Cambridge Advisors Inc Portfolio Analysis: Q2 2026 Investment Activity
Cambridge Advisors Inc held a portfolio worth $577 million as of June 30, 2026. The fund manager demonstrated significant buying activity in several Vanguard funds and ETFs during the quarter.
As of June 30, 2026, Cambridge Advisors Inc maintained a substantial portfolio valued at $577 million.
The fund's holdings reflect its investment strategy focused on exchange-traded funds (ETFs) and mutual funds. Analysis shows activity across various sectors, with particular emphasis on core fixed income, international equities, and select US equity index funds.
Significant Purchases This Quarter
Cambridge Advisors Inc demonstrated strong buying momentum during the second quarter of 2026. The fund significantly increased its position in several Vanguard funds:
- BND (Vanguard Balanced Index Fund), increasing shares by 75,062 or +10.27%, now representing 10.17% of the portfolio.
- VEA (Vanguard Tax-Managed Equity Fund), adding 32,503 shares (+6.2%), now holding 6.82%.
- BNDX (Vanguard Charlotte Core Fund), acquiring 26,271 more shares (+9.0%), now accounting for 2.65%.
- VCIT (Vanguard Scottsdale Small Cap Index Fund), adding 22,620 shares (+18.44%), now representing a modest 2.06%.
The fund also initiated new positions or increased existing ones in other funds:
- IWF (iShares Core Small-Cap ETF), acquiring 19,527 more shares (+300%)
- JPST (JPMorgan Exchange-Traded Fund), adding 13,726 shares (+26.05%)
- FTSM (First Trust Exchange-Traded Fund), acquiring 13,023 more shares (+62.6%)
Strategic Adjustments and Holding Changes
Beyond the notable buys, Cambridge Advisors Inc made several other adjustments to its portfolio during Q2:
- SCHG (Schwab Strategic Trust ETF) saw a reduction of 9,177 shares (-3.65%)
- The fund added IJH (iShares Core S&P Small-Cap Index Fund), increasing its position by 8,317 shares (+2.74%) to now hold 4.13%
- VWO (Vanguard Total Stock Market ETF) experienced a small increase of +4.09% in its position
The fund also reduced positions in other holdings:
- BSTP (Innovator ETF Trust) decreased by 7,155 shares (-8.31%)
- VNQ (Vanguard REIT Index Fund), a Real Estate fund, saw an increase of +6.31%
- BUFD (First Trust Exchange-Traded Fund) VI decreased by 4,285 shares (-25.33%)
- EIPII (First Trust ETF), a fund tracking something unspecified, saw a decrease of -2.82%
Portfolio Structure and Investment Focus
Cambridge Advisors Inc's portfolio consists of 176 distinct holdings as of June 30.
The fund manager appears to favor broad-based index funds, particularly from Vanguard. The largest position remains VOO (Vanguard Total Stock Market ETF) with a quarter of the portfolio (18.25%). Other significant holdings include BRK-A (1.93%) and BNDX.
The fund's sector allocation shows:
- 79.81% invested in 'Unknown' sectors (likely broad index funds)
- Financial Services: 24,017,397 total value (4.16%)
- Healthcare: 20,471,067 total value (3.55%)
The remaining sectors are represented by much smaller allocations: Industrials: 2.62%, Consumer Cyclical: 0.9%, Communication Services: 0.86%, Consumer Defensive: 0.57%, Energy: 0.31%, and Real Estate: just 0.06%.
Cambridge Advisors Inc's portfolio structure suggests a diversified approach, primarily utilizing index funds across various asset classes and sectors.