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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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