CAMBRIDGE ADVISORS INC.

Filed: 7/16/2026ACC: 0001214659-26-008644

📋 What this filing means

CAMBRIDGE ADVISORS INC. filed this quarterly 13F‑HR report disclosing 183 equity positions with a total reported market value of $581.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

183

Positions

$581.68M

Total AUM (reported)

6.39M

Total Shares

Allocation by class

S&P 500 ETF SHS$106.14M18.2%

COM$89.08M15.3%

TOTAL BND MRKT$59.15M10.2%

VAN FTSE DEV MKT$39.68M6.8%

CORE S&P MCP ETF$24.02M4.1%

TOTAL INT BD ETF$15.41M2.6%

TOTAL STK MKT$13.25M2.3%

Portfolio Concentration

Top 3$204.97M35.2%

4–10$100.06M17.2%

11–25$114.64M19.7%

Rest$162.01M27.9%

Top 3 weight

35.2%

Top 10 weight

52.4%

Voting Authority Distribution

Total shares with voting rights: 6.39M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.39M

% of voting shares100.0%

Investment Discretion (by position count)

Sole183

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings183

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares154.55K

TypeSH

Market value$106.14M

18.25%

Sole

0.00

Shared

0.00

None

154.55K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares805.70K

TypeSH

Market value$59.15M

10.17%

Sole

0.00

Shared

0.00

None

805.70K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares556.88K

TypeSH

Market value$39.68M

6.82%

Sole

0.00

Shared

0.00

None

556.88K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares311.49K

TypeSH

Market value$24.02M

4.13%

Sole

0.00

Shared

0.00

None

311.49K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares318.19K

TypeSH

Market value$15.41M

2.65%

Sole

0.00

Shared

0.00

None

318.19K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares35.82K

TypeSH

Market value$13.25M

2.28%

Sole

0.00

Shared

0.00

None

35.82K

J P MORGAN EXCHANGE TRADED F

SOLE

NASDAQ EQT PREM

Shares204.83K

TypeSH

Market value$12.59M

2.16%

Sole

0.00

Shared

0.00

None

204.83K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares145.29K

TypeSH

Market value$12.01M

2.06%

Sole

0.00

Shared

0.00

None

145.29K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares193.52K

TypeSH

Market value$11.55M

1.99%

Sole

0.00

Shared

0.00

None

193.52K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL A

Shares15.00

TypeSH

Market value$11.23M

1.93%

Sole

0.00

Shared

0.00

None

15.00

APPLE INC

SOLE

COM

Shares36.53K

TypeSH

Market value$10.57M

1.82%

Sole

0.00

Shared

0.00

None

36.53K

J P MORGAN EXCHANGE TRADED F

SOLE

EQUITY PREMIUM

Shares181.43K

TypeSH

Market value$10.25M

1.76%

Sole

0.00

Shared

0.00

None

181.43K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares31.65K

TypeSH

Market value$9.59M

1.65%

Sole

0.00

Shared

0.00

None

31.65K

MICROSOFT CORP

SOLE

COM

Shares25.49K

TypeSH

Market value$9.51M

1.63%

Sole

0.00

Shared

0.00

None

25.49K

AMGEN INC

SOLE

COM

Shares24.62K

TypeSH

Market value$8.92M

1.53%

Sole

0.00

Shared

0.00

None

24.62K

CORNING INC

SOLE

COM

Shares34.71K

TypeSH

Market value$8.86M

1.52%

Sole

0.00

Shared

0.00

None

34.71K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares90.08K

TypeSH

Market value$8.69M

1.49%

Sole

0.00

Shared

0.00

None

90.08K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares242.35K

TypeSH

Market value$8.20M

1.41%

Sole

0.00

Shared

0.00

None

242.35K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares16.21K

TypeSH

Market value$8.11M

1.39%

Sole

0.00

Shared

0.00

None

16.21K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares33.51K

TypeSH

Market value$7.93M

1.36%

Sole

0.00

Shared

0.00

None

33.51K

CATERPILLAR INC

SOLE

COM

Shares6.34K

TypeSH

Market value$6.75M

1.16%

Sole

0.00

Shared

0.00

None

6.34K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT LADD BUFF ETF

Shares140.62K

TypeSH

Market value$5.14M

0.88%

Sole

0.00

Shared

0.00

None

140.62K

NVIDIA CORPORATION

SOLE

COM

Shares20.60K

TypeSH

Market value$4.12M

0.71%

Sole

0.00

Shared

0.00

None

20.60K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares127.69K

TypeSH

Market value$4.05M

0.70%

Sole

0.00

Shared

0.00

None

127.69K

SCHWAB STRATEGIC TR

SOLE

FUNDAMENTAL US L

Shares127.24K

TypeSH

Market value$3.96M

0.68%

Sole

0.00

Shared

0.00

None

127.24K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	154.55K	SH	$106.14M 18.25%	154.55K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	805.70K	SH	$59.15M 10.17%	805.70K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	556.88K	SH	$39.68M 6.82%	556.88K
ISHARES TRSOLE	CORE S&P MCP ETF	311.49K	SH	$24.02M 4.13%	311.49K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	318.19K	SH	$15.41M 2.65%	318.19K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	35.82K	SH	$13.25M 2.28%	35.82K
J P MORGAN EXCHANGE TRADED FSOLE	NASDAQ EQT PREM	204.83K	SH	$12.59M 2.16%	204.83K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	145.29K	SH	$12.01M 2.06%	145.29K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	193.52K	SH	$11.55M 1.99%	193.52K
BERKSHIRE HATHAWAY INC DELSOLE	CL A	15.00	SH	$11.23M 1.93%	15.00
APPLE INCSOLE	COM	36.53K	SH	$10.57M 1.82%	36.53K
J P MORGAN EXCHANGE TRADED FSOLE	EQUITY PREMIUM	181.43K	SH	$10.25M 1.76%	181.43K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	31.65K	SH	$9.59M 1.65%	31.65K
MICROSOFT CORPSOLE	COM	25.49K	SH	$9.51M 1.63%	25.49K
AMGEN INCSOLE	COM	24.62K	SH	$8.92M 1.53%	24.62K
CORNING INCSOLE	COM	34.71K	SH	$8.86M 1.52%	34.71K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	90.08K	SH	$8.69M 1.49%	90.08K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	242.35K	SH	$8.20M 1.41%	242.35K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	16.21K	SH	$8.11M 1.39%	16.21K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	33.51K	SH	$7.93M 1.36%	33.51K
CATERPILLAR INCSOLE	COM	6.34K	SH	$6.75M 1.16%	6.34K
FIRST TR EXCHNG TRADED FD VISOLE	FT LADD BUFF ETF	140.62K	SH	$5.14M 0.88%	140.62K
NVIDIA CORPORATIONSOLE	COM	20.60K	SH	$4.12M 0.71%	20.60K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	127.69K	SH	$4.05M 0.70%	127.69K
SCHWAB STRATEGIC TRSOLE	FUNDAMENTAL US L	127.24K	SH	$3.96M 0.68%	127.24K

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