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Cambridge Advisors Inc.
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $580,957,407
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $108,809,670
- VANGUARD BD INDEX FDS · TOTAL BND MRKT · 921937835 · shares: $57,645,878
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $39,523,596
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $22,560,521
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $15,065,339
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $13,192,796
- MICROSOFT CORP · COM · 594918104 · shares: $12,866,851
- J P MORGAN EXCHANGE TRADED F · NASDAQ EQT PREM · 46654Q203 · shares: $12,645,160
- APPLE INC · COM · 037833100 · shares: $11,753,852
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $11,538,852
Reported holdings
182 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 155,252 shares | $108,809,670 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 821,752 shares | $57,645,878 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 559,745 shares | $39,523,596 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 313,558 shares | $22,560,521 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 321,428 shares | $15,065,339 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 35,252 shares | $13,192,796 |
| MICROSOFT CORP | COM | 594918104 | — | 25,086 shares | $12,866,851 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 46654Q203 | — | 206,418 shares | $12,645,160 |
| APPLE INC | COM | 037833100 | — | 35,295 shares | $11,753,852 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 194,552 shares | $11,538,852 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 147,266 shares | $11,532,366 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 15 shares | $11,205,075 |
| AMGEN INC | COM | 031162100 | — | 24,728 shares | $10,422,950 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 | — | 182,373 shares | $10,252,985 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 31,886 shares | $9,071,248 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 241,903 shares | $8,691,573 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 90,759 shares | $8,134,759 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 16,084 shares | $8,009,028 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 33,197 shares | $7,745,192 |
| CORNING INC | COM | 219350105 | — | 34,716 shares | $5,337,951 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | 33740F755 | — | 139,794 shares | $5,238,081 |
| CATERPILLAR INC | COM | 149123101 | — | 6,291 shares | $5,100,680 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 20,706 shares | $4,728,836 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | — | 85,545 shares | $4,308,925 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 | — | 58,900 shares | $4,278,496 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 127,647 shares | $4,152,363 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 127,291 shares | $4,005,840 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 136,202 shares | $3,992,074 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 38150K103 | — | 88,762 shares | $3,635,692 |
| UNION PAC CORP | COM | 907818108 | — | 12,036 shares | $3,275,357 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 26,036 shares | $3,261,269 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 11,849 shares | $3,136,966 |
| FIRST TR EXCHNG TRADED FD VI | FT ENER INCO ETF | 33740F276 | — | 137,948 shares | $2,936,920 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,827 shares | $2,918,610 |
| INNOVATOR ETFS TRUST | BUFF STEP UP ETF | 45783Y731 | — | 70,014 shares | $2,812,462 |
| ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 00775Y645 | — | 63,086 shares | $2,629,433 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 93,202 shares | $2,560,256 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | 78467Y107 | — | 3,884 shares | $2,550,662 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 | — | 42,200 shares | $2,511,338 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 6,971 shares | $2,398,701 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 17,551 shares | $2,387,588 |
| ABBVIE INC | COM | 00287Y109 | — | 8,525 shares | $2,230,055 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 | — | 19,851 shares | $2,049,407 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 46654Q609 | — | 21,143 shares | $2,041,955 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 | — | 11,102 shares | $1,966,333 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 56,900 shares | $1,935,721 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | — | 46,219 shares | $1,894,535 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,540 shares | $1,879,016 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST SMID | 33738D820 | — | 84,236 shares | $1,816,118 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 2,370 shares | $1,788,141 |
| CISCO SYS INC | COM | 17275R102 | — | 16,336 shares | $1,758,244 |
| META PLATFORMS INC | CL A | 30303M102 | — | 2,418 shares | $1,753,437 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 53,191 shares | $1,735,622 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 6,217 shares | $1,727,518 |
| LOWES COS INC | COM | 548661107 | — | 9,327 shares | $1,718,851 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 | — | 16,530 shares | $1,689,035 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 2,754 shares | $1,677,319 |
| DANAHER CORP DEL | COM | 235851102 | — | 7,472 shares | $1,655,422 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 19,068 shares | $1,620,017 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 15,182 shares | $1,577,258 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 | — | 3,073 shares | $1,562,774 |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | — | 36,435 shares | $1,549,216 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | 45782C334 | — | 25,269 shares | $1,537,871 |
| BITWISE 10 CRYPTO INDEX ETF | UNIT BENEFICIAL | 091749101 | — | 27,868 shares | $1,529,814 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 4,556 shares | $1,507,261 |
| INTEL CORP | COM | 458140100 | — | 11,875 shares | $1,427,731 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 47,064 shares | $1,411,920 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 | — | 38,930 shares | $1,362,547 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 | — | 70,605 shares | $1,347,137 |
| SIMPLIFY EXCHANGE TRADED FUN | HEALTH CARE ETF | 82889N772 | — | 34,400 shares | $1,327,827 |
| SIMPLIFY EXCHANGE TRADED FUN | TREASURY OPT INC | 82889N640 | — | 57,407 shares | $1,324,961 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 16,981 shares | $1,311,759 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | — | 13,187 shares | $1,237,567 |
| VISA INC | COM CL A | 92826C839 | — | 3,321 shares | $1,193,335 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 8,356 shares | $1,191,315 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 7,232 shares | $1,177,035 |
| MERCK & CO INC | COM | 58933Y105 | — | 7,902 shares | $1,148,281 |
| SIMPLIFY EXCHANGE TRADED FUN | HEDGED EQUITY | 82889N764 | — | 33,308 shares | $1,143,124 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 5,275 shares | $1,097,354 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST DJIA | 33738D846 | — | 52,146 shares | $1,094,031 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 12,650 shares | $1,080,437 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 | — | 22,498 shares | $1,052,023 |
| ORACLE CORP | COM | 68389X105 | — | 7,568 shares | $1,039,086 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 2,720 shares | $1,035,885 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 3,978 shares | $1,023,460 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 5,580 shares | $1,023,205 |
| AMAZON COM INC | COM | 023135106 | — | 3,902 shares | $972,183 |
| CHEVRON CORPORATION | COM | 166764100 | — | 4,712 shares | $962,238 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,750 shares | $937,035 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 2,910 shares | $884,931 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLATILITY PREM | 82889N863 | — | 52,564 shares | $860,466 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 3,326 shares | $858,308 |
| PEPSICO INC | COM | 713448108 | — | 6,607 shares | $837,239 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,566 shares | $808,628 |
| COCA COLA CO | COM | 191216100 | — | 9,305 shares | $800,949 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 | — | 32,796 shares | $782,513 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 1,960 shares | $778,728 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 953 shares | $729,855 |
| SPDR SERIES TRUST | ST STR SP500DIV | 78468R788 | — | 16,056 shares | $728,461 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 4,966 shares | $727,420 |