Holders — by stockHoldings — by fund
Cambridge Advisors Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001633695
$581.7M
disclosed book value
183
positions
18.2%
largest position share
Positions, as of 2026-06-30
top 100 of 183 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 154,547 | $106.1M | 18.2% |
| 2 | BNDVANGUARD BD INDEX FDS | 805,700 | $59.1M | 10.2% |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 556,878 | $39.7M | 6.8% |
| 4 | IJHISHARES TR | 311,487 | $24.0M | 4.1% |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 318,189 | $15.4M | 2.6% |
| 6 | VTIVANGUARD INDEX FDS | 35,820 | $13.3M | 2.3% |
| 7 | JEPQJ P MORGAN EXCHANGE TRADED F | 204,827 | $12.6M | 2.2% |
| 8 | VCITVANGUARD SCOTTSDALE FDS | 145,292 | $12.0M | 2.1% |
| 9 | VWOVANGUARD INTL EQUITY INDEX F | 193,518 | $11.6M | 2% |
| 10 | BRK/ABERKSHIRE HATHAWAY INC DEL | 15 | $11.2M | 1.9% |
| 11 | AAPLAPPLE INC | 36,530 | $10.6M | 1.8% |
| 12 | JEPIJ P MORGAN EXCHANGE TRADED F | 181,433 | $10.2M | 1.8% |
| 13 | VBVANGUARD INDEX FDS | 31,646 | $9.6M | 1.6% |
| 14 | MSFTMICROSOFT CORP | 25,493 | $9.5M | 1.6% |
| 15 | AMGNAMGEN INC | 24,621 | $8.9M | 1.5% |
| 16 | GLWCORNING INC | 34,706 | $8.9M | 1.5% |
| 17 | VNQVANGUARD INDEX FDS | 90,075 | $8.7M | 1.5% |
| 18 | SCHGSCHWAB STRATEGIC TR | 242,353 | $8.2M | 1.4% |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 16,206 | $8.1M | 1.4% |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 33,507 | $7.9M | 1.4% |
| 21 | CATCATERPILLAR INC | 6,337 | $6.7M | 1.2% |
| 22 | BUFRFIRST TR EXCHNG TRADED FD VI | 140,616 | $5.1M | 0.9% |
| 23 | NVDANVIDIA CORPORATION | 20,597 | $4.1M | 0.7% |
| 24 | SCHDSCHWAB STRATEGIC TR | 127,686 | $4.0M | 0.7% |
| 25 | FNDXSCHWAB STRATEGIC TR | 127,243 | $4.0M | 0.7% |
| 26 | SCHBSCHWAB STRATEGIC TR | 134,440 | $3.9M | 0.7% |
| 27 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 92,025 | $3.6M | 0.6% |
| 28 | JPSTJ P MORGAN EXCHANGE TRADED F | 66,423 | $3.4M | 0.6% |
| 29 | UNPUNION PAC CORP | 12,186 | $3.3M | 0.6% |
| 30 | IWFISHARES TR | 26,036 | $3.2M | 0.6% |
| 31 | EIPIFIRST TR EXCHNG TRADED FD VI | 142,258 | $3.1M | 0.5% |
| 32 | BSTPINNOVATOR ETFS TRUST | 78,910 | $3.1M | 0.5% |
| 33 | FBTCFIDELITY WISE ORIGIN BITCOIN | 59,471 | $3.0M | 0.5% |
| 34 | JNJJOHNSON & JOHNSON | 11,786 | $3.0M | 0.5% |
| 35 | SPYSTATE STR SPDR S&P 500 ETF T | 3,786 | $2.8M | 0.5% |
| 36 | MDYSTATE STR SPDR S&P MIDCAP 40 | 3,894 | $2.7M | 0.5% |
| 37 | SAMTADVISORS INNER CIRCLE FD III | 54,872 | $2.6M | 0.5% |
| 38 | SCHFSCHWAB STRATEGIC TR | 93,667 | $2.6M | 0.4% |
| 39 | IJRISHARES TR | 17,487 | $2.6M | 0.4% |
| 40 | GOOGLALPHABET INC | 7,252 | $2.6M | 0.4% |
| 41 | AIRRFIRST TR EXCHANGE TRADED FD | 18,511 | $2.5M | 0.4% |
| 42 | LOWLOWES COS INC | 9,894 | $2.2M | 0.4% |
| 43 | ABBVABBVIE INC | 8,520 | $2.1M | 0.4% |
| 44 | SCHMSCHWAB STRATEGIC TR | 57,089 | $2.1M | 0.4% |
| 45 | EMLPFIRST TR EXCHANGE-TRADED FD | 47,690 | $2.1M | 0.4% |
| 46 | GRIDFIRST TR EXCHANGE-TRADED FD | 10,785 | $2.1M | 0.4% |
| 47 | FTSMFIRST TR EXCHANGE-TRADED FD | 33,827 | $2.0M | 0.3% |
| 48 | JGROJ P MORGAN EXCHANGE TRADED F | 20,164 | $2.0M | 0.3% |
| 49 | EMEEMCOR GROUP INC | 2,390 | $2.0M | 0.3% |
| 50 | QQQINVESCO QQQ TR | 2,633 | $1.9M | 0.3% |
| 51 | CSCOCISCO SYS INC | 16,506 | $1.9M | 0.3% |
| 52 | SCHASCHWAB STRATEGIC TR | 52,959 | $1.9M | 0.3% |
| 53 | IWMISHARES TR | 6,217 | $1.9M | 0.3% |
| 54 | VXUSVANGUARD STAR FDS | 21,408 | $1.8M | 0.3% |
| 55 | SMHVANECK ETF TRUST | 2,754 | $1.8M | 0.3% |
| 56 | LQDISHARES TR | 16,390 | $1.8M | 0.3% |
| 57 | DIASTATE STR SPDR DOW JONES IND | 3,308 | $1.7M | 0.3% |
| 58 | INTCINTEL CORP | 11,780 | $1.6M | 0.3% |
| 59 | VNQIVANGUARD INTL EQUITY INDEX F | 36,435 | $1.6M | 0.3% |
| 60 | EFAISHARES TR | 15,182 | $1.6M | 0.3% |
| 61 | NAPRINNOVATOR ETFS TRUST | 26,629 | $1.6M | 0.3% |
| 62 | SDVDFIRST TR EXCHANGE-TRADED FD | 65,918 | $1.5M | 0.3% |
| 63 | JPMJPMORGAN CHASE & CO | 4,641 | $1.5M | 0.3% |
| 64 | FNDASCHWAB STRATEGIC TR | 38,836 | $1.5M | 0.3% |
| 65 | DHRDANAHER CORP DEL | 7,621 | $1.5M | 0.2% |
| 66 | METAMETA PLATFORMS INC | 2,523 | $1.4M | 0.2% |
| 67 | SCHXSCHWAB STRATEGIC TR | 47,019 | $1.4M | 0.2% |
| 68 | WCMIFIRST TR EXCHANGE-TRADED FD | 70,543 | $1.4M | 0.2% |
| 69 | VCSHVANGUARD SCOTTSDALE FDS | 16,922 | $1.3M | 0.2% |
| 70 | NVSNOVARTIS AG | 8,475 | $1.3M | 0.2% |
| 71 | PINKSIMPLIFY EXCHANGE TRADED FUN | 32,380 | $1.3M | 0.2% |
| 72 | BUCKSIMPLIFY EXCHANGE TRADED FUN | 53,854 | $1.3M | 0.2% |
| 73 | FTCSFIRST TR EXCHANGE-TRADED FD | 13,228 | $1.2M | 0.2% |
| 74 | VVISA INC | 3,591 | $1.2M | 0.2% |
| 75 | ORLYOREILLY AUTOMOTIVE INC | 12,675 | $1.2M | 0.2% |
| 76 | RSPINVESCO EXCHANGE TRADED FD T | 5,275 | $1.1M | 0.2% |
| 77 | ORCLORACLE CORP | 7,568 | $1.1M | 0.2% |
| 78 | DOGGFIRST TR EXCHANGE-TRADED FD | 51,683 | $1.1M | 0.2% |
| 79 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 32,196 | $1.1M | 0.2% |
| 80 | ITWILLINOIS TOOL WKS INC | 3,978 | $1.1M | 0.2% |
| 81 | BITWBITWISE 10 CRYPTO INDEX ETF | 27,815 | $1.0M | 0.2% |
| 82 | MTBASIMPLIFY EXCHANGE TRADED FUN | 20,953 | $1.0M | 0.2% |
| 83 | GLDSPDR GOLD TR | 2,740 | $1.0M | 0.2% |
| 84 | MRKMERCK & CO INC | 7,852 | $1.0M | 0.2% |
| 85 | EXMOCEXXON MOBIL CORP | 7,331 | $1.0M | 0.2% |
| 86 | AXPAMERICAN EXPRESS CO | 2,910 | $984,308 | 0.2% |
| 87 | GOOGALPHABET INC | 2,750 | $971,658 | 0.2% |
| 88 | FIXDFIRST TR EXCHNG TRADED FD VI | 21,755 | $948,718 | 0.2% |
| 89 | AMZNAMAZON COM INC | 3,822 | $910,935 | 0.2% |
| 90 | PEPPEPSICO INC | 6,637 | $898,650 | 0.2% |
| 91 | PGPROCTER & GAMBLE CO | 5,706 | $836,728 | 0.1% |
| 92 | SVOLSIMPLIFY EXCHANGE TRADED FUN | 51,609 | $827,806 | 0.1% |
| 93 | SPYDSPDR SERIES TRUST | 17,256 | $823,284 | 0.1% |
| 94 | SCHOSCHWAB STRATEGIC TR | 32,757 | $790,754 | 0.1% |
| 95 | CVXCHEVRON CORPORATION | 4,762 | $789,349 | 0.1% |
| 96 | ADPAUTOMATIC DATA PROCESSING IN | 3,466 | $776,211 | 0.1% |
| 97 | KOCOCA COLA CO | 9,433 | $766,590 | 0.1% |
| 98 | IJJISHARES TR | 5,127 | $757,412 | 0.1% |
| 99 | SDYSPDR SERIES TRUST | 4,966 | $755,726 | 0.1% |
| 100 | SBUXSTARBUCKS CORP | 7,354 | $751,486 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.