Cambridge Advisors Inc. Portfolio Stock Holdings
Cambridge Advisors Inc. disclosed 183 stock positions valued at approximately $581.7 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 183
- Portfolio Value
- $581.7M
Holdings by Sector
Cambridge Advisors Inc. Portfolio Holdings in Q2 2026
176 holdings in the latest reporting period.
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| 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 |
| FIRST TR EXCHNG TRADED FD VI | EIPI | Other | 0.53% | 142,258 | -4,132 | -2.82% | $3,106,913 |
| INNOVATOR ETFS TRUST | BSTP | Other | 0.53% | 78,910 | -7,155 | -8.31% | $3,103,562 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.52% | 59,471 | +943 | +1.61% | $3,035,995 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.51% | 11,786 | +18 | +0.15% | $2,993,325 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.49% | 3,786 | -62 | -1.61% | $2,827,181 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.47% | 3,894 | - | - | $2,738,806 |
| ADVISORS INNER CIRCLE FD III | SAMT | Other | 0.45% | 54,872 | +3,598 | +7.02% | $2,619,301 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.45% | 93,667 | -1,085 | -1.15% | $2,594,573 |
| ISHARES TR | IJR | Other | 0.45% | 17,487 | +2,239 | +14.68% | $2,593,449 |
| ALPHABET INC | GOOGL | Communication Services | 0.45% | 7,252 | -640 | -8.11% | $2,591,655 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.42% | 18,511 | +1,395 | +8.15% | $2,466,632 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.38% | 9,894 | -399 | -3.88% | $2,181,444 |
| ABBVIE INC | ABBV | Healthcare | 0.37% | 8,520 | -40 | -0.47% | $2,143,973 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.36% | 57,089 | -1,761 | -2.99% | $2,104,856 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.36% | 47,690 | -357 | -0.74% | $2,074,530 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.36% | 10,785 | +486 | +4.72% | $2,068,031 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.35% | 33,827 | +13,023 | +62.60% | $2,020,506 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.34% | 20,164 | -1,433 | -6.64% | $1,987,932 |
| EMCOR GROUP INC | EME | Industrials | 0.34% | 2,390 | -14 | -0.58% | $1,983,413 |
| INVESCO QQQ TR | QQQ | Other | 0.33% | 2,633 | - | - | $1,938,941 |
| CISCO SYS INC | CSCO | Technology | 0.33% | 16,506 | -100 | -0.60% | $1,938,795 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.33% | 52,959 | -1,130 | -2.09% | $1,913,409 |
| ISHARES TR | IWM | Other | 0.32% | 6,217 | - | - | $1,868,021 |
| VANGUARD STAR FDS | VXUS | Other | 0.31% | 21,408 | -30 | -0.14% | $1,830,170 |
| VANECK ETF TRUST | SMH | Other | 0.31% | 2,754 | -578 | -17.35% | $1,806,465 |
| ISHARES TR | LQD | Other | 0.31% | 16,390 | - | - | $1,787,657 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.30% | 3,308 | -28 | -0.84% | $1,728,066 |
| INTEL CORP | INTC | Technology | 0.28% | 11,780 | +155 | +1.33% | $1,644,841 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.28% | 36,435 | - | - | $1,634,110 |
| ISHARES TR | EFA | Other | 0.27% | 15,182 | - | - | $1,577,106 |
| INNOVATOR ETFS TRUST | NAPR | Other | 0.27% | 26,629 | -2,424 | -8.34% | $1,576,437 |
| FIRST TR EXCHANGE-TRADED FD | SDVD | Other | 0.26% | 65,918 | +3,021 | +4.80% | $1,522,050 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.26% | 4,641 | -135 | -2.83% | $1,519,139 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.25% | 38,836 | -1,634 | -4.04% | $1,478,112 |
| DANAHER CORP DEL | DHR | Healthcare | 0.25% | 7,621 | -10 | -0.13% | $1,451,648 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 2,523 | -43 | -1.68% | $1,421,102 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.24% | 47,019 | - | - | $1,383,769 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.23% | 16,922 | +58 | +0.34% | $1,337,335 |
| NOVARTIS AG | NVS | Healthcare | 0.23% | 8,475 | -500 | -5.57% | $1,328,202 |
| SIMPLIFY EXCHANGE TRADED FUN | PINK | Other | 0.22% | 32,380 | +827 | +2.62% | $1,267,665 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.22% | 53,854 | +2,734 | +5.35% | $1,261,265 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.21% | 13,228 | -590 | -4.27% | $1,242,332 |
| VISA INC | V | Financial Services | 0.21% | 3,591 | -482 | -11.83% | $1,232,036 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.20% | 12,675 | -25 | -0.20% | $1,167,241 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.19% | 5,275 | +1 | +0.02% | $1,122,298 |
| ORACLE CORP | ORCL | Technology | 0.19% | 7,568 | - | - | $1,109,090 |
| FIRST TR EXCHANGE-TRADED FD | DOGG | Other | 0.19% | 51,683 | +1,089 | +2.15% | $1,100,850 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.19% | 32,196 | -343 | -1.05% | $1,079,854 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.18% | 3,978 | +25 | +0.63% | $1,075,930 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.18% | 20,953 | +1,447 | +7.42% | $1,028,175 |
| SPDR GOLD TR | GLD | Other | 0.17% | 2,740 | +39 | +1.44% | $1,009,361 |
| MERCK & CO INC | MRK | Healthcare | 0.17% | 7,852 | +56 | +0.72% | $1,008,972 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 7,331 | -4 | -0.05% | $1,002,341 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.17% | 2,910 | - | - | $984,308 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 2,750 | -75 | -2.65% | $971,658 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.16% | 21,755 | +26 | +0.12% | $948,718 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 3,822 | -828 | -17.81% | $910,935 |
| PEPSICO INC | PEP | Consumer Defensive | 0.15% | 6,637 | +35 | +0.53% | $898,650 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.14% | 5,706 | -1 | -0.02% | $836,728 |
| SIMPLIFY EXCHANGE TRADED FUN | SVOL | Other | 0.14% | 51,609 | +2,117 | +4.28% | $827,806 |
| SPDR SERIES TRUST | SPYD | Other | 0.14% | 17,256 | - | - | $823,284 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.14% | 32,757 | - | - | $790,754 |
| CHEVRON CORPORATION | CVX | Energy | 0.14% | 4,762 | -178 | -3.60% | $789,349 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.13% | 3,466 | -25 | -0.72% | $776,211 |
| COCA COLA CO | KO | Consumer Defensive | 0.13% | 9,433 | +37 | +0.39% | $766,590 |
| ISHARES TR | IJJ | Other | 0.13% | 5,127 | - | - | $757,412 |
| SPDR SERIES TRUST | SDY | Other | 0.13% | 4,966 | - | - | $755,726 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.13% | 7,354 | +51 | +0.70% | $751,486 |
| RTX CORPORATION | RTX | Industrials | 0.13% | 3,908 | -351 | -8.24% | $741,555 |
| NXP SEMICONDUCTORS N V | N6596X109 | Other | 0.12% | 2,550 | - | - | $716,627 |