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CIK: 0001633695
Total reported value
$581.7M
$581.7M
169 檔
36.1%
During the Q3 2025 filing period, Cambridge Advisors Inc. (CIK: 0001633695) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $581.7M across 169 reported positions.
Cambridge Advisors Inc. executed strategic sector rebalancing during Q3 2025, establishing 2 new positions while fully exiting 4 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.56% | +1.11% | -0.99% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.10% | -0.27% | +7.19% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.70% | +0.30% | -0.96% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.76% | +0.16% | -1.76% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.91% | -0.36% | -0.68% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.57% | -0.07% | +7.11% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +0.02% | -5.29% | |
| 8 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.33% | -0.06% | +13.94% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.21% | -0.16% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 2.09% | -0.23% | +8.82% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.03% | +0.04% | -1.72% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.95% | +0.09% | +2.64% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.88% | -0.03% | -0.28% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.18% | -1.54% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.59% | -0.01% | +0.52% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.58% | +0.04% | -3.45% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.47% | -0.05% | -1.96% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.37% | +0.03% | +4.81% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.35% | -0.14% | +0.59% | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.05% | -0.15% | +0.55% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.93% | -0.03% | -2.68% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.02% | +0.12% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.71% | -0.08% | +2.12% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.69% | +0.01% | -0.26% | |
| 25 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.26% | -6.42% | |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.67% | -0.03% | -0.09% | |
| 27 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.67% | -0.17% | +0.13% | |
| 28 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.62% | -0.07% | -0.30% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | +0.02% | -0.14% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 0.58% | -0.02% | -0.99% | |
| 31 | GLW | Corning Inc | Stock-Tech | 0.56% | +0.60% | -2.59% | |
| 32 | EIPI | Ft Energy Income ETF | ETF-Other | 0.55% | -0.11% | -0.29% | |
| 33 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.53% | -0.09% | +0.01% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | — | +0.02% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.49% | +0.06% | +10.27% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.46% | -0.03% | -8.20% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.45% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | -0.73% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | -0.01% | +4.74% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | -0.04% | +0.18% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.01% | -0.94% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.39% | -0.14% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.01% | -8.01% | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.36% | -0.04% | +6.36% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.35% | -0.03% | -3.58% | |
| 46 | EMLP | First Trust North American E | ETF-Other | 0.35% | -0.05% | -0.03% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.34% | — | -0.39% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.34% | -0.01% | +20.31% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.33% | +0.01% | -0.37% | |
| 50 | FTCS | First Trust Capital Strength | ETF-Other | 0.32% | -0.04% | -11.15% |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.7M across 169 disclosed positions in Q3 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 36.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
WCMI
市值: $1.1M
Top Position Liquidated / Trimmed
TUA
前期市值: $667.7K
During Q3 2025, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.6%)、BND (10.1%)、VEA (6.7%). The largest single position, VOO, represented 17.6% of total portfolio value.
In Q3 2025, Cambridge Advisors Inc. made 47 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 4 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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