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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 42.02% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: BND (+$5.5M), VOO, IWF, VEA, VCIT, BNDX, FTSM, JPST, IJH, VNQ.
Started 7 new stock positions in TGT, BKCH, EWJ, IVW, CDX, XSEP, ROBO.
Reduced shares in these 10 stocks: MSFT, SMH, AAPL, BRK.B, SCHG, BSTP, CAT, GOOGL, , VZ.
Sold out of its positions in XLE, VZ.
Cambridge Advisors was a net buyer of stock by $19M.
Cambridge Advisors has $582M in assets under management (AUM), dropping by 12.88%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 183 positions in its portfolio as reported in the June 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)	18.2	$106M	+4%	155k	686.81	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.2	$59M	+10%	806k	73.41	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$40M	+6%	557k	71.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$24M	+2%	312k	77.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.6	$15M	+8%	318k	48.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$13M		36k	370.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.2	$13M		205k	61.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$12M	+18%	145k	82.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$12M	+4%	194k	59.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.9	$11M		15.00	748850.00	View chart
Apple (AAPL)	1.8	$11M	-2%	37k	289.36	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$10M		181k	56.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$9.6M		32k	303.12	View chart
Microsoft Corporation (MSFT)	1.6	$9.5M	-7%	26k	373.03	View chart
Amgen (AMGN)	1.5	$8.9M		25k	362.12	View chart
Corning Incorporated (GLW)	1.5	$8.9M		35k	255.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$8.7M	+6%	90k	96.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$8.2M	-3%	242k	33.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$8.1M	-3%	16k	500.39	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$7.9M		34k	236.62	View chart
Caterpillar (CAT)	1.2	$6.7M	-3%	6.3k	1064.90	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.9	$5.1M		141k	36.53	View chart
NVIDIA Corporation (NVDA)	0.7	$4.1M		21k	200.09	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$4.0M		128k	31.71	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$4.0M	-3%	127k	31.10	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.9M		134k	28.96	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.6	$3.6M	+2%	92k	39.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$3.4M	+26%	66k	50.57	View chart
Union Pacific Corporation (UNP)	0.6	$3.3M	-2%	12k	272.00	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$3.2M	+300%	26k	124.17	View chart
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI)	0.5	$3.1M	-2%	142k	21.84	View chart
Innovator Etfs Trust Buff Step Up Etf (BSTP)	0.5	$3.1M	-8%	79k	39.33	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.5	$3.0M		60k	51.05	View chart
Johnson & Johnson (JNJ)	0.5	$3.0M		12k	253.97	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.8M		3.8k	746.75	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$2.7M		3.9k	703.34	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.5	$2.6M	+7%	55k	47.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$2.6M		94k	27.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.6M	+14%	18k	148.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.6M	-8%	7.3k	357.37	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$2.5M	+8%	19k	133.25	View chart
Lowe's Companies (LOW)	0.4	$2.2M	-3%	9.9k	220.48	View chart
Abbvie (ABBV)	0.4	$2.1M		8.5k	251.64	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$2.1M	-2%	57k	36.87	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$2.1M		48k	43.50	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.4	$2.1M	+4%	11k	191.75	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.3	$2.0M	+62%	34k	59.73	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.3	$2.0M	-6%	20k	98.59	View chart
Emcor (EME)	0.3	$2.0M		2.4k	829.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.9M		2.6k	736.40	View chart
Cisco Systems (CSCO)	0.3	$1.9M		17k	117.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.9M	-2%	53k	36.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.9M		6.2k	300.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.8M		21k	85.49	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.8M	-17%	2.8k	655.94	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.8M		16k	109.07	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.7M		3.3k	522.39	View chart
Intel Corporation (INTC)	0.3	$1.6M		12k	139.63	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.6M		36k	44.85	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.6M		15k	103.88	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.6M	-8%	27k	59.20	View chart
First Tr Exchange-traded Ft Vest Smid (SDVD)	0.3	$1.5M	+4%	66k	23.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M	-2%	4.6k	327.33	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$1.5M	-4%	39k	38.06	View chart
Danaher Corporation (DHR)	0.2	$1.5M		7.6k	190.48	View chart
Meta Platforms Cl A (META)	0.2	$1.4M		2.5k	563.26	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.4M		47k	29.43	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.4M		71k	19.57	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M		17k	79.03	View chart
Novartis Sponsored Adr (NVS)	0.2	$1.3M	-5%	8.5k	156.72	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$1.3M	+2%	32k	39.15	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$1.3M	+5%	54k	23.42	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.2M	-4%	13k	93.92	View chart
Visa Com Cl A (V)	0.2	$1.2M	-11%	3.6k	343.09	View chart
O'reilly Automotive (ORLY)	0.2	$1.2M		13k	92.09	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.1M		5.3k	212.76	View chart
Oracle Corporation (ORCL)	0.2	$1.1M		7.6k	146.55	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.1M	+2%	52k	21.30	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$1.1M		32k	33.54	View chart
Illinois Tool Works (ITW)	0.2	$1.1M		4.0k	270.47	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.2	$1.0M	+2%	28k	37.58	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$1.0M	+7%	21k	49.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.0M		2.7k	368.38	View chart
Merck & Co (MRK)	0.2	$1.0M		7.9k	128.50	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.0M		7.3k	136.73	View chart
American Express Company (AXP)	0.2	$984k		2.9k	338.25	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$972k	-2%	2.8k	353.33	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$949k		22k	43.61	View chart
Amazon (AMZN)	0.2	$911k	-17%	3.8k	238.34	View chart
Pepsi (PEP)	0.2	$899k		6.6k	135.40	View chart
Procter & Gamble Company (PG)	0.1	$837k		5.7k	146.64	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$828k	+4%	52k	16.04	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.1	$823k		17k	47.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$791k		33k	24.14	View chart
Chevron Corporation (CVX)	0.1	$789k	-3%	4.8k	165.76	View chart
Automatic Data Processing (ADP)	0.1	$776k		3.5k	223.95	View chart
Coca-Cola Company (KO)	0.1	$767k		9.4k	81.27	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$757k		5.1k	147.73	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$756k		5.0k	152.18	View chart
Starbucks Corporation (SBUX)	0.1	$752k		7.4k	102.19	View chart
Raytheon Technologies Corp (RTX)	0.1	$742k	-8%	3.9k	189.75	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$723k	+81%	23k	31.16	View chart
Nxp Semiconductors N V (NXPI)	0.1	$717k		2.6k	281.03	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$714k		953.00	748.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$697k	-17%	5.6k	124.44	View chart
UnitedHealth (UNH)	0.1	$688k		1.7k	415.63	View chart
Palo Alto Networks (PANW)	0.1	$684k	+2%	2.0k	341.02	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$670k	-11%	18k	36.78	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$669k	-2%	19k	35.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$639k		6.5k	98.98	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$621k		6.6k	94.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$621k		2.9k	217.93	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$616k		23k	26.50	View chart
Intuitive Surgical Com New (ISRG)	0.1	$598k		1.5k	397.68	View chart
Abbott Laboratories (ABT)	0.1	$587k	-3%	6.5k	90.74	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$584k	+147%	4.4k	132.23	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$576k	+10%	7.1k	81.06	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$556k		21k	25.94	View chart
Wells Fargo & Company (WFC)	0.1	$556k	-4%	6.7k	82.64	View chart
Qualcomm (QCOM)	0.1	$554k		3.0k	184.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$553k		3.5k	156.30	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$529k	+35%	13k	42.06	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$524k		11k	46.81	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$518k		6.9k	75.51	View chart
Simplify Exchange Traded Fun Gold Strategy Et (YGLD)	0.1	$507k	+6%	16k	31.46	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$505k		2.0k	252.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$485k		9.8k	49.49	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$463k		9.7k	47.52	View chart
Vanguard World Energy Etf (VDE)	0.1	$461k		3.1k	150.13	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$444k		3.1k	141.89	View chart
Roper Industries (ROP)	0.1	$434k	-8%	1.3k	338.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$432k		12k	34.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$417k		9.7k	42.84	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$397k		3.8k	104.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$394k	-3%	7.0k	56.51	View chart
Costco Wholesale Corporation (COST)	0.1	$393k		420.00	935.68	View chart
Blackrock (BLK)	0.1	$390k		406.00	961.56	View chart
Us Bancorp Com New (USB)	0.1	$384k		6.4k	60.40	View chart
International Business Machines (IBM)	0.1	$382k		1.4k	281.21	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.1	$381k		3.4k	111.55	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$377k	+3%	18k	21.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.1	$375k	-25%	13k	29.72	View chart
FedEx Corporation (FDX)	0.1	$365k		1.2k	313.13	View chart
Deere & Company (DE)	0.1	$359k		566.00	634.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$357k		8.0k	44.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$354k		2.2k	158.03	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$347k		7.6k	45.70	View chart
Garmin SHS (GRMN)	0.1	$344k		1.5k	237.54	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$343k		10k	34.27	View chart
Medtronic SHS (MDT)	0.1	$325k	-20%	4.2k	78.23	View chart
Spdr Series Trust Sst Spdr Bloombe (IBND)	0.1	$324k		10k	31.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$323k		12k	27.93	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$321k	+3%	6.0k	53.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$319k		8.7k	36.57	View chart
Dynex Cap (DX)	0.1	$319k	+3%	24k	13.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$313k		7.3k	43.04	View chart
Boeing Company (BA)	0.1	$309k		1.4k	216.47	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$290k		5.7k	50.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$287k	-4%	5.8k	49.55	View chart
Gilead Sciences (GILD)	0.0	$284k		2.3k	126.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$281k	-3%	12k	23.68	View chart
Simplify Exchange Traded Fun Bitc Str Plu Etf (MAXI)	0.0	$279k	+2%	34k	8.30	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$277k		1.0k	264.72	View chart
Charles River Laboratories (CRL)	0.0	$272k		1.2k	226.79	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.0	$271k		17k	15.87	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.0	$268k		6.2k	43.36	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.0	$261k	+13%	3.9k	67.58	View chart
3M Company (MMM)	0.0	$252k		1.6k	161.91	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$247k	-14%	4.1k	60.79	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$244k		4.7k	52.00	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$242k	NEW	2.8k	85.66	View chart
Simplify Exchange Traded Fun High Yield Etf (CDX)	0.0	$238k	NEW	11k	21.12	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$232k		2.1k	109.52	View chart
Ishares Msci Germany Etf (EWG)	0.0	$228k		5.5k	41.37	View chart
Global X Fds Gbl X Blockchain (BKCH)	0.0	$225k	NEW	3.0k	74.84	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$220k		3.7k	59.02	View chart
Ishares Msci Japan Etf (EWJ)	0.0	$214k	NEW	2.3k	93.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.0	$212k	NEW	4.8k	44.41	View chart
McDonald's Corporation (MCD)	0.0	$208k	+2%	770.00	270.34	View chart
Altria (MO)	0.0	$208k	-21%	2.9k	71.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$206k	NEW	1.5k	137.53	View chart
Target Corporation (TGT)	0.0	$201k	NEW	1.5k	130.61	View chart
Becton, Dickinson and (BDX)	0.0	$200k		1.3k	151.33	View chart

Past Filings by Cambridge Advisors

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

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
Cambridge Advisors 2022 Q3 filed Oct. 17, 2022

View all past filings

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