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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 40.79% of Cambridge Advisors's stock portfolio.
Added to shares of these 10 stocks: VOO, RDVY, SETM, PINK, SAMT, AIRR, XLE, VZ, GEM, ARKQ.
Started 6 new stock positions in XLE, VZ, ARKQ, GEM, SETM, RDVY.
Reduced shares in these 10 stocks: VEA, CAT, IJH, BRK.B, , JGRO, MSFT, VWO, BX, FTCS.
Sold out of its positions in BX, QJUN, XSEP, TGT.
Cambridge Advisors was a net seller of stock by $-837k.
Cambridge Advisors has $515M in assets under management (AUM), dropping by -1.90%.
Central Index Key (CIK): 0001633695

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Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 178 positions in its portfolio as reported in the March 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)	17.1	$88M	+2%	148k	597.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	10.4	$54M		731k	73.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.5	$34M	-4%	524k	64.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$21M		303k	67.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.7	$14M		292k	48.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$12M		36k	320.81	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	2.2	$11M		206k	55.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	2.1	$11M		15.00	718140.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	2.0	$10M		181k	56.68	View chart
Microsoft Corporation (MSFT)	2.0	$10M	-2%	28k	370.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.0	$10M		123k	82.75	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$10M	-2%	186k	54.05	View chart
Apple (AAPL)	1.9	$9.6M		38k	253.79	View chart
Amgen (AMGN)	1.7	$8.6M		25k	351.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.6	$8.3M	-2%	32k	261.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$8.1M	-3%	17k	479.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$7.5M		85k	88.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.4	$7.3M		252k	29.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.4	$7.3M		34k	215.06	View chart
Corning Incorporated (GLW)	0.9	$4.7M		35k	135.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.9	$4.7M		140k	33.77	View chart
Caterpillar (CAT)	0.9	$4.7M	-7%	6.6k	708.46	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.8	$4.1M		90k	46.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$4.0M		130k	30.68	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.7	$3.7M		131k	27.85	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M		20k	174.40	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.7	$3.5M	+3%	59k	59.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$3.4M		135k	25.10	View chart
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI)	0.6	$3.3M		146k	22.49	View chart
Innovator Etfs Trust Buffer Step Up S (BSTP)	0.6	$3.1M		86k	36.01	View chart
Union Pacific Corporation (UNP)	0.6	$3.0M		13k	242.62	View chart
Johnson & Johnson (JNJ)	0.6	$2.9M		12k	244.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.8M		6.5k	426.40	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$2.7M		53k	50.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.5	$2.5M		3.8k	650.29	View chart
Lowe's Companies (LOW)	0.5	$2.4M		10k	236.29	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.5	$2.4M		3.9k	616.76	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$2.3M		95k	24.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$2.3M		7.9k	287.57	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.4	$2.1M		48k	43.66	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.4	$2.0M	+16%	51k	39.27	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.4	$1.9M	+12%	17k	110.78	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.9M		15k	124.31	View chart
Abbvie (ABBV)	0.4	$1.9M		8.6k	217.49	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$1.8M	-12%	22k	84.52	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.8M		59k	30.96	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.3	$1.8M		16k	108.99	View chart
Emcor (EME)	0.3	$1.8M	-2%	2.4k	738.31	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.3	$1.7M	+10%	10k	163.58	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$1.7M		21k	77.11	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$1.6M		36k	44.45	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.3	$1.6M		29k	54.62	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.6M		54k	29.08	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.5M		3.3k	463.19	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.5M		6.2k	248.01	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.5M		2.6k	577.18	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$1.5M		15k	97.13	View chart
Meta Platforms Cl A (META)	0.3	$1.5M	-2%	2.6k	572.08	View chart
Danaher Corporation (DHR)	0.3	$1.4M		7.6k	189.60	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M	-3%	4.8k	294.16	View chart
Novartis Sponsored Adr (NVS)	0.3	$1.4M		9.0k	152.75	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.3	$1.4M	+6%	63k	21.70	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.3	$1.3M		6.8k	198.29	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$1.3M	-2%	17k	79.27	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$1.3M		41k	32.43	View chart
Cisco Systems (CSCO)	0.3	$1.3M		17k	77.59	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$1.3M	-15%	14k	92.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$1.3M		3.3k	383.44	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.2M		7.3k	169.67	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$1.2M		21k	59.78	View chart
Visa Com Cl A (V)	0.2	$1.2M		4.1k	302.22	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.2	$1.2M		27k	44.61	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.2M	+2%	47k	25.64	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.2	$1.2M	+3%	51k	23.51	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.2	$1.2M	+2%	71k	16.77	View chart
O'reilly Automotive (ORLY)	0.2	$1.2M		13k	92.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	-6%	2.7k	430.29	View chart
Oracle Corporation (ORCL)	0.2	$1.1M	-9%	7.6k	147.11	View chart
First Tr Exchange-traded Ft Vest Djia (DOGG)	0.2	$1.1M	-2%	51k	21.71	View chart
Simplify Exchange Traded Fun Health Care Etf (PINK)	0.2	$1.1M	+39%	32k	33.66	View chart
Illinois Tool Works (ITW)	0.2	$1.0M		4.0k	260.29	View chart
Pepsi (PEP)	0.2	$1.0M		6.6k	155.29	View chart
Simplify Exchange Traded Fun Hedged Equity (HEQT)	0.2	$1.0M		33k	31.50	View chart
Chevron Corporation (CVX)	0.2	$1.0M	+3%	4.9k	206.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$1.0M		5.3k	191.93	View chart
Amazon (AMZN)	0.2	$969k	+2%	4.7k	208.27	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	0.2	$965k		20k	49.46	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$947k	-3%	22k	43.59	View chart
Merck & Co (MRK)	0.2	$938k		7.8k	120.29	View chart
American Express Company (AXP)	0.2	$880k		2.9k	302.48	View chart
Procter & Gamble Company (PG)	0.2	$824k		5.7k	144.45	View chart
Raytheon Technologies Corp (RTX)	0.2	$822k	-3%	4.3k	192.88	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$810k		2.8k	286.83	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$795k		33k	24.27	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$786k		17k	45.52	View chart
Simplify Exchange Traded Fun Volatility Prem (SVOL)	0.1	$759k	+3%	50k	15.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$725k		5.0k	145.94	View chart
Coca-Cola Company (KO)	0.1	$715k		9.4k	76.05	View chart
Innovator Etfs Trust Power Buffer Set (PSTP)	0.1	$711k	-7%	21k	34.47	View chart
Automatic Data Processing (ADP)	0.1	$709k		3.5k	203.18	View chart
Intuitive Surgical Com New (ISRG)	0.1	$693k		1.5k	460.99	View chart
Abbott Laboratories (ABT)	0.1	$690k		6.7k	102.67	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$679k		5.1k	132.50	View chart
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP)	0.1	$660k		19k	34.31	View chart
Starbucks Corporation (SBUX)	0.1	$654k		7.3k	89.60	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$641k		6.5k	99.27	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$639k	-11%	21k	30.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$627k		6.6k	95.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$619k		947.00	653.21	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$618k		23k	26.61	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$607k		6.9k	88.16	View chart
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD)	0.1	$605k	+30%	15k	39.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$559k		2.9k	196.20	View chart
Wells Fargo & Company (WFC)	0.1	$559k		7.0k	79.61	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$534k	+2%	3.5k	151.41	View chart
Vanguard World Energy Etf (VDE)	0.1	$532k		3.1k	173.04	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$526k		11k	46.95	View chart
Intel Corporation (INTC)	0.1	$513k		12k	44.13	View chart
Nxp Semiconductors N V (NXPI)	0.1	$502k		2.6k	196.86	View chart
Roper Industries (ROP)	0.1	$494k	-2%	1.4k	353.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.1	$474k	-2%	17k	28.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$456k		9.9k	46.13	View chart
Medtronic SHS (MDT)	0.1	$454k		5.2k	86.65	View chart
UnitedHealth (UNH)	0.1	$448k	-22%	1.7k	270.59	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$443k	+2%	17k	25.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$439k	NEW	6.4k	68.28	View chart
Alps Etf Tr Oshares Us Smlcp (OUSM)	0.1	$426k		9.7k	43.74	View chart
Sprott Fds Tr Sprott Critical (SETM)	0.1	$423k	NEW	13k	33.08	View chart
Costco Wholesale Corporation (COST)	0.1	$412k		413.00	996.63	View chart
FedEx Corporation (FDX)	0.1	$408k		1.1k	356.18	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$393k	-4%	3.1k	125.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$392k		9.7k	40.31	View chart
Blackrock (BLK)	0.1	$391k		406.00	961.71	View chart
Qualcomm (QCOM)	0.1	$386k		3.0k	128.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$378k		12k	30.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$373k	-4%	7.2k	51.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$363k		2.0k	181.42	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.1	$344k		3.8k	90.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN)	0.1	$343k		8.0k	42.96	View chart
Garmin SHS (GRMN)	0.1	$336k		1.5k	232.01	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$335k	+4%	10k	33.47	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$332k	+5%	2.2k	148.10	View chart
Us Bancorp Com New (USB)	0.1	$331k	-6%	6.4k	52.01	View chart
International Business Machines (IBM)	0.1	$330k	-8%	1.4k	242.39	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$328k		7.6k	43.13	View chart
Spdr Series Trust Bloomberg Intl (IBND)	0.1	$323k		10k	31.08	View chart
Deere & Company (DE)	0.1	$319k		566.00	563.16	View chart
Palo Alto Networks (PANW)	0.1	$314k	-4%	2.0k	160.32	View chart
Gilead Sciences (GILD)	0.1	$314k		2.3k	139.37	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$313k	+18%	5.8k	53.77	View chart
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI)	0.1	$312k	+4%	33k	9.53	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$305k		17k	17.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.1	$303k		12k	26.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$299k		7.3k	41.06	View chart
Dynex Cap (DX)	0.1	$299k		23k	12.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	0.1	$293k		8.7k	33.63	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.1	$286k		6.2k	46.23	View chart
Boeing Company (BA)	0.1	$284k		1.4k	199.03	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$281k		6.1k	46.23	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.1	$274k	+7%	3.4k	79.54	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$270k	-3%	4.8k	56.58	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$263k		12k	21.49	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$262k		5.7k	45.65	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$246k	+12%	9.3k	26.42	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$245k	-21%	1.0k	234.03	View chart
Altria (MO)	0.0	$244k		3.7k	65.99	View chart
McDonald's Corporation (MCD)	0.0	$233k		748.00	310.83	View chart
3M Company (MMM)	0.0	$226k		1.6k	145.23	View chart
Ishares Msci Germany Etf (EWG)	0.0	$221k		5.6k	39.67	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$219k		2.1k	103.12	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.0	$218k		3.4k	63.90	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$217k	NEW	3.5k	61.27	View chart
Verizon Communications (VZ)	0.0	$210k	NEW	4.2k	50.20	View chart
Becton, Dickinson and (BDX)	0.0	$208k		1.3k	157.23	View chart
Charles River Laboratories (CRL)	0.0	$207k		1.2k	172.50	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$203k	NEW	4.7k	43.20	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.0	$202k		3.8k	53.37	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$201k	NEW	1.8k	112.47	View chart

Past Filings by Cambridge Advisors

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

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
Cambridge Advisors 2022 Q2 filed July 18, 2022

View all past filings

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