Q3 2026 13F · SEC CIK 1633695

Cambridge Advisors Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $581.0M
Reported positions: 182
Top holdings a year, 3 yrs: +12.0%
Assets under management: $693.5M

Cambridge Advisors Inc. is a wealth manager that reported 182 positions worth $581.0M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Vanguard Index Fds (VOO, 18.7%), Vanguard Bd Index Fds (BND, 9.9%), Vanguard Ftse Developed Markets Index Fu (VEA, 6.8%). A portfolio copying its top holdings returned 12.0% a year over the last 3 years, against 20.4% for the S&P 500.

Cambridge Advisors Inc. holdings largest 50 of 182 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cambridge Advisors Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	18.7%	18.2%	155,252	+0.5%	$108.8M
BNDVanguard Bd Index Fds	9.9%	10.2%	821,752	+2.0%	$57.6M
VEAVanguard Ftse Developed Markets Index Fu	6.8%	6.8%	559,745	+0.5%	$39.5M
IJHIshares Tr	3.9%	4.1%	313,558	+0.7%	$22.6M
BNDXVanguard Charlotte Fds	2.6%	2.6%	321,428	+1.0%	$15.1M
VTIVanguard Index Fds	2.3%	2.3%	35,252	-1.6%	$13.2M
MSFTMicrosoft Corp	2.2%	1.6%	25,086	-1.6%	$12.9M
JEPQJ P Morgan Exchange Traded F	2.2%	2.2%	206,418	+0.8%	$12.6M
AAPLApple Inc	2.0%	1.8%	35,295	-3.4%	$11.8M
VWOVanguard Intl Equity Index F	2.0%	2.0%	194,552	+0.5%	$11.5M
VCITVanguard Scottsdale Fds	2.0%	2.1%	147,266	+1.4%	$11.5M
BRK-ABerkshire Hathaway Inc Del	1.9%	1.9%	15	+0.0%	$11.2M
AMGNAmgen Inc	1.8%	1.5%	24,728	+0.4%	$10.4M
JEPIJ P Morgan Exchange Traded F	1.8%	1.8%	182,373	+0.5%	$10.3M
VBVanguard Index Fds	1.6%	1.6%	31,886	+0.8%	$9.1M
SCHGSchwab Strategic Tr	1.5%	1.4%	241,903	-0.2%	$8.7M
VNQVanguard Index Fds	1.4%	1.5%	90,759	+0.8%	$8.1M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	16,084	-0.8%	$8.0M
VIGVanguard Specialized Funds	1.3%	1.4%	33,197	-0.9%	$7.7M
GLWCorning Inc	0.9%	1.5%	34,716	+0.0%	$5.3M
BUFRFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	139,794	-0.6%	$5.2M
CATCaterpillar Inc	0.9%	1.2%	6,291	-0.7%	$5.1M
NVDANvidia Corporation	0.8%	0.7%	20,706	+0.5%	$4.7M
JPSTJ P Morgan Exchange Traded F	0.7%	0.6%	85,545	+28.8%	$4.3M
FBTCFidelity Wise Origin Bitcoin	0.7%	0.5%	58,900	-1.0%	$4.3M
SCHDSchwab Strategic Tr	0.7%	0.7%	127,647	-0.0%	$4.2M
FNDXSchwab Strategic Tr	0.7%	0.7%	127,291	+0.0%	$4.0M
SCHBSchwab Strategic Tr	0.7%	0.7%	136,202	+1.3%	$4.0M
AAAUGoldman Sachs Physical Gold	0.6%	0.6%	88,762	-3.5%	$3.6M
UNPUnion Pac Corp	0.6%	0.6%	12,036	-1.2%	$3.3M
IWFIshares Tr	0.6%	0.6%	26,036	+0.0%	$3.3M
JNJJohnson & Johnson	0.5%	0.5%	11,849	+0.5%	$3.1M
EIPIFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	137,948	-3.0%	$2.9M
SPYState Str Spdr S&p 500 ETF T	0.5%	0.5%	3,827	+1.1%	$2.9M
BSTPInnovator Etfs Trust	0.5%	0.5%	70,014	-11.3%	$2.8M
SAMTStrategas Macro Thematicopportunities Et	0.5%	0.5%	63,086	+15.0%	$2.6M
SCHFSchwab Strategic Tr	0.4%	0.4%	93,202	-0.5%	$2.6M
MDYState Str Spdr S&p Midcap 40	0.4%	0.5%	3,884	-0.3%	$2.6M
FTSMFirst Tr Exchange-Traded Fd	0.4%	0.3%	42,200	+24.8%	$2.5M
GOOGLAlphabet Inc	0.4%	0.4%	6,971	-3.9%	$2.4M
IJRIshares Tr	0.4%	0.4%	17,551	+0.4%	$2.4M
ABBVAbbvie Inc	0.4%	0.4%	8,525	+0.1%	$2.2M
AIRRFirst Tr Exchange Traded Fd	0.4%	0.4%	19,851	+7.2%	$2.0M
JGROJ P Morgan Exchange Traded F	0.4%	0.3%	21,143	+4.9%	$2.0M
GRIDFirst Tr Exchange-Traded Fd	0.3%	0.4%	11,102	+2.9%	$2.0M
SCHMSchwab Strategic Tr	0.3%	0.4%	56,900	-0.3%	$1.9M
EMLPFirst Tr Exchange-Traded Fd	0.3%	0.4%	46,219	-3.1%	$1.9M
QQQInvesco Qqq Tr	0.3%	0.3%	2,540	-3.5%	$1.9M
SDVDFirst Tr Exchange-Traded Fd IV Vest Smid	0.3%	—	84,236	—	$1.8M
EMEEmcor Group Inc	0.3%	0.3%	2,370	-0.8%	$1.8M

What Cambridge Advisors Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.2% /yr; S&P 500 +20.1%
3 years: +12.0% /yr; S&P 500 +20.4%
5 years: +5.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$581.0M	182
Q2 2026	$581.7M	183
Q1 2026	$515.3M	178
Q4 2025	$525.3M	176
Q3 2025	$511.7M	169
Q2 2025	$478.4M	168
Q1 2025	$456.6M	175
Q4 2024	$448.0M	168
Q3 2024	$457.7M	170
Q2 2024	$430.4M	167
Q1 2024	$424.1M	167
Q4 2023	$398.0M	165

Questions about Cambridge Advisors Inc.'s portfolio

What stocks does Cambridge Advisors Inc. own?

Cambridge Advisors Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 182 positions worth $581.0M. The largest are Vanguard Index Fds (VOO) at 18.7%, Vanguard Bd Index Fds (BND) at 9.9%, Vanguard Ftse Developed Markets Index Fu (VEA) at 6.8%, Ishares Tr (IJH) at 3.9% and Vanguard Charlotte Fds (BNDX) at 2.6%.

What did Cambridge Advisors Inc. buy last quarter?

In Q3 2026, Cambridge Advisors Inc. added J P Morgan Exchange Traded F (JPST) (+28.8% shares), First Tr Exchange-Traded Fd (FTSM) (+24.8% shares) and Strategas Macro Thematicopportunities Et (SAMT) (+15.0% shares), compared with its Q2 2026 filing.

What did Cambridge Advisors Inc. sell last quarter?

In Q3 2026, Cambridge Advisors Inc. cut from its top 50 Lowes Cos Inc (LOW) and Innovator Etfs Trust (BSTP) (-11.3% shares), compared with its Q2 2026 filing.

How has Cambridge Advisors Inc.'s portfolio performed?

A portfolio copying Cambridge Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +12.2% against +20.1%. Over 5 years: +5.5% a year against +11.6%.

When is Cambridge Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Cambridge Advisors Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Cambridge Advisors Inc. manage?

Cambridge Advisors Inc. reported $693.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $581.0M.