Cambridge Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$515.3M
Q ending 2026-03-31
Prior quarter
$525.3M
Q ending 2025-12-31
Change
-1.9% QoQ · +12.9% YoY
Positions
178
reported holdings
Largest positions
Top 100 of 178 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $88.3M | 148K |
| Vanguard Bd Index Fds | BND | Shares | $53.8M | 731K |
| Vanguard Tax-Managed Fds | VEA | Shares | $33.6M | 524K |
| Ishares Tr | IJH | Shares | $20.5M | 303K |
| Vanguard Charlotte Fds | BNDX | Shares | $14.0M | 292K |
| Vanguard Index Fds | VTI | Shares | $11.6M | 36K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $11.4M | 206K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $10.8M | 15 |
| J P Morgan Exchange Traded F | JEPI | Shares | $10.3M | 181K |
| Microsoft Corp | MSFT | Shares | $10.2M | 28K |
| Vanguard Scottsdale Fds | VCIT | Shares | $10.2M | 123K |
| Vanguard Intl Equity Index F | VWO | Shares | $10.0M | 186K |
| Apple Inc | AAPL | Shares | $9.6M | 38K |
| Amgen Inc | AMGN | Shares | $8.6M | 24K |
| Vanguard Index Fds | VB | Shares | $8.3M | 32K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $8.1M | 17K |
| Vanguard Index Fds | VNQ | Shares | $7.5M | 85K |
| Schwab Strategic Tr | SCHG | Shares | $7.3M | 252K |
| Vanguard Specialized Funds | VIG | Shares | $7.3M | 34K |
| Corning Inc | GLW | Shares | $4.7M | 35K |
| First Tr Exchng Traded Fd Vi | BUFR | Shares | $4.7M | 140K |
| Caterpillar Inc | CAT | Shares | $4.7M | 7K |
| Goldman Sachs Physical Gold | AAAU | Shares | $4.1M | 90K |
| Schwab Strategic Tr | SCHD | Shares | $4.0M | 130K |
| Schwab Strategic Tr | FNDX | Shares | $3.7M | 131K |
| Nvidia Corporation | NVDA | Shares | $3.5M | 20K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $3.5M | 59K |
| Schwab Strategic Tr | SCHB | Shares | $3.4M | 135K |
| First Tr Exchng Traded Fd Vi | EIPI | Shares | $3.3M | 146K |
| Innovator Etfs Trust | BSTP | Shares | $3.1M | 86K |
| Union Pac Corp | UNP | Shares | $3.0M | 12K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Ishares Tr | IWF | Shares | $2.8M | 7K |
| J P Morgan Exchange Traded F | JPST | Shares | $2.7M | 53K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.5M | 4K |
| Lowes Cos Inc | LOW | Shares | $2.4M | 10K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $2.4M | 4K |
| Schwab Strategic Tr | SCHF | Shares | $2.3M | 95K |
| Alphabet Inc | GOOGL | Shares | $2.3M | 8K |
| First Tr Exchange-Traded Fd | EMLP | Shares | $2.1M | 48K |
| Advisors Inner Circle Fd Iii | SAMT | Shares | $2.0M | 51K |
| First Tr Exchange Traded Fd | AIRR | Shares | $1.9M | 17K |
| Ishares Tr | IJR | Shares | $1.9M | 15K |
| Abbvie Inc | ABBV | Shares | $1.9M | 9K |
| J P Morgan Exchange Traded F | JGRO | Shares | $1.8M | 22K |
| Schwab Strategic Tr | SCHM | Shares | $1.8M | 59K |
| Ishares Tr | LQD | Shares | $1.8M | 16K |
| Emcor Group Inc | EME | Shares | $1.8M | 2K |
| First Tr Exchange-Traded Fd | GRID | Shares | $1.7M | 10K |
| Vanguard Star Fds | VXUS | Shares | $1.7M | 21K |
| Vanguard Intl Equity Index F | VNQI | Shares | $1.6M | 36K |
| Innovator Etfs Trust | NAPR | Shares | $1.6M | 29K |
| Schwab Strategic Tr | SCHA | Shares | $1.6M | 54K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.5M | 3K |
| Ishares Tr | IWM | Shares | $1.5M | 6K |
| Invesco Qqq Tr | QQQ | Shares | $1.5M | 3K |
| Ishares Tr | EFA | Shares | $1.5M | 15K |
| Meta Platforms Inc | META | Shares | $1.5M | 3K |
| Danaher Corp Del | DHR | Shares | $1.4M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.4M | 5K |
| Novartis Ag | NVS | Shares | $1.4M | 9K |
| First Tr Exch Traded Fd Iii | SDVD | Shares | $1.4M | 63K |
| Accenture Plc Ireland | Shares | $1.3M | 7K | |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.3M | 17K |
| Schwab Strategic Tr | FNDA | Shares | $1.3M | 40K |
| Cisco Sys Inc | CSCO | Shares | $1.3M | 17K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $1.3M | 14K |
| Vaneck Etf Trust | SMH | Shares | $1.3M | 3K |
| Exxon Mobil Corp | XOM | Shares | $1.2M | 7K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $1.2M | 21K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Bitwise 10 Crypto Index Etf | BITW | Shares | $1.2M | 27K |
| Schwab Strategic Tr | SCHX | Shares | $1.2M | 47K |
| Simplify Exchange Traded Fun | BUCK | Shares | $1.2M | 51K |
| First Tr Exchange-Traded Fd | WCMI | Shares | $1.2M | 71K |
| Oreilly Automotive Inc | ORLY | Shares | $1.2M | 13K |
| Spdr Gold Tr | GLD | Shares | $1.2M | 3K |
| Oracle Corp | ORCL | Shares | $1.1M | 8K |
| First Tr Exchange-Traded Fd | DOGG | Shares | $1.1M | 51K |
| Simplify Exchange Traded Fun | PINK | Shares | $1.1M | 32K |
| Illinois Tool Wks Inc | ITW | Shares | $1.0M | 4K |
| Pepsico Inc | PEP | Shares | $1.0M | 7K |
| Simplify Exchange Traded Fun | HEQT | Shares | $1.0M | 33K |
| Chevron Corporation | CVX | Shares | $1.0M | 5K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.0M | 5K |
| Amazon Com Inc | AMZN | Shares | $968K | 5K |
| Simplify Exchange Traded Fun | MTBA | Shares | $965K | 20K |
| First Tr Exchng Traded Fd Vi | FIXD | Shares | $947K | 22K |
| Merck & Co Inc | MRK | Shares | $938K | 8K |
| American Express Co | AXP | Shares | $880K | 3K |
| Procter & Gamble Co | PG | Shares | $824K | 6K |
| Rtx Corporation | RTX | Shares | $821K | 4K |
| Alphabet Inc | GOOG | Shares | $810K | 3K |
| Schwab Strategic Tr | SCHO | Shares | $795K | 33K |
| Spdr Series Trust | SPYD | Shares | $785K | 17K |
| Simplify Exchange Traded Fun | SVOL | Shares | $759K | 49K |
| Spdr Series Trust | SDY | Shares | $725K | 5K |
| Coca Cola Co | KO | Shares | $715K | 9K |
| Innovator Etfs Trust | PSTP | Shares | $711K | 21K |
| Automatic Data Processing In | ADP | Shares | $709K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.