Cambridge Advisors Inc. Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$511.7B

Holdings

169

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (169 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	146,754	$89.9B	17.56%
2	BNDVANGUARD BD INDEX FDS	694,733	$51.7B	10.10%
3	VEAVANGUARD TAX-MANAGED FDS	572,312	$34.3B	6.70%
4	IJHISHARES TR	295,186	$19.3B	3.76%
5	MSFTMICROSOFT CORP	28,735	$14.9B	2.91%
6	BNDXVANGUARD CHARLOTTE FDS	266,346	$13.2B	2.57%
7	VTIVANGUARD INDEX FDS	37,059	$12.2B	2.38%
8	JEPQJ P MORGAN EXCHANGE TRADED F	206,939	$11.9B	2.33%
9	BRK-BBERKSHIRE HATHAWAY INC DEL	15	$11.3B	2.21%
10	JEPIJ P MORGAN EXCHANGE TRADED F	187,501	$10.7B	2.09%
11	VWOVANGUARD INTL EQUITY INDEX F	191,727	$10.4B	2.03%
12	VCITVANGUARD SCOTTSDALE FDS	118,406	$10.0B	1.95%
13	AAPLAPPLE INC	37,833	$9.6B	1.88%
14	BRK/BBERKSHIRE HATHAWAY INC DEL	18,190	$9.1B	1.79%
15	SCHGSCHWAB STRATEGIC TR	254,986	$8.1B	1.59%
16	VBVANGUARD INDEX FDS	31,896	$8.1B	1.58%
17	VIGVANGUARD SPECIALIZED FUNDS	34,815	$7.5B	1.47%
18	VNQVANGUARD INDEX FDS	76,505	$7.0B	1.37%
19	AMGNAMGEN INC	24,569	$6.9B	1.35%
20	FBTCFIDELITY WISE ORIGIN BITCOIN	53,706	$5.4B	1.05%
21	BUFRFIRST TR EXCHNG TRADED FD VI	142,685	$4.8B	0.93%
22	NVDANVIDIA CORPORATION	20,217	$3.8B	0.74%
23	SCHDSCHWAB STRATEGIC TR	133,008	$3.6B	0.71%
24	SCHBSCHWAB STRATEGIC TR	136,693	$3.5B	0.69%
25	CATCATERPILLAR INC	7,191	$3.4B	0.67%
26	FNDXSCHWAB STRATEGIC TR	130,300	$3.4B	0.67%
27	AAAUGOLDMAN SACHS PHYSICAL GOLD	89,582	$3.4B	0.67%
28	BSTPINNOVATOR ETFS TRUST	87,544	$3.2B	0.62%
29	IWFISHARES TR	6,359	$3.0B	0.58%
30	UNPUNION PAC CORP	12,563	$3.0B	0.58%
31	GLWCORNING INC	34,676	$2.8B	0.56%
32	EIPIFIRST TR EXCHNG TRADED FD VI	141,458	$2.8B	0.55%
33	LOWLOWES COS INC	10,798	$2.7B	0.53%
34	SPYSPDR S&P 500 ETF TR	4,072	$2.7B	0.53%
35	JPSTJ P MORGAN EXCHANGE TRADED F	49,470	$2.5B	0.49%
36	ORCLORACLE CORP	8,368	$2.4B	0.46%
37	MDYSPDR S&P MIDCAP 400 ETF TR	3,894	$2.3B	0.45%
38	JNJJOHNSON & JOHNSON	12,028	$2.2B	0.44%
39	SCHFSCHWAB STRATEGIC TR	94,573	$2.2B	0.43%
40	METAMETA PLATFORMS INC	2,736	$2.0B	0.39%
41	ABBVABBVIE INC	8,620	$2.0B	0.39%
42	ACNACCENTURE PLC IRELAND	8,030	$2.0B	0.39%
43	GOOGLALPHABET INC	8,097	$2.0B	0.38%
44	LQDISHARES TR	16,390	$1.8B	0.36%
45	DHRDANAHER CORPORATION	9,096	$1.8B	0.35%
46	EMLPFIRST TR EXCHANGE-TRADED FD	47,081	$1.8B	0.35%
47	DONSPDR DOW JONES INDL AVERAGE	3,803	$1.8B	0.34%
48	JGROJ P MORGAN EXCHANGE TRADED F	18,621	$1.7B	0.34%
49	SCHMSCHWAB STRATEGIC TR	57,671	$1.7B	0.33%
50	FTCSFIRST TR EXCHANGE-TRADED FD	17,556	$1.6B	0.32%
51	EMEEMCOR GROUP INC	2,514	$1.6B	0.32%
52	IJRISHARES TR	13,620	$1.6B	0.32%
53	VNQIVANGUARD INTL EQUITY INDEX F	33,585	$1.6B	0.31%
54	NAPRINNOVATOR ETFS TRUST	30,404	$1.6B	0.31%
55	NDQINVESCO QQQ TR	2,633	$1.6B	0.31%
56	JPMJPMORGAN CHASE & CO.	4,926	$1.6B	0.30%
57	SCHASCHWAB STRATEGIC TR	54,429	$1.5B	0.30%
58	IWMISHARES TR	6,217	$1.5B	0.29%
59	VXUSVANGUARD STAR FDS	19,867	$1.5B	0.29%
60	EFAISHARES TR	15,186	$1.4B	0.28%
61	VVISA INC	4,097	$1.4B	0.27%
62	VCSHVANGUARD SCOTTSDALE FDS	17,204	$1.4B	0.27%
63	ORLYOREILLY AUTOMOTIVE INC	12,750	$1.4B	0.27%
64	FNDASCHWAB STRATEGIC TR	39,716	$1.2B	0.24%
65	SDVDFIRST TR EXCH TRADED FD III	55,425	$1.2B	0.23%
66	NVSNNOVARTIS AG	8,975	$1.2B	0.22%
67	CSCOCISCO SYS INC	16,706	$1.1B	0.22%
68	RSPINVESCO EXCHANGE TRADED FD T	6,021	$1.1B	0.22%
69	FTSMFIRST TR EXCHANGE-TRADED FD	18,696	$1.1B	0.22%
70	ADPAUTOMATIC DATA PROCESSING IN	3,717	$1.1B	0.21%
71	ITWILLINOIS TOOL WKS INC	4,153	$1.1B	0.21%
72	WCMIFIRST TR EXCHANGE-TRADED FD	63,225	$1.1B	0.21%
73	SMHVANECK ETF TRUST	3,265	$1.1B	0.21%
74	SAMTADVISORS INNER CIRCLE FD III	28,237	$1.1B	0.21%
75	DOGGFIRST TR EXCHANGE-TRADED FD	52,524	$1.0B	0.21%
76	GQ9SPDR GOLD TR	2,877	$1.0B	0.20%
77	SCHXSCHWAB STRATEGIC TR	38,404	$1.0B	0.20%
78	FIXDFIRST TR EXCHNG TRADED FD VI	22,666	$1.0B	0.20%
79	GRIDFIRST TR EXCHANGE TRADED FD	6,642	$1.0B	0.20%
80	PGPROCTER AND GAMBLE CO	6,441	$989.7M	0.19%
81	AMZNAMAZON COM INC	4,496	$987.2M	0.19%
82	HEQTSIMPLIFY EXCHANGE TRADED FUN	31,565	$986.0M	0.19%
83	AXPAMERICAN EXPRESS CO	2,910	$966.6M	0.19%
84	PEPPEPSICO INC	6,722	$944.0M	0.18%
85	ABTABBOTT LABS	6,745	$903.4M	0.18%
86	AIRRFIRST TR EXCHANGE TRADED FD	9,205	$890.0M	0.17%
87	SPYDSPDR SERIES TRUST	20,031	$881.4M	0.17%
88	SVOLSIMPLIFY EXCHANGE TRADED FUN	47,494	$854.9M	0.17%
89	MTBASIMPLIFY EXCHANGE TRADED FUN	16,667	$839.2M	0.16%
90	XOMEXXON MOBIL CORP	7,328	$826.3M	0.16%
91	SCHOSCHWAB STRATEGIC TR	32,757	$799.3M	0.16%
92	ROPROPER TECHNOLOGIES INC	1,570	$782.9M	0.15%
93	PSTPINNOVATOR ETFS TRUST	22,420	$779.8M	0.15%
94	CVXCHEVRON CORP NEW	4,882	$758.1M	0.15%
95	BUCKSIMPLIFY EXCHANGE TRADED FUN	31,623	$754.2M	0.15%
96	RTXRTX CORPORATION	4,458	$746.0M	0.15%
97	UNHUNITEDHEALTH GROUP INC	2,122	$732.7M	0.14%
98	SDYSPDR SERIES TRUST	5,146	$720.7M	0.14%
99	GOOGALPHABET INC	2,824	$687.7M	0.13%
100	ISRGINTUITIVE SURGICAL INC	1,518	$678.9M	0.13%

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