Cambridge Advisors Inc.
CIK: 1633695SEC EDGAR →
Portfolio Value
$294.5B
Holdings
182
As of
Q3 2026
New Positions
181
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 821,752 | $57.6B | 19.57% |
| 2 | VANGUARD TAX-MANAGED FDS | 559,745 | $39.5B | 13.42% |
| 3 | ISHARES TR | 313,558 | $22.6B | 7.66% |
| 4 | VANGUARD CHARLOTTE FDS | 321,428 | $15.1B | 5.12% |
| 5 | J P MORGAN EXCHANGE TRADED F | 206,418 | $12.6B | 4.29% |
| 6 | VANGUARD INTL EQUITY INDEX F | 194,552 | $11.5B | 3.92% |
| 7 | VANGUARD SCOTTSDALE FDS | 147,266 | $11.5B | 3.92% |
| 8 | J P MORGAN EXCHANGE TRADED F | 182,373 | $10.3B | 3.48% |
| 9 | SCHWAB STRATEGIC TR | 241,903 | $8.7B | 2.95% |
| 10 | VANGUARD INDEX FDS | 90,759 | $8.1B | 2.76% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 118 | $284.6B | 96.6% |
| Unknown | 15 | $4.8B | 1.6% |
| Consumer Cyclical | 4 | $1.8B | 0.6% |
| Technology | 16 | $1.6B | 0.5% |
| Healthcare | 12 | $956.1M | 0.3% |
| Consumer Defensive | 4 | $803.0M | 0.3% |
| Industrials | 9 | $13.1M | 0.0% |
| Communication Services | 3 | $5.1M | 0.0% |
| Energy | 1 | $962K | 0.0% |