CAMBRIDGE ADVISORS INC.

Filed: 4/16/2026ACC: 0001214659-26-004746

📋 What this filing means

CAMBRIDGE ADVISORS INC. filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $515.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

178

Positions

$515.32M

Total AUM (reported)

6.15M

Total Shares

Allocation by class

S&P 500 ETF SHS$88.30M17.1%

COM$78.53M15.2%

TOTAL BND MRKT$53.80M10.4%

VAN FTSE DEV MKT$33.60M6.5%

CORE S&P MCP ETF$20.47M4.0%

TOTAL INT BD ETF$14.03M2.7%

CL A$12.24M2.4%

Portfolio Concentration

Top 3$175.71M34.1%

4–10$88.85M17.2%

11–25$102.74M19.9%

Rest$148.03M28.7%

Top 3 weight

34.1%

Top 10 weight

51.3%

Voting Authority Distribution

Total shares with voting rights: 6.15M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.15M

% of voting shares100.0%

Investment Discretion (by position count)

Sole178

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings178

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares147.78K

TypeSH

Market value$88.30M

17.14%

Sole

0.00

Shared

0.00

None

147.78K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares730.64K

TypeSH

Market value$53.80M

10.44%

Sole

0.00

Shared

0.00

None

730.64K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares524.38K

TypeSH

Market value$33.60M

6.52%

Sole

0.00

Shared

0.00

None

524.38K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares303.17K

TypeSH

Market value$20.47M

3.97%

Sole

0.00

Shared

0.00

None

303.17K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares291.92K

TypeSH

Market value$14.03M

2.72%

Sole

0.00

Shared

0.00

None

291.92K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares36.30K

TypeSH

Market value$11.64M

2.26%

Sole

0.00

Shared

0.00

None

36.30K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares206.16K

TypeSH

Market value$11.45M

2.22%

Sole

0.00

Shared

0.00

None

206.16K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares15.00

TypeSH

Market value$10.77M

2.09%

Sole

0.00

Shared

0.00

None

15.00

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares180.98K

TypeSH

Market value$10.26M

1.99%

Sole

0.00

Shared

0.00

None

180.98K

MICROSOFT CORP

SOLE

COM

Shares27.64K

TypeSH

Market value$10.23M

1.99%

Sole

0.00

Shared

0.00

None

27.64K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares122.67K

TypeSH

Market value$10.15M

1.97%

Sole

0.00

Shared

0.00

None

122.67K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares185.92K

TypeSH

Market value$10.05M

1.95%

Sole

0.00

Shared

0.00

None

185.92K

APPLE INC

SOLE

COM

Shares37.65K

TypeSH

Market value$9.55M

1.85%

Sole

0.00

Shared

0.00

None

37.65K

AMGEN INC

SOLE

COM

Shares24.48K

TypeSH

Market value$8.61M

1.67%

Sole

0.00

Shared

0.00

None

24.48K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares31.65K

TypeSH

Market value$8.29M

1.61%

Sole

0.00

Shared

0.00

None

31.65K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares16.84K

TypeSH

Market value$8.07M

1.57%

Sole

0.00

Shared

0.00

None

16.84K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares84.73K

TypeSH

Market value$7.52M

1.46%

Sole

0.00

Shared

0.00

None

84.73K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares251.53K

TypeSH

Market value$7.33M

1.42%

Sole

0.00

Shared

0.00

None

251.53K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares33.85K

TypeSH

Market value$7.28M

1.41%

Sole

0.00

Shared

0.00

None

33.85K

CORNING INC

SOLE

COM

Shares34.76K

TypeSH

Market value$4.73M

0.92%

Sole

0.00

Shared

0.00

None

34.76K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares139.50K

TypeSH

Market value$4.71M

0.91%

Sole

0.00

Shared

0.00

None

139.50K

CATERPILLAR INC

SOLE

COM

Shares6.58K

TypeSH

Market value$4.66M

0.90%

Sole

0.00

Shared

0.00

None

6.58K

GOLDMAN SACHS PHYSICAL GOLD

SOLE

UNIT

Shares89.60K

TypeSH

Market value$4.14M

0.80%

Sole

0.00

Shared

0.00

None

89.60K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares130.22K

TypeSH

Market value$4.00M

0.78%

Sole

0.00

Shared

0.00

None

130.22K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares131.34K

TypeSH

Market value$3.66M

0.71%

Sole

0.00

Shared

0.00

None

131.34K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	147.78K	SH	$88.30M 17.14%	147.78K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	730.64K	SH	$53.80M 10.44%	730.64K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	524.38K	SH	$33.60M 6.52%	524.38K
ISHARES TRSOLE	CORE S&P MCP ETF	303.17K	SH	$20.47M 3.97%	303.17K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	291.92K	SH	$14.03M 2.72%	291.92K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	36.30K	SH	$11.64M 2.26%	36.30K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	206.16K	SH	$11.45M 2.22%	206.16K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	15.00	SH	$10.77M 2.09%	15.00
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	180.98K	SH	$10.26M 1.99%	180.98K
MICROSOFT CORPSOLE	COM	27.64K	SH	$10.23M 1.99%	27.64K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	122.67K	SH	$10.15M 1.97%	122.67K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	185.92K	SH	$10.05M 1.95%	185.92K
APPLE INCSOLE	COM	37.65K	SH	$9.55M 1.85%	37.65K
AMGEN INCSOLE	COM	24.48K	SH	$8.61M 1.67%	24.48K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	31.65K	SH	$8.29M 1.61%	31.65K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	16.84K	SH	$8.07M 1.57%	16.84K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	84.73K	SH	$7.52M 1.46%	84.73K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	251.53K	SH	$7.33M 1.42%	251.53K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	33.85K	SH	$7.28M 1.41%	33.85K
CORNING INCSOLE	COM	34.76K	SH	$4.73M 0.92%	34.76K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	139.50K	SH	$4.71M 0.91%	139.50K
CATERPILLAR INCSOLE	COM	6.58K	SH	$4.66M 0.90%	6.58K
GOLDMAN SACHS PHYSICAL GOLDSOLE	UNIT	89.60K	SH	$4.14M 0.80%	89.60K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	130.22K	SH	$4.00M 0.78%	130.22K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	131.34K	SH	$3.66M 0.71%	131.34K

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