Filed: 7/16/2025ACC: 0001214659-25-010442
📋 What this filing means
CAMBRIDGE ADVISORS INC. filed this quarterly 13F‑HR report disclosing 168 equity positions with a total reported market value of $478.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
168
Positions
$478.41M
Total AUM (reported)
5.79M
Total Shares
Allocation by class
S&P 500 ETF SHS$84.19M17.6%
COM$74.56M15.6%
TOTAL BND MRKT$47.72M10.0%
VAN FTSE DEV MKT$32.95M6.9%
CORE S&P MCP ETF$18.63M3.9%
CL A$12.95M2.7%
TOTAL INT BD ETF$12.31M2.6%
Portfolio Concentration
Top 3$164.86M34.5%
4–10$87.84M18.4%
11–25$94.59M19.8%
Rest$131.12M27.4%
Top 3 weight
34.5%
Top 10 weight
52.8%
Voting Authority Distribution
Total shares with voting rights: 5.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole168
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings168
Rows:
VANGUARD INDEX FDS
SOLEShares148.22K
TypeSH
Market value$84.19M
17.60%
Sole
0.00
Shared
0.00
None
148.22K
VANGUARD BD INDEX FDS
SOLEShares648.14K
TypeSH
Market value$47.72M
9.98%
Sole
0.00
Shared
0.00
None
648.14K
VANGUARD TAX-MANAGED FDS
SOLEShares577.89K
TypeSH
Market value$32.95M
6.89%
Sole
0.00
Shared
0.00
None
577.89K
ISHARES TR
SOLEShares300.47K
TypeSH
Market value$18.63M
3.90%
Sole
0.00
Shared
0.00
None
300.47K
MICROSOFT CORP
SOLEShares28.93K
TypeSH
Market value$14.39M
3.01%
Sole
0.00
Shared
0.00
None
28.93K
VANGUARD CHARLOTTE FDS
SOLEShares248.68K
TypeSH
Market value$12.31M
2.57%
Sole
0.00
Shared
0.00
None
248.68K
VANGUARD INDEX FDS
SOLEShares39.13K
TypeSH
Market value$11.89M
2.49%
Sole
0.00
Shared
0.00
None
39.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.00
TypeSH
Market value$10.93M
2.29%
Sole
0.00
Shared
0.00
None
15.00
J P MORGAN EXCHANGE TRADED F
SOLEShares181.62K
TypeSH
Market value$9.88M
2.07%
Sole
0.00
Shared
0.00
None
181.62K
J P MORGAN EXCHANGE TRADED F
SOLEShares172.31K
TypeSH
Market value$9.80M
2.05%
Sole
0.00
Shared
0.00
None
172.31K
VANGUARD INTL EQUITY INDEX F
SOLEShares195.07K
TypeSH
Market value$9.65M
2.02%
Sole
0.00
Shared
0.00
None
195.07K
VANGUARD SCOTTSDALE FDS
SOLEShares115.36K
TypeSH
Market value$9.57M
2.00%
Sole
0.00
Shared
0.00
None
115.36K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.47K
TypeSH
Market value$8.97M
1.88%
Sole
0.00
Shared
0.00
None
18.47K
VANGUARD INDEX FDS
SOLEShares33.04K
TypeSH
Market value$7.83M
1.64%
Sole
0.00
Shared
0.00
None
33.04K
APPLE INC
SOLEShares37.94K
TypeSH
Market value$7.78M
1.63%
Sole
0.00
Shared
0.00
None
37.94K
SCHWAB STRATEGIC TR
SOLEShares253.67K
TypeSH
Market value$7.41M
1.55%
Sole
0.00
Shared
0.00
None
253.67K
VANGUARD SPECIALIZED FUNDS
SOLEShares35.51K
TypeSH
Market value$7.27M
1.52%
Sole
0.00
Shared
0.00
None
35.51K
AMGEN INC
SOLEShares24.42K
TypeSH
Market value$6.82M
1.43%
Sole
0.00
Shared
0.00
None
24.42K
VANGUARD INDEX FDS
SOLEShares73K
TypeSH
Market value$6.50M
1.36%
Sole
0.00
Shared
0.00
None
73K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares53.41K
TypeSH
Market value$5.02M
1.05%
Sole
0.00
Shared
0.00
None
53.41K
FIRST TR EXCHNG TRADED FD VI
SOLEShares146.62K
TypeSH
Market value$4.66M
0.97%
Sole
0.00
Shared
0.00
None
146.62K
SCHWAB STRATEGIC TR
SOLEShares130.24K
TypeSH
Market value$3.45M
0.72%
Sole
0.00
Shared
0.00
None
130.24K
SCHWAB STRATEGIC TR
SOLEShares137.04K
TypeSH
Market value$3.27M
0.68%
Sole
0.00
Shared
0.00
None
137.04K
SCHWAB STRATEGIC TR
SOLEShares130.41K
TypeSH
Market value$3.20M
0.67%
Sole
0.00
Shared
0.00
None
130.41K
NVIDIA CORPORATION
SOLEShares20.19K
TypeSH
Market value$3.19M
0.67%
Sole
0.00
Shared
0.00
None
20.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 148.22K | SH | $84.19M 17.60% | 0.00 | 0.00 | 148.22K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 648.14K | SH | $47.72M 9.98% | 0.00 | 0.00 | 648.14K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 577.89K | SH | $32.95M 6.89% | 0.00 | 0.00 | 577.89K |
ISHARES TRSOLE | CORE S&P MCP ETF | 300.47K | SH | $18.63M 3.90% | 0.00 | 0.00 | 300.47K |
MICROSOFT CORPSOLE | COM | 28.93K | SH | $14.39M 3.01% | 0.00 | 0.00 | 28.93K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 248.68K | SH | $12.31M 2.57% | 0.00 | 0.00 | 248.68K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 39.13K | SH | $11.89M 2.49% | 0.00 | 0.00 | 39.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $10.93M 2.29% | 0.00 | 0.00 | 15.00 |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 181.62K | SH | $9.88M 2.07% | 0.00 | 0.00 | 181.62K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 172.31K | SH | $9.80M 2.05% | 0.00 | 0.00 | 172.31K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 195.07K | SH | $9.65M 2.02% | 0.00 | 0.00 | 195.07K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 115.36K | SH | $9.57M 2.00% | 0.00 | 0.00 | 115.36K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.47K | SH | $8.97M 1.88% | 0.00 | 0.00 | 18.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 33.04K | SH | $7.83M 1.64% | 0.00 | 0.00 | 33.04K |
APPLE INCSOLE | COM | 37.94K | SH | $7.78M 1.63% | 0.00 | 0.00 | 37.94K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 253.67K | SH | $7.41M 1.55% | 0.00 | 0.00 | 253.67K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 35.51K | SH | $7.27M 1.52% | 0.00 | 0.00 | 35.51K |
AMGEN INCSOLE | COM | 24.42K | SH | $6.82M 1.43% | 0.00 | 0.00 | 24.42K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 73K | SH | $6.50M 1.36% | 0.00 | 0.00 | 73K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 53.41K | SH | $5.02M 1.05% | 0.00 | 0.00 | 53.41K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 146.62K | SH | $4.66M 0.97% | 0.00 | 0.00 | 146.62K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 130.24K | SH | $3.45M 0.72% | 0.00 | 0.00 | 130.24K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 137.04K | SH | $3.27M 0.68% | 0.00 | 0.00 | 137.04K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 130.41K | SH | $3.20M 0.67% | 0.00 | 0.00 | 130.41K |
NVIDIA CORPORATIONSOLE | COM | 20.19K | SH | $3.19M 0.67% | 0.00 | 0.00 | 20.19K |
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