Cambridge Advisors Inc.
CIK: 0001633695Latest portfolio: $525.3M · Q4 2025
Holdings
176
Total Value
$525.3M
New Positions
10
Closed Positions
3
Top Holdings
View All 176 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,374 | $90.5M | 17.24% | -2,380 | |
| 2 | BNDVANGUARD BD INDEX FDS | 730,593 | $54.1M | 10.30% | +36K | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 548,815 | $34.3M | 6.53% | -23,497 | |
| 4 | IJHISHARES TR | 308,465 | $20.4M | 3.88% | +13K | |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 289,978 | $14.0M | 2.67% | +24K | |
| 6 | MSFTMICROSOFT CORP | 28,322 | $13.7M | 2.61% | -413 | |
| 7 | VTIVANGUARD INDEX FDS | 36,297 | $12.2M | 2.32% | -762 | |
| 8 | JEPQJ P MORGAN EXCHANGE TRADED F | 208,509 | $12.1M | 2.31% | +2K | |
| 9 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15 | $11.3M | 2.16% | — | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 182,429 | $10.4M | 1.99% | -5,072 | |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 122,600 | $10.3M | 1.95% | +4K | |
| 12 | AAPLAPPLE INC | 37,679 | $10.2M | 1.95% | -154 | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 190,317 | $10.2M | 1.95% | -1,410 | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,504 | $8.8M | 1.67% | -686 | |
| 15 | VBVANGUARD INDEX FDS | 32,346 | $8.3M | 1.59% | +450 | |
| 16 | SCHGSCHWAB STRATEGIC TR | 254,295 | $8.3M | 1.58% | -691 | |
| 17 | AMGNAMGEN INC | 24,697 | $8.1M | 1.54% | +128 | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 34,328 | $7.5M | 1.44% | -487 | |
| 19 | VNQVANGUARD INDEX FDS | 84,718 | $7.5M | 1.43% | +8K | |
| 20 | BUFRFIRST TR EXCHNG TRADED FD VI | 141,022 | $4.8M | 0.92% | -1,663 | |
| 21 | FBTCFIDELITY WISE ORIGIN BITCOIN | 56,621 | $4.3M | 0.82% | +3K | |
| 22 | CATCATERPILLAR INC | 7,108 | $4.1M | 0.77% | -83 | |
| 23 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 89,568 | $3.8M | 0.73% | -14 | |
| 24 | NVDANVIDIA CORPORATION | 20,210 | $3.8M | 0.72% | -7 | |
| 25 | SCHDSCHWAB STRATEGIC TR | 130,726 | $3.6M | 0.68% | -2,282 |
Quarterly Changes
New Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.3696102433769305e+42T)
Unknown0.0% ($1.1322879832111616e+40T)
Healthcare0.0% ($8.083243919661755e+30T)
Industrials0.0% ($4.0712901151397396e+26T)
Consumer Cyclical0.0% ($250711621.0T)
Consumer Defensive0.0% ($947816.7T)
Communication Services0.0% ($24.9T)
Energy0.0% ($882.7M)
Filing History
Fund Information
Cambridge Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $525.3M across 176 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 17.2% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.