Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

$441 Million
Q1 2025

Cambridge Advisors Inc. has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $441 Million distributed in 175 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 $74.1M, Vanguard Bd Index Fd Inc Total with a value of $48.8M, Vanguard Ftse Developed Market with a value of $31M, Ishares Core S&P Mid Cap ETF with a value of $15.6M, and Vanguard Total International B with a value of $12.3M.

Examining the 13F form we can see an increase of $8.48M in the current position value, from $433M to 441M.

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

Portfolio value $441 Million

ETFs: $330 Million

Technology: $31.5 Million

Financial Services: $26.9 Million

Healthcare: $19.5 Million

Industrials: $12.7 Million

Consumer Cyclical: $6.05 Million

Consumer Defensive: $4.55 Million

Communication Services: $4.37 Million

Other: $2.05 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	$74.1 Million 16.79% of portfolio	144,194	Q1 2025 Added 0.1%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$48.8 Million 11.07% of portfolio	664,992	Q1 2025 Added 0.84%
VEA Vanguard Ftse Developed Market ETFs	$0	$31 Million 7.02% of portfolio	609,512	Q1 2025 Reduced 0.05%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$15.6 Million 3.53% of portfolio	266,940	Q1 2025 Added 0.06%
BNDX Vanguard Total International B ETFs	$0	$12.3 Million 2.79% of portfolio	251,847	Q1 2025 Reduced 0.01%
VTI Vanguard Total Stock Market Et ETFs	$0	$10.3 Million 2.33% of portfolio	37,364	Q1 2025 Added 0.0%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$9.56 Million 2.17% of portfolio	167,317	Q1 2025 Added 6.03%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$9.53 Million 2.16% of portfolio	184,019	Q1 2025 Added 3.69%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$9.36 Million 2.12% of portfolio	114,519	Q1 2025 Reduced 0.03%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$9.02 Million 2.04% of portfolio	199,369	Q1 2025 Reduced 0.05%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.56 Million 1.49% of portfolio	36,009	Q1 2025 Reduced 1.62%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$6.38 Million 1.45% of portfolio	254,699	Q1 2025 Added 0.79%
VNQ Vanguard Specialized Funds Van ETFs	$0	$6.39 Million 1.45% of portfolio	70,543	Q1 2025 Reduced 0.01%
VB Vanguard Small Cap ETF ETFs	$0	$6.22 Million 1.41% of portfolio	28,036	Q4 2024 Reduced 10.14%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$4.29 Million 0.97% of portfolio	153,602	Q1 2025 Added 0.05%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.24 Million 0.96% of portfolio	142,945	Q1 2025 Added 2.29%
FNDX Schwab Fundamental U S Large C ETFs	$0	$3.06 Million 0.69% of portfolio	129,506	Q1 2025 Reduced 2.18%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$2.98 Million 0.68% of portfolio	138,603	Q1 2025 Added 0.24%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$2.93 Million 0.66% of portfolio	90,657	Q1 2025 Reduced 0.33%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.08B	$2.76 Million 0.62% of portfolio	89,256	Q1 2025 Added 0.73%
FTCS First Trust Capital Strength E ETFs	$0	$2.5 Million 0.57% of portfolio	27,900	Q1 2025 Reduced 0.5%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$2.33 Million 0.53% of portfolio	6,453	Q3 2024 Reduced 0.19%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.29 Million 0.52% of portfolio	45,241	Q1 2025 Added 3.22%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.29 Million 0.52% of portfolio	4,089	Q1 2025 Reduced 0.97%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.07 Million 0.47% of portfolio	3,874	Q3 2024 Reduced 0.13%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$1.78 Million 0.4% of portfolio	90,018	Q1 2025 Reduced 0.29%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.69 Million 0.38% of portfolio	45,208	Q1 2025 Added 5.16%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.61 Million 0.37% of portfolio	3,841	Q4 2024 Reduced 0.31%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.52 Million 0.34% of portfolio	57,930	Q1 2025 Added 0.02%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.47 Million 0.33% of portfolio	53,834	Q1 2025 Reduced 1.18%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.41 Million 0.32% of portfolio	17,895	Q1 2025 Reduced 0.06%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.43 Million 0.32% of portfolio	13,659	Q1 2025 Added 0.89%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.33 Million 0.3% of portfolio	32,785	Q3 2024 Added 3.88%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.32 Million 0.3% of portfolio	30,085	Q1 2025 Reduced 0.63%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.3 Million 0.29% of portfolio	55,417	Q1 2025 Reduced 0.18%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.24 Million 0.28% of portfolio	15,186	Q2 2024 Added 4.11%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.25 Million 0.28% of portfolio	6,275	Q1 2025 Reduced 8.25%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.23 Million 0.28% of portfolio	2,633	Q4 2024 Added 5.74%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$1.2 Million 0.27% of portfolio	20,025	Q1 2025 Reduced 0.08%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.21 Million 0.27% of portfolio	19,509	Q1 2025 Added 15.38%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.16 Million 0.26% of portfolio	10,710	Q1 2024 Reduced 0.93%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.03 Million 0.23% of portfolio	5,953	Q1 2025 Added 0.02%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$912,000 0.21% of portfolio	50,210	Q1 2025 Added 8.56%
SAMT Advisors Inn.Circle Fd Iii Str	$0	$884,000 0.2% of portfolio	30,286	Q1 2025 Added 1.25%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$891,000 0.2% of portfolio	40,362	Q4 2024 Added 200.0%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$886,000 0.2% of portfolio	20,031	Q2 2024 Added 1.08%
GLD Spdr Gold Trust ETFs	$105B	$883,000 0.2% of portfolio	3,067	Q1 2025 Reduced 1.92%
SCHO Schwab Short Term Us Treasury ETFs	$0	$799,000 0.18% of portfolio	32,840	Q4 2024 Added 99.27%
PSTP Innovator Etfs Tr Pwr Buffer S ETFs	$0	$740,000 0.17% of portfolio	23,560	Q4 2024 Reduced 18.82%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$698,000 0.16% of portfolio	5,146	Q3 2023 Reduced 19.34%

Summary

Portfolio
No. of Stocks 175
Current Value $441 Million
Prior Value $433 Million
Filing
Period Q1 2025
Filing Date April 24, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 10 stocks
Additional Purchases 42 stocks
Sold out of 0 stocks
Reduced holdings in 63 stocks

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Cambridge Advisors Inc. Portfolio Holdings