13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633695
Total reported value
$581.0M
$581.0M
178 檔
36.2%
As reported in its official Q1 2026 Form 13F filing, Cambridge Advisors Inc.'s tracked investment portfolio stood at $581.0M with 178 total positions.
Cambridge Advisors Inc. executed strategic sector rebalancing during Q1 2026, establishing 6 new positions while fully exiting 4 holdings and trimming 65 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 17.14% | +0.48% | +2.36% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.44% | -0.25% | +0.01% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.52% | -0.02% | -4.45% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.97% | -0.25% | -1.72% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.72% | -0.06% | +0.67% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.26% | -0.01% | +0.00% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.22% | +0.02% | -1.13% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.09% | — | — | |
| 9 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.99% | — | -0.79% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | +0.58% | -2.42% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.97% | -0.07% | +0.06% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.95% | — | -2.31% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.85% | +0.20% | -0.09% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 1.67% | +0.26% | -0.88% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.61% | -0.09% | -2.16% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.57% | -0.01% | -3.76% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.46% | -0.09% | +0.01% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.42% | +0.09% | -1.09% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.41% | -0.03% | -1.40% | |
| 20 | GLW | Corning Inc | Stock-Tech | 0.92% | -0.60% | +0.16% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.91% | +0.02% | -1.08% | |
| 22 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | -0.28% | -7.47% | |
| 23 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.80% | — | +0.03% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.78% | +0.01% | -0.39% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.71% | +0.01% | +0.94% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.10% | +0.30% | |
| 27 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.67% | +0.22% | +3.37% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.66% | +0.02% | -0.93% | |
| 29 | EIPI | Ft Energy Income ETF | ETF-Other | 0.64% | -0.02% | +0.50% | |
| 30 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.60% | -0.05% | -0.49% | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.59% | -0.01% | -0.57% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.03% | -0.17% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.54% | — | +0.39% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.52% | +0.16% | -1.49% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.01% | — | |
| 36 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.47% | -0.08% | -1.01% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.03% | — | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | -0.01% | -0.13% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | -0.04% | -0.63% | |
| 40 | EMLP | First Trust North American E | ETF-Other | 0.41% | -0.03% | +0.65% | |
| 41 | SAMT | Strategas Macro Them Opps | ETF-Other | 0.39% | — | +16.95% | |
| 42 | AIRR | First Trust Rba American Ind | ETF-Other | 0.37% | -0.07% | +12.98% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.37% | -0.04% | +0.01% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | +0.01% | -0.52% | |
| 45 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.35% | +0.01% | -12.96% | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.35% | -0.03% | +0.16% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | -0.02% | — | |
| 48 | EME | Emcor Group Inc | Stock-Industrials | 0.34% | -0.03% | -2.83% | |
| 49 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.33% | -0.02% | +10.69% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.32% | -0.03% | +0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.3% | +0.16% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.1% | +0.01% | Add |
| 3 | AMGN | Amgen Inc | +0.1% | -0.88% | Trim |
| 4 | CAT | Caterpillar Inc | +0.1% | -7.47% | Trim |
| 5 | JNJ | Johnson & Johnson | +0.1% | -0.17% | Trim |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.39% | Trim |
| 7 | AIRR | First Trust Rba American Ind | +0.1% | +12.98% | Add |
| 8 | EIPI | Ft Energy Income ETF | +0.1% | +0.50% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -1.72% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +0.07% | Add |
| 11 | AAAU | Goldman Sachs Physical Gold | +0.1% | +0.03% | Add |
| 12 | SAMT | Strategas Macro Them Opps | +0.1% | +16.95% | Add |
| 13 | EMLP | First Trust North American E | +0.1% | +0.65% | Add |
| 14 | CVX | Chevron CORP | +0.1% | +3.28% | Add |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +10.69% | Add |
| 16 | EME | Emcor Group Inc | +0.1% | -2.83% | Trim |
| 17 | PINK | Simplify Health Care ETF | +0.1% | +39.09% | Add |
| 18 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +0.67% | Add |
| 19 | UNP | Union Pacific CORP | 0% | -0.57% | Trim |
| 20 | FNDX | Schwab Fndmntl US Lrg Co ETF | 0% | +0.94% | Add |
| 21 | VDE | Vanguard Energy ETF | 0% | — | Unchanged |
| 22 | NVS | Novartis Ag-sponsored Adr | 0% | — | Unchanged |
| 23 | YGLD | Simplify Gold Strategy ETF | 0% | +30.20% | Add |
| 24 | SCHF | Schwab Intl Equity ETF | 0% | -0.13% | Trim |
| 25 | VNQ | Vanguard Real Estate ETF | 0% | +0.01% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | +0.15% | Add |
| 27 | VCIT | Vanguard Int-term Corporate | 0% | +0.06% | Add |
| 28 | SDVD | Ft Vest Smid Rising Dividend | 0% | +6.97% | Add |
| 29 | INTC | Intel CORP | 0% | — | Unchanged |
| 30 | PEP | Pepsico Inc | 0% | — | Unchanged |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | — | Unchanged |
| 32 | FDX | Fedex CORP | 0% | — | Unchanged |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | +0.01% | Add |
| 34 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 35 | VB | Vanguard Small-cap ETF | 0% | -2.16% | Trim |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | — | Unchanged |
| 37 | SCHA | Schwab US Small-cap ETF | 0% | -0.37% | Trim |
| 38 | COST | Costco Wholesale CORP | 0% | — | Unchanged |
| 39 | DE | Deere & Co | 0% | — | Unchanged |
| 40 | ITW | Illinois Tool Works | 0% | — | Unchanged |
| 41 | SCHM | Schwab US Mid Cap ETF | 0% | +0.16% | Add |
| 42 | VXUS | Vanguard Total Intl Stock | 0% | +0.83% | Add |
| 43 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 44 | DVY | Ishares Select Dividend ETF | 0% | +2.17% | Add |
| 45 | JBND | Jpmorgan Active Bond ETF | 0% | +18.16% | Add |
| 46 | GRMN | Garmin Ltd. | 0% | — | Unchanged |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +0.33% | Add |
| 48 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | — | Unchanged |
| 49 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 50 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.0M across 178 disclosed positions in Q1 2026.
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 36.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
RDVY
市值: $438.8K
Top Position Liquidated / Trimmed
TGT
前期市值: $286.9K
During Q1 2026, Cambridge Advisors Inc.'s top holdings by market value included VOO (17.1%)、BND (10.4%)、VEA (6.5%). The largest single position, VOO, represented 17.1% of total portfolio value.
In Q1 2026, Cambridge Advisors Inc. made 126 total portfolio adjustments, initiating 6 new buys, adding to 51 positions, trimming 65 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.