Cambridge Advisors Inc. Top Holdings and 13F Report (2026)

About Cambridge Advisors Inc.

Investment Activity

Cambridge Advisors Inc. has $515.32 million in total holdings as of March 31, 2026.
Cambridge Advisors Inc. owns shares of 178 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 1.09% of the portfolio was purchased this quarter.
About 1.26% of the portfolio was sold this quarter.
This quarter, Cambridge Advisors Inc. has purchased 176 new stocks and bought additional shares in 51 stocks.
Cambridge Advisors Inc. sold shares of 65 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $88,303,548
Vanguard Total Bond Market ETF: $53,804,167
Vanguard FTSE Developed Markets ETF: $33,601,957
iShares Core S&P Mid-Cap ETF: $20,473,101
Vanguard Total International Bond ETF: $14,026,642

Largest New Holdings this Quarter

33738R506 - First Trust Rising Dividend Achievers ETF: $438,767 Holding
85208P402 - Sprott Critical Materials ETF: $422,696 Holding
81369Y506 - Energy Select Sector SPDR Fund: $216,644 Holding
92343V104 - Verizon Communications: $209,987 Holding
381430206 - Goldman Sachs ActiveBeta Emerging Markets Equity ETF: $203,040 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 3,402 shares (about $2.03M)
First Trust Rising Dividend Achievers ETF: 6,426 shares (about $438.77K)
Sprott Critical Materials ETF: 12,778 shares (about $422.70K)
Simplify Health Care ETF: 8,867 shares (about $298.47K)
Strategas Macro Thematic Opportunities ETF: 7,433 shares (about $291.89K)

Largest Sales this Quarter

Vanguard FTSE Developed Markets ETF: 24,440 shares (about $1.57M)
Caterpillar: 531 shares (about $376.19K)
iShares Core S&P Mid-Cap ETF: 5,295 shares (about $357.57K)
Berkshire Hathaway: 659 shares (about $315.79K)
JPMorgan Active Growth ETF: 3,215 shares (about $271.73K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$88,303,548	$2,032,865 â–²	2.4%	147,776	17.1%	ETF
BND Vanguard Total Bond Market ETF	$53,804,167	$3,314 â–²	0.0%	730,638	10.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$33,601,957	$1,566,116 â–¼	-4.5%	524,375	6.5%	ETF
IJH iShares Core S&P Mid-Cap ETF	$20,473,101	$357,572 â–¼	-1.7%	303,170	4.0%	ETF
BNDX Vanguard Total International Bond ETF	$14,026,642	$93,217 â–²	0.7%	291,918	2.7%	ETF
VTI Vanguard Total Stock Market ETF	$11,644,723	$321 â–²	0.0%	36,298	2.3%	ETF
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$11,445,974	$130,472 â–¼	-1.1%	206,159	2.2%	ETF
BRK.A Berkshire Hathaway	$10,772,100		0.0%	15	2.1%	Finance
JEPI JPMorgan Equity Premium Income ETF	$10,257,939	$82,129 â–¼	-0.8%	180,980	2.0%	ETF
MSFT Microsoft	$10,230,256	$253,563 â–¼	-2.4%	27,637	2.0%	Computer and Technology
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$10,151,085	$5,958 â–²	0.1%	122,672	2.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$10,048,834	$237,820 â–¼	-2.3%	185,917	2.0%	ETF
AAPL Apple	$9,553,854	$8,629 â–¼	-0.1%	37,645	1.9%	Computer and Technology
AMGN Amgen	$8,613,356	$76,352 â–¼	-0.9%	24,480	1.7%	Medical
VB Vanguard Small-Cap ETF	$8,288,720	$183,344 â–¼	-2.2%	31,646	1.6%	ETF
BRK.B Berkshire Hathaway	$8,072,124	$315,793 â–¼	-3.8%	16,845	1.6%	Finance
VNQ Vanguard Real Estate ETF	$7,515,426	$976 â–²	0.0%	84,729	1.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$7,327,083	$80,545 â–¼	-1.1%	251,530	1.4%	ETF
VIG Vanguard Dividend Appreciation ETF	$7,279,136	$103,444 â–¼	-1.4%	33,847	1.4%	ETF
GLW Corning	$4,725,783	$7,478 â–²	0.2%	34,756	0.9%	Computer and Technology
BUFR FT Vest Laddered Buffer ETF	$4,710,983	$51,330 â–¼	-1.1%	139,502	0.9%	ETF
CAT Caterpillar	$4,659,541	$376,192 â–¼	-7.5%	6,577	0.9%	Industrials
AAAU Goldman Sachs Physical Gold ETF	$4,138,439	$1,293 â–²	0.0%	89,596	0.8%	Finance
SCHD Schwab US Dividend Equity ETF	$3,995,013	$15,647 â–¼	-0.4%	130,216	0.8%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$3,657,735	$34,200 â–²	0.9%	131,337	0.7%	ETF
NVDA NVIDIA	$3,535,088	$10,464 â–²	0.3%	20,270	0.7%	Computer and Technology
FIDELITY WISE ORIGIN BITCOIN	$3,454,908	$112,570 â–²	3.4%	58,528	0.7%	SHS
SCHB Schwab US Broad Market ETF	$3,389,226	$31,726 â–¼	-0.9%	135,029	0.7%	ETF
FIRST TR EXCHNG TRADED FD VI	$3,292,321	$16,305 â–²	0.5%	146,390	0.6%	FT ENERGY INCOME
BSTP Innovator Buffer Step-Up Strategy ETF	$3,099,072	$15,124 â–¼	-0.5%	86,065	0.6%	ETF
UNP Union Pacific	$3,025,714	$17,469 â–¼	-0.6%	12,471	0.6%	Transportation
JNJ Johnson & Johnson	$2,876,588	$4,889 â–¼	-0.2%	11,768	0.6%	Medical
IWF iShares Russell 1000 Growth ETF	$2,775,438	$10,660 â–²	0.4%	6,509	0.5%	ETF
JPST JPMorgan Ultra-Short Income ETF	$2,667,000	$40,336 â–¼	-1.5%	52,697	0.5%	ETF
SPY SPDR S&P 500 ETF Trust	$2,502,332		0.0%	3,848	0.5%	Finance
LOW Lowe's Companies	$2,432,120	$24,810 â–¼	-1.0%	10,293	0.5%	Retail/Wholesale
MDY SPDR S&P MidCap 400 ETF Trust	$2,401,663		0.0%	3,894	0.5%	ETF
SCHF Schwab International Equity ETF	$2,345,120	$3,044 â–¼	-0.1%	94,752	0.5%	ETF
GOOGL Alphabet	$2,269,531	$14,379 â–¼	-0.6%	7,892	0.4%	Computer and Technology
EMLP First Trust North American Energy Infrastructure Fund	$2,097,717	$13,622 â–²	0.7%	48,047	0.4%	ETF
SAMT Strategas Macro Thematic Opportunities ETF	$2,013,519	$291,892 â–²	17.0%	51,274	0.4%	ETF
AIRR First Trust RBA American Industrial Renaissance ETF	$1,896,145	$217,908 â–²	13.0%	17,116	0.4%	Manufacturing
IJR iShares Core S&P Small-Cap ETF	$1,895,496	$249 â–²	0.0%	15,248	0.4%	ETF
ABBV AbbVie	$1,861,714	$9,787 â–¼	-0.5%	8,560	0.4%	Medical
JGRO JPMorgan Active Growth ETF	$1,825,347	$271,727 â–¼	-13.0%	21,597	0.4%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,821,996	$2,848 â–²	0.2%	58,850	0.4%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,786,346		0.0%	16,390	0.3%	Finance
EME EMCOR Group	$1,774,897	$51,682 â–¼	-2.8%	2,404	0.3%	Construction
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$1,684,710	$162,762 â–²	10.7%	10,299	0.3%	ETF
VXUS Vanguard Total International Stock ETF	$1,653,084	$13,571 â–²	0.8%	21,438	0.3%	ETF
VNQI Vanguard Global ex-U.S. Real Estate ETF	$1,619,536		0.0%	36,435	0.3%	ETF
NAPR Innovator Growth-100 Power Buffer ETF - April	$1,586,875		0.0%	29,053	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,572,908	$5,816 â–¼	-0.4%	54,089	0.3%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,545,202		0.0%	3,336	0.3%	Finance
IWM iShares Russell 2000 ETF	$1,541,887		0.0%	6,217	0.3%	Finance
QQQ Invesco QQQ	$1,519,715		0.0%	2,633	0.3%	Finance
EFA iShares MSCI EAFE ETF	$1,474,628		0.0%	15,182	0.3%	Finance
META Meta Platforms	$1,467,952	$44,050 â–¼	-2.9%	2,566	0.3%	Computer and Technology
DHR Danaher	$1,446,838	$7,584 â–¼	-0.5%	7,631	0.3%	Medical
JPM JPMorgan Chase & Co.	$1,404,908	$47,066 â–¼	-3.2%	4,776	0.3%	Finance
NVS Novartis	$1,370,931		0.0%	8,975	0.3%	Medical
FIRST TR EXCH TRADED FD III	$1,364,860	$88,948 â–²	7.0%	62,897	0.3%	FT VEST SMID
ACN Accenture	$1,343,415	$9,915 â–¼	-0.7%	6,775	0.3%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$1,336,838	$32,818 â–¼	-2.4%	16,864	0.3%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$1,312,455	$4,346 â–²	0.3%	40,470	0.3%	ETF
CSCO Cisco Systems	$1,288,460	$7,759 â–¼	-0.6%	16,606	0.3%	Computer and Technology
FTCS First Trust Capital Strength ETF	$1,281,763	$227,077 â–¼	-15.0%	13,818	0.2%	ETF
SMH VanEck Semiconductor ETF	$1,277,617		0.0%	3,332	0.2%	Manufacturing
XOM ExxonMobil	$1,244,533	$848 â–²	0.1%	7,335	0.2%	Energy
FTSM First Trust Enhanced Short Maturity ETF	$1,243,680	$23,613 â–¼	-1.9%	20,804	0.2%	Manufacturing
V Visa	$1,230,951	$7,556 â–¼	-0.6%	4,073	0.2%	Business Services
BITWISE 10 CRYPTO INDEX ETF	$1,211,392	$981 â–¼	-0.1%	27,157	0.2%	UNIT BENEFICIAL
SCHX Schwab US Large-Cap ETF	$1,205,567	$23,999 â–²	2.0%	47,019	0.2%	ETF
BUCK Simplify Treasury Option Income ETF	$1,201,581	$42,168 â–²	3.6%	51,120	0.2%	ETF
FIRST TR EXCHANGE-TRADED FD	$1,182,441	$29,431 â–²	2.6%	70,509	0.2%	WCM INTL EQUITY
ORLY O'Reilly Automotive	$1,172,337	$4,616 â–¼	-0.4%	12,700	0.2%	Retail/Wholesale
GLD SPDR Gold Shares	$1,162,213	$76,161 â–¼	-6.2%	2,701	0.2%	Finance
ORCL Oracle	$1,113,328	$117,688 â–¼	-9.6%	7,568	0.2%	Computer and Technology
FIRST TR EXCHANGE-TRADED FD	$1,098,386	$26,160 â–¼	-2.3%	50,594	0.2%	FT VEST DJIA
PINK Simplify Health Care ETF	$1,062,088	$298,467 â–²	39.1%	31,553	0.2%	ETF
ITW Illinois Tool Works	$1,028,926		0.0%	3,953	0.2%	Industrials
PEP PepsiCo	$1,025,225		0.0%	6,602	0.2%	Consumer Staples
HEQT Simplify Hedged Equity ETF	$1,024,979		0.0%	32,539	0.2%	ETF
CVX Chevron	$1,022,091	$32,483 â–²	3.3%	4,940	0.2%	Energy
RSP Invesco S&P 500 Equal Weight ETF	$1,012,218	$1,919 â–²	0.2%	5,274	0.2%	ETF
AMZN Amazon.com	$968,456	$26,867 â–²	2.9%	4,650	0.2%	Retail/Wholesale
SIMPLIFY EXCHANGE TRADED FUN	$964,765	$17,954 â–²	1.9%	19,506	0.2%	MBS ETF
FIXD First Trust TCW Opportunistic Fixed Income ETF	$947,154	$34,043 â–¼	-3.5%	21,729	0.2%	Manufacturing
MRK Merck & Co., Inc.	$937,769	$1,443 â–²	0.2%	7,796	0.2%	Medical
AXP American Express	$880,217		0.0%	2,910	0.2%	Finance
PG Procter & Gamble	$824,348	$1,589 â–²	0.2%	5,707	0.2%	Consumer Staples
RTX RTX	$821,470	$28,739 â–¼	-3.4%	4,259	0.2%	Aerospace
GOOG Alphabet	$810,303	$287 â–²	0.0%	2,825	0.2%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$795,012		0.0%	32,757	0.2%	ETF
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$785,493		0.0%	17,256	0.2%	ETF
SVOL Simplify Volatility Premium ETF	$759,204	$25,127 â–²	3.4%	49,492	0.1%	ETF
SDY SPDR S&P Dividend ETF	$724,738		0.0%	4,966	0.1%	ETF
KO CocaCola	$714,581		0.0%	9,396	0.1%	Consumer Staples
PSTP Innovator Power Buffer Step-Up Strategy ETF	$710,771	$58,599 â–¼	-7.6%	20,620	0.1%	ETF
ADP Automatic Data Processing	$709,301	$5,283 â–¼	-0.7%	3,491	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Cambridge Advisors Inc. Top Holdings and 13F Report (2026)

About Cambridge Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Cambridge Advisors Inc. Top Holdings and 13F Report (2026)

About Cambridge Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCambridge Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools