Cambridge Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Cambridge Advisors Inc. disclosed 177 stock positions valued at approximately $581.68M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 177
- Portfolio Value
- $581.68M
Holdings by Sector
Cambridge Advisors Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 18.25% | 154,547 | +6,771 | +4.58% | $106,144,149 |
| VANGUARD BD INDEX FDS | BND | Other | 10.17% | 805,700 | +75,062 | +10.27% | $59,146,410 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.82% | 556,878 | +32,503 | +6.20% | $39,677,583 |
| ISHARES TR | IJH | Other | 4.13% | 311,487 | +8,317 | +2.74% | $24,018,754 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.65% | 318,189 | +26,271 | +9.00% | $15,409,904 |
| VANGUARD INDEX FDS | VTI | Other | 2.28% | 35,820 | -478 | -1.32% | $13,254,682 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.16% | 204,827 | -1,332 | -0.65% | $12,588,655 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.06% | 145,292 | +22,620 | +18.44% | $12,008,368 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.99% | 193,518 | +7,601 | +4.09% | $11,551,063 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.93% | 15 | - | - | $11,232,750 |
| APPLE INC | AAPL | Technology | 1.82% | 36,530 | -1,115 | -2.96% | $10,570,391 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.76% | 181,433 | +453 | +0.25% | $10,247,319 |
| VANGUARD INDEX FDS | VB | Other | 1.65% | 31,646 | - | - | $9,592,536 |
| MICROSOFT CORP | MSFT | Technology | 1.63% | 25,493 | -2,144 | -7.76% | $9,509,556 |
| AMGEN INC | AMGN | Healthcare | 1.53% | 24,621 | +141 | +0.58% | $8,915,807 |
| CORNING INC | GLW | Technology | 1.52% | 34,706 | -50 | -0.14% | $8,864,954 |
| VANGUARD INDEX FDS | VNQ | Other | 1.49% | 90,075 | +5,346 | +6.31% | $8,685,960 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.41% | 242,353 | -9,177 | -3.65% | $8,201,229 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.39% | 16,206 | -639 | -3.79% | $8,109,320 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.36% | 33,507 | -340 | -1.00% | $7,928,426 |
| CATERPILLAR INC | CAT | Industrials | 1.16% | 6,337 | -240 | -3.65% | $6,748,271 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.88% | 140,616 | +1,114 | +0.80% | $5,136,702 |
| NVIDIA CORPORATION | NVDA | Technology | 0.71% | 20,597 | +327 | +1.61% | $4,121,254 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.70% | 127,686 | -2,530 | -1.94% | $4,048,932 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.68% | 127,243 | -4,094 | -3.12% | $3,957,270 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.67% | 134,440 | -589 | -0.44% | $3,893,384 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.63% | 92,025 | +2,429 | +2.71% | $3,641,429 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.58% | 66,423 | +13,726 | +26.05% | $3,359,003 |
| UNION PAC CORP | UNP | Industrials | 0.57% | 12,186 | -285 | -2.29% | $3,314,592 |
| ISHARES TR | IWF | Other | 0.56% | 26,036 | +19,527 | +300.00% | $3,232,890 |
Showing 30 of 177 holdings in the latest reporting period.