Filed: 10/15/2025ACC: 0001214659-25-014970
📋 What this filing means
CAMBRIDGE ADVISORS INC. filed this quarterly 13F‑HR report disclosing 169 equity positions with a total reported market value of $511.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
169
Positions
$511.74M
Total AUM (reported)
5.94M
Total Shares
Allocation by class
S&P 500 ETF SHS$89.87M17.6%
COM$81.34M15.9%
TOTAL BND MRKT$51.67M10.1%
VAN FTSE DEV MKT$34.29M6.7%
CORE S&P MCP ETF$19.26M3.8%
CL A$13.32M2.6%
TOTAL INT BD ETF$13.17M2.6%
Portfolio Concentration
Top 3$175.83M34.4%
4–10$93.40M18.3%
11–25$101.29M19.8%
Rest$141.22M27.6%
Top 3 weight
34.4%
Top 10 weight
52.6%
Voting Authority Distribution
Total shares with voting rights: 5.94M
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
5.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole169
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings169
Rows:
VANGUARD INDEX FDS
SOLEShares146.75K
TypeSH
Market value$89.87M
17.56%
Sole
0.00
Shared
0.00
None
146.75K
VANGUARD BD INDEX FDS
SOLEShares694.73K
TypeSH
Market value$51.67M
10.10%
Sole
0.00
Shared
0.00
None
694.73K
VANGUARD TAX-MANAGED FDS
SOLEShares572.31K
TypeSH
Market value$34.29M
6.70%
Sole
0.00
Shared
0.00
None
572.31K
ISHARES TR
SOLEShares295.19K
TypeSH
Market value$19.26M
3.76%
Sole
0.00
Shared
0.00
None
295.19K
MICROSOFT CORP
SOLEShares28.73K
TypeSH
Market value$14.88M
2.91%
Sole
0.00
Shared
0.00
None
28.73K
VANGUARD CHARLOTTE FDS
SOLEShares266.35K
TypeSH
Market value$13.17M
2.57%
Sole
0.00
Shared
0.00
None
266.35K
VANGUARD INDEX FDS
SOLEShares37.06K
TypeSH
Market value$12.16M
2.38%
Sole
0.00
Shared
0.00
None
37.06K
J P MORGAN EXCHANGE TRADED F
SOLEShares206.94K
TypeSH
Market value$11.90M
2.33%
Sole
0.00
Shared
0.00
None
206.94K
BERKSHIRE HATHAWAY INC DEL
SOLEShares15.00
TypeSH
Market value$11.31M
2.21%
Sole
0.00
Shared
0.00
None
15.00
J P MORGAN EXCHANGE TRADED F
SOLEShares187.50K
TypeSH
Market value$10.71M
2.09%
Sole
0.00
Shared
0.00
None
187.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares191.73K
TypeSH
Market value$10.39M
2.03%
Sole
0.00
Shared
0.00
None
191.73K
VANGUARD SCOTTSDALE FDS
SOLEShares118.41K
TypeSH
Market value$9.96M
1.95%
Sole
0.00
Shared
0.00
None
118.41K
APPLE INC
SOLEShares37.83K
TypeSH
Market value$9.63M
1.88%
Sole
0.00
Shared
0.00
None
37.83K
BERKSHIRE HATHAWAY INC DEL
SOLEShares18.19K
TypeSH
Market value$9.14M
1.79%
Sole
0.00
Shared
0.00
None
18.19K
SCHWAB STRATEGIC TR
SOLEShares254.99K
TypeSH
Market value$8.14M
1.59%
Sole
0.00
Shared
0.00
None
254.99K
VANGUARD INDEX FDS
SOLEShares31.90K
TypeSH
Market value$8.11M
1.58%
Sole
0.00
Shared
0.00
None
31.90K
VANGUARD SPECIALIZED FUNDS
SOLEShares34.81K
TypeSH
Market value$7.51M
1.47%
Sole
0.00
Shared
0.00
None
34.81K
VANGUARD INDEX FDS
SOLEShares76.50K
TypeSH
Market value$6.99M
1.37%
Sole
0.00
Shared
0.00
None
76.50K
AMGEN INC
SOLEShares24.57K
TypeSH
Market value$6.93M
1.35%
Sole
0.00
Shared
0.00
None
24.57K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares53.71K
TypeSH
Market value$5.36M
1.05%
Sole
0.00
Shared
0.00
None
53.71K
FIRST TR EXCHNG TRADED FD VI
SOLEShares142.69K
TypeSH
Market value$4.77M
0.93%
Sole
0.00
Shared
0.00
None
142.69K
NVIDIA CORPORATION
SOLEShares20.22K
TypeSH
Market value$3.77M
0.74%
Sole
0.00
Shared
0.00
None
20.22K
SCHWAB STRATEGIC TR
SOLEShares133.01K
TypeSH
Market value$3.63M
0.71%
Sole
0.00
Shared
0.00
None
133.01K
SCHWAB STRATEGIC TR
SOLEShares136.69K
TypeSH
Market value$3.51M
0.69%
Sole
0.00
Shared
0.00
None
136.69K
CATERPILLAR INC
SOLEShares7.19K
TypeSH
Market value$3.43M
0.67%
Sole
0.00
Shared
0.00
None
7.19K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 146.75K | SH | $89.87M 17.56% | 0.00 | 0.00 | 146.75K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 694.73K | SH | $51.67M 10.10% | 0.00 | 0.00 | 694.73K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 572.31K | SH | $34.29M 6.70% | 0.00 | 0.00 | 572.31K |
ISHARES TRSOLE | CORE S&P MCP ETF | 295.19K | SH | $19.26M 3.76% | 0.00 | 0.00 | 295.19K |
MICROSOFT CORPSOLE | COM | 28.73K | SH | $14.88M 2.91% | 0.00 | 0.00 | 28.73K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 266.35K | SH | $13.17M 2.57% | 0.00 | 0.00 | 266.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 37.06K | SH | $12.16M 2.38% | 0.00 | 0.00 | 37.06K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 206.94K | SH | $11.90M 2.33% | 0.00 | 0.00 | 206.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.31M 2.21% | 0.00 | 0.00 | 15.00 |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 187.50K | SH | $10.71M 2.09% | 0.00 | 0.00 | 187.50K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 191.73K | SH | $10.39M 2.03% | 0.00 | 0.00 | 191.73K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 118.41K | SH | $9.96M 1.95% | 0.00 | 0.00 | 118.41K |
APPLE INCSOLE | COM | 37.83K | SH | $9.63M 1.88% | 0.00 | 0.00 | 37.83K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 18.19K | SH | $9.14M 1.79% | 0.00 | 0.00 | 18.19K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 254.99K | SH | $8.14M 1.59% | 0.00 | 0.00 | 254.99K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.90K | SH | $8.11M 1.58% | 0.00 | 0.00 | 31.90K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 34.81K | SH | $7.51M 1.47% | 0.00 | 0.00 | 34.81K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 76.50K | SH | $6.99M 1.37% | 0.00 | 0.00 | 76.50K |
AMGEN INCSOLE | COM | 24.57K | SH | $6.93M 1.35% | 0.00 | 0.00 | 24.57K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 53.71K | SH | $5.36M 1.05% | 0.00 | 0.00 | 53.71K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 142.69K | SH | $4.77M 0.93% | 0.00 | 0.00 | 142.69K |
NVIDIA CORPORATIONSOLE | COM | 20.22K | SH | $3.77M 0.74% | 0.00 | 0.00 | 20.22K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 133.01K | SH | $3.63M 0.71% | 0.00 | 0.00 | 133.01K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 136.69K | SH | $3.51M 0.69% | 0.00 | 0.00 | 136.69K |
CATERPILLAR INCSOLE | COM | 7.19K | SH | $3.43M 0.67% | 0.00 | 0.00 | 7.19K |
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