Institutions / Cambridge Advisors Inc.

Cambridge Advisors Inc.

CIK 1633695 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$525.33M
Positions
176
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Vanguard Index Fdsโ€”$90.54M144,37417.2%
Vanguard Bd Index Fdsโ€”$54.12M730,59310.3%
Vanguard Tax-Managed Fdsโ€”$34.28M548,8156.5%
iShares Trโ€”$20.36M308,4653.9%
Vanguard Charlotte Fdsโ€”$14.01M289,9782.7%
Microsoft Corpโ€”$13.70M28,3222.6%
Vanguard Index Fdsโ€”$12.17M36,2972.3%
J P Morgan Exchange Traded Fโ€”$12.12M208,5092.3%
Berkshire Hathaway Inc Delโ€”$11.32M152.2%
J P Morgan Exchange Traded Fโ€”$10.44M182,4292.0%
Vanguard Scottsdale Fdsโ€”$10.27M122,6002.0%
Apple Inc.โ€”$10.24M37,6791.9%
Vanguard Intl Equity Index Fโ€”$10.23M190,3171.9%
Warren E. Buffettโ€”$8.80M17,5041.7%
Vanguard Index Fdsโ€”$8.34M32,3461.6%
Schwab Strategic Trโ€”$8.30M254,2951.6%
Amgen Incโ€”$8.08M24,6971.5%
Vanguard Specialized Fundsโ€”$7.54M34,3281.4%
Vanguard Index Fdsโ€”$7.50M84,7181.4%
First Tr Exchng Traded Fd VIโ€”$4.83M141,0220.9%
Fidelity Wise Origin Bitcoinโ€”$4.32M56,6210.8%
Caterpillar Incโ€”$4.07M7,1080.8%
Goldman Sachs Physical Goldโ€”$3.81M89,5680.7%
NVIDIA Corpโ€”$3.77M20,2100.7%
Schwab Strategic Trโ€”$3.59M130,7260.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.