§ 13F · FUND PROFILE
Cambridge Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $478M (13F)Positions · 168Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 148K | $88M | 17.1% | +2% |
| 2 | BND | VANGUARD BD INDEX FDS | 731K | $54M | 10.4% | ±0% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 524K | $34M | 6.5% | −4% |
| 4 | IJH | ISHARES TR | 303K | $20M | 4.0% | −2% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 292K | $14M | 2.7% | +1% |
| 6 | VTI | VANGUARD INDEX FDS | 36K | $12M | 2.3% | ±0% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 206K | $11M | 2.2% | −1% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11M | 2.1% | ±0% |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | 181K | $10M | 2.0% | −1% |
| 10 | MSFT | MICROSOFT CORP | 28K | $10M | 2.0% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMBRIDGE SIGNAL
AC read
Cambridge Advisors Inc. is a Other fund managing $478 million in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed