§ 13F · FUND PROFILE
Cambridge Advisors Inc..
AUM · $582M (13F)Positions · 183Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 155K | $106M | 18.2% | +5% |
| 2 | BND | VANGUARD BD INDEX FDS | 806K | $59M | 10.2% | +10% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 557K | $40M | 6.8% | +6% |
| 4 | IJH | ISHARES TR | 311K | $24M | 4.1% | +3% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 318K | $15M | 2.6% | +9% |
| 6 | VTI | VANGUARD INDEX FDS | 36K | $13M | 2.3% | −1% |
| 7 | JEPQ | J P MORGAN EXCHANGE TRADED F | 205K | $13M | 2.2% | −1% |
| 8 | VCIT | VANGUARD SCOTTSDALE FDS | 145K | $12M | 2.1% | +18% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 194K | $12M | 2.0% | +4% |
| 10 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 15 | $11M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CAMBRIDGE SIGNAL
AC read
Cambridge Advisors Inc. is a Other fund managing $582 million in assets. The fund runs a portfolio of 183 positions.
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