Cambridge Advisors

Cambridge Advisors as of Sept. 30, 2026

Portfolio Holdings for Cambridge Advisors

Cambridge Advisors holds 182 positions in its portfolio as reported in the September 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) 18.7 $109M 155k 700.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.9 $58M 822k 70.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 6.8 $40M 560k 70.61
Ishares Tr Core S&p Mcp Etf (IJH) 3.9 $23M 314k 71.95
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.6 $15M 321k 46.87
Vanguard Index Fds MRNGSTR TTL STK (VTI) 2.3 $13M 35k 374.24
Microsoft Corporation (MSFT) 2.2 $13M 25k 512.91
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.2 $13M 206k 61.26
Apple (AAPL) 2.0 $12M 35k 333.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $12M 195k 59.31
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $12M 147k 78.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.9 $11M 15.00 747005.00
Amgen (AMGN) 1.8 $10M 25k 421.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 1.8 $10M 182k 56.22
Vanguard Index Fds Mrngstr Sml Cap (VB) 1.6 $9.1M 32k 284.49
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.5 $8.7M 242k 35.93
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $8.1M 91k 89.63
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $8.0M 16k 497.95
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $7.7M 33k 233.31
Corning Incorporated (GLW) 0.9 $5.3M 35k 153.76
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.9 $5.2M 140k 37.47
Caterpillar (CAT) 0.9 $5.1M 6.3k 810.79
NVIDIA Corporation (NVDA) 0.8 $4.7M 21k 228.38
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $4.3M 86k 50.37
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.7 $4.3M 59k 72.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $4.2M 128k 32.53
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $4.0M 127k 31.47
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.7 $4.0M 136k 29.31
Goldman Sachs Physical Gold Unit (AAAU) 0.6 $3.6M 89k 40.96
Union Pacific Corporation (UNP) 0.6 $3.3M 12k 272.13
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $3.3M 26k 125.26
Johnson & Johnson (JNJ) 0.5 $3.1M 12k 264.75
First Tr Exchng Traded Fd Vi Ft Ener Inco Etf (EIPI) 0.5 $2.9M 138k 21.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.5 $2.9M 3.8k 762.64
Innovator Etfs Trust Buff Step Up Etf (BSTP) 0.5 $2.8M 70k 40.17
Advisors Inner Circle Fd Iii Strategas Macro (SAMT) 0.5 $2.6M 63k 41.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.6M 93k 27.47
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.4 $2.6M 3.9k 656.71
First Tr Exchange-traded First Tr Enh New (FTSM) 0.4 $2.5M 42k 59.51
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.4M 7.0k 344.10
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $2.4M 18k 136.04
Abbvie (ABBV) 0.4 $2.2M 8.5k 261.59
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.4 $2.0M 20k 103.24
J P Morgan Exchange Traded F Active Growth (JGRO) 0.4 $2.0M 21k 96.58
First Tr Exchange-traded Nasdq Cln Edge (GRID) 0.3 $2.0M 11k 177.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $1.9M 57k 34.02
First Tr Exchange-traded No Amer Energy (EMLP) 0.3 $1.9M 46k 40.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.9M 2.5k 739.77
First Tr Exchange-traded Ft Vest Smid (SDVD) 0.3 $1.8M 84k 21.56
Emcor (EME) 0.3 $1.8M 2.4k 754.49
Cisco Systems (CSCO) 0.3 $1.8M 16k 107.63
Meta Platforms Cl A (META) 0.3 $1.8M 2.4k 725.16
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.7M 53k 32.63
Ishares Tr Russell 2000 Etf (IWM) 0.3 $1.7M 6.2k 277.87
Lowe's Companies (LOW) 0.3 $1.7M 9.3k 184.29
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.3 $1.7M 17k 102.18
Vaneck Etf Trust Semiconductr Etf (SMH) 0.3 $1.7M 2.8k 609.05
Danaher Corporation (DHR) 0.3 $1.7M 7.5k 221.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $1.6M 19k 84.96
Ishares Tr Msci Eafe Etf (EFA) 0.3 $1.6M 15k 103.89
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.3 $1.6M 3.1k 508.55
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.3 $1.5M 36k 42.52
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 0.3 $1.5M 25k 60.86
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW) 0.3 $1.5M 28k 54.90
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 4.6k 330.83
Intel Corporation (INTC) 0.2 $1.4M 12k 120.23
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $1.4M 47k 30.00
Schwab Strategic Tr Fundamental Us S (FNDA) 0.2 $1.4M 39k 35.00
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.2 $1.3M 71k 19.08
Simplify Exchange Traded Fun Health Care Etf (PINK) 0.2 $1.3M 34k 38.60
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 0.2 $1.3M 57k 23.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $1.3M 17k 77.25
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $1.2M 13k 93.85
Visa Com Cl A (V) 0.2 $1.2M 3.3k 359.33
Novartis Sponsored Adr (NVS) 0.2 $1.2M 8.4k 142.57
Exxonmobil Holdings Corp Com Shs (XOM) 0.2 $1.2M 7.2k 162.75
Merck & Co (MRK) 0.2 $1.1M 7.9k 145.32
Simplify Exchange Traded Fun Hedged Equity (HEQT) 0.2 $1.1M 33k 34.32
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $1.1M 5.3k 208.03
First Tr Exchange-traded Ft Vest Djia (DOGG) 0.2 $1.1M 52k 20.98
O'reilly Automotive (ORLY) 0.2 $1.1M 13k 85.41
Simplify Exchange Traded Fun Mbs Etf (MTBA) 0.2 $1.1M 23k 46.76
Oracle Corporation (ORCL) 0.2 $1.0M 7.6k 137.30
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 2.7k 380.84
Illinois Tool Works (ITW) 0.2 $1.0M 4.0k 257.28
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.0M 5.6k 183.37
Amazon (AMZN) 0.2 $972k 3.9k 249.15
Chevron Corporation (CVX) 0.2 $962k 4.7k 204.21
Alphabet Cap Stk Cl C (GOOG) 0.2 $937k 2.8k 340.74
American Express Company (AXP) 0.2 $885k 2.9k 304.10
Simplify Exchange Traded Fun Volatility Prem (SVOL) 0.1 $861k 53k 16.37
Automatic Data Processing (ADP) 0.1 $858k 3.3k 258.06
Pepsi (PEP) 0.1 $837k 6.6k 126.72
Procter & Gamble Company (PG) 0.1 $809k 5.6k 145.28
Coca-Cola Company (KO) 0.1 $801k 9.3k 86.08
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $783k 33k 23.86
Palo Alto Networks (PANW) 0.1 $779k 2.0k 397.31
Ishares Tr Core S&p500 Etf (IVV) 0.1 $730k 953.00 765.85
Spdr Series Trust St Str Sp500div (SPYD) 0.1 $729k 16k 45.37
Spdr Series Trust St Str Sp Div (SDY) 0.1 $727k 5.0k 146.48
Ark Etf Tr Genomic Rev Etf (ARKG) 0.1 $706k 13k 54.22
Starbucks Corporation (SBUX) 0.1 $693k 7.4k 93.96
Sprott Fds Tr Sprott Critical (SETM) 0.1 $680k 23k 29.30
Advisors Inner Circle Fd Iii Strategas Gbl Po (SAGP) 0.1 $664k 19k 34.99
Raytheon Technologies Corp (RTX) 0.1 $660k 3.6k 185.67
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.1 $647k 5.3k 121.26
Abbott Laboratories (ABT) 0.1 $639k 6.5k 98.83
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $622k 4.5k 137.71
Innovator Etfs Trust Power Buffer Set (PSTP) 0.1 $621k 17k 37.45
Intuitive Surgical Com New (ISRG) 0.1 $611k 1.5k 406.63
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $611k 6.5k 94.54
Nxp Semiconductors N V (NXPI) 0.1 $606k 2.6k 237.53
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $587k 6.6k 89.31
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $586k 7.5k 78.29
UnitedHealth (UNH) 0.1 $585k 1.6k 367.08
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $584k 23k 25.13
Qualcomm (QCOM) 0.1 $554k 3.0k 184.02
Wells Fargo & Company (WFC) 0.1 $539k 6.7k 80.05
Ishares Tr Select Divid Etf (DVY) 0.1 $538k 3.5k 152.07
Ishares Gold Tr Ishares New (IAU) 0.1 $535k 6.8k 78.10
Ishares Tr U.s. Tech Etf (IYW) 0.1 $530k 2.0k 264.90
Vanguard World Energy Etf (VDE) 0.1 $529k 3.1k 172.16
Simplify Exchange Traded Fun Gold Strategy Et (YGLD) 0.1 $524k 17k 30.59
Simplify Exchange Traded Fun Managed Futures (CTA) 0.1 $522k 18k 28.84
Simplify Exchange Traded Fun Bitcoin Strategy (MAXI) 0.1 $506k 34k 15.03
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.1 $497k 11k 44.41
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $497k 9.8k 50.72
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $451k 3.1k 145.04
Roper Industries (ROP) 0.1 $448k 1.3k 349.41
Alps Etf Tr Oshares Us Smlcp (OUSM) 0.1 $447k 9.7k 45.93
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.1 $445k 11k 41.27
Blackrock (BLK) 0.1 $430k 406.00 1058.29
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $429k 13k 33.31
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC) 0.1 $425k 9.7k 43.81
Garmin SHS (GRMN) 0.1 $416k 1.5k 286.84
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 0.1 $388k 3.7k 105.19
Costco Wholesale Corporation (COST) 0.1 $382k 420.00 910.58
Deere & Company (DE) 0.1 $380k 566.00 671.49
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.1 $379k 6.6k 57.61
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.1 $379k 19k 20.32
Simplify Exchange Traded Fun Simplify Interst (PFIX) 0.1 $378k 6.0k 62.89
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.1 $373k 12k 30.37
Us Bancorp Com New (USB) 0.1 $367k 6.4k 57.76
First Tr Exchng Traded Fd Vi Ft Vest U.s (XJUN) 0.1 $364k 8.0k 45.32
Charles River Laboratories (CRL) 0.1 $354k 1.2k 295.01
Innovator Etfs Trust Defined Wlt Shld (BALT) 0.1 $350k 10k 34.95
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $348k 7.6k 45.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $348k 2.2k 155.20
Gilead Sciences (GILD) 0.1 $335k 2.3k 149.05
Ishares Tr Us Home Cons Etf (ITB) 0.1 $331k 3.8k 87.02
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.1 $330k 12k 28.54
FedEx Corporation (FDX) 0.1 $326k 1.1k 285.09
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 0.1 $320k 7.3k 43.92
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.1 $319k 4.0k 80.46
Spdr Series Trust Sst Spdr Bloombe (IBND) 0.1 $311k 10k 29.88
J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.1 $309k 6.0k 51.12
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG) 0.1 $303k 8.0k 37.65
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $302k 1.0k 288.45
International Business Machines (IBM) 0.1 $299k 1.4k 219.93
Medtronic SHS (MDT) 0.1 $296k 3.4k 86.29
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.0 $289k 5.7k 50.21
First Tr Exchange-traded Indxx Nat Re Etf (FTRI) 0.0 $287k 17k 16.78
Dynex Cap (DX) 0.0 $282k 25k 11.14
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) 0.0 $278k 4.0k 69.17
Boeing Company (BA) 0.0 $274k 1.5k 186.05
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $262k 12k 22.04
3M Company (MMM) 0.0 $255k 1.6k 164.15
Spdr Series Trust St Str P500val (SPYV) 0.0 $249k 4.1k 61.13
Target Corporation (TGT) 0.0 $241k 1.5k 156.69
Goldman Sachs Etf Tr Activebeta Eme (GEM) 0.0 $240k 4.7k 51.10
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $238k 4.8k 49.47
Becton, Dickinson and (BDX) 0.0 $237k 1.3k 179.00
Simplify Exchange Traded Fun High Yield Etf (CDX) 0.0 $235k 12k 20.17
Ishares Msci Germany Etf (EWG) 0.0 $227k 5.5k 41.31
Ishares Msci Japan Etf (EWJ) 0.0 $223k 2.3k 97.46
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP) 0.0 $221k 4.9k 45.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $213k 1.5k 142.26
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.0 $211k 3.5k 60.68
Global X Fds Gbl X Blockchain (BKCH) 0.0 $210k 3.0k 69.83
First Tr Exchange-traded Wtr Etf (FIW) 0.0 $208k 2.0k 103.79
Verizon Communications (VZ) 0.0 $205k 4.5k 45.87
Sprott Asset Management Physical Silver (PSLV) 0.0 $199k 10k 19.37