Cambridge Advisors Inc. — Q1 2026 13F Holdings

Name: Cambridge Advisors Inc. — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633695

Total reported value

$581.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	17.14%	+1.11%	+2.36%
2	BND	Vanguard Total Bond Market	ETF-Other	10.44%	-0.27%	+0.01%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	6.52%	+0.30%	-4.45%
4	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.97%	+0.16%	-1.72%
5	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	2.72%	-0.07%	+0.67%
6	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	2.26%	+0.02%	+0.00%
7	JEPQ	JPM Nasdaq Equity Premium	ETF-Tech	2.22%	-0.06%	-1.13%
8	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	2.09%	-0.16%	—
9	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.99%	—	-0.79%
10	MSFT	Microsoft CORP	Stock-Tech	1.99%	-0.36%	-2.42%
11	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	1.97%	+0.09%	+0.06%
12	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	1.95%	+0.04%	-2.31%
13	AAPL	Apple INC	Stock-Tech	1.85%	-0.03%	-0.09%
14	AMGN	Amgen INC	Stock-Healthcare	1.67%	-0.14%	-0.88%
15	VB	Vanguard Small-cap ETF	ETF-Other	1.61%	+0.04%	-2.16%
16	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.57%	—	-3.76%
17	VNQ	Vanguard Real Estate ETF	ETF-Other	1.46%	+0.03%	+0.01%
18	SCHG	Schwab US Large-cap Growth	ETF-Other	1.42%	-0.01%	-1.09%
19	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.41%	-0.05%	-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%	-0.03%	-1.08%
22	CAT	Caterpillar INC	Stock-Industrials	0.90%	+0.26%	-7.47%
23	AAAU	Goldman Sachs Physical Gold	ETF-Commodities	0.80%	-0.17%	+0.03%
24	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.78%	—	-0.39%
25	FNDX	Schwab Fndmntl US Lrg Co ETF	ETF-Other	0.71%	-0.03%	+0.94%
26	NVDA	Nvidia CORP	Stock-Tech	0.69%	+0.02%	+0.30%
27	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.67%	-0.15%	+3.37%
28	SCHB	Schwab US Broad Market ETF	ETF-Other	0.66%	+0.01%	-0.93%
29	EIPI	Ft Energy Income ETF	ETF-Other	0.64%	—	+0.50%
30	BSTP	Innovator Buff Su Strat ETF	ETF-Other	0.60%	—	-0.49%
31	UNP	Union Pacific CORP	Stock-Industrials	0.59%	-0.02%	-0.57%
32	JNJ	Johnson & Johnson	Stock-Healthcare	0.56%	—	-0.17%
33	IWF	Ishares Russell 1000 Growth	ETF-Other	0.54%	+0.02%	+0.39%
34	JPST	Jpmorgan Ultra-short Income	ETF-Other	0.52%	+0.06%	-1.49%
35	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.49%	—	—
36	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.47%	-0.09%	-1.01%
37	MDY	State Street Spdr S&p Midcap	ETF-Other	0.47%	—	—
38	SCHF	Schwab Intl Equity ETF	ETF-Other	0.46%	—	-0.13%
39	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.44%	+0.01%	-0.63%
40	EMLP	First Trust North American E	ETF-Other	0.41%	—	+0.65%
41	SAMT	Strategas Macro Them Opps	ETF-Other	0.39%	+0.06%	+16.95%
42	AIRR	First Trust Rba American Ind	ETF-Other	0.37%	+0.05%	+12.98%
43	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	0.37%	+0.08%	+0.01%
44	ABBV	Abbvie INC	Stock-Healthcare	0.36%	+0.01%	-0.52%
45	JGRO	Jpmorgan Active Growth ETF	ETF-Other	0.35%	—	-12.96%
46	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.35%	+0.01%	+0.16%
47	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-Corp Bonds	0.35%	—	—
48	EME	Emcor Group INC	Stock-Industrials	0.34%	—	-2.83%
49	GRID	First Trst Nasd Cl Edg Sgiif	ETF-Other	0.33%	+0.03%	+10.69%
50	VXUS	Vanguard Total Intl Stock	ETF-Other	0.32%	—	+0.83%

1–50 of 178

Holding changes this quarter

Position changes disclosed by Cambridge Advisors Inc. for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	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	XOM	Exxon Mobil CORP	+0.1%	+0.07%	Add
10	AAAU	Goldman Sachs Physical Gold	+0.1%	+0.03%	Add
11	SAMT	Strategas Macro Them Opps	+0.1%	+16.95%	Add
12	EMLP	First Trust North American E	+0.1%	+0.65%	Add
13	CVX	Chevron CORP	+0.1%	+3.28%	Add
14	GRID	First Trst Nasd Cl Edg Sgiif	+0.1%	+10.69%	Add
15	EME	Emcor Group INC	+0.1%	-2.83%	Trim
16	PINK	Simplify Health Care ETF	+0.1%	+39.09%	Add
17	VEA	Vanguard Ftse Developed ETF	0%	-4.45%	Trim
18	VIG	Vanguard Dividend Apprec ETF	0%	-1.40%	Trim
19	NVDA	Nvidia CORP	0%	+0.30%	Add
20	GOOGL	Alphabet Inc-cl A	0%	-0.63%	Trim
21	V	Visa Inc-class A Shares	0%	-0.61%	Trim
22	AXP	American Express Co	0%	—	Unchanged
23	IWF	Ishares Russell 1000 Growth	0%	+0.39%	Add
24	UNH	Unitedhealth Group INC	0%	-22.01%	Trim
25	FTCS	First Trust Capital Strength	0%	-15.05%	Trim
26	DHR	Danaher CORP	-0.1%	-0.52%	Trim
27	META	Meta Platforms Inc-class A	-0.1%	-2.91%	Trim
28	VTI	Vanguard Total Stock Mkt ETF	-0.1%	+0.00%	Add
29	BITW	Bitwise 10 Crypto Index ETF	-0.1%	-0.08%	Trim
30	BRK-A	Berkshire Hathaway Inc-cl A	-0.1%	—	Unchanged
31	JEPQ	JPM Nasdaq Equity Premium	-0.1%	-1.13%	Trim
32	ORCL	Oracle CORP	-0.1%	-9.56%	Trim
33	ACN	Accenture plc	-0.1%	-0.73%	Trim
34	JGRO	Jpmorgan Active Growth ETF	-0.1%	-12.96%	Trim
35	VOO	Vanguard S&p 500 ETF	-0.1%	+2.36%	Add
36	BRK-B	Berkshire Hathaway Inc-cl B	-0.1%	-3.76%	Trim
37	AAPL	Apple INC	-0.1%	-0.09%	Trim
38	FBTC	Fidelity Wise Origin Bitcoin	-0.2%	+3.37%	Add
39	SCHG	Schwab US Large-cap Growth	-0.2%	-1.09%	Trim
40	MSFT	Microsoft CORP	-0.6%	-2.42%	Trim
41	RDVY	First Trust Rising Dividend	—	NEW	New buy
42	SETM	Sprott Critical Material ETF	—	NEW	New buy
43	TGT	Target CORP	—	EXIT	Sold out
44	BX	Blackstone INC	—	EXIT	Sold out
45	XLE	Ss Energy Select Sector	—	NEW	New buy
46	VZ	Verizon Communications INC	—	NEW	New buy
47	QJUN	Ft Vest Nasdaq-100 Buffer Et	—	EXIT	Sold out
48	GEM	Goldman Sachs Activebeta Em	—	NEW	New buy
49	XSEP	Ft Vest U.s. Equity Enhance	—	EXIT	Sold out
50	ARKQ	Ark Autonomous Tech & Robot	—	NEW	New buy