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 $515.3M across 178 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($88.3M, 17.14%), BND ($53.8M, 10.44%), VEA ($33.6M, 6.52%), IJH ($20.5M, 3.97%), BNDX ($14.0M, 2.72%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $88.3M | 17.14% | 147,776 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $53.8M | 10.44% | 730,638 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $33.6M | 6.52% | 524,375 | Trimmed |
| 4 | IJH | ISHARES TR | $20.5M | 3.97% | 303,170 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $14.0M | 2.72% | 291,918 | Added |
| 6 | VTI | VANGUARD INDEX FDS | $11.6M | 2.26% | 36,298 | Added |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | $11.4M | 2.22% | 206,159 | Trimmed |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.8M | 2.09% | 15 | Hold |
| 9 | MSFT | MICROSOFT CORP | $10.2M | 1.99% | 27,637 | Trimmed |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | $10.3M | 1.99% | 180,980 | Trimmed |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $10.2M | 1.97% | 122,672 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $10.0M | 1.95% | 185,917 | Trimmed |
| 13 | AAPL | APPLE INC | $9.6M | 1.85% | 37,645 | Trimmed |
| 14 | AMGN | AMGEN INC | $8.6M | 1.67% | 24,480 | Trimmed |
| 15 | VB | VANGUARD INDEX FDS | $8.3M | 1.61% | 31,646 | Trimmed |
| 16 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $8.1M | 1.57% | 16,845 | Trimmed |
| 17 | VNQ | VANGUARD INDEX FDS | $7.5M | 1.46% | 84,729 | Added |
| 18 | SCHG | SCHWAB STRATEGIC TR | $7.3M | 1.42% | 251,530 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $7.3M | 1.41% | 33,847 | Trimmed |
| 20 | GLW | CORNING INC | $4.7M | 0.92% | 34,756 | Added |
| 21 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.7M | 0.91% | 139,502 | Trimmed |
| 22 | CAT | CATERPILLAR INC | $4.7M | 0.90% | 6,577 | Trimmed |
| 23 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $4.1M | 0.80% | 89,596 | Added |
| 24 | SCHD | SCHWAB STRATEGIC TR | $4.0M | 0.78% | 130,216 | Trimmed |
| 25 | FNDX | SCHWAB STRATEGIC TR | $3.7M | 0.71% | 131,337 | Added |
Source: SEC Form 13F filings · as of 2026-03-31