Cambridge Advisors

Cambridge Advisors as of March 31, 2026

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