Cambridge Advisors Inc. Portfolio Holdings

Cambridge Advisors Inc.

$499 Million
Q4 2025

Cambridge Advisors Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $499 Million distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $89.2M, Vanguard Bd Index Fd Inc Total with a value of $54.2M, Vanguard Ftse Developed Market with a value of $33.7M, Ishares Core S&P Mid Cap ETF with a value of $19.8M, and Microsoft Corp with a value of $14.4M.

Examining the 13F form we can see an increase of $7.46M in the current position value, from $491M to 499M.

Below you can find more details about Cambridge Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $499 Million

ETFs: $381 Million

Technology: $38.4 Million

Financial Services: $25.1 Million

Healthcare: $20 Million

Industrials: $12.6 Million

Consumer Cyclical: $5.52 Million

Communication Services: $5.03 Million

Consumer Defensive: $3.32 Million

Other: $1.91 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$89.2 Million 17.88% of portfolio	144,374	Q4 2025 Reduced 1.62%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$54.2 Million 10.86% of portfolio	730,593	Q4 2025 Added 5.16%
VEA Vanguard Ftse Developed Market ETFs	$0	$33.7 Million 6.74% of portfolio	548,815	Q4 2025 Reduced 4.11%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$19.8 Million 3.97% of portfolio	308,465	Q4 2025 Added 4.5%
BNDX Vanguard Total International B ETFs	$0	$14.3 Million 2.87% of portfolio	289,978	Q4 2025 Added 8.87%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$12.1 Million 2.42% of portfolio	208,509	Q4 2025 Added 0.76%
VTI Vanguard Total Stock Market Et ETFs	$0	$12 Million 2.4% of portfolio	36,297	Q4 2025 Reduced 2.06%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$10.4 Million 2.09% of portfolio	190,317	Q4 2025 Reduced 0.74%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$10.4 Million 2.07% of portfolio	182,429	Q4 2025 Reduced 2.71%

VCIT Vanguard Intermediate Term Cor ETFs	$0	$10.2 Million 2.05% of portfolio	122,600	Q4 2025 Added 3.54%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$8.2 Million 1.64% of portfolio	254,295	Q4 2025 Reduced 0.27%
VB Vanguard Small Cap ETF ETFs	$0	$8.08 Million 1.62% of portfolio	32,346	Q4 2025 Added 1.41%
VNQ Vanguard Specialized Funds Van ETFs	$0	$7.59 Million 1.52% of portfolio	84,718	Q4 2025 Added 10.74%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.25 Million 1.25% of portfolio	34,328	Q4 2025 Reduced 1.4%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.74 Million 0.95% of portfolio	141,022	Q4 2025 Reduced 1.17%
AAAU Goldman Sachs Physical Gold ETF ETFs	$1.34B	$3.61 Million 0.72% of portfolio	89,568	Q4 2025 Reduced 0.02%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$3.56 Million 0.71% of portfolio	130,726	Q4 2025 Reduced 1.72%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$3.52 Million 0.71% of portfolio	136,293	Q4 2025 Reduced 0.29%

FNDX Schwab Fundamental U S Large C ETFs	$0	$3.46 Million 0.69% of portfolio	130,109	Q4 2025 Reduced 0.15%
BSTP Innovator Etfs Tr Buffer Step ETFs	$0	$3.15 Million 0.63% of portfolio	86,485	Q4 2025 Reduced 1.21%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$3.05 Million 0.61% of portfolio	6,484	Q4 2025 Added 1.97%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$2.71 Million 0.54% of portfolio	53,494	Q4 2025 Added 8.13%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.56 Million 0.51% of portfolio	3,848	Q4 2025 Reduced 5.5%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.28 Million 0.46% of portfolio	3,894	Q2 2025 Added 0.52%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$2.27 Million 0.45% of portfolio	94,875	Q4 2025 Added 0.32%
EMLP First Tr Exchange Traded Iv ETFs	$0	$1.84 Million 0.37% of portfolio	47,735	Q4 2025 Added 1.39%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$1.81 Million 0.36% of portfolio	16,390	Q3 2025 Added 6.36%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$1.78 Million 0.36% of portfolio	15,246	Q4 2025 Added 11.94%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$1.73 Million 0.35% of portfolio	36,435	Q4 2025 Added 8.49%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.71 Million 0.34% of portfolio	58,758	Q4 2025 Added 1.88%
SAMT Advisors Inn.Circle Fd Iii Str	$0	$1.62 Million 0.33% of portfolio	43,841	Q4 2025 Added 55.26%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$1.59 Million 0.32% of portfolio	21,262	Q4 2025 Added 7.02%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.57 Million 0.32% of portfolio	3,336	Q4 2025 Reduced 12.28%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.59 Million 0.32% of portfolio	2,633	Q4 2024 Added 5.74%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.48 Million 0.3% of portfolio	6,217	Q3 2025 Reduced 0.32%
FTCS First Trust Capital Strength E ETFs	$0	$1.49 Million 0.3% of portfolio	16,266	Q4 2025 Reduced 7.35%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.49 Million 0.3% of portfolio	54,289	Q4 2025 Reduced 0.26%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$1.43 Million 0.29% of portfolio	15,149	Q4 2025 Added 64.57%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$1.45 Million 0.29% of portfolio	15,182	Q4 2025 Reduced 0.03%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.38 Million 0.28% of portfolio	17,278	Q4 2025 Added 0.43%
GRID First Tr Nasdaq Clean Edge Sma ETFs	$0	$1.42 Million 0.28% of portfolio	9,304	Q4 2025 Added 40.08%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.22 Million 0.25% of portfolio	46,083	Q4 2025 Added 20.0%
FNDA Schwab Fundamental U S Small C ETFs	$0	$1.23 Million 0.25% of portfolio	40,336	Q4 2025 Added 1.56%
FTSM First Tr Enhanced Traded Fd Iv ETFs	$0	$1.27 Million 0.25% of portfolio	21,199	Q4 2025 Added 13.39%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$1.15 Million 0.23% of portfolio	3,332	Q4 2025 Added 2.05%
GLD Spdr Gold Trust ETFs	$130B	$1.08 Million 0.22% of portfolio	2,878	Q4 2025 Added 0.03%
HEQT Simplify Exchange Traded Fds H	$0	$1.03 Million 0.21% of portfolio	32,539	Q4 2025 Added 3.09%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$986,000 0.2% of portfolio	5,264	Q4 2025 Reduced 12.57%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$998,000 0.2% of portfolio	22,510	Q4 2025 Reduced 0.69%
SVOL Simplify ETF Simplify Volatili ETFs	$0	$837,000 0.17% of portfolio	47,854	Q4 2025 Added 0.76%

Summary

Portfolio
No. of Stocks 176
Current Value $499 Million
Prior Value $491 Million
Filing
Period Q4 2025
Filing Date January 21, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 10 stocks
Additional Purchases 52 stocks
Sold out of 0 stocks
Reduced holdings in 64 stocks

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Cambridge Advisors Inc. Portfolio Holdings