Cambridge Advisors Inc.
CIK: 1633695SEC EDGAR →
Portfolio Value
$270.4B
Holdings
178
As of
Q1 2026
New Positions
178
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 730,638 | $53.8B | 19.90% |
| 2 | VANGUARD TAX-MANAGED FDS | 524,375 | $33.6B | 12.43% |
| 3 | ISHARES TR | 303,170 | $20.5B | 7.57% |
| 4 | VANGUARD CHARLOTTE FDS | 291,918 | $14.0B | 5.19% |
| 5 | J P MORGAN EXCHANGE TRADED F | 206,159 | $11.4B | 4.23% |
| 6 | J P MORGAN EXCHANGE TRADED F | 180,980 | $10.3B | 3.79% |
| 7 | VANGUARD SCOTTSDALE FDS | 122,672 | $10.2B | 3.75% |
| 8 | VANGUARD INTL EQUITY INDEX F | 185,917 | $10.0B | 3.72% |
| 9 | VANGUARD INDEX FDS | 84,729 | $7.5B | 2.78% |
| 10 | SCHWAB STRATEGIC TR | 251,530 | $7.3B | 2.71% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 113 | $257.4B | 95.2% |
| Unknown | 13 | $6.7B | 2.5% |
| Technology | 14 | $3.0B | 1.1% |
| Consumer Cyclical | 5 | $1.8B | 0.7% |
| Consumer Defensive | 5 | $960.8M | 0.4% |
| Healthcare | 12 | $471.9M | 0.2% |
| Industrials | 11 | $13.7M | 0.0% |
| Communication Services | 3 | $4.5M | 0.0% |
| Energy | 2 | $2.3M | 0.0% |