Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cambridge Advisors Inc. (CIK 1633695) reported $581.7M across 183 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($106.1M, 18.25%), BND ($59.1M, 10.17%), VEA ($39.7M, 6.82%), IJH ($24.0M, 4.13%), BNDX ($15.4M, 2.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $106.1M | 18.25% | 154,547 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $59.1M | 10.17% | 805,700 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $39.7M | 6.82% | 556,878 | Added |
| 4 | IJH | ISHARES TR | $24.0M | 4.13% | 311,487 | Added |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $15.4M | 2.65% | 318,189 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $13.3M | 2.28% | 35,820 | Trimmed |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $12.6M | 2.16% | 204,827 | Trimmed |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | $12.0M | 2.06% | 145,292 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $11.6M | 1.99% | 193,518 | Added |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $11.2M | 1.93% | 15 | Hold |
| 11 | AAPL | APPLE INC | $10.6M | 1.82% | 36,530 | Trimmed |
| 12 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.2M | 1.76% | 181,433 | Added |
| 13 | VB | VANGUARD INDEX FDS | $9.6M | 1.65% | 31,646 | Hold |
| 14 | MSFT | MICROSOFT CORP | $9.5M | 1.63% | 25,493 | Trimmed |
| 15 | AMGN | AMGEN INC | $8.9M | 1.53% | 24,621 | Added |
| 16 | GLW | CORNING INC | $8.9M | 1.52% | 34,706 | Trimmed |
| 17 | VNQ | VANGUARD INDEX FDS | $8.7M | 1.49% | 90,075 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $8.2M | 1.41% | 242,353 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.1M | 1.39% | 16,206 | Trimmed |
| 20 | VIG | VANGUARD SPECIALIZED FUNDS | $7.9M | 1.36% | 33,507 | Trimmed |
| 21 | CAT | CATERPILLAR INC | $6.7M | 1.16% | 6,337 | Trimmed |
| 22 | BUFR | FIRST TR EXCHNG TRADED FD VI | $5.1M | 0.88% | 140,616 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $4.1M | 0.71% | 20,597 | Added |
| 24 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 0.70% | 127,686 | Trimmed |
| 25 | FNDX | SCHWAB STRATEGIC TR | $4.0M | 0.68% | 127,243 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30