Cambridge Advisors Inc.

Est. AUM

$514.2M

13F long equity, this entity only

Positions

176

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$88.3M	147776	17.17%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$53.8M	730638	10.46%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$33.6M	524375	6.53%	SOLE
4	ISHARES TR	CORE S&P MCP ETF	$20.5M	303170	3.98%	SOLE
5	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$14.0M	291918	2.73%	SOLE
6	VANGUARD INDEX FDS	TOTAL STK MKT	$11.6M	36298	2.26%	SOLE
7	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$11.4M	206159	2.23%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL A	$10.8M	15	2.09%	SOLE
9	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$10.3M	180980	1.99%	SOLE
10	MICROSOFT CORP	COM	$10.2M	27637	1.99%	SOLE
11	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$10.2M	122672	1.97%	SOLE
12	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.0M	185917	1.95%	SOLE
13	APPLE INC	COM	$9.6M	37645	1.86%	SOLE
14	AMGEN INC	COM	$8.6M	24480	1.68%	SOLE
15	VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	31646	1.61%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	16845	1.57%	SOLE
17	VANGUARD INDEX FDS	REAL ESTATE ETF	$7.5M	84729	1.46%	SOLE
18	SCHWAB STRATEGIC TR	US LCAP GR ETF	$7.3M	251530	1.42%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.3M	33847	1.42%	SOLE
20	CORNING INC	COM	$4.7M	34756	0.92%	SOLE
21	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.7M	139502	0.92%	SOLE
22	CATERPILLAR INC	COM	$4.7M	6577	0.91%	SOLE
23	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$4.1M	89596	0.80%	SOLE
24	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.0M	130216	0.78%	SOLE
25	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$3.7M	131337	0.71%	SOLE
26	NVIDIA CORPORATION	COM	$3.5M	20270	0.69%	SOLE
27	FIDELITY WISE ORIGIN BITCOIN	SHS	$3.5M	58528	0.67%	SOLE
28	SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.4M	135029	0.66%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT ENERGY INCOME	$3.3M	146390	0.64%	SOLE
30	INNOVATOR ETFS TRUST	BUFFER STEP UP S	$3.1M	86065	0.60%	SOLE
31	UNION PAC CORP	COM	$3.0M	12471	0.59%	SOLE
32	JOHNSON & JOHNSON	COM	$2.9M	11768	0.56%	SOLE
33	ISHARES TR	RUS 1000 GRW ETF	$2.8M	6509	0.54%	SOLE
34	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$2.7M	52697	0.52%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3848	0.49%	SOLE
36	LOWES COS INC	COM	$2.4M	10293	0.47%	SOLE
37	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.4M	3894	0.47%	SOLE
38	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	94752	0.46%	SOLE
39	ALPHABET INC	CAP STK CL A	$2.3M	7892	0.44%	SOLE
40	FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$2.1M	48047	0.41%	SOLE
41	ADVISORS INNER CIRCLE FD III	STRATEGAS MACRO	$2.0M	51274	0.39%	SOLE
42	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.9M	17116	0.37%	SOLE
43	ISHARES TR	CORE S&P SCP ETF	$1.9M	15248	0.37%	SOLE
44	ABBVIE INC	COM	$1.9M	8560	0.36%	SOLE
45	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.8M	21597	0.35%	SOLE
46	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.8M	58850	0.35%	SOLE
47	ISHARES TR	IBOXX INV CP ETF	$1.8M	16390	0.35%	SOLE
48	EMCOR GROUP INC	COM	$1.8M	2404	0.35%	SOLE
49	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.7M	10299	0.33%	SOLE
50	VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	21438	0.32%	SOLE

1–50 of 176

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.