Cambridge Advisors Inc. Portfolio Stock Holdings
Cambridge Advisors Inc. disclosed 178 stock positions valued at approximately $515.3 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 March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 178
- Portfolio Value
- $515.3M
Holdings by Sector
Cambridge Advisors Inc. Portfolio Holdings in Q1 2026
172 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 17.14% | 147,776 | +3,402 | +2.36% | $88,303,548 |
| VANGUARD BD INDEX FDS | BND | Other | 10.44% | 730,638 | +45 | +0.01% | $53,804,167 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.52% | 524,375 | -24,440 | -4.45% | $33,601,957 |
| ISHARES TR | IJH | Other | 3.97% | 303,170 | -5,295 | -1.72% | $20,473,101 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.72% | 291,918 | +1,940 | +0.67% | $14,026,642 |
| VANGUARD INDEX FDS | VTI | Other | 2.26% | 36,298 | +1 | +0.00% | $11,644,723 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 2.22% | 206,159 | -2,350 | -1.13% | $11,445,974 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 2.09% | 15 | - | - | $10,772,100 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 1.99% | 180,980 | -1,449 | -0.79% | $10,257,939 |
| MICROSOFT CORP | MSFT | Technology | 1.99% | 27,637 | -685 | -2.42% | $10,230,256 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 1.97% | 122,672 | +72 | +0.06% | $10,151,085 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.95% | 185,917 | -4,400 | -2.31% | $10,048,834 |
| APPLE INC | AAPL | Technology | 1.85% | 37,645 | -34 | -0.09% | $9,553,854 |
| AMGEN INC | AMGN | Healthcare | 1.67% | 24,480 | -217 | -0.88% | $8,613,356 |
| VANGUARD INDEX FDS | VB | Other | 1.61% | 31,646 | -700 | -2.16% | $8,288,720 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.57% | 16,845 | -659 | -3.76% | $8,072,124 |
| VANGUARD INDEX FDS | VNQ | Other | 1.46% | 84,729 | +11 | +0.01% | $7,515,426 |
| SCHWAB STRATEGIC TR | SCHG | Other | 1.42% | 251,530 | -2,765 | -1.09% | $7,327,083 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.41% | 33,847 | -481 | -1.40% | $7,279,136 |
| CORNING INC | GLW | Technology | 0.92% | 34,756 | +55 | +0.16% | $4,725,783 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 0.91% | 139,502 | -1,520 | -1.08% | $4,710,983 |
| CATERPILLAR INC | CAT | Industrials | 0.90% | 6,577 | -531 | -7.47% | $4,659,541 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.80% | 89,596 | +28 | +0.03% | $4,138,439 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.78% | 130,216 | -510 | -0.39% | $3,995,013 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.71% | 131,337 | +1,228 | +0.94% | $3,657,735 |
| NVIDIA CORPORATION | NVDA | Technology | 0.69% | 20,270 | +60 | +0.30% | $3,535,088 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.67% | 58,528 | +1,907 | +3.37% | $3,454,908 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.66% | 135,029 | -1,264 | -0.93% | $3,389,226 |
| FIRST TR EXCHNG TRADED FD VI | EIPI | Other | 0.64% | 146,390 | +725 | +0.50% | $3,292,321 |
| INNOVATOR ETFS TRUST | BSTP | Other | 0.60% | 86,065 | -420 | -0.49% | $3,099,072 |
| UNION PAC CORP | UNP | Industrials | 0.59% | 12,471 | -72 | -0.57% | $3,025,714 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.56% | 11,768 | -20 | -0.17% | $2,876,588 |
| ISHARES TR | IWF | Other | 0.54% | 6,509 | +25 | +0.39% | $2,775,438 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.52% | 52,697 | -797 | -1.49% | $2,667,000 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.49% | 3,848 | - | - | $2,502,332 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.47% | 10,293 | -105 | -1.01% | $2,432,120 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.47% | 3,894 | - | - | $2,401,663 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.46% | 94,752 | -123 | -0.13% | $2,345,120 |
| ALPHABET INC | GOOGL | Communication Services | 0.44% | 7,892 | -50 | -0.63% | $2,269,531 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.41% | 48,047 | +312 | +0.65% | $2,097,717 |
| ADVISORS INNER CIRCLE FD III | SAMT | Other | 0.39% | 51,274 | +7,433 | +16.95% | $2,013,519 |
| FIRST TR EXCHANGE TRADED FD | AIRR | Other | 0.37% | 17,116 | +1,967 | +12.98% | $1,896,145 |
| ISHARES TR | IJR | Other | 0.37% | 15,248 | +2 | +0.01% | $1,895,496 |
| ABBVIE INC | ABBV | Healthcare | 0.36% | 8,560 | -45 | -0.52% | $1,861,714 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.35% | 21,597 | -3,215 | -12.96% | $1,825,347 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.35% | 58,850 | +92 | +0.16% | $1,821,996 |
| ISHARES TR | LQD | Other | 0.35% | 16,390 | - | - | $1,786,346 |
| EMCOR GROUP INC | EME | Industrials | 0.34% | 2,404 | -70 | -2.83% | $1,774,897 |
| FIRST TR EXCHANGE-TRADED FD | GRID | Other | 0.33% | 10,299 | +995 | +10.69% | $1,684,710 |
| VANGUARD STAR FDS | VXUS | Other | 0.32% | 21,438 | +176 | +0.83% | $1,653,084 |
| VANGUARD INTL EQUITY INDEX F | VNQI | Other | 0.31% | 36,435 | - | - | $1,619,536 |
| INNOVATOR ETFS TRUST | NAPR | Other | 0.31% | 29,053 | - | - | $1,586,875 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.31% | 54,089 | -200 | -0.37% | $1,572,908 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.30% | 3,336 | - | - | $1,545,202 |
| ISHARES TR | IWM | Other | 0.30% | 6,217 | - | - | $1,541,887 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 2,633 | - | - | $1,519,715 |
| ISHARES TR | EFA | Other | 0.29% | 15,182 | - | - | $1,474,628 |
| META PLATFORMS INC | META | Communication Services | 0.28% | 2,566 | -77 | -2.91% | $1,467,952 |
| DANAHER CORP DEL | DHR | Healthcare | 0.28% | 7,631 | -40 | -0.52% | $1,446,838 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 4,776 | -160 | -3.24% | $1,404,908 |
| NOVARTIS AG | NVS | Healthcare | 0.27% | 8,975 | - | - | $1,370,931 |
| FIRST TR EXCH TRADED FD III | SDVD | Other | 0.26% | 62,897 | +4,099 | +6.97% | $1,364,860 |
| ACCENTURE PLC IRELAND | ACN | Technology | 0.26% | 6,775 | -50 | -0.73% | $1,343,415 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.26% | 16,864 | -414 | -2.40% | $1,336,838 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.25% | 40,470 | +134 | +0.33% | $1,312,455 |
| CISCO SYS INC | CSCO | Technology | 0.25% | 16,606 | -100 | -0.60% | $1,288,460 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.25% | 13,818 | -2,448 | -15.05% | $1,281,763 |
| VANECK ETF TRUST | SMH | Other | 0.25% | 3,332 | - | - | $1,277,617 |
| EXXON MOBIL CORP | XOM | Energy | 0.24% | 7,335 | +5 | +0.07% | $1,244,533 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.24% | 20,804 | -395 | -1.86% | $1,243,680 |
| VISA INC | V | Financial Services | 0.24% | 4,073 | -25 | -0.61% | $1,230,951 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.23% | 47,019 | +936 | +2.03% | $1,205,567 |
| SIMPLIFY EXCHANGE TRADED FUN | BUCK | Other | 0.23% | 51,120 | +1,794 | +3.64% | $1,201,581 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.23% | 12,700 | -50 | -0.39% | $1,172,337 |
| SPDR GOLD TR | GLD | Other | 0.23% | 2,701 | -177 | -6.15% | $1,162,213 |
| ORACLE CORP | ORCL | Technology | 0.22% | 7,568 | -800 | -9.56% | $1,113,328 |
| FIRST TR EXCHANGE-TRADED FD | DOGG | Other | 0.21% | 50,594 | -1,205 | -2.33% | $1,098,386 |
| SIMPLIFY EXCHANGE TRADED FUN | PINK | Other | 0.21% | 31,553 | +8,867 | +39.09% | $1,062,088 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 0.20% | 3,953 | - | - | $1,028,926 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 6,602 | - | - | $1,025,225 |
| SIMPLIFY EXCHANGE TRADED FUN | HEQT | Other | 0.20% | 32,539 | - | - | $1,024,979 |
| CHEVRON CORPORATION | CVX | Energy | 0.20% | 4,940 | +157 | +3.28% | $1,022,091 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.20% | 5,274 | +10 | +0.19% | $1,012,218 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.19% | 4,650 | +129 | +2.85% | $968,456 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 0.19% | 19,506 | +363 | +1.90% | $964,765 |
| FIRST TR EXCHNG TRADED FD VI | FIXD | Other | 0.18% | 21,729 | -781 | -3.47% | $947,154 |
| MERCK & CO INC | MRK | Healthcare | 0.18% | 7,796 | +12 | +0.15% | $937,769 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.17% | 2,910 | - | - | $880,217 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.16% | 5,707 | +11 | +0.19% | $824,348 |
| RTX CORPORATION | RTX | Industrials | 0.16% | 4,259 | -149 | -3.38% | $821,470 |
| ALPHABET INC | GOOG | Communication Services | 0.16% | 2,825 | +1 | +0.04% | $810,303 |
| SCHWAB STRATEGIC TR | SCHO | Other | 0.15% | 32,757 | - | - | $795,012 |
| SPDR SERIES TRUST | SPYD | Other | 0.15% | 17,256 | - | - | $785,493 |
| SIMPLIFY EXCHANGE TRADED FUN | SVOL | Other | 0.15% | 49,492 | +1,638 | +3.42% | $759,204 |
| SPDR SERIES TRUST | SDY | Other | 0.14% | 4,966 | - | - | $724,738 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 9,396 | - | - | $714,581 |
| INNOVATOR ETFS TRUST | PSTP | Other | 0.14% | 20,620 | -1,700 | -7.62% | $710,771 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.14% | 3,491 | -26 | -0.74% | $709,301 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.13% | 1,503 | -15 | -0.99% | $692,868 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.13% | 6,720 | -25 | -0.37% | $689,942 |