Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

$460 Million
Q2 2025

Cambridge Advisors Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $460 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $84.2M, Vanguard Bd Index Fd Inc Total with a value of $47.7M, Vanguard Ftse Developed Market with a value of $32.9M, Ishares Core S&P Mid Cap ETF with a value of $18.6M, and Microsoft Corp with a value of $14.4M.

Examining the 13F form we can see an increase of $19.1M in the current position value, from $441M to 460M.

Below you can find more details about Cambridge Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $460 Million

ETFs: $352 Million

Technology: $35.2 Million

Financial Services: $24.9 Million

Healthcare: $17.3 Million

Industrials: $12.5 Million

Consumer Cyclical: $5.45 Million

Communication Services: $4.45 Million

Consumer Defensive: $3.87 Million

Other: $1.74 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$84.2 Million 18.29% of portfolio	148,215	Q2 2025 Added 2.79%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$47.7 Million 10.37% of portfolio	648,141	Q2 2025 Reduced 2.53%
VEA Vanguard Ftse Developed Market ETFs	$0	$32.9 Million 7.16% of portfolio	577,888	Q2 2025 Reduced 5.19%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$18.6 Million 4.05% of portfolio	300,467	Q2 2025 Added 12.56%
MSFT Microsoft Corp Technology	$3.95T	$14.4 Million 3.13% of portfolio	28,932	Q2 2025 Reduced 0.51%
BNDX Vanguard Total International B ETFs	$0	$12.3 Million 2.67% of portfolio	248,675	Q2 2025 Reduced 1.26%
VTI Vanguard Total Stock Market Et ETFs	$0	$11.9 Million 2.58% of portfolio	39,128	Q2 2025 Added 4.72%
BRK-A Berkshire Hathaway Inc Financial Services	$423B	$10.9 Million 2.37% of portfolio	15	Q1 2025 New
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$9.88 Million 2.15% of portfolio	181,623	Q2 2025 Reduced 1.3%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$9.8 Million 2.13% of portfolio	172,306	Q2 2025 Added 2.98%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$9.65 Million 2.1% of portfolio	195,074	Q2 2025 Reduced 2.15%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$9.57 Million 2.08% of portfolio	115,357	Q2 2025 Added 0.73%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$8.97 Million 1.95% of portfolio	18,474	Q2 2025 Reduced 2.11%
VB Vanguard Small Cap ETF ETFs	$0	$7.83 Million 1.7% of portfolio	33,036	Q2 2025 Added 17.83%
AAPL Apple Inc. Technology	$3.69T	$7.78 Million 1.69% of portfolio	37,940	Q2 2025 Reduced 6.68%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$7.41 Million 1.61% of portfolio	253,670	Q2 2025 Reduced 0.4%
AMGN Amgen Inc Healthcare	$152B	$6.82 Million 1.48% of portfolio	24,424	Q2 2025 Reduced 0.26%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.5 Million 1.41% of portfolio	72,996	Q2 2025 Added 3.48%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.47 Million 1.41% of portfolio	35,510	Q2 2025 Reduced 1.39%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.66 Million 1.01% of portfolio	146,616	Q2 2025 Added 2.57%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.45 Million 0.75% of portfolio	130,243	Q2 2025 Reduced 15.21%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.27 Million 0.71% of portfolio	137,043	Q2 2025 Reduced 1.13%
FNDX Schwab Fundamental U S Large C ETFs	$0	$3.2 Million 0.7% of portfolio	130,413	Q2 2025 Added 0.7%
NVDA Nvidia Corp Technology	$456B	$3.19 Million 0.69% of portfolio	20,192	Q2 2025 Added 9.1%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$3.03 Million 0.66% of portfolio	87,810	Q2 2025 Reduced 3.14%
CAT Caterpillar Inc Industrials	$218B	$2.98 Million 0.65% of portfolio	7,684	Q2 2025 Reduced 17.94%
UNP Union Pacific Corp Industrials	$135B	$2.92 Million 0.63% of portfolio	12,688	Q2 2025 Reduced 8.8%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.1B	$2.92 Million 0.63% of portfolio	89,462	Q2 2025 Added 0.23%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.69 Million 0.58% of portfolio	6,368	Q2 2025 Reduced 1.32%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.52 Million 0.55% of portfolio	4,071	Q2 2025 Reduced 0.44%
LOW Lowes Companies Inc Consumer Cyclical	$152B	$2.4 Million 0.52% of portfolio	10,797	Q2 2025 Reduced 7.35%
ACN Accenture PLC Technology	$150B	$2.4 Million 0.52% of portfolio	8,030	Q2 2025 Reduced 9.88%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.27 Million 0.49% of portfolio	44,863	Q2 2025 Reduced 0.84%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.21 Million 0.48% of portfolio	3,894	Q2 2025 Added 0.52%
META Meta Platforms, Inc. Communication Services	$1.78T	$2.02 Million 0.44% of portfolio	2,731	Q2 2025 Reduced 18.55%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2 Million 0.43% of portfolio	90,297	Q2 2025 Added 0.31%
ORCL Oracle Corp Technology	$684B	$1.99 Million 0.43% of portfolio	9,115	Q2 2025 Added 0.16%
GLW Corning Inc Technology	$55.6B	$1.87 Million 0.41% of portfolio	35,598	Q2 2025 Reduced 0.15%
DHR Danaher Corp Healthcare	$150B	$1.86 Million 0.4% of portfolio	9,434	Q2 2025 Reduced 4.21%
JNJ Johnson & Johnson Healthcare	$452B	$1.85 Million 0.4% of portfolio	12,117	Q2 2025 Reduced 2.31%
FTCS First Trust Capital Strength E ETFs	$0	$1.8 Million 0.39% of portfolio	19,759	Q2 2025 Reduced 29.18%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.77 Million 0.38% of portfolio	47,094	Q2 2025 Added 4.17%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.69 Million 0.37% of portfolio	15,410	Q2 2025 Added 43.88%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.68 Million 0.37% of portfolio	3,818	Q2 2025 Reduced 0.6%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.62 Million 0.35% of portfolio	57,885	Q2 2025 Reduced 0.08%
ABBV Abb Vie Inc. Healthcare	$351B	$1.62 Million 0.35% of portfolio	8,702	Q2 2025 Reduced 0.21%
GOOGL Alphabet Inc. Communication Services	$1.21T	$1.55 Million 0.34% of portfolio	8,802	Q2 2025 Reduced 16.29%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.51 Million 0.33% of portfolio	32,785	Q3 2024 Added 3.88%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.45 Million 0.32% of portfolio	2,633	Q4 2024 Added 5.74%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.5 Million 0.32% of portfolio	13,692	Q2 2025 Added 0.24%

Summary

Portfolio
No. of Stocks 168
Current Value $460 Million
Prior Value $441 Million
Filing
Period Q2 2025
Filing Date July 16, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 1 stocks
Additional Purchases 47 stocks
Sold out of 0 stocks
Reduced holdings in 77 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cambridge Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Advisors Inc. with notifications on news.

Account

Cambridge Advisors Inc. Portfolio Holdings