Cambridge Advisors Inc.
CIK: 0001633695SEC EDGAR →
Portfolio Value
$525.3M
Holdings
176
As of
Q4 2025
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 144,374 | $90.5M | 17.24% |
| 2 | VANGUARD BD INDEX FDS | 730,593 | $54.1M | 10.30% |
| 3 | VANGUARD TAX-MANAGED FDS | 548,815 | $34.3M | 6.53% |
| 4 | ISHARES TR | 308,465 | $20.4M | 3.88% |
| 5 | VANGUARD CHARLOTTE FDS | 289,978 | $14.0M | 2.67% |
| 6 | MICROSOFT CORP | 28,322 | $13.7M | 2.61% |
| 7 | VANGUARD INDEX FDS | 36,297 | $12.2M | 2.32% |
| 8 | J P MORGAN EXCHANGE TRADED F | 208,509 | $12.1M | 2.31% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 15 | $11.3M | 2.16% |
| 10 | J P MORGAN EXCHANGE TRADED F | 182,429 | $10.4M | 1.99% |
Quarterly Changes
New Positions (10)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 110 | $406.9M | 77.5% |
| Technology | 14 | $39.7M | 7.6% |
| Unknown | 14 | $31.6M | 6.0% |
| Healthcare | 12 | $18.7M | 3.6% |
| Industrials | 11 | $13.0M | 2.5% |
| Consumer Cyclical | 5 | $5.6M | 1.1% |
| Communication Services | 3 | $5.1M | 1.0% |
| Consumer Defensive | 5 | $3.0M | 0.6% |
| Energy | 2 | $1.6M | 0.3% |