Cambridge Advisors

Cambridge Advisors as of June 30, 2026

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