Cambridge Advisors

Cambridge Advisors as of Dec. 31, 2025

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 176 positions in its portfolio as reported in the December 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) 17.2 $91M 144k 627.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.3 $54M 731k 74.07
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.5 $34M 549k 62.47
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $20M 309k 66.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $14M 290k 48.32
Microsoft Corporation (MSFT) 2.6 $14M 28k 483.62
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $12M 36k 335.27
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.3 $12M 209k 58.12
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.2 $11M 15.00 754800.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $10M 182k 57.24
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $10M 123k 83.75
Apple (AAPL) 1.9 $10M 38k 271.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $10M 190k 53.76
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $8.8M 18k 502.65
Vanguard Index Fds Small Cp Etf (VB) 1.6 $8.3M 32k 257.95
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.6 $8.3M 254k 32.62
Amgen (AMGN) 1.5 $8.1M 25k 327.31
Vanguard Specialized Funds Div App Etf (VIG) 1.4 $7.5M 34k 219.78
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $7.5M 85k 88.49
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.9 $4.8M 141k 34.26
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.8 $4.3M 57k 76.23
Caterpillar (CAT) 0.8 $4.1M 7.1k 572.87
Goldman Sachs Physical Gold Unit (AAAU) 0.7 $3.8M 90k 42.55
NVIDIA Corporation (NVDA) 0.7 $3.8M 20k 186.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $3.6M 131k 27.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $3.6M 136k 26.23
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $3.5M 130k 27.21
Innovator Etfs Trust Buffer Step Up S (BSTP) 0.6 $3.2M 87k 37.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $3.1M 6.5k 473.30
Corning Incorporated (GLW) 0.6 $3.0M 35k 87.56
Union Pacific Corporation (UNP) 0.6 $2.9M 13k 231.32
First Tr Exchng Traded Fd Vi Ft Energy Income (EIPI) 0.6 $2.9M 146k 19.87
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.5 $2.7M 54k 50.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.6M 3.8k 681.84
Lowe's Companies (LOW) 0.5 $2.5M 10k 241.17
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.5M 7.9k 313.00
Johnson & Johnson (JNJ) 0.5 $2.4M 12k 206.96
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $2.3M 3.9k 603.28
J P Morgan Exchange Traded F Active Growth (JGRO) 0.4 $2.3M 25k 92.80
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.3M 95k 24.04
Abbvie (ABBV) 0.4 $2.0M 8.6k 228.50
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.8M 15k 120.18
Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.8M 6.8k 268.30
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $1.8M 48k 37.87
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.8M 16k 110.19
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.8M 59k 30.07
Danaher Corporation (DHR) 0.3 $1.8M 7.7k 228.92
Meta Platforms Cl A (META) 0.3 $1.7M 2.6k 660.02
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.3 $1.7M 44k 38.51
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.7M 36k 45.84
Oracle Corporation (ORCL) 0.3 $1.6M 8.4k 194.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M 2.6k 614.31
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.6M 21k 75.44
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $1.6M 3.3k 480.57
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.3 $1.6M 27k 58.76
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 4.9k 322.22
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.3 $1.6M 29k 53.70
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.5M 54k 28.48
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.5M 6.2k 246.17
Emcor (EME) 0.3 $1.5M 2.5k 611.79
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.5M 16k 92.51
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $1.5M 15k 98.32
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.5M 15k 96.03
Visa Com Cl A (V) 0.3 $1.4M 4.1k 350.69
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.3 $1.4M 9.3k 153.02
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $1.4M 17k 79.73
Cisco Systems (CSCO) 0.2 $1.3M 17k 77.03
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $1.3M 40k 31.51
First Tr Exchange-traded First Tr Enh New (FTSM) 0.2 $1.3M 21k 59.93
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.2 $1.3M 59k 21.46
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.2M 46k 26.91
Novartis Sponsored Adr (NVS) 0.2 $1.2M 9.0k 137.87
Vaneck Etf Trust Semiconductr Etf (SMH) 0.2 $1.2M 3.3k 360.17
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $1.2M 69k 17.01
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $1.2M 49k 23.70
O'reilly Automotive (ORLY) 0.2 $1.2M 13k 91.21
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.1M 2.9k 396.31
American Express Company (AXP) 0.2 $1.1M 2.9k 369.95
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $1.1M 52k 20.78
Amazon (AMZN) 0.2 $1.0M 4.5k 230.82
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $1.0M 33k 32.05
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.0M 5.3k 191.54
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $998k 23k 44.32
Illinois Tool Works (ITW) 0.2 $974k 4.0k 246.30
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $965k 19k 50.41
Pepsi (PEP) 0.2 $948k 6.6k 143.52
Automatic Data Processing (ADP) 0.2 $905k 3.5k 257.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $886k 2.8k 313.77
Exxon Mobil Corporation (XOM) 0.2 $882k 7.3k 120.33
Intuitive Surgical Com New (ISRG) 0.2 $860k 1.5k 566.36
Abbott Laboratories (ABT) 0.2 $845k 6.7k 125.29
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.2 $840k 48k 17.56
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.2 $830k 23k 36.60
Merck & Co (MRK) 0.2 $819k 7.8k 105.26
Procter & Gamble Company (PG) 0.2 $816k 5.7k 143.31
Raytheon Technologies Corp (RTX) 0.2 $809k 4.4k 183.42
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $798k 33k 24.37
Innovator Etfs Trust Power Buffer Set (PSTP) 0.2 $789k 22k 35.35
Spdr Series Trust State Street Spd (SPYD) 0.1 $746k 17k 43.25
Chevron Corporation (CVX) 0.1 $729k 4.8k 152.41
UnitedHealth (UNH) 0.1 $701k 2.1k 330.11
Spdr Series Trust State Street Spd (SDY) 0.1 $691k 5.0k 139.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $675k 5.1k 131.59
Coca-Cola Company (KO) 0.1 $657k 9.4k 69.91
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $656k 19k 33.88
Wells Fargo & Company (WFC) 0.1 $655k 7.0k 93.20
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $649k 24k 27.26
Ishares Tr Core S&p500 Etf (IVV) 0.1 $649k 947.00 684.94
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $645k 6.5k 99.88
Roper Industries (ROP) 0.1 $638k 1.4k 445.13
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $632k 6.6k 96.16
Starbucks Corporation (SBUX) 0.1 $627k 7.4k 84.21
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $623k 24k 26.49
Ishares Gold Tr Ishares New (IAU) 0.1 $559k 6.9k 81.17
Nxp Semiconductors N V (NXPI) 0.1 $554k 2.6k 217.06
Vanguard Index Fds Value Etf (VTV) 0.1 $544k 2.9k 190.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $527k 11k 47.08
Qualcomm (QCOM) 0.1 $518k 3.0k 171.03
Medtronic SHS (MDT) 0.1 $503k 5.2k 96.06
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.1 $490k 17k 28.24
Ishares Tr Select Divid Etf (DVY) 0.1 $487k 3.5k 141.14
Simplify Exchange Traded Fun Gold Strategy Pl (YGLD) 0.1 $485k 12k 41.66
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $465k 9.9k 47.02
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI) 0.1 $449k 31k 14.30
International Business Machines (IBM) 0.1 $440k 1.5k 296.21
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $438k 3.3k 132.37
Blackrock (BLK) 0.1 $435k 406.00 1070.34
Intel Corporation (INTC) 0.1 $429k 12k 36.90
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $426k 9.7k 43.74
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $425k 17k 25.01
Ishares Tr U.s. Tech Etf (IYW) 0.1 $399k 2.0k 199.68
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $397k 7.5k 52.95
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $393k 9.6k 40.92
Vanguard World Energy Etf (VDE) 0.1 $387k 3.1k 125.92
Palo Alto Networks (PANW) 0.1 $379k 2.1k 184.20
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $367k 12k 29.61
Ishares Tr Us Home Cons Etf (ITB) 0.1 $366k 3.8k 96.30
Us Bancorp Del Com New (USB) 0.1 $364k 6.8k 53.36
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $358k 1.3k 269.18
Costco Wholesale Corporation (COST) 0.1 $356k 413.00 862.49
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $343k 8.0k 42.95
Spdr Series Trust Bloomberg Intl (IBND) 0.1 $334k 10k 32.11
FedEx Corporation (FDX) 0.1 $331k 1.1k 288.86
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $326k 7.6k 42.94
Dynex Cap (DX) 0.1 $322k 23k 14.01
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $320k 9.6k 33.51
Boeing Company (BA) 0.1 $309k 1.4k 217.12
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $306k 12k 26.53
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $305k 2.1k 143.52
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $301k 7.3k 41.29
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.1 $297k 8.7k 34.01
Garmin SHS (GRMN) 0.1 $294k 1.5k 202.85
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.1 $293k 6.1k 47.93
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.1 $287k 3.2k 90.07
Target Corporation (TGT) 0.1 $287k 2.9k 97.75
Spdr Series Trust State Street Spd (SPYV) 0.1 $281k 4.9k 56.81
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $276k 6.1k 45.45
Gilead Sciences (GILD) 0.1 $276k 2.3k 122.74
First Tr Exchange Traded Indxx Nat Re Etf (FTRI) 0.1 $272k 17k 15.67
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $267k 4.9k 54.07
Deere & Company (DE) 0.1 $263k 566.00 465.42
Becton, Dickinson and (BDX) 0.0 $257k 1.3k 194.07
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $256k 12k 20.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $255k 5.7k 44.41
3M Company (MMM) 0.0 $249k 1.6k 160.10
Charles River Laboratories (CRL) 0.0 $239k 1.2k 199.48
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $239k 8.3k 28.97
Ishares Msci Germany Etf (EWG) 0.0 $237k 5.6k 42.50
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $232k 2.1k 108.63
Blackstone Group Inc Com Cl A (BX) 0.0 $231k 1.5k 154.14
McDonald's Corporation (MCD) 0.0 $229k 748.00 305.67
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.0 $225k 3.4k 66.43
Altria (MO) 0.0 $213k 3.7k 57.67
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.0 $208k 3.8k 54.92
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN) 0.0 $203k 6.4k 31.84
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.0 $202k 4.8k 42.38