Cambridge Advisors Inc. — 13F Holdings & Portfolio
CIK 1633695 · latest 13F-HR filed 2026-07-16
Cambridge Advisors Inc. manages $581.7M in 13F-reported U.S. long-equity assets across 183 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (18.25%), BND (10.17%), VEA (6.82%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 7 new positions, exited 2, added to 99, and trimmed 32.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
#205
OMAHA, NE 68130
$581.7M
Long-equity book
183
Distinct positions
2026-06-30
Filed 2026-07-16
+7 / −2 / ↑99 / ↓32
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$17.8M +20.2%
- VANGUARD TAX-MANAGED FDS$6.1M +18.1%
- VANGUARD BD INDEX FDS$5.3M +9.9%
- CORNING INC$4.1M +87.6%
- ISHARES TR$3.5M +17.3%
Top Trims
- MICROSOFT CORP-$720.7K -7.0%
- ACCENTURE PLC IRELAND-$646.6K -48.1%
- GOLDMAN SACHS PHYSICAL GOLD-$497.0K -12.0%
- FIDELITY WISE ORIGIN BITCOIN-$418.9K -12.1%
- LOWES COS INC-$250.7K -10.3%
New Positions
- EXCHANGE TRADED CONCEPTS TRU$241.7K
- SIMPLIFY EXCHANGE TRADED FUN$238.4K
- GLOBAL X FDS$225.4K
- ISHARES INC$213.6K
- FIRST TR EXCHNG TRADED FD VI$212.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $106.1M | 18.25% | 154,547 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $59.1M | 10.17% | 805,700 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $39.7M | 6.82% | 556,878 | SH |
| 4 | ISHARES TR | IJH | 464287507 | $24.0M | 4.13% | 311,487 | SH |
| 5 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $15.4M | 2.65% | 318,189 | SH |
| 6 | VANGUARD INDEX FDS | VTI | 922908769 | $13.3M | 2.28% | 35,820 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | JEPQ | 46654Q203 | $12.6M | 2.16% | 204,827 | SH |
| 8 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $12.0M | 2.06% | 145,292 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $11.6M | 1.99% | 193,518 | SH |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $11.2M | 1.93% | 15 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $10.6M | 1.82% | 36,530 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $10.2M | 1.76% | 181,433 | SH |
| 13 | VANGUARD INDEX FDS | VB | 922908751 | $9.6M | 1.65% | 31,646 | SH |
| 14 | MICROSOFT CORP | MSFT | 594918104 | $9.5M | 1.63% | 25,493 | SH |
| 15 | AMGEN INC | AMGN | 031162100 | $8.9M | 1.53% | 24,621 | SH |
| 16 | CORNING INC | GLW | 219350105 | $8.9M | 1.52% | 34,706 | SH |
| 17 | VANGUARD INDEX FDS | VNQ | 922908553 | $8.7M | 1.49% | 90,075 | SH |
| 18 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $8.2M | 1.41% | 242,353 | SH |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.1M | 1.39% | 16,206 | SH |
| 20 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $7.9M | 1.36% | 33,507 | SH |
| 21 | CATERPILLAR INC | CAT | 149123101 | $6.7M | 1.16% | 6,337 | SH |
| 22 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $5.1M | 0.88% | 140,616 | SH |
| 23 | NVIDIA CORPORATION | NVDA | 67066G104 | $4.1M | 0.71% | 20,597 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.0M | 0.70% | 127,686 | SH |
| 25 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $4.0M | 0.68% | 127,243 | SH |
| 26 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $3.9M | 0.67% | 134,440 | SH |
| 27 | GOLDMAN SACHS PHYSICAL GOLD | AAAU | 38150K103 | $3.6M | 0.63% | 92,025 | SH |
| 28 | J P MORGAN EXCHANGE TRADED F | JPST | 46641Q837 | $3.4M | 0.58% | 66,423 | SH |
| 29 | UNION PAC CORP | UNP | 907818108 | $3.3M | 0.57% | 12,186 | SH |
| 30 | ISHARES TR | IWF | 464287614 | $3.2M | 0.56% | 26,036 | SH |
| 31 | FIRST TR EXCHNG TRADED FD VI | EIPI | 33740F276 | $3.1M | 0.53% | 142,258 | SH |
| 32 | INNOVATOR ETFS TRUST | BSTP | 45783Y731 | $3.1M | 0.53% | 78,910 | SH |
| 33 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $3.0M | 0.52% | 59,471 | SH |
| 34 | JOHNSON & JOHNSON | JNJ | 478160104 | $3.0M | 0.51% | 11,786 | SH |
| 35 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $2.8M | 0.49% | 3,786 | SH |
| 36 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $2.7M | 0.47% | 3,894 | SH |
| 37 | ADVISORS INNER CIRCLE FD III | SAMT | 00775Y645 | $2.6M | 0.45% | 54,872 | SH |
| 38 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $2.6M | 0.45% | 93,667 | SH |
| 39 | ISHARES TR | IJR | 464287804 | $2.6M | 0.45% | 17,487 | SH |
| 40 | ALPHABET INC | GOOGL | 02079K305 | $2.6M | 0.45% | 7,252 | SH |
| 41 | FIRST TR EXCHANGE TRADED FD | AIRR | 33738R704 | $2.5M | 0.42% | 18,511 | SH |
| 42 | LOWES COS INC | LOW | 548661107 | $2.2M | 0.38% | 9,894 | SH |
| 43 | ABBVIE INC | ABBV | 00287Y109 | $2.1M | 0.37% | 8,520 | SH |
| 44 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $2.1M | 0.36% | 57,089 | SH |
| 45 | FIRST TR EXCHANGE-TRADED FD | EMLP | 33738D101 | $2.1M | 0.36% | 47,690 | SH |
| 46 | FIRST TR EXCHANGE-TRADED FD | GRID | 33737A108 | $2.1M | 0.36% | 10,785 | SH |
| 47 | FIRST TR EXCHANGE-TRADED FD | FTSM | 33739Q408 | $2.0M | 0.35% | 33,827 | SH |
| 48 | J P MORGAN EXCHANGE TRADED F | JGRO | 46654Q609 | $2.0M | 0.34% | 20,164 | SH |
| 49 | EMCOR GROUP INC | EME | 29084Q100 | $2.0M | 0.34% | 2,390 | SH |
| 50 | INVESCO QQQ TR | QQQ | 46090E103 | $1.9M | 0.33% | 2,633 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-16 | $581.7M | 183 | 0001214659-26-008644 |
| 2026-03-31 | 2026-04-16 | $515.3M | 178 | 0001214659-26-004746 |
| 2025-12-31 | 2026-01-21 | $525.3M | 176 | 0001214659-26-000687 |