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Livermore
Livermore
ZHEN

Cambridge Advisors Inc.

SEC CIK
0001633695
Latest filing
Jul 16, 2026

The latest 13F from Cambridge Advisors Inc. covers Q2 2026 (filed Jul 16, 2026): 183 long positions worth $581.7M. The top 10 holdings make up 52.4% of the portfolio, and the largest is Vanguard S&P 500 ETF at 18.2%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
7
Est. +$1.54M
Added
60
Est. +$21.2M
Reduced
66
Est. −$5.73M
Sold out
2
Est. −$426.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    18.2%$106.1M
  2. Vanguard Total Bond Market ETF921937835
    10.2%$59.1M
  3. Vanguard Ftse Developed Markets ETF921943858
    6.8%$39.7M
  4. iShares Core S&P Mid-Cap ETF464287507
    4.1%$24.0M
  5. Vanguard Total International Bond ETF92203J407
    2.6%$15.4M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Total Bond Market ETF921937835
    +$5.51MAdded
  2. Vanguard S&P 500 ETF922908363
    +$4.65MAdded
  3. Vanguard Ftse Developed Markets ETF921943858
    +$2.32MAdded
  4. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$1.87MAdded
  5. Vanguard Total International Bond ETF92203J407
    +$1.27MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +1.11 pp17.1% → 18.2%
  2. Vanguard Ftse Developed Markets ETF921943858
    +0.30 pp6.5% → 6.8%
  3. INTCIntel Corp
    +0.18 pp0.1% → 0.3%History
  4. iShares Core S&P Mid-Cap ETF464287507
    +0.16 pp4.0% → 4.1%
  5. First Tr Exchange-Traded FD33739Q408
    +0.11 pp0.2% → 0.3%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. MSFTMicrosoft Corp
    −$799.8KReducedHistory
  2. VanEck Semiconductor ETF92189F676
    −$379.1KReduced
  3. AAPLApple Inc.
    −$322.6KReducedHistory
  4. BRK.BBerkshire Hathaway Inc
    −$319.7KReducedHistory
  5. Schwab U.S. Large-Cap Growth ETF808524300
    −$310.5KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. MSFTMicrosoft Corp
    −0.35 pp2.0% → 1.6%History
  2. BRK.BBerkshire Hathaway Inc
    −0.17 pp1.6% → 1.4%History
  3. ACNAccenture plc
    −0.14 pp0.3% → 0.1%History
  4. First Tr Exchng Traded FD VI33740F276
    −0.10 pp0.6% → 0.5%
  5. LOWLowes Companies Inc
    −0.10 pp0.5% → 0.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$581.7M
+$66.4M (+12.9%) vs. prior quarter
Positions
183
+5 vs. prior quarter
Top 10 concentration
52.4%
Top 10 as share of value
Turnover
1.1%
Q2 2026, one quarter
Average holding period
20.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $581.7M (Q2 2026)

Q1 2021: $391.3MQ2 2021: $413.5MQ3 2021: $410.5MQ4 2021: $442.7MQ1 2022: $419.6MQ2 2022: $365.9MQ3 2022: $349.0MQ4 2022: $372.6MQ1 2023: $390.7MQ2 2023: $390.8MQ3 2023: $372.4MQ4 2023: $398.0MQ1 2024: $424.1MQ2 2024: $430.4MQ3 2024: $457.7MQ4 2024: $448.0MQ1 2025: $456.6MQ2 2025: $478.4MQ3 2025: $511.7MQ4 2025: $525.3MQ1 2026: $515.3MQ2 2026: $581.7M
Q1 2021Q2 2026
13F filings of Cambridge Advisors Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 16, 2026183$581.7MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2026SEC
Q1 2026Apr 16, 2026178$515.3MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2025SEC
Q4 2025Jan 21, 2026176$525.3MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2025SEC
Q3 2025Oct 15, 2025169$511.7MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2025SEC
Q2 2025Jul 16, 2025168$478.4MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2025SEC
Q1 2025Apr 24, 2025175$456.6MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2024SEC
Q4 2024Jan 16, 2025168$448.0MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2024SEC
Q3 2024Oct 23, 2024170$457.7MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2024SEC
Q2 2024Jul 11, 2024167$430.4MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2024SEC
Q1 2024Apr 16, 2024167$424.1MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2023SEC
Q4 2023Jan 17, 2024165$398.0MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2023SEC
Q3 2023Oct 18, 2023164$372.4MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2023SEC
Q2 2023Jul 13, 2023166$390.8MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2023SEC
Q1 2023Apr 13, 2023181$390.7MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2022SEC
Q4 2022Jan 23, 2023181$372.6MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2022SEC
Q3 2022Oct 17, 2022174$349.0MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2022SEC
Q2 2022Jul 18, 2022177$365.9MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2022SEC
Q1 2022May 5, 2022179$419.6MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q4 2021SEC
Q4 2021Jan 14, 2022184$442.7MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q3 2021SEC
Q3 2021Oct 19, 2021178$410.5MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q2 2021SEC
Q2 2021Jul 21, 2021172$413.5MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETFvs. Q1 2021SEC
Q1 2021Apr 22, 2021164$391.3MVanguard S&P 500 ETFVanguard Total Bond Market ETFVanguard Ftse Developed Markets ETF–SEC