§ 13F · FUND PROFILE
Cambridge Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $478.4T (13F)Positions · 168Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$525.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 144K | $90.5T | 17.2% | NEW |
| 2 | BND | VANGUARD BD INDEX FDS | 731K | $54.1T | 10.3% | NEW |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 549K | $34.3T | 6.5% | NEW |
| 4 | IJH | ISHARES TR | 308K | $20.4T | 3.9% | NEW |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 290K | $14.0T | 2.7% | NEW |
| 6 | MSFT | MICROSOFT CORP | 28K | $13.7T | 2.6% | NEW |
| 7 | VTI | VANGUARD INDEX FDS | 36K | $12.2T | 2.3% | NEW |
| 8 | JEPQ | J P MORGAN EXCHANGE TRADED F | 209K | $12.1T | 2.3% | NEW |
| 9 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11.3T | 2.2% | NEW |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 182K | $10.4T | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMBRIDGE SIGNAL
AC read
Cambridge Advisors Inc. is a Other fund managing $478409.4 trillion in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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