Cambridge Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Cambridge Advisors Inc. held in its portfolio 170 assets valued at $525,326,237 (i.e. $525.33M).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($90.54M), VANGUARD BD INDEX FDS ($54.12M), and VANGUARD TAX-MANAGED FDS ($34.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 170 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Cambridge Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 144374 | 90541100 | S&P 500 ETF SHS |
| VANGUARD BD INDEX FDS | 730593 | 54115007 | TOTAL BND MRKT |
| VANGUARD TAX-MANAGED FDS | 548815 | 34284458 | VAN FTSE DEV MKT |
| ISHARES TR | 308465 | 20358701 | CORE S&P MCP ETF |
| VANGUARD CHARLOTTE FDS | 289978 | 14011743 | TOTAL INT BD ETF |
| MICROSOFT CORP | 28322 | 13696974 | COM |
| VANGUARD INDEX FDS | 36297 | 12169326 | TOTAL STK MKT |
| J P MORGAN EXCHANGE TRADED F | 208509 | 12118523 | NASDAQ EQT PREM |
| BERKSHIRE HATHAWAY INC DEL | 15 | 11322000 | CL A |
| J P MORGAN EXCHANGE TRADED F | 182429 | 10442241 | EQUITY PREMIUM |
| VANGUARD SCOTTSDALE FDS | 122600 | 10267732 | INT-TERM CORP |
| APPLE INC | 37679 | 10243292 | COM |
| VANGUARD INTL EQUITY INDEX F | 190317 | 10231462 | FTSE EMR MKT ETF |
| BERKSHIRE HATHAWAY INC DEL | 17504 | 8798386 | CL B NEW |
| VANGUARD INDEX FDS | 32346 | 8343651 | SMALL CP ETF |
| SCHWAB STRATEGIC TR | 254295 | 8295094 | US LCAP GR ETF |
| AMGEN INC | 24697 | 8083577 | COM |
| VANGUARD SPECIALIZED FUNDS | 34328 | 7544608 | DIV APP ETF |
| VANGUARD INDEX FDS | 84718 | 7496671 | REAL ESTATE ETF |
| FIRST TR EXCHNG TRADED FD VI | 158389 | 5321858 | FT VEST LADDERED |
| FIDELITY WISE ORIGIN BITCOIN | 56621 | 4316219 | SHS |
| CATERPILLAR INC | 7108 | 4071960 | COM |
| GOLDMAN SACHS PHYSICAL GOLD | 89568 | 3811118 | UNIT |
| NVIDIA CORPORATION | 20210 | 3769165 | COM |
| SCHWAB STRATEGIC TR | 130726 | 3585801 | US DIVIDEND EQ |
| SCHWAB STRATEGIC TR | 136293 | 3574956 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 130109 | 3540271 | FUNDAMENTAL US L |
| INNOVATOR ETFS TRUST | 86485 | 3211119 | BUFFER STEP UP S |
| ISHARES TR | 6484 | 3068877 | RUS 1000 GRW ETF |
| CORNING INC | 34701 | 3038420 | COM |
| UNION PAC CORP | 12543 | 2901447 | COM |
| FIRST TR EXCHNG TRADED FD VI | 145665 | 2894362 | FT ENERGY INCOME |
| J P MORGAN EXCHANGE TRADED F | 53494 | 2706244 | ULTRA SHRT ETF |
| SPDR S&P 500 ETF TR | 3848 | 2623726 | TR UNIT |
| LOWES COS INC | 10398 | 2507680 | COM |
| ALPHABET INC | 7942 | 2485831 | CAP STK CL A |
| JOHNSON & JOHNSON | 11788 | 2439597 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 3894 | 2349172 | UTSER1 S&PDCRP |
| J P MORGAN EXCHANGE TRADED F | 24812 | 2302529 | ACTIVE GROWTH |
| SCHWAB STRATEGIC TR | 94875 | 2280803 | INTL EQTY ETF |
| ABBVIE INC | 8605 | 1966229 | COM |
| ISHARES TR | 15246 | 1832284 | CORE S&P SCP ETF |
| ACCENTURE PLC IRELAND | 6825 | 1831148 | SHS CLASS A |
| FIRST TR EXCHANGE-TRADED FD | 47735 | 1807730 | NO AMER ENERGY |
| ISHARES TR | 16390 | 1806014 | IBOXX INV CP ETF |
| INNOVATOR ETFS TRUST | 32834 | 1767799 | GRWT100 PWR BF |
| SCHWAB STRATEGIC TR | 58758 | 1766846 | US MID-CAP ETF |
| DANAHER CORPORATION | 7671 | 1756045 | COM |
| META PLATFORMS INC | 2643 | 1744432 | CL A |
| SPDR SERIES TRUST | 27167 | 1718316 | STATE STREET SPD |
| ADVISORS INNER CIRCLE FD III | 43841 | 1688299 | STRATEGAS MACRO |
| VANGUARD INTL EQUITY INDEX F | 36435 | 1670180 | GLB EX US ETF |
| ORACLE CORP | 8368 | 1631007 | COM |
| INVESCO QQQ TR | 2633 | 1617478 | UNIT SER 1 |
| VANGUARD STAR FDS | 21262 | 1604005 | VG TL INTL STK F |
| SPDR DOW JONES INDL AVERAGE | 3336 | 1603182 | UT SER 1 |
| BITWISE 10 CRYPTO INDEX ETF | 27179 | 1597038 | UNIT BENEFICIAL |
| JPMORGAN CHASE & CO. | 4936 | 1590478 | COM |
| SCHWAB STRATEGIC TR | 54289 | 1546151 | US SML CAP ETF |
| ISHARES TR | 6217 | 1530423 | RUSSELL 2000 ETF |
| EMCOR GROUP INC | 2474 | 1513568 | COM |
| FIRST TR EXCHANGE-TRADED FD | 16266 | 1504831 | CAP STRENGTH ETF |
| FIRST TR EXCHANGE TRADED FD | 15149 | 1489417 | RBA INDL ETF |
| ISHARES TR | 15182 | 1457927 | MSCI EAFE ETF |
| VISA INC | 4098 | 1437126 | COM CL A |
| FIRST TR EXCHANGE TRADED FD | 9304 | 1423698 | NASDQ CLN EDGE |
| VANGUARD SCOTTSDALE FDS | 17278 | 1377586 | SHRT TRM CORP BD |
| CISCO SYS INC | 16706 | 1286863 | COM |
| SCHWAB STRATEGIC TR | 40336 | 1270988 | FUNDAMENTAL US S |
| FIRST TR EXCHANGE-TRADED FD | 21199 | 1270441 | FIRST TR ENH NEW |
| FIRST TR EXCH TRADED FD III | 58798 | 1261816 | FT VEST SMID |
| SCHWAB STRATEGIC TR | 46083 | 1240094 | US LRG CAP ETF |
| NOVARTIS AG | 8975 | 1237383 | SPONSORED ADR |
| VANECK ETF TRUST | 3332 | 1200074 | SEMICONDUCTR ETF |
| FIRST TR EXCHANGE-TRADED FD | 68754 | 1169511 | WCM INTL EQUITY |
| SIMPLIFY EXCHANGE TRADED FUN | 49326 | 1169265 | TREASURY OPT INC |
| OREILLY AUTOMOTIVE INC | 12750 | 1162928 | COM |
| SPDR GOLD TR | 2878 | 1140580 | GOLD SHS |
| AMERICAN EXPRESS CO | 2910 | 1076555 | COM |
| FIRST TR EXCHANGE-TRADED FD | 51799 | 1076390 | FT VEST DJIA |
| AMAZON COM INC | 4521 | 1043537 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 32539 | 1042888 | HEDGED EQUITY |
| INVESCO EXCHANGE TRADED FD T | 5264 | 1008289 | S&P500 EQL WGT |
| FIRST TR EXCHNG TRADED FD VI | 22510 | 997647 | SMITH OPPORT FXD |
| ILLINOIS TOOL WKS INC | 3953 | 973624 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 19143 | 964974 | MBS ETF |
| PEPSICO INC | 6602 | 947519 | COM |
| FIRST TR EXCHNG TRADED FD VI | 22365 | 938385 | FT VEST U.S |
| AUTOMATIC DATA PROCESSING IN | 3517 | 904678 | COM |
| ALPHABET INC | 2824 | 886088 | CAP STK CL C |
| EXXON MOBIL CORP | 7330 | 882039 | COM |
| INTUITIVE SURGICAL INC | 1518 | 859734 | COM NEW |
| ABBOTT LABS | 6745 | 845081 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 47854 | 840312 | VOLATILITY PREM |
| SIMPLIFY EXCHANGE TRADED FUN | 22686 | 830301 | HEALTH CARE ETF |
| MERCK & CO INC | 7784 | 819375 | COM |
| PROCTER AND GAMBLE CO | 5696 | 816294 | COM |
| RTX CORPORATION | 4408 | 808515 | COM |
| SCHWAB STRATEGIC TR | 32757 | 798288 | SHT TM US TRES |
| INNOVATOR ETFS TRUST | 22320 | 788979 | POWER BUFFER SET |
| CHEVRON CORP NEW | 4783 | 728981 | COM |
| UNITEDHEALTH GROUP INC | 2122 | 700493 | COM |
| ISHARES TR | 5127 | 674662 | S&P MC 400VL ETF |
| COCA COLA CO | 9396 | 656889 | COM |
| ADVISORS INNER CIRCLE FD III | 19371 | 656327 | STRATEGAS GBL PO |
| WELLS FARGO CO NEW | 7023 | 654574 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 23821 | 649363 | MANAGED FUTURES |
| ISHARES TR | 947 | 648638 | CORE S&P500 ETF |
| ISHARES TR | 6458 | 645025 | CORE US AGGBD ET |
| ROPER TECHNOLOGIES INC | 1433 | 637871 | COM |
| ISHARES TR | 6571 | 631867 | 7-10 YR TRSY BD |
| STARBUCKS CORP | 7442 | 626712 | COM |
| SCHWAB STRATEGIC TR | 23531 | 623336 | US TIPS ETF |
| ISHARES GOLD TR | 6883 | 558693 | ISHARES NEW |
| NXP SEMICONDUCTORS N V | 2550 | 553503 | COM |
| VANGUARD INDEX FDS | 2850 | 544322 | VALUE ETF |
| VANGUARD SCOTTSDALE FDS | 11201 | 527343 | MTG-BKD SECS ETF |
| QUALCOMM INC | 3031 | 518400 | COM |
| MEDTRONIC PLC | 5235 | 502874 | SHS |
| ISHARES TR | 3450 | 486933 | SELECT DIVID ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 11640 | 484917 | GOLD STRATEGY PL |
| INNOVATOR ETFS TRUST | 9879 | 464511 | US EQTY PWR BUF |
| SIMPLIFY EXCHANGE TRADED FUN | 31402 | 448967 | BITCOIN STRATEGY |
| INTERNATIONAL BUSINESS MACHS | 1485 | 439872 | COM |
| GOLDMAN SACHS ETF TR | 3306 | 437615 | ACTIVEBETA US LG |
| BLACKROCK INC | 406 | 434558 | COM |
| INTEL CORP | 11625 | 428963 | COM |
| ALPS ETF TR | 9737 | 425896 | OSHARES US SMLCP |
| FIRST TR EXCHANGE-TRADED FD | 16982 | 424731 | FT VEST GOLD |
| ISHARES TR | 2000 | 399360 | U.S. TECH ETF |
| FIRST TR EXCHNG TRADED FD VI | 7500 | 397125 | FT VEST US EQT |
| VANGUARD WORLD FD | 3073 | 386952 | ENERGY ETF |
| PALO ALTO NETWORKS INC | 2055 | 378531 | COM |
| SCHWAB STRATEGIC TR | 12387 | 366772 | US LCAP VA ETF |
| ISHARES TR | 3800 | 365940 | US HOME CONS ETF |
| US BANCORP DEL | 6815 | 363648 | COM NEW |
| FIRST TR EXCHANGE-TRADED FD | 1331 | 358279 | DJ INTERNT IDX |
| COSTCO WHSL CORP NEW | 413 | 356207 | COM |
| SPDR SERIES TRUST | 10400 | 333944 | BLOOMBERG INTL |
| FEDEX CORP | 1145 | 330745 | COM |
| GOLDMAN SACHS ETF TR | 7600 | 326344 | ACTIVEBETA INT |
| DYNEX CAP INC | 23001 | 322242 | COM |
| INNOVATOR ETFS TRUST | 9554 | 320155 | DEFINED WLT SHLD |
| BOEING CO | 1425 | 309396 | COM |
| FIRST TR EXCHNG TRADED FD VI | 11545 | 306289 | FT VEST LAD |
| VANGUARD WHITEHALL FDS | 2124 | 304836 | HIGH DIV YLD |
| FIRST TR EXCHNG TRADED FD VI | 7280 | 300613 | FT VEST U.S EQT |
| FIRST TR EXCHNG TRADED FD VI | 8717 | 296465 | FT VEST US EQUIT |
| GARMIN LTD | 1450 | 294133 | SHS |
| SIMPLIFY EXCHANGE TRADED FUN | 6118 | 293254 | SIMPLIFY INTERST |
| J P MORGAN EXCHANGE TRADED F | 3190 | 287332 | U S TECH LEADERS |
| TARGET CORP | 2935 | 286896 | COM |
| ISHARES TR | 6078 | 276237 | MSCI INTL QUALTY |
| GILEAD SCIENCES INC | 2250 | 276165 | COM |
| FIRST TR EXCHANGE TRADED FD | 17369 | 272151 | INDXX NAT RE ETF |
| J P MORGAN EXCHANGE TRADED F | 4928 | 266457 | ACTIVE BOND ETF |
| DEERE & CO | 566 | 263427 | COM |
| BECTON DICKINSON & CO | 1322 | 256561 | COM |
| SCHWAB STRATEGIC TR | 12249 | 255891 | US REIT ETF |
| SPDR INDEX SHS FDS | 5747 | 255224 | PORTFOLIO DEVLPD |
| 3M CO | 1555 | 248956 | COM |
| CHARLES RIV LABS INTL INC | 1200 | 239376 | COM |
| ARK ETF TR | 8262 | 239350 | GENOMIC REV ETF |
| ISHARES INC | 5570 | 236725 | MSCI GERMANY ETF |
| FIRST TR EXCHANGE-TRADED FD | 2136 | 232026 | WTR ETF |
| BLACKSTONE INC | 1500 | 231210 | COM |
| MCDONALDS CORP | 748 | 228640 | COM |
| J P MORGAN EXCHANGE TRADED F | 3393 | 225398 | HEDGED EQUITY LA |
| ALTRIA GROUP INC | 3688 | 212672 | COM |
| FIRST TR EXCHNG TRADED FD VI | 6379 | 203104 | FT VEST NAS |
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