Cambridge Advisors Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Cambridge Advisors Inc. 13F Holdings
CIK 0001633695 · OMAHA, NE
As of Sep 30, 2025, Cambridge Advisors Inc. reported
169 positions worth $511.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 146,754 | $89.9M | 17.56% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 694,733 | $51.7M | 10.10% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 572,312 | $34.3M | 6.70% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 295,186 |
|
9.3M3.76% |
| MICROSOFT CORP | MSFT | Technology | 28,735 |
4.9M | 2.91% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 266,346 |
3.2M | 2.57% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 37,059 |
2.2M | 2.38% |
| JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | JEPQ | — | 206,939 |
1.9M | 2.33% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 15 |
1.3M | 2.21% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 187,501 |
0.7M | 2.09% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 191,727 |
0.4M | 2.03% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 118,406 |
0.0M | 1.95% |
| APPLE INC | AAPL | Technology | 37,833 | $9.6M | 1.88% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 18,190 | $9.1M | 1.79% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 254,986 | $8.1M | 1.59% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 31,896 | $8.1M | 1.58% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 34,815 | $7.5M | 1.47% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 76,505 | $7.0M | 1.37% |
| AMGEN INC | AMGN | Healthcare | 24,569 | $6.9M | 1.35% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 53,706 | $5.4M | 1.05% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 142,685 | $4.8M | 0.93% |
| NVIDIA CORP | NVDA | Technology | 20,217 | $3.8M | 0.74% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 133,008 | $3.6M | 0.71% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 136,693 | $3.5M | 0.69% |
| CATERPILLAR INC | CAT | Industrials | 7,191 | $3.4M | 0.67% |