Cambridge Advisors

Cambridge Advisors as of Sept. 30, 2025

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