Cambridge Advisors Inc. Q1 2026 Filing

Filed April 16, 2026

Portfolio Value

$270.4B

Holdings

178

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (178 positions)

#	Stock	Shares	Value	% Portfolio
1	BNDVANGUARD BD INDEX FDS	730,638	$53.8B	19.90%
2	VEAVANGUARD TAX-MANAGED FDS	524,375	$33.6B	12.43%
3	IJHISHARES TR	303,170	$20.5B	7.57%
4	BNDXVANGUARD CHARLOTTE FDS	291,918	$14.0B	5.19%
5	JEPQJ P MORGAN EXCHANGE TRADED F	206,159	$11.4B	4.23%
6	JEPIJ P MORGAN EXCHANGE TRADED F	180,980	$10.3B	3.79%
7	VCITVANGUARD SCOTTSDALE FDS	122,672	$10.2B	3.75%
8	VWOVANGUARD INTL EQUITY INDEX F	185,917	$10.0B	3.72%
9	VNQVANGUARD INDEX FDS	84,729	$7.5B	2.78%
10	SCHGSCHWAB STRATEGIC TR	251,530	$7.3B	2.71%
11	BUFRFIRST TR EXCHNG TRADED FD VI	139,502	$4.7B	1.74%
12	AAAUGOLDMAN SACHS PHYSICAL GOLD	89,596	$4.1B	1.53%
13	SCHDSCHWAB STRATEGIC TR	130,216	$4.0B	1.48%
14	FNDXSCHWAB STRATEGIC TR	131,337	$3.7B	1.35%
15	FBTCFIDELITY WISE ORIGIN BITCOIN	58,528	$3.5B	1.28%
16	SCHBSCHWAB STRATEGIC TR	135,029	$3.4B	1.25%
17	EIPIFIRST TR EXCHNG TRADED FD VI	146,390	$3.3B	1.22%
18	BSTPINNOVATOR ETFS TRUST	86,065	$3.1B	1.15%
19	JPSTJ P MORGAN EXCHANGE TRADED F	52,697	$2.7B	0.99%
20	SCHFSCHWAB STRATEGIC TR	94,752	$2.3B	0.87%
21	EMLPFIRST TR EXCHANGE-TRADED FD	48,047	$2.1B	0.78%
22	SAMTADVISORS INNER CIRCLE FD III	51,274	$2.0B	0.74%
23	JGROJ P MORGAN EXCHANGE TRADED F	21,597	$1.8B	0.68%
24	SCHMSCHWAB STRATEGIC TR	58,850	$1.8B	0.67%
25	VXUSVANGUARD STAR FDS	21,438	$1.7B	0.61%
26	VNQIVANGUARD INTL EQUITY INDEX F	36,435	$1.6B	0.60%
27	NAPRINNOVATOR ETFS TRUST	29,053	$1.6B	0.59%
28	SCHASCHWAB STRATEGIC TR	54,089	$1.6B	0.58%
29	EFAISHARES TR	15,182	$1.5B	0.55%
30	SDVDFIRST TR EXCH TRADED FD III	62,897	$1.4B	0.50%
31	VCSHVANGUARD SCOTTSDALE FDS	16,864	$1.3B	0.49%
32	FNDASCHWAB STRATEGIC TR	40,470	$1.3B	0.49%
33	CSCOCISCO SYS INC	16,606	$1.3B	0.48%
34	FTCSFIRST TR EXCHANGE-TRADED FD	13,818	$1.3B	0.47%
35	FTSMFIRST TR EXCHANGE-TRADED FD	20,804	$1.2B	0.46%
36	BITWBITWISE 10 CRYPTO INDEX ETF	27,157	$1.2B	0.45%
37	SCHXSCHWAB STRATEGIC TR	47,019	$1.2B	0.45%
38	BUCKSIMPLIFY EXCHANGE TRADED FUN	51,120	$1.2B	0.44%
39	WCMIFIRST TR EXCHANGE-TRADED FD	70,509	$1.2B	0.44%
40	ORLYOREILLY AUTOMOTIVE INC	12,700	$1.2B	0.43%
41	DOGGFIRST TR EXCHANGE-TRADED FD	50,594	$1.1B	0.41%
42	PINKSIMPLIFY EXCHANGE TRADED FUN	31,553	$1.1B	0.39%
43	HEQTSIMPLIFY EXCHANGE TRADED FUN	32,539	$1.0B	0.38%
44	MTBASIMPLIFY EXCHANGE TRADED FUN	19,506	$964.8M	0.36%
45	FIXDFIRST TR EXCHNG TRADED FD VI	21,729	$947.2M	0.35%
46	SCHOSCHWAB STRATEGIC TR	32,757	$795.0M	0.29%
47	SPYDSPDR SERIES TRUST	17,256	$785.5M	0.29%
48	SVOLSIMPLIFY EXCHANGE TRADED FUN	49,492	$759.2M	0.28%
49	KOCOCA COLA CO	9,396	$714.6M	0.26%
50	PSTPINNOVATOR ETFS TRUST	20,620	$710.8M	0.26%
51	SAGPADVISORS INNER CIRCLE FD III	19,239	$660.2M	0.24%
52	SBUXSTARBUCKS CORP	7,303	$654.3M	0.24%
53	AGGISHARES TR	6,458	$641.1M	0.24%
54	CTASIMPLIFY EXCHANGE TRADED FUN	21,154	$639.3M	0.24%
55	IEFISHARES TR	6,571	$627.1M	0.23%
56	SCHPSCHWAB STRATEGIC TR	23,241	$618.4M	0.23%
57	IAU*ISHARES GOLD TR	6,883	$606.8M	0.22%
58	YGLDSIMPLIFY EXCHANGE TRADED FUN	15,155	$605.1M	0.22%
59	WFCWELLS FARGO & CO	7,023	$559.1M	0.21%
60	VMBSVANGUARD SCOTTSDALE FDS	11,201	$525.9M	0.19%
61	INTCINTEL CORP	11,625	$513.0M	0.19%
62	BUFDFIRST TR EXCHNG TRADED FD VI	16,917	$473.7M	0.18%
63	PJANINNOVATOR ETFS TRUST	9,874	$455.5M	0.17%
64	MDTMEDTRONIC PLC	5,235	$453.6M	0.17%
65	IGLDFIRST TR EXCHANGE-TRADED FD	17,349	$442.9M	0.16%
66	RDVYFIRST TR EXCHANGE TRADED FD	6,426	$438.8M	0.16%
67	OUSMALPS ETF TR	9,737	$425.9M	0.16%
68	SETMSPROTT FDS TR	12,778	$422.7M	0.16%
69	XDECFIRST TR EXCHNG TRADED FD VI	9,735	$392.4M	0.15%
70	SCHVSCHWAB STRATEGIC TR	12,394	$378.0M	0.14%
71	FAUGFIRST TR EXCHNG TRADED FD VI	7,200	$372.8M	0.14%
72	ITBISHARES TR	3,800	$344.1M	0.13%
73	XJUNFIRST TR EXCHNG TRADED FD VI	7,980	$342.8M	0.13%
74	DDTOINNOVATOR ETFS TRUST	10,004	$334.8M	0.12%
75	USBUS BANCORP	6,355	$330.5M	0.12%
76	GSIEGOLDMAN SACHS ETF TR	7,600	$327.8M	0.12%
77	IBNDSPDR SERIES TRUST	10,400	$323.2M	0.12%
78	JBNDJ P MORGAN EXCHANGE TRADED F	5,823	$313.1M	0.12%
79	MAXISIMPLIFY EXCHANGE TRADED FUN	32,732	$312.0M	0.12%
80	FTRIFIRST TR EXCHANGE-TRADED FD	17,082	$304.9M	0.11%
81	BUFZFIRST TR EXCHNG TRADED FD VI	11,545	$303.3M	0.11%
82	GMAYFIRST TR EXCHNG TRADED FD VI	7,280	$298.9M	0.11%
83	DYT1DYNEX CAP INC	23,401	$298.6M	0.11%
84	DHDGFIRST TR EXCHNG TRADED FD VI	8,717	$293.2M	0.11%
85	PFIXSIMPLIFY EXCHANGE TRADED FUN	6,182	$285.8M	0.11%
86	IQLTISHARES TR	6,078	$281.0M	0.10%
87	JOYTJ P MORGAN EXCHANGE TRADED F	3,441	$273.7M	0.10%
88	SPYVSPDR SERIES TRUST	4,770	$269.9M	0.10%
89	SCHHSCHWAB STRATEGIC TR	12,253	$263.3M	0.10%
90	SPDWSPDR INDEX SHS FDS	5,747	$262.4M	0.10%
91	ARKGARK ETF TR	9,293	$245.5M	0.09%
92	MOALTRIA GROUP INC	3,697	$244.0M	0.09%
93	EWGISHARES INC	5,570	$221.0M	0.08%
94	HELOJ P MORGAN EXCHANGE TRADED F	3,410	$217.9M	0.08%
95	XLESELECT SECTOR SPDR TR	3,536	$216.6M	0.08%
96	BACVERIZON COMMUNICATIONS INC	4,183	$210.0M	0.08%
97	GEMGOLDMAN SACHS ETF TR	4,700	$203.0M	0.08%
98	NJANINNOVATOR ETFS TRUST	3,781	$201.8M	0.07%
99	VOOVANGUARD INDEX FDS	147,776	$88.3M	0.03%
100	VTIVANGUARD INDEX FDS	36,298	$11.6M	0.00%

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