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CIK: 0001633695
Total reported value
$581.7M
$581.7M
168 檔
34.0%
According to the latest 13F quarterly dataset, Cambridge Advisors Inc. managed an equity portfolio of $581.7M at the end of Q2 2025, spanning 168 distinct U.S. exchange-listed positions.
In Q2 2025, Cambridge Advisors Inc. adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.60% | +1.11% | +2.79% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.98% | -0.27% | -2.53% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.89% | +0.30% | -5.19% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.90% | +0.16% | +12.56% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.01% | -0.36% | -0.51% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.57% | -0.07% | -1.26% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.49% | +0.02% | +4.72% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.29% | -0.16% | — | |
| 9 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.07% | -0.06% | -1.30% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.05% | -0.23% | +2.98% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.02% | +0.04% | -2.15% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.00% | +0.09% | +0.73% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.88% | -0.18% | -2.11% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-Other | 1.64% | +0.04% | +17.83% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.63% | -0.03% | -6.68% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.55% | -0.01% | -0.40% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.52% | -0.05% | -1.39% | |
| 18 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.14% | -0.26% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.36% | +0.03% | +3.48% | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.05% | -0.15% | +2.37% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.97% | -0.03% | +2.57% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.72% | -0.08% | -15.21% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.68% | +0.01% | -1.13% | |
| 24 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | -0.03% | +0.70% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.02% | +9.10% | |
| 26 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.63% | -0.07% | -3.14% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | +0.26% | -17.94% | |
| 28 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.61% | -0.17% | +0.23% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.61% | -0.02% | -8.80% | |
| 30 | EIPI | Ft Energy Income ETF | ETF-Other | 0.58% | -0.11% | +2.34% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.57% | +0.02% | -1.32% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | -0.44% | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.14% | -9.88% | |
| 34 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.09% | -7.35% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.48% | +0.06% | -0.84% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | — | +0.52% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.04% | -18.55% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.42% | -0.01% | +0.31% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.03% | +0.16% | |
| 40 | GLW | Corning Inc | Stock-Tech | 0.39% | +0.60% | -0.15% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.39% | -0.03% | -4.21% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | -2.31% | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.38% | -0.04% | -29.18% | |
| 44 | EMLP | First Trust North American E | ETF-Other | 0.37% | -0.05% | +4.17% | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | -0.04% | +43.88% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.35% | — | -0.60% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.01% | -0.08% | |
| 48 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.34% | -0.04% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.01% | -0.21% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.01% | -16.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.4% | +2.79% | Add |
| 2 | MSFT | Microsoft CORP | +0.6% | -0.51% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.5% | +12.56% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.3% | +17.83% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +4.72% | Add |
| 6 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +2.37% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +9.10% | Add |
| 8 | SCHG | Schwab US Large-cap Growth | +0.2% | -0.40% | Trim |
| 9 | ORCL | Oracle CORP | +0.1% | +0.16% | Add |
| 10 | AIRR | First Trust Rba American Ind | +0.1% | NEW | New buy |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | -5.19% | Trim |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +43.88% | Add |
| 13 | HEQT | Simplify Hedged Equity ETF | +0.1% | +73.12% | Add |
| 14 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +152.84% | Add |
| 15 | EME | Emcor Group Inc | +0.1% | — | Unchanged |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.32% | Trim |
| 17 | SDVD | Ft Vest Smid Rising Dividend | +0.1% | +65.79% | Add |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | -2.15% | Trim |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +2.57% | Add |
| 20 | SCHB | Schwab US Broad Market ETF | 0% | -1.13% | Trim |
| 21 | GLW | Corning Inc | 0% | -0.15% | Trim |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.44% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | -1.39% | Trim |
| 25 | JEPQ | JPM Nasdaq Equity Premium | 0% | -1.30% | Trim |
| 26 | JEPI | Jpmorgan Equity Premium Inco | 0% | +2.98% | Add |
| 27 | PFE | Pfizer Inc | -0.1% | EXIT | Sold out |
| 28 | CVX | Chevron CORP | -0.1% | -12.37% | Trim |
| 29 | DJUL | Ft Vest US Equity Deep Buffe | -0.1% | EXIT | Sold out |
| 30 | VDE | Vanguard Energy ETF | -0.1% | -38.27% | Trim |
| 31 | QUAL | Ishares Msci USA Quality Fac | -0.1% | EXIT | Sold out |
| 32 | QJUN | Ft Vest Nasdaq-100 Buffer Et | -0.1% | EXIT | Sold out |
| 33 | V | Visa Inc-class A Shares | -0.1% | -14.80% | Trim |
| 34 | ORLY | O'reilly Automotive Inc | -0.1% | +1223.99% | Add |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | -0.1% | -25.90% | Trim |
| 36 | FIXD | First Trust Smith Opportunis | -0.1% | -24.77% | Trim |
| 37 | DMAY | Ft Vest US Equity Deep Buffe | -0.1% | EXIT | Sold out |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | — | Unchanged |
| 39 | PEP | Pepsico Inc | -0.1% | -31.51% | Trim |
| 40 | LOW | Lowe's Cos Inc | -0.1% | -7.35% | Trim |
| 41 | ACN | Accenture plc | -0.1% | -9.88% | Trim |
| 42 | UNP | Union Pacific CORP | -0.1% | -8.80% | Trim |
| 43 | FTSL | First Trust Senior Loan ETF | -0.1% | EXIT | Sold out |
| 44 | FTCS | First Trust Capital Strength | -0.2% | -29.18% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -15.21% | Trim |
| 46 | AMGN | Amgen Inc | -0.2% | -0.26% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -2.11% | Trim |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 49 | AAPL | Apple Inc | -0.4% | -6.68% | Trim |
| 50 | BND | Vanguard Total Bond Market | -0.7% | -2.53% | Trim |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.7M across 168 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, VEA) accounted for 34.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
AIRR
市值: $566.9K
Top Position Liquidated / Trimmed
FTSL
前期市值: $592.8K
During Q2 2025, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.6%)、BND (10.0%)、VEA (6.9%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q2 2025, Cambridge Advisors Inc. made 46 total portfolio adjustments, initiating 1 new buys, adding to 14 positions, trimming 25 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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