Investor
Cambridge Advisors Inc.
CIK 0001633695 · filed 2026-04-16 · SEC filing
13F book
$515.3M
Positions
178
6 new · 4 sold
Largest name
17.1%
Vanguard Index Fds
Est. mark
−$9.07M
Price effect on 172 names still held. Flow −$937.4K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 147.8K | $88.3M | 17.1% | −$4.27M | Added−$2.24M |
| Vanguard Bd Index Fds | — | 730.6K | $53.8M | 10.4% | −$314.2K | Added−$310.8K |
| Vanguard Tax-Managed Fds | — | 524.4K | $33.6M | 6.5% | $844.3K | Cut−$682.5K |
| Ishares Tr | — | 303.2K | $20.5M | 4.0% | $463.9K | Cut$114.4K |
| Vanguard Charlotte Fds | — | 291.9K | $14M | 2.7% | −$78.3K | Added$14.9K |
| Vanguard Index Fds | — | 36.3K | $11.6M | 2.3% | −$524.9K | Added−$524.6K |
| J P Morgan Exchange Traded F | — | 206.2K | $11.4M | 2.2% | −$536K | Cut−$672.5K |
| Berkshire Hathaway Inc Del | — | 15 | $10.8M | 2.1% | −$549.9K | Held |
| J P Morgan Exchange Traded F | — | 181K | $10.3M | 2.0% | −$101.4K | Cut−$184.3K |
| Microsoft Corp | MSFT | 27.6K | $10.2M | 2.0% | −$3.14M | Cut−$3.47M |
| Vanguard Scottsdale Fds | — | 122.7K | $10.2M | 2.0% | −$122.6K | Added−$116.6K |
| Vanguard Intl Equity Index F | — | 185.9K | $10M | 1.9% | $53.9K | Cut−$182.6K |
| Apple Inc. | AAPL | 37.6K | $9.55M | 1.9% | −$680.2K | Cut−$689.4K |
| Amgen Inc | AMGN | 24.5K | $8.61M | 1.7% | $600.8K | Cut$529.8K |
| Vanguard Index Fds | — | 31.6K | $8.29M | 1.6% | $125.6K | Cut−$54.9K |
| Berkshire Hathaway Inc Del | — | 16.8K | $8.07M | 1.6% | −$395K | Cut−$726.3K |
| Vanguard Index Fds | — | 84.7K | $7.52M | 1.5% | $17.8K | Added$18.8K |
| Schwab Strategic Tr | — | 251.5K | $7.33M | 1.4% | −$877.8K | Cut−$968K |
| Vanguard Specialized Funds | — | 33.8K | $7.28M | 1.4% | −$159.8K | Cut−$265.5K |
| Corning Inc | — | 34.8K | $4.73M | 0.9% | $1.68M | Added$1.69M |
| First Tr Exchng Traded Fd Vi | — | 139.5K | $4.71M | 0.9% | −$68.4K | Cut−$120.4K |
| Caterpillar Inc | CAT | 6.58K | $4.66M | 0.9% | $891.8K | Cut$587.6K |
| Goldman Sachs Physical Gold | — | 89.6K | $4.14M | 0.8% | $326K | Added$327.3K |
| Schwab Strategic Tr | — | 130.2K | $4M | 0.8% | $423.2K | Cut$409.2K |
| Schwab Strategic Tr | — | 131.3K | $3.66M | 0.7% | $83.3K | Added$117.5K |
| Nvidia Corp | NVDA | 20.3K | $3.54M | 0.7% | −$244.5K | Added−$234.1K |
| Fidelity Wise Origin Bitcoin | — | 58.5K | $3.45M | 0.7% | −$973.9K | Added−$861.3K |
| Schwab Strategic Tr | — | 135K | $3.39M | 0.7% | −$152.6K | Cut−$185.7K |
| First Tr Exchng Traded Fd Vi | — | 146.4K | $3.29M | 0.6% | $381.7K | Added$398K |
| Innovator Etfs Trust | — | 86.1K | $3.1M | 0.6% | −$96.5K | Cut−$112K |
| Union Pac Corp | — | 12.5K | $3.03M | 0.6% | $140.9K | Cut$124.3K |
| Johnson & Johnson | JNJ | 11.8K | $2.88M | 0.6% | $441.1K | Cut$437K |
| Ishares Tr | — | 6.51K | $2.78M | 0.5% | −$304.1K | Added−$293.4K |
| J P Morgan Exchange Traded F | — | 52.7K | $2.67M | 0.5% | $1.08K | Cut−$39.2K |
| Spdr S&P 500 Etf Tr | — | 3.85K | $2.5M | 0.5% | −$121.4K | Held |
| Lowes Cos Inc | — | 10.3K | $2.43M | 0.5% | −$50.2K | Cut−$75.6K |
| Spdr S&P Midcap 400 Etf Tr | — | 3.89K | $2.4M | 0.5% | $52.5K | Held |
| Schwab Strategic Tr | — | 94.8K | $2.35M | 0.5% | $67.3K | Cut$64.3K |
| Alphabet Inc | — | 7.89K | $2.27M | 0.4% | −$200.7K | Cut−$216.3K |
| First Tr Exchange-Traded Fd | — | 48K | $2.1M | 0.4% | $276.4K | Added$290K |
| Advisors Inner Circle Fd Iii | — | 51.3K | $2.01M | 0.4% | $33.3K | Added$325.2K |
| First Tr Exchange Traded Fd | — | 17.1K | $1.9M | 0.4% | $188.8K | Added$406.7K |
| Ishares Tr | — | 15.2K | $1.9M | 0.4% | $63K | Added$63.2K |
| AbbVie Inc. | ABBV | 8.56K | $1.86M | 0.4% | −$94.2K | Cut−$104.5K |
| J P Morgan Exchange Traded F | — | 21.6K | $1.83M | 0.4% | −$178.8K | Cut−$477.2K |
| Schwab Strategic Tr | — | 58.9K | $1.82M | 0.4% | $52.3K | Added$55.1K |
| Ishares Tr | — | 16.4K | $1.79M | 0.3% | −$19.7K | Held |
| EMCOR Group, Inc. | EME | 2.4K | $1.77M | 0.3% | $304.2K | Cut$261.3K |
| First Tr Exchange Traded Fd | — | 10.3K | $1.68M | 0.3% | $98.2K | Added$261K |
| Vanguard Star Fds | — | 21.4K | $1.65M | 0.3% | $35.5K | Added$49.1K |
| Vanguard Intl Equity Index F | — | 36.4K | $1.62M | 0.3% | −$50.6K | Held |
| Innovator Etfs Trust | — | 29.1K | $1.59M | 0.3% | $26.7K | Held |
| Schwab Strategic Tr | — | 54.1K | $1.57M | 0.3% | $32.5K | Cut$26.8K |
| Spdr Dow Jones Indl Average | — | 3.34K | $1.55M | 0.3% | −$58K | Held |
| Ishares Tr | — | 6.22K | $1.54M | 0.3% | $11.5K | Held |
| Invesco Qqq Tr | — | 2.63K | $1.52M | 0.3% | −$97.8K | Held |
| Ishares Tr | — | 15.2K | $1.47M | 0.3% | $16.7K | Held |
| Meta Platforms, Inc. | META | 2.57K | $1.47M | 0.3% | −$225.7K | Cut−$276.5K |
| Danaher Corporation | — | 7.63K | $1.45M | 0.3% | −$300.1K | Cut−$309.2K |
| Jpmorgan Chase & Co. | — | 4.78K | $1.4M | 0.3% | −$134K | Cut−$185.6K |
| Novartis Ag | — | 8.97K | $1.37M | 0.3% | $133.5K | Held |
| First Tr Exch Traded Fd Iii | — | 62.9K | $1.36M | 0.3% | $14.1K | Added$103K |
| Accenture Plc Ireland | — | 6.78K | $1.34M | 0.3% | −$474.3K | Cut−$487.7K |
| Vanguard Scottsdale Fds | — | 16.9K | $1.34M | 0.3% | −$7.74K | Cut−$40.7K |
| Schwab Strategic Tr | — | 40.5K | $1.31M | 0.3% | $37.1K | Added$41.5K |
| Cisco Sys Inc | — | 16.6K | $1.29M | 0.3% | $9.3K | Cut$1.6K |
| First Tr Exchange-Traded Fd | — | 13.8K | $1.28M | 0.2% | $3.41K | Cut−$223.1K |
| Vaneck Etf Trust | — | 3.33K | $1.28M | 0.2% | $77.5K | Held |
| Exxon Mobil Corp | — | 7.33K | $1.24M | 0.2% | $361.6K | Added$362.5K |
| First Tr Exchange-Traded Fd | — | 20.8K | $1.24M | 0.2% | −$3.09K | Cut−$26.8K |
| Visa Inc. | V | 4.07K | $1.23M | 0.2% | −$197.4K | Cut−$206.2K |
| Bitwise 10 Crypto Index Etf | BITW | 27.2K | $1.21M | 0.2% | −$384.4K | Cut−$385.6K |
| Schwab Strategic Tr | — | 47K | $1.21M | 0.2% | −$58.5K | Added−$34.5K |
| Simplify Exchange Traded Fun | — | 51.1K | $1.2M | 0.2% | −$9.85K | Added$32.3K |
| First Tr Exchange-Traded Fd | — | 70.5K | $1.18M | 0.2% | −$16.5K | Added$12.9K |
| Oreilly Automotive Inc | — | 12.7K | $1.17M | 0.2% | $14K | Cut$9.41K |
| Spdr Gold Tr | — | 2.7K | $1.16M | 0.2% | $91.8K | Cut$21.6K |
| Oracle Corp | — | 7.57K | $1.11M | 0.2% | −$361.8K | Cut−$517.7K |
| First Tr Exchange-Traded Fd | — | 50.6K | $1.1M | 0.2% | $47K | Cut$22K |
| Simplify Exchange Traded Fun | — | 31.6K | $1.06M | 0.2% | −$66.7K | Added$231.8K |
| Illinois Tool Wks Inc | — | 3.95K | $1.03M | 0.2% | $55.3K | Held |
| Pepsico Inc | PEP | 6.6K | $1.03M | 0.2% | $77.7K | Held |
| Simplify Exchange Traded Fun | — | 32.5K | $1.02M | 0.2% | −$17.9K | Held |
| Chevron Corp New | CVX | 4.94K | $1.02M | 0.2% | $260.6K | Added$293.1K |
| Invesco Exchange Traded Fd T | — | 5.27K | $1.01M | 0.2% | $2.01K | Added$3.93K |
| Amazon Com Inc | AMZN | 4.65K | $968.5K | 0.2% | −$101.9K | Added−$75.1K |
| Simplify Exchange Traded Fun | — | 19.5K | $964.8K | 0.2% | −$18.2K | Added−$209 |
| First Tr Exchng Traded Fd Vi | — | 21.7K | $947.2K | 0.2% | −$15.9K | Cut−$50.5K |
| Merck & Co., Inc. | MRK | 7.8K | $937.8K | 0.2% | $117K | Added$118.4K |
| American Express Co | AXP | 2.91K | $880.2K | 0.2% | −$196.3K | Held |
| Procter And Gamble Co | PG | 5.71K | $824.3K | 0.2% | $6.47K | Added$8.05K |
| RTX Corp | RTX | 4.26K | $821.5K | 0.2% | $40.3K | Cut$13K |
| Alphabet Inc | — | 2.83K | $810.3K | 0.2% | −$76.1K | Added−$75.8K |
| Schwab Strategic Tr | — | 32.8K | $795K | 0.2% | −$3.28K | Held |
| Spdr Series Trust | — | 17.3K | $785.5K | 0.2% | $39.2K | Held |
| Simplify Exchange Traded Fun | — | 49.5K | $759.2K | 0.1% | −$106.2K | Added−$81.1K |
| Spdr Series Trust | — | 4.97K | $724.7K | 0.1% | $33.7K | Held |
| Coca Cola Co | KO | 9.4K | $714.6K | 0.1% | $57.7K | Held |
| Innovator Etfs Trust | — | 20.6K | $710.8K | 0.1% | −$18.1K | Cut−$78.2K |
| Automatic Data Processing In | — | 3.49K | $709.3K | 0.1% | −$188.7K | Cut−$195.4K |
| Intuitive Surgical Inc | ISRG | 1.5K | $692.9K | 0.1% | −$158.4K | Cut−$166.9K |
| Abbott Labs | ABT | 6.72K | $689.9K | 0.1% | −$152K | Cut−$155.1K |
| Ishares Tr | — | 5.13K | $679.3K | 0.1% | $4.67K | Held |
| Advisors Inner Circle Fd Iii | — | 19.2K | $660.2K | 0.1% | $8.3K | Cut$3.82K |
| Starbucks Corp | SBUX | 7.3K | $654.3K | 0.1% | $39.3K | Cut$27.6K |
| Ishares Tr | — | 6.46K | $641.1K | 0.1% | −$3.94K | Held |
| Simplify Exchange Traded Fun | — | 21.2K | $639.3K | 0.1% | $62.6K | Cut−$10.1K |
| Ishares Tr | — | 6.57K | $627.1K | 0.1% | −$4.73K | Held |
| Ishares Tr | — | 947 | $618.6K | 0.1% | −$30K | Held |
| Schwab Us Tips Etf | — | 23.2K | $618.4K | 0.1% | $2.79K | Cut−$4.89K |
| Ishares Gold Tr | — | 6.88K | $606.8K | 0.1% | $48.1K | Held |
| Simplify Exchange Traded Fun | — | 15.2K | $605.1K | 0.1% | −$20.1K | Added$120.2K |
| Vanguard Index Fds | — | 2.85K | $559.2K | 0.1% | $14.8K | Held |
| Wells Fargo Co New | — | 7.02K | $559.1K | 0.1% | −$95.4K | Held |
| Ishares Tr | — | 3.52K | $533.7K | 0.1% | $35.4K | Added$46.8K |
| Vanguard World Fd | — | 3.07K | $531.8K | 0.1% | $144.8K | Held |
| Vanguard Scottsdale Fds | — | 11.2K | $525.9K | 0.1% | −$1.46K | Held |
| Intel Corp | INTC | 11.6K | $513K | 0.1% | $84K | Held |
| NXP Semiconductors N.V. | NXPI | 2.55K | $502K | 0.1% | −$51.5K | Held |
| Roper Technologies Inc | ROP | 1.4K | $494K | 0.1% | −$127.4K | Cut−$143.9K |
| First Tr Exchng Traded Fd Vi | — | 16.9K | $473.7K | 0.1% | −$4.06K | Cut−$16.8K |
| Innovator Etfs Trust | — | 9.87K | $455.5K | 0.1% | −$8.79K | Cut−$9.02K |
| Medtronic Plc | MDT | 5.24K | $453.6K | 0.1% | −$49.3K | Held |
| Unitedhealth Group Inc | UNH | 1.66K | $447.8K | 0.1% | −$98.5K | Cut−$252.7K |
| First Tr Exchange-Traded Fd | — | 17.3K | $442.9K | 0.1% | $8.83K | Added$18.2K |
| First Tr Exchange Traded Fd | — | 6.43K | $438.8K | 0.1% | — | New |
| Alps Etf Tr | — | 9.74K | $425.9K | 0.1% | $0 | Held |
| Sprott Fds Tr | — | 12.8K | $422.7K | 0.1% | — | New |
| Costco Whsl Corp New | — | 413 | $411.6K | 0.1% | $55.4K | Held |
| Fedex Corp | FDX | 1.15K | $407.8K | 0.1% | $77.1K | Held |
| Goldman Sachs Etf Tr | — | 3.14K | $393K | 0.1% | −$22.7K | Cut−$44.6K |
| First Tr Exchng Traded Fd Vi | — | 9.73K | $392.4K | 0.1% | −$5.87K | Added−$829 |
| BlackRock, Inc. | BLK | 406 | $390.5K | 0.1% | −$44.1K | Held |
| Qualcomm Inc | — | 3K | $385.8K | 0.1% | −$126.6K | Cut−$132.6K |
| Schwab Strategic Tr | — | 12.4K | $378K | 0.1% | $11K | Added$11.2K |
| First Tr Exchng Traded Fd Vi | — | 7.2K | $372.8K | 0.1% | −$8.4K | Cut−$24.3K |
| Ishares Tr | — | 2K | $362.8K | 0.1% | −$36.5K | Held |
| Ishares Tr | — | 3.8K | $344.1K | 0.1% | −$21.9K | Held |
| First Tr Exchng Traded Fd Vi | — | 7.98K | $342.8K | 0.1% | $104 | Held |
| Garmin Ltd | GRMN | 1.45K | $336.4K | 0.1% | $42.3K | Held |
| Innovator Etfs Trust | — | 10K | $334.8K | 0.1% | −$430 | Added$14.6K |
| Vanguard Whitehall Fds | — | 2.24K | $331.9K | 0.1% | $9.73K | Added$27.1K |
| Us Bancorp Del | — | 6.36K | $330.5K | 0.1% | −$8.58K | Cut−$33.1K |
| International Business Machs | — | 1.36K | $329.6K | 0.1% | −$73.2K | Cut−$110.2K |
| Goldman Sachs Etf Tr | — | 7.6K | $327.8K | 0.1% | $1.44K | Held |
| Spdr Series Trust | — | 10.4K | $323.2K | 0.1% | −$10.7K | Held |
| Deere & Co | DE | 566 | $318.7K | 0.1% | $55.3K | Held |
| Palo Alto Networks Inc | PANW | 1.96K | $314.2K | 0.1% | −$46.8K | Cut−$64.3K |
| Gilead Sciences, Inc. | GILD | 2.25K | $313.6K | 0.1% | $37.4K | Held |
| J P Morgan Exchange Traded F | — | 5.82K | $313.1K | 0.1% | −$1.48K | Added$46.6K |
| Simplify Exchange Traded Fun | — | 32.7K | $312K | 0.1% | −$149.7K | Added−$137K |
| First Tr Exchange Traded Fd | — | 17.1K | $304.9K | 0.1% | $37.3K | Cut$32.8K |
| First Tr Exchng Traded Fd Vi | — | 11.5K | $303.3K | 0.1% | −$3K | Held |
| First Tr Exchng Traded Fd Vi | — | 7.28K | $298.9K | 0.1% | −$1.7K | Held |
| Dynex Cap Inc | — | 23.4K | $298.6K | 0.1% | −$28.8K | Added−$23.6K |
| First Tr Exchng Traded Fd Vi | — | 8.72K | $293.2K | 0.1% | −$3.31K | Held |
| Simplify Exchange Traded Fun | — | 6.18K | $285.8K | 0.1% | −$10.4K | Added−$7.44K |
| Boeing Co | — | 1.43K | $283.6K | 0.1% | −$25.8K | Held |
| Ishares Tr | — | 6.08K | $281K | 0.1% | $4.74K | Held |
| J P Morgan Exchange Traded F | — | 3.44K | $273.7K | 0.1% | −$33.6K | Added−$13.6K |
| Spdr Series Trust | — | 4.77K | $269.9K | 0.1% | −$1.1K | Cut−$11K |
| Schwab Strategic Tr | — | 12.3K | $263.3K | 0.1% | $7.34K | Added$7.42K |
| Spdr Index Shs Fds | — | 5.75K | $262.4K | 0.1% | $7.13K | Held |
| Ark Etf Tr | — | 9.29K | $245.5K | 0.0% | −$21.1K | Added$6.17K |
| First Tr Exchange-Traded Fd | — | 1.05K | $244.8K | 0.0% | −$36.8K | Cut−$113.5K |
| Altria Group, Inc. | MO | 3.7K | $244K | 0.0% | $30.7K | Added$31.3K |
| Mcdonalds Corp | MCD | 748 | $232.5K | 0.0% | $3.86K | Held |
| 3M CO | MMM | 1.55K | $225.8K | 0.0% | −$23.1K | Held |
| Ishares Inc | — | 5.57K | $221K | 0.0% | −$15.8K | Held |
| First Tr Exchange-Traded Fd | — | 2.12K | $218.6K | 0.0% | −$11.7K | Cut−$13.4K |
| J P Morgan Exchange Traded F | — | 3.41K | $217.9K | 0.0% | −$8.57K | Added−$7.48K |
| Select Sector Spdr Tr | — | 3.54K | $216.6K | 0.0% | — | New |
| Verizon Communications Inc | VZ | 4.18K | $210K | 0.0% | — | New |
| Becton Dickinson & Co | BDX | 1.32K | $207.9K | 0.0% | −$48.7K | Held |
| Charles Riv Labs Intl Inc | — | 1.2K | $207K | 0.0% | −$32.4K | Held |
| Goldman Sachs Etf Tr | — | 4.7K | $203K | 0.0% | — | New |
| Innovator Etfs Trust | — | 3.78K | $201.8K | 0.0% | −$5.86K | Held |
| Ark Etf Tr | — | 1.78K | $200.6K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.