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CIK: 0001633695
Total reported value
$581.0M
$581.0M
183 檔
42.1%
In Q2 2026, Cambridge Advisors Inc.'s U.S. equity holdings reached a combined market value of $581.0M, distributed across 183 disclosed stock positions.
Cambridge Advisors Inc. executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 2 holdings and trimming 66 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.25% | +0.48% | +4.58% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.17% | -0.25% | +10.27% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.82% | -0.02% | +6.20% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.13% | -0.25% | +2.74% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.65% | -0.06% | +9.00% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.28% | -0.01% | -1.32% | |
| 7 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.16% | +0.02% | -0.65% | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.06% | -0.07% | +18.44% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.99% | — | +4.09% | |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.93% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.20% | -2.96% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.76% | — | +0.25% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | -0.09% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.63% | +0.58% | -7.76% | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 1.53% | +0.26% | +0.58% | |
| 16 | GLW | Corning Inc | Stock-Tech | 1.52% | -0.60% | -0.14% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.49% | -0.09% | +6.31% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.41% | +0.09% | -3.65% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.39% | -0.01% | -3.79% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.36% | -0.03% | -1.00% | |
| 21 | CAT | Caterpillar Inc | Stock-Industrials | 1.16% | -0.28% | -3.65% | |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.88% | +0.02% | +0.80% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.10% | +1.61% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.70% | +0.01% | -1.94% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.68% | +0.01% | -3.12% | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.67% | +0.02% | -0.44% | |
| 27 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.63% | — | +2.71% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.58% | +0.16% | +26.05% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.57% | -0.01% | -2.29% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | — | +300.00% | |
| 31 | EIPI | Ft Energy Income ETF | ETF-Other | 0.53% | -0.02% | -2.82% | |
| 32 | BSTP | Innovator Buff Su Strat ETF | ETF-Other | 0.53% | -0.05% | -8.31% | |
| 33 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.52% | +0.22% | +1.61% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.03% | +0.15% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | +0.01% | -1.61% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | -0.03% | — | |
| 37 | SAMT | Strategas Macro Them Opps | ETF-Other | 0.45% | — | +7.02% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | -0.01% | -1.15% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | -0.04% | +14.68% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | -0.04% | -8.11% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-Other | 0.42% | -0.07% | +8.15% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.08% | -3.88% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | +0.01% | -0.47% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.36% | -0.03% | -2.99% | |
| 45 | EMLP | First Trust North American E | ETF-Other | 0.36% | -0.03% | -0.74% | |
| 46 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.36% | -0.02% | +4.72% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.35% | +0.08% | +62.60% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.34% | +0.01% | -6.64% | |
| 49 | EME | Emcor Group Inc | Stock-Industrials | 0.34% | -0.03% | -0.58% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.01% | — |
According to official SEC Form 13F filings, Cambridge Advisors Inc. reported a total U.S. public equity portfolio value of $581.0M across 183 disclosed positions in Q2 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 42.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
ROBO
市值: $241.7K
Top Position Liquidated / Trimmed
XLE
前期市值: $216.6K
During Q2 2026, Cambridge Advisors Inc.'s top holdings by market value included VOO (18.3%)、BND (10.2%)、VEA (6.8%). The largest single position, VOO, represented 18.3% of total portfolio value.
In Q2 2026, Cambridge Advisors Inc. made 136 total portfolio adjustments, initiating 7 new buys, adding to 61 positions, trimming 66 holdings, and fully liquidating 2 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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