Cambridge Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Cambridge Advisors Inc. disclosed 182 stock positions valued at approximately $580.96M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 182
- Portfolio Value
- $580.96M
Holdings by Sector
Cambridge Advisors Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 18.73% | 155,252 | +705 | +0.46% | $108,809,670 |
| VANGUARD BD INDEX FDS | BND | Other | 9.92% | 821,752 | +16,052 | +1.99% | $57,645,878 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.80% | 559,745 | +2,867 | +0.51% | $39,523,596 |
| ISHARES TR | IJH | Other | 3.88% | 313,558 | +2,071 | +0.66% | $22,560,521 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.59% | 321,428 | +3,239 | +1.02% | $15,065,339 |
| VANGUARD INDEX FDS | VTI | Other | 2.27% | 35,252 | -568 | -1.59% | $13,192,796 |
| MICROSOFT CORP | MSFT | Technology | 2.21% | 25,086 | -407 | -1.60% | $12,866,851 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.18% | 206,418 | +1,591 | +0.78% | $12,645,160 |
| APPLE INC | AAPL | Technology | 2.02% | 35,295 | -1,235 | -3.38% | $11,753,852 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.99% | 194,552 | +1,034 | +0.53% | $11,538,852 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.99% | 147,266 | +1,974 | +1.36% | $11,532,366 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.93% | 15 | - | - | $11,205,075 |
| AMGEN INC | AMGN | Healthcare | 1.79% | 24,728 | +107 | +0.43% | $10,422,950 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.76% | 182,373 | +940 | +0.52% | $10,252,985 |
| VANGUARD INDEX FDS | VB | Other | 1.56% | 31,886 | +240 | +0.76% | $9,071,248 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.50% | 241,903 | -450 | -0.19% | $8,691,573 |
| VANGUARD INDEX FDS | VNQ | Other | 1.40% | 90,759 | +684 | +0.76% | $8,134,759 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.38% | 16,084 | -122 | -0.75% | $8,009,028 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.33% | 33,197 | -310 | -0.93% | $7,745,192 |
| CORNING INC | GLW | Technology | 0.92% | 34,716 | +10 | +0.03% | $5,337,951 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.90% | 139,794 | -822 | -0.58% | $5,238,081 |
| CATERPILLAR INC | CAT | Industrials | 0.88% | 6,291 | -46 | -0.73% | $5,100,680 |
| NVIDIA CORPORATION | NVDA | Technology | 0.81% | 20,706 | +109 | +0.53% | $4,728,836 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.74% | 85,545 | +19,122 | +28.79% | $4,308,925 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.74% | 58,900 | -571 | -0.96% | $4,278,496 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.71% | 127,647 | -39 | -0.03% | $4,152,363 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.69% | 127,291 | +48 | +0.04% | $4,005,840 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.69% | 136,202 | +1,762 | +1.31% | $3,992,074 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.63% | 88,762 | -3,263 | -3.55% | $3,635,692 |
| UNION PAC CORP | UNP | Industrials | 0.56% | 12,036 | -150 | -1.23% | $3,275,357 |
Showing 30 of 182 holdings in the latest reporting period.