Cambridge Advisors Inc. Q4 2025 Filing
Filed January 21, 2026
Portfolio Value
$525.3M
Holdings
176
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 144,374 | $90.5M | 17.24% | |
| 2 | BNDVANGUARD BD INDEX FDS | 730,593 | $54.1M | 10.30% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 548,815 | $34.3M | 6.53% | |
| 4 | IJHISHARES TR | 308,465 | $20.4M | 3.88% | |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 289,978 | $14.0M | 2.67% | |
| 6 | MSFTMICROSOFT CORP | 28,322 | $13.7M | 2.61% | |
| 7 | VTIVANGUARD INDEX FDS | 36,297 | $12.2M | 2.32% | |
| 8 | JEPQJ P MORGAN EXCHANGE TRADED F | 208,509 | $12.1M | 2.31% | |
| 9 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15 | $11.3M | 2.16% | |
| 10 | JEPIJ P MORGAN EXCHANGE TRADED F | 182,429 | $10.4M | 1.99% | |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 122,600 | $10.3M | 1.95% | |
| 12 | AAPLAPPLE INC | 37,679 | $10.2M | 1.95% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 190,317 | $10.2M | 1.95% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,504 | $8.8M | 1.67% | |
| 15 | VBVANGUARD INDEX FDS | 32,346 | $8.3M | 1.59% | |
| 16 | SCHGSCHWAB STRATEGIC TR | 254,295 | $8.3M | 1.58% | |
| 17 | AMGNAMGEN INC | 24,697 | $8.1M | 1.54% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 34,328 | $7.5M | 1.44% | |
| 19 | VNQVANGUARD INDEX FDS | 84,718 | $7.5M | 1.43% | |
| 20 | BUFRFIRST TR EXCHNG TRADED FD VI | 141,022 | $4.8M | 0.92% | |
| 21 | FBTCFIDELITY WISE ORIGIN BITCOIN | 56,621 | $4.3M | 0.82% | |
| 22 | CATCATERPILLAR INC | 7,108 | $4.1M | 0.77% | |
| 23 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 89,568 | $3.8M | 0.73% | |
| 24 | NVDANVIDIA CORPORATION | 20,210 | $3.8M | 0.72% | |
| 25 | SCHDSCHWAB STRATEGIC TR | 130,726 | $3.6M | 0.68% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 136,293 | $3.6M | 0.68% | |
| 27 | FNDXSCHWAB STRATEGIC TR | 130,109 | $3.5M | 0.67% | |
| 28 | BSTPINNOVATOR ETFS TRUST | 86,485 | $3.2M | 0.61% | |
| 29 | IWFISHARES TR | 6,484 | $3.1M | 0.58% | |
| 30 | GLWCORNING INC | 34,701 | $3.0M | 0.58% | |
| 31 | UNPUNION PAC CORP | 12,543 | $2.9M | 0.55% | |
| 32 | EIPIFIRST TR EXCHNG TRADED FD VI | 145,665 | $2.9M | 0.55% | |
| 33 | JPSTJ P MORGAN EXCHANGE TRADED F | 53,494 | $2.7M | 0.52% | |
| 34 | SPYSPDR S&P 500 ETF TR | 3,848 | $2.6M | 0.50% | |
| 35 | LOWLOWES COS INC | 10,398 | $2.5M | 0.48% | |
| 36 | GOOGLALPHABET INC | 7,942 | $2.5M | 0.47% | |
| 37 | JNJJOHNSON & JOHNSON | 11,788 | $2.4M | 0.46% | |
| 38 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,894 | $2.3M | 0.45% | |
| 39 | JGROJ P MORGAN EXCHANGE TRADED F | 24,812 | $2.3M | 0.44% | |
| 40 | SCHFSCHWAB STRATEGIC TR | 94,875 | $2.3M | 0.43% | |
| 41 | ABBVABBVIE INC | 8,605 | $2.0M | 0.37% | |
| 42 | IJRISHARES TR | 15,246 | $1.8M | 0.35% | |
| 43 | ACNACCENTURE PLC IRELAND | 6,825 | $1.8M | 0.35% | |
| 44 | EMLPFIRST TR EXCHANGE-TRADED FD | 47,735 | $1.8M | 0.34% | |
| 45 | LQDISHARES TR | 16,390 | $1.8M | 0.34% | |
| 46 | SCHMSCHWAB STRATEGIC TR | 58,758 | $1.8M | 0.34% | |
| 47 | DHRDANAHER CORPORATION | 7,671 | $1.8M | 0.33% | |
| 48 | METAMETA PLATFORMS INC | 2,643 | $1.7M | 0.33% | |
| 49 | SAMTADVISORS INNER CIRCLE FD III | 43,841 | $1.7M | 0.32% | |
| 50 | VNQIVANGUARD INTL EQUITY INDEX F | 36,435 | $1.7M | 0.32% | |
| 51 | ORCLORACLE CORP | 8,368 | $1.6M | 0.31% | |
| 52 | NDQINVESCO QQQ TR | 2,633 | $1.6M | 0.31% | |
| 53 | VXUSVANGUARD STAR FDS | 21,262 | $1.6M | 0.31% | |
| 54 | DONSPDR DOW JONES INDL AVERAGE | 3,336 | $1.6M | 0.31% | |
| 55 | BITWBITWISE 10 CRYPTO INDEX ETF | 27,179 | $1.6M | 0.30% | |
| 56 | JPMJPMORGAN CHASE & CO. | 4,936 | $1.6M | 0.30% | |
| 57 | NAPRINNOVATOR ETFS TRUST | 29,053 | $1.6M | 0.30% | |
| 58 | SCHASCHWAB STRATEGIC TR | 54,289 | $1.5M | 0.29% | |
| 59 | IWMISHARES TR | 6,217 | $1.5M | 0.29% | |
| 60 | EMEEMCOR GROUP INC | 2,474 | $1.5M | 0.29% | |
| 61 | FTCSFIRST TR EXCHANGE-TRADED FD | 16,266 | $1.5M | 0.29% | |
| 62 | AIRRFIRST TR EXCHANGE TRADED FD | 15,149 | $1.5M | 0.28% | |
| 63 | EFAISHARES TR | 15,182 | $1.5M | 0.28% | |
| 64 | VVISA INC | 4,098 | $1.4M | 0.27% | |
| 65 | GRIDFIRST TR EXCHANGE TRADED FD | 9,304 | $1.4M | 0.27% | |
| 66 | VCSHVANGUARD SCOTTSDALE FDS | 17,278 | $1.4M | 0.26% | |
| 67 | CSCOCISCO SYS INC | 16,706 | $1.3M | 0.24% | |
| 68 | FNDASCHWAB STRATEGIC TR | 40,336 | $1.3M | 0.24% | |
| 69 | FTSMFIRST TR EXCHANGE-TRADED FD | 21,199 | $1.3M | 0.24% | |
| 70 | SDVDFIRST TR EXCH TRADED FD III | 58,798 | $1.3M | 0.24% | |
| 71 | SCHXSCHWAB STRATEGIC TR | 46,083 | $1.2M | 0.24% | |
| 72 | NVSNNOVARTIS AG | 8,975 | $1.2M | 0.24% | |
| 73 | SMHVANECK ETF TRUST | 3,332 | $1.2M | 0.23% | |
| 74 | BUCKSIMPLIFY EXCHANGE TRADED FUN | 49,326 | $1.2M | 0.22% | |
| 75 | WCMIFIRST TR EXCHANGE-TRADED FD | 68,754 | $1.2M | 0.22% | |
| 76 | ORLYOREILLY AUTOMOTIVE INC | 12,750 | $1.2M | 0.22% | |
| 77 | GQ9SPDR GOLD TR | 2,878 | $1.1M | 0.22% | |
| 78 | DOGGFIRST TR EXCHANGE-TRADED FD | 51,799 | $1.1M | 0.20% | |
| 79 | AXPAMERICAN EXPRESS CO | 2,910 | $1.1M | 0.20% | |
| 80 | AMZNAMAZON COM INC | 4,521 | $1.0M | 0.20% | |
| 81 | HEQTSIMPLIFY EXCHANGE TRADED FUN | 32,539 | $1.0M | 0.20% | |
| 82 | RSPINVESCO EXCHANGE TRADED FD T | 5,264 | $1.0M | 0.19% | |
| 83 | FIXDFIRST TR EXCHNG TRADED FD VI | 22,510 | $997K | 0.19% | |
| 84 | ITWILLINOIS TOOL WKS INC | 3,953 | $973K | 0.19% | |
| 85 | MTBASIMPLIFY EXCHANGE TRADED FUN | 19,143 | $964K | 0.18% | |
| 86 | PEPPEPSICO INC | 6,602 | $947K | 0.18% | |
| 87 | ADPAUTOMATIC DATA PROCESSING IN | 3,517 | $904K | 0.17% | |
| 88 | GOOGALPHABET INC | 2,824 | $886K | 0.17% | |
| 89 | XOMEXXON MOBIL CORP | 7,330 | $882K | 0.17% | |
| 90 | ISRGINTUITIVE SURGICAL INC | 1,518 | $859K | 0.16% | |
| 91 | ABTABBOTT LABS | 6,745 | $845K | 0.16% | |
| 92 | SVOLSIMPLIFY EXCHANGE TRADED FUN | 47,854 | $840K | 0.16% | |
| 93 | PINKSIMPLIFY EXCHANGE TRADED FUN | 22,686 | $830K | 0.16% | |
| 94 | MRKMERCK & CO INC | 7,784 | $819K | 0.16% | |
| 95 | PGPROCTER AND GAMBLE CO | 5,696 | $816K | 0.16% | |
| 96 | RTXRTX CORPORATION | 4,408 | $808K | 0.15% | |
| 97 | SCHOSCHWAB STRATEGIC TR | 32,757 | $798K | 0.15% | |
| 98 | PSTPINNOVATOR ETFS TRUST | 22,320 | $788K | 0.15% | |
| 99 | SPYDSPDR SERIES TRUST | 17,256 | $746K | 0.14% | |
| 100 | CVXCHEVRON CORP NEW | 4,783 | $728K | 0.14% |
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