1	$639k		6.5k	98.83	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$622k	-11%	4.5k	137.71	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$621k	-8%	17k	37.45	View chart
Intuitive Surgical Com New (ISRG)	0.1	$611k		1.5k	406.63	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$611k		6.5k	94.54	View chart
Nxp Semiconductors N V (NXPI)	0.1	$606k		2.6k	237.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$587k		6.6k	89.31	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$586k	+5%	7.5k	78.29	View chart
UnitedHealth (UNH)	0.1	$585k	-3%	1.6k	367.08	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$584k		23k	25.13	View chart
Qualcomm (QCOM)	0.1	$554k		3.0k	184.02	View chart
Wells Fargo & Company (WFC)	0.1	$539k		6.7k	80.05	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$538k		3.5k	152.07	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$535k		6.8k	78.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$530k		2.0k	264.90	View chart
Vanguard World Energy Etf (VDE)	0.1	$529k		3.1k	172.16	View chart
Simplify Exchange Traded Fun Gold Strategy Et (YGLD)	0.1	$524k	+6%	17k	30.59	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$522k	-15%	18k	28.84	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$506k		34k	15.03	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$497k		11k	44.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$497k		9.8k	50.72	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$451k		3.1k	145.04	View chart
Roper Industries (ROP)	0.1	$448k		1.3k	349.41	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$447k		9.7k	45.93	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$445k	-50%	11k	41.27	View chart
Blackrock (BLK)	0.1	$430k		406.00	1058.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$429k	+3%	13k	33.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$425k		9.7k	43.81	View chart
Garmin SHS (GRMN)	0.1	$416k		1.5k	286.84	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.1	$388k	+7%	3.7k	105.19	View chart
Costco Wholesale Corporation (COST)	0.1	$382k		420.00	910.58	View chart
Deere & Company (DE)	0.1	$380k		566.00	671.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$379k	-5%	6.6k	57.61	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$379k	+4%	19k	20.32	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$378k	-2%	6.0k	62.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$373k	-2%	12k	30.37	View chart
Us Bancorp Com New (USB)	0.1	$367k		6.4k	57.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$364k		8.0k	45.32	View chart
Charles River Laboratories (CRL)	0.1	$354k		1.2k	295.01	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$350k		10k	34.95	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$348k		7.6k	45.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$348k		2.2k	155.20	View chart
Gilead Sciences (GILD)	0.1	$335k		2.3k	149.05	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$331k		3.8k	87.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$330k		12k	28.54	View chart
FedEx Corporation (FDX)	0.1	$326k		1.1k	285.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$320k		7.3k	43.92	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$319k	+40%	4.0k	80.46	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	0.1	$311k		10k	29.88	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$309k		6.0k	51.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$303k	-7%	8.0k	37.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$302k		1.0k	288.45	View chart
International Business Machines (IBM)	0.1	$299k		1.4k	219.93	View chart
Medtronic SHS (MDT)	0.1	$296k	-17%	3.4k	86.29	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$289k		5.7k	50.21	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.0	$287k		17k	16.78	View chart
Dynex Cap (DX)	0.0	$282k	+4%	25k	11.14	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.0	$278k	+4%	4.0k	69.17	View chart
Boeing Company (BA)	0.0	$274k	+3%	1.5k	186.05	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$262k		12k	22.04	View chart
3M Company (MMM)	0.0	$255k		1.6k	164.15	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$249k		4.1k	61.13	View chart
Target Corporation (TGT)	0.0	$241k		1.5k	156.69	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$240k		4.7k	51.10	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$238k	-17%	4.8k	49.47	View chart
Becton, Dickinson and (BDX)	0.0	$237k		1.3k	179.00	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$235k	+3%	12k	20.17	View chart
Ishares Msci Germany Etf (EWG)	0.0	$227k		5.5k	41.31	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$223k		2.3k	97.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$221k	+2%	4.9k	45.28	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$213k		1.5k	142.26	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$211k	-6%	3.5k	60.68	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$210k		3.0k	69.83	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$208k	-5%	2.0k	103.79	View chart
Verizon Communications (VZ)	0.0	$205k	NEW	4.5k	45.87	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$199k	NEW	10k	19.37	View chart

Past Filings by Cambridge Advisors

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

Cambridge Advisors 2026 Q3 filed Oct. 19, 2026
Cambridge Advisors 2026 Q2 filed July 16, 2026
Cambridge Advisors 2026 Q1 filed April 16, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z