Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

$491 Million
Q3 2025

Cambridge Advisors Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $491 Million distributed in 169 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 $89.9M, Vanguard Bd Index Fd Inc Total with a value of $51.7M, Vanguard Ftse Developed Market with a value of $34.3M, Ishares Core S&P Mid Cap ETF with a value of $19.3M, and Microsoft Corp with a value of $14.9M.

Examining the 13F form we can see an increase of $31.1M in the current position value, from $460M to 491M.

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

Portfolio value $491 Million

ETFs: $376 Million

Technology: $39.3 Million

Financial Services: $25.6 Million

Healthcare: $18.1 Million

Industrials: $13.1 Million

Consumer Cyclical: $5.96 Million

Communication Services: $5.06 Million

Consumer Defensive: $3.86 Million

Other: $1.87 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$89.9 Million 18.28% of portfolio	146,754	Q3 2025 Reduced 0.99%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$51.7 Million 10.51% of portfolio	694,733	Q3 2025 Added 7.19%
VEA Vanguard Ftse Developed Market ETFs	$0	$34.3 Million 6.98% of portfolio	572,312	Q3 2025 Reduced 0.96%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$19.3 Million 3.92% of portfolio	295,186	Q3 2025 Reduced 1.76%
MSFT Microsoft Corp Technology	$3.83T	$14.9 Million 3.03% of portfolio	28,735	Q3 2025 Reduced 0.68%
BNDX Vanguard Total International B ETFs	$0	$13.2 Million 2.68% of portfolio	266,346	Q3 2025 Added 7.11%
VTI Vanguard Total Stock Market Et ETFs	$0	$12.2 Million 2.47% of portfolio	37,059	Q3 2025 Reduced 5.29%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$11.9 Million 2.42% of portfolio	206,939	Q3 2025 Added 13.94%
BRK-A Berkshire Hathaway Inc Financial Services	$446B	$11.3 Million 2.3% of portfolio	15	Q1 2025 New
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$10.7 Million 2.18% of portfolio	187,501	Q3 2025 Added 8.82%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$10.4 Million 2.11% of portfolio	191,727	Q3 2025 Reduced 1.72%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$9.96 Million 2.03% of portfolio	118,406	Q3 2025 Added 2.64%
AAPL Apple Inc. Technology	$4.01T	$9.63 Million 1.96% of portfolio	37,833	Q3 2025 Reduced 0.28%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$9.14 Million 1.86% of portfolio	18,190	Q3 2025 Reduced 1.54%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$8.14 Million 1.66% of portfolio	254,986	Q3 2025 Added 0.52%
VB Vanguard Small Cap ETF ETFs	$0	$8.11 Million 1.65% of portfolio	31,896	Q3 2025 Reduced 3.45%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.99 Million 1.42% of portfolio	76,505	Q3 2025 Added 4.81%
AMGN Amgen Inc Healthcare	$159B	$6.93 Million 1.41% of portfolio	24,569	Q3 2025 Added 0.59%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.34 Million 1.29% of portfolio	34,815	Q3 2025 Reduced 1.96%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.77 Million 0.97% of portfolio	142,685	Q3 2025 Reduced 2.68%
NVDA Nvidia Corp Technology	$448B	$3.77 Million 0.77% of portfolio	20,217	Q3 2025 Added 0.12%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.63 Million 0.74% of portfolio	133,008	Q3 2025 Added 2.12%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.51 Million 0.71% of portfolio	136,693	Q3 2025 Reduced 0.26%
CAT Caterpillar Inc Industrials	$282B	$3.43 Million 0.7% of portfolio	7,191	Q3 2025 Reduced 6.42%
FNDX Schwab Fundamental U S Large C ETFs	$0	$3.43 Million 0.7% of portfolio	130,300	Q3 2025 Reduced 0.09%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.36B	$3.41 Million 0.69% of portfolio	89,582	Q3 2025 Added 0.13%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$3.18 Million 0.65% of portfolio	87,544	Q3 2025 Reduced 0.3%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.98 Million 0.61% of portfolio	6,359	Q3 2025 Reduced 0.14%
UNP Union Pacific Corp Industrials	$139B	$2.97 Million 0.6% of portfolio	12,563	Q3 2025 Reduced 0.99%
GLW Corning Inc Technology	$73.3B	$2.84 Million 0.58% of portfolio	34,676	Q3 2025 Reduced 2.59%
LOW Lowes Companies Inc Consumer Cyclical	$150B	$2.71 Million 0.55% of portfolio	10,798	Q3 2025 Added 0.01%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.71 Million 0.55% of portfolio	4,072	Q3 2025 Added 0.02%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.51 Million 0.51% of portfolio	49,470	Q3 2025 Added 10.27%
ORCL Oracle Corp Technology	$819B	$2.35 Million 0.48% of portfolio	8,368	Q3 2025 Reduced 8.2%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.32 Million 0.47% of portfolio	3,894	Q2 2025 Added 0.52%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.2 Million 0.45% of portfolio	94,573	Q3 2025 Added 4.74%
JNJ Johnson & Johnson Healthcare	$500B	$2.23 Million 0.45% of portfolio	12,028	Q3 2025 Reduced 0.73%
ABBV Abb Vie Inc. Healthcare	$400B	$2 Million 0.41% of portfolio	8,620	Q3 2025 Reduced 0.94%
META Meta Platforms, Inc. Communication Services	$1.61T	$2.01 Million 0.41% of portfolio	2,736	Q3 2025 Added 0.18%
ACN Accenture PLC Technology	$151B	$1.98 Million 0.4% of portfolio	8,030	Q2 2025 Reduced 9.88%
GOOGL Alphabet Inc. Communication Services	$1.5T	$1.97 Million 0.4% of portfolio	8,097	Q3 2025 Reduced 8.01%
DHR Danaher Corp Healthcare	$150B	$1.8 Million 0.37% of portfolio	9,096	Q3 2025 Reduced 3.58%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.83 Million 0.37% of portfolio	16,390	Q3 2025 Added 6.36%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.8 Million 0.37% of portfolio	47,081	Q3 2025 Reduced 0.03%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.76 Million 0.36% of portfolio	3,803	Q3 2025 Reduced 0.39%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.71 Million 0.35% of portfolio	57,671	Q3 2025 Reduced 0.37%
FTCS First Trust Capital Strength E ETFs	$0	$1.64 Million 0.33% of portfolio	17,556	Q3 2025 Reduced 11.15%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.6 Million 0.33% of portfolio	33,585	Q3 2025 Added 2.44%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.62 Million 0.33% of portfolio	13,620	Q3 2025 Reduced 0.53%
EME Emcor Group, Inc. Industrials	$32.9B	$1.63 Million 0.33% of portfolio	2,514	Q3 2025 Reduced 0.63%

Summary

Portfolio
No. of Stocks 169
Current Value $491 Million
Prior Value $460 Million
Filing
Period Q3 2025
Filing Date October 15, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 4 stocks
Additional Purchases 49 stocks
Sold out of 0 stocks
Reduced holdings in 73 stocks

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Cambridge Advisors Inc. Portfolio Holdings