Cambridge Advisors Inc.
- SEC CIK
- 0001633695
- Latest filing
- Jul 16, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 24, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 175
- +7 vs. Q4 2024
- Portfolio value
- $456.6M
- +$8.55M (+1.9%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 144,194 | $74.1M | 16.2% | +140+0.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 664,992 | $48.8M | 10.7% | +5,515+0.8% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 609,512 | $31.0M | 6.8% | −318−0.1% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 266,940 | $15.6M | 3.4% | +154+0.1% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 251,847 | $12.3M | 2.7% | −180.0% | Reduced | – |
| BRK.ABerkshire Hathaway Inc | CL A | 15 | $12.0M | 2.6% | +15 | New | History |
| MSFTMicrosoft Corp | Stock | 29,080 | $10.9M | 2.4% | +30.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,364 | $10.3M | 2.2% | +10.0% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 18,873 | $10.1M | 2.2% | −45−0.2% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 167,317 | $9.56M | 2.1% | +9,521+6.0% | Added | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 184,019 | $9.53M | 2.1% | +6,553+3.7% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 114,519 | $9.36M | 2.1% | −400.0% | Reduced | – |
| AAPLApple Inc. | Stock | 40,656 | $9.03M | 2.0% | +380+0.9% | Added | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 199,369 | $9.02M | 2.0% | −105−0.1% | Reduced | – |
| AMGNAmgen Inc | Stock | 24,487 | $7.63M | 1.7% | +20.0% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,009 | $6.99M | 1.5% | −594−1.6% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 70,543 | $6.39M | 1.4% | −100.0% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 254,699 | $6.38M | 1.4% | +1,985+0.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 28,036 | $6.22M | 1.4% | 00.0% | Unchanged | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 153,602 | $4.29M | 0.9% | +740.0% | Added | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 142,945 | $4.24M | 0.9% | +3,199+2.3% | Added | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 52,176 | $3.76M | 0.8% | +3,042+6.2% | Added | History |
| UNPUnion Pacific Corp | Stock | 13,913 | $3.29M | 0.7% | −475−3.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 9,364 | $3.09M | 0.7% | 00.0% | Unchanged | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 129,506 | $3.06M | 0.7% | −2,892−2.2% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 138,603 | $2.98M | 0.7% | +336+0.2% | Added | – |
| Innovator ETFs Trust45783Y731 | BUFF STEP UP ETF | 90,657 | $2.93M | 0.6% | −304−0.3% | Reduced | – |
| First Tr Exchng Traded FD VI33740F276 | FT ENER INCO ETF | 138,629 | $2.81M | 0.6% | −994−0.7% | Reduced | – |
| ACNAccenture plc | Stock | 8,910 | $2.78M | 0.6% | −10−0.1% | Reduced | History |
| AAAUGoldman Sachs Physical Gold ETF | UNIT | 89,256 | $2.76M | 0.6% | +643+0.7% | Added | History |
| LOWLowes Companies Inc | Stock | 11,653 | $2.72M | 0.6% | −60−0.5% | Reduced | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 27,900 | $2.50M | 0.5% | −140−0.5% | Reduced | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,453 | $2.33M | 0.5% | 00.0% | Unchanged | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 45,241 | $2.29M | 0.5% | +1,413+3.2% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,089 | $2.29M | 0.5% | −40−1.0% | Reduced | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,874 | $2.07M | 0.5% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 12,404 | $2.06M | 0.5% | +11+0.1% | Added | History |
| DHRDanaher Corp | Stock | 9,849 | $2.02M | 0.4% | −364−3.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 18,507 | $2.01M | 0.4% | +17+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 3,353 | $1.93M | 0.4% | −18−0.5% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 8,720 | $1.83M | 0.4% | −159−1.8% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 90,018 | $1.78M | 0.4% | −265−0.3% | Reduced | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 45,208 | $1.69M | 0.4% | +2,220+5.2% | Added | – |
| VVisa Inc. | Stock | 4,831 | $1.69M | 0.4% | −24−0.5% | Reduced | History |
| GLWCorning Inc | COM | 35,653 | $1.63M | 0.4% | +55+0.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 10,515 | $1.63M | 0.4% | +26+0.2% | Added | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,841 | $1.61M | 0.4% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C334 | GRWT100 PWR BF | 31,824 | $1.52M | 0.3% | −4,383−12.1% | Reduced | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 57,930 | $1.52M | 0.3% | +90.0% | Added | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 53,834 | $1.47M | 0.3% | −641−1.2% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,659 | $1.43M | 0.3% | +121+0.9% | Added | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 17,895 | $1.41M | 0.3% | −11−0.1% | Reduced | – |
| ORLYO Reilly Automotive Inc | Stock | 963 | $1.38M | 0.3% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 5,526 | $1.36M | 0.3% | 00.0% | Unchanged | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 32,785 | $1.33M | 0.3% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 30,085 | $1.32M | 0.3% | −191−0.6% | Reduced | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 55,417 | $1.30M | 0.3% | −102−0.2% | Reduced | – |
| ORCLOracle Corp | Stock | 9,100 | $1.27M | 0.3% | −65−0.7% | Reduced | History |
| iShares Russell 2000 ETF464287655 | ETF | 6,275 | $1.25M | 0.3% | −564−8.2% | Reduced | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,186 | $1.24M | 0.3% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,633 | $1.23M | 0.3% | 00.0% | Unchanged | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,509 | $1.21M | 0.3% | +2,600+15.4% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 3,942 | $1.20M | 0.3% | −200−4.8% | Reduced | History |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 16,285 | $1.20M | 0.3% | +615+3.9% | Added | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 20,025 | $1.20M | 0.3% | −17−0.1% | Reduced | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 10,710 | $1.16M | 0.3% | 00.0% | Unchanged | – |
| UNHUnitedHealth Group Inc | Stock | 2,122 | $1.11M | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 18,006 | $1.11M | 0.2% | −535−2.9% | Reduced | History |
| PGProcter & Gamble Co | Stock | 6,466 | $1.10M | 0.2% | −150−2.3% | Reduced | History |
| First Tr Exchange-Traded FD33738D846 | FT VEST DJIA | 52,016 | $1.08M | 0.2% | −809−1.5% | Reduced | – |
| NVSNovartis AG | ADR | 9,675 | $1.08M | 0.2% | −400−4.0% | Reduced | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 5,953 | $1.03M | 0.2% | +10.0% | Added | – |
| ITWIllinois Tool Works Inc | Stock | 4,153 | $1.03M | 0.2% | −25−0.6% | Reduced | History |
| PEPPepsiCo Inc | Stock | 6,570 | $985.1K | 0.2% | −215−3.2% | Reduced | History |
| ROPRoper Technologies Inc | Stock | 1,620 | $955.1K | 0.2% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 4,971 | $945.8K | 0.2% | +20+0.4% | Added | History |
| EMEEMCOR Group, Inc. | Stock | 2,530 | $935.2K | 0.2% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 5,569 | $931.7K | 0.2% | −19−0.3% | Reduced | History |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 50,210 | $912.8K | 0.2% | +3,960+8.6% | Added | – |
| ABTAbbott Laboratories | Stock | 6,845 | $908.0K | 0.2% | 00.0% | Unchanged | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,362 | $891.2K | 0.2% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 20,031 | $886.6K | 0.2% | 00.0% | Unchanged | – |
| Advisors Inner Circle FD III00775Y645 | STRATEGAS MACRO | 30,286 | $884.2K | 0.2% | +373+1.2% | Added | – |
| GLDSPDR Gold Trust | ETF | 3,067 | $883.7K | 0.2% | −60−1.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 7,326 | $871.3K | 0.2% | +10.0% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 32,840 | $799.3K | 0.2% | 00.0% | Unchanged | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 15,921 | $798.3K | 0.2% | −1,302−7.6% | Reduced | – |
| AXPAmerican Express Co | Stock | 2,910 | $782.9K | 0.2% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 813 | $769.0K | 0.2% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 8,541 | $766.6K | 0.2% | +12+0.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 1,518 | $751.8K | 0.2% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45783Y723 | POWER BUFFER SET | 23,560 | $739.9K | 0.2% | 00.0% | Unchanged | – |
| SBUXStarbucks Corp | Stock | 7,384 | $724.3K | 0.2% | 00.0% | Unchanged | History |
| VanEck Semiconductor ETF92189F676 | ETF | 3,354 | $709.3K | 0.2% | +384+12.9% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 5,146 | $698.2K | 0.2% | 00.0% | Unchanged | – |
| RTXRTX Corp | Stock | 5,114 | $677.5K | 0.1% | −25−0.5% | Reduced | History |
| Simplify Exchange Traded Fun82889N657 | SHORT TERM TREA | 30,393 | $667.7K | 0.1% | −4,559−13.0% | Reduced | – |
| KOCoca Cola Co | Stock | 9,248 | $662.3K | 0.1% | −800−8.0% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 24,506 | $659.0K | 0.1% | 00.0% | Unchanged | – |
| Advisors Inner Circle FD III00775Y652 | STRATEGAS GBL PO | 21,521 | $649.2K | 0.1% | −534−2.4% | Reduced | – |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 5,023 | $244.5K | 0.1% | – |
| CRLCharles River Laboratories International, Inc. | COM | 1,200 | $221.5K | <0.1% | History |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 2,230 | $201.3K | <0.1% | – |