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 ETFs Only

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%
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%
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%
VB Vanguard Small Cap ETF ETFs	$0	$7.83 Million 1.7% of portfolio	33,036	Q2 2025 Added 17.83%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$7.41 Million 1.61% of portfolio	253,670	Q2 2025 Reduced 0.4%
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%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$3.03 Million 0.66% of portfolio	87,810	Q2 2025 Reduced 3.14%
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%
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%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2 Million 0.43% of portfolio	90,297	Q2 2025 Added 0.31%
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%
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%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.43 Million 0.31% of portfolio	17,949	Q2 2025 Added 0.3%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.37 Million 0.3% of portfolio	54,295	Q2 2025 Reduced 2.02%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.37 Million 0.3% of portfolio	19,867	Q2 2025 Added 1.84%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.36 Million 0.29% of portfolio	15,186	Q2 2024 Added 4.11%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.35 Million 0.29% of portfolio	6,237	Q2 2025 Reduced 0.61%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$1.19 Million 0.26% of portfolio	19,797	Q2 2025 Reduced 1.14%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.14 Million 0.25% of portfolio	39,892	Q2 2025 Reduced 25.9%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.08 Million 0.23% of portfolio	5,953	Q1 2025 Added 0.02%
HEQT Simplify Exchange Traded Fds H	$0	$999,000 0.22% of portfolio	33,255	Q2 2025 Added 73.12%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$993,000 0.22% of portfolio	22,632	Q2 2025 Reduced 24.77%
SAMT Advisors Inn.Circle Fd Iii Str	$0	$975,000 0.21% of portfolio	28,320	Q2 2025 Reduced 6.49%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$936,000 0.2% of portfolio	38,304	Q2 2025 Reduced 5.1%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$907,000 0.2% of portfolio	3,254	Q2 2025 Reduced 2.98%
GLD Spdr Gold Trust ETFs	$106B	$919,000 0.2% of portfolio	3,015	Q2 2025 Reduced 1.7%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$888,000 0.19% of portfolio	48,288	Q2 2025 Reduced 3.83%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$850,000 0.18% of portfolio	20,031	Q2 2024 Added 1.08%
SCHO Schwab Short Term Us Treasury ETFs	$0	$798,000 0.17% of portfolio	32,757	Q2 2025 Reduced 0.25%

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