Cambridge Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Cambridge Advisors Inc. reported 183 stock positions worth $581.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 18.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.2%) and Vanguard Ftse Developed ETF (VEA, 6.8%). Compared with Q1 2026, it opened 7 new positions, sold out of 2, added to 60 and reduced 66. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +5%) and the biggest sale Microsoft (MSFT, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $581.7M (Q2 2026)
- SEC Filing
- 0001214659-26-008644 ↗ filed Jul 16, 2026
Holdings Value
Holdings 183 stocks · $581.7M
| VOO Vanguard S&P 500 ETF | 18.25% | 154,547 | $106.1M | Add +4.6% |
| BND Vanguard Total Bond Market | 10.17% | 805,700 | $59.1M | Add +10.3% |
| VEA Vanguard Ftse Developed ETF | 6.82% | 556,878 | $39.7M | Add +6.2% |
| IJH iShares Core S&P Midcap ETF | 4.13% | 311,487 | $24.0M | Add +2.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.65% | 318,189 | $15.4M | Add +9.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.28% | 35,820 | $13.3M | Reduce -1.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.16% | 204,827 | $12.6M | Reduce -0.7% |
| VCIT Vanguard Int-Term Corporate | 2.06% | 145,292 | $12.0M | Add +18.4% |
| VWO Vanguard Ftse Emerging Marke | 1.99% | 193,518 | $11.6M | Add +4.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.93% | 15 | $11.2M | No change |
| AAPL Apple Inc. | 1.82% | 36,530 | $10.6M | Reduce -3.0% |
| JEPI JPMorgan Equity Premium Inco | 1.76% | 181,433 | $10.2M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.65% | 31,646 | $9.6M | No change |
| MSFT Microsoft Corp. | 1.63% | 25,493 | $9.5M | Reduce -7.8% |
| AMGN Amgen Inc. | 1.53% | 24,621 | $8.9M | Add +0.6% |
| GLW Corning Inc. | 1.52% | 34,706 | $8.9M | Reduce -0.1% |
| VNQ Vanguard Real Estate ETF | 1.49% | 90,075 | $8.7M | Add +6.3% |
| SCHG Schwab US Large-Cap Growth | 1.41% | 242,353 | $8.2M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 16,206 | $8.1M | Reduce -3.8% |
| VIG Vanguard Dividend Apprec ETF | 1.36% | 33,507 | $7.9M | Reduce -1.0% |
| CAT Caterpillar Inc. | 1.16% | 6,337 | $6.7M | Reduce -3.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.88% | 140,616 | $5.1M | Add +0.8% |
| NVDA Nvidia Corp. | 0.71% | 20,597 | $4.1M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.70% | 127,686 | $4.0M | Reduce -1.9% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.68% | 127,243 | $4.0M | Reduce -3.1% |
| SCHB Schwab US Broad Market ETF | 0.67% | 134,440 | $3.9M | Reduce -0.4% |
| AAAU Goldman Sachs Physical Gold | 0.63% | 92,025 | $3.6M | Add +2.7% |
| JPST JPMorgan Ultra-Short Income | 0.58% | 66,423 | $3.4M | Add +26.1% |
| UNP Union Pacific Corp. | 0.57% | 12,186 | $3.3M | Reduce -2.3% |
| IWF iShares Russell 1000 Growth | 0.56% | 26,036 | $3.2M | No change |
| EIPI FT Energy Income ETF | 0.53% | 142,258 | $3.1M | Reduce -2.8% |
| BSTP Innovator Buff Su Strat ETF | 0.53% | 78,910 | $3.1M | Reduce -8.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.52% | 59,471 | $3.0M | Add +1.6% |
| JNJ Johnson & Johnson | 0.51% | 11,786 | $3.0M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 3,786 | $2.8M | Reduce -1.6% |
| MDY State Street SPDR S&P Midcap | 0.47% | 3,894 | $2.7M | No change |
| SAMT Strategas Macro Them Opps | 0.45% | 54,872 | $2.6M | Add +7.0% |
| SCHF Schwab Intl Equity ETF | 0.45% | 93,667 | $2.6M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 0.45% | 17,487 | $2.6M | Add +14.7% |
| GOOGL Alphabet Inc. Class A | 0.45% | 7,252 | $2.6M | Reduce -8.1% |
| AIRR First Trust Rba American Ind | 0.42% | 18,511 | $2.5M | Add +8.2% |
| LOW Lowe's Cos Inc. | 0.38% | 9,894 | $2.2M | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.37% | 8,520 | $2.1M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.36% | 57,089 | $2.1M | Reduce -3.0% |
| EMLP First Trust North American E | 0.36% | 47,690 | $2.1M | Reduce -0.7% |
| GRID First TRST Nasd Class Edg Sgiif | 0.36% | 10,785 | $2.1M | Add +4.7% |
| FTSM First Trust Enh Short Mat FD | 0.35% | 33,827 | $2.0M | Add +62.6% |
| JGRO JPMorgan Active Growth ETF | 0.34% | 20,164 | $2.0M | Reduce -6.6% |
| EME Emcor Group Inc. | 0.34% | 2,390 | $2.0M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 2,633 | $1.9M | No change |
| CSCO Cisco Systems Inc. | 0.33% | 16,506 | $1.9M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.33% | 52,959 | $1.9M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.32% | 6,217 | $1.9M | No change |
| VXUS Vanguard Total Intl Stock | 0.31% | 21,408 | $1.8M | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 0.31% | 2,754 | $1.8M | Reduce -17.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.31% | 16,390 | $1.8M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.30% | 3,308 | $1.7M | Reduce -0.8% |
| INTC Intel Corp. | 0.28% | 11,780 | $1.6M | Add +1.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.28% | 36,435 | $1.6M | No change |
| EFA iShares MSCI Eafe ETF | 0.27% | 15,182 | $1.6M | No change |
| NAPR Innovator Growth 100 Power B | 0.27% | 26,629 | $1.6M | Reduce -8.3% |
| SDVD FT Vest Smid Rising Dividend | 0.26% | 65,918 | $1.5M | Add +4.8% |
| JPM JPMorgan Chase & Co. | 0.26% | 4,641 | $1.5M | Reduce -2.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.25% | 38,836 | $1.5M | Reduce -4.0% |
| DHR Danaher Corp. | 0.25% | 7,621 | $1.5M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.24% | 2,523 | $1.4M | Reduce -1.7% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 47,019 | $1.4M | No change |
| WCMI FT WCM International ETF | 0.24% | 70,543 | $1.4M | Add +0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 16,922 | $1.3M | Add +0.3% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 8,475 | $1.3M | Reduce -5.6% |
| PINK Simplify Health Care ETF | 0.22% | 32,380 | $1.3M | Add +2.6% |
| BUCK Simplify Treasury Option Inc. | 0.22% | 53,854 | $1.3M | Add +5.3% |
| FTCS First Trust Capital Strength | 0.21% | 13,228 | $1.2M | Reduce -4.3% |
| V Visa Inc. Class A | 0.21% | 3,591 | $1.2M | Reduce -11.8% |
| ORLY O'reilly Automotive Inc. | 0.20% | 12,675 | $1.2M | Reduce -0.2% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 5,275 | $1.1M | Add +0.0% |
| ORCL Oracle Corp. | 0.19% | 7,568 | $1.1M | No change |
| DOGG FT Vest Djia Dogs 10 Target | 0.19% | 51,683 | $1.1M | Add +2.1% |
| HEQT Simplify Hedged Equity ETF | 0.19% | 32,196 | $1.1M | Reduce -1.1% |
| ITW Illinois Tool Works | 0.18% | 3,978 | $1.1M | Add +0.6% |
| BITW Bitwise 10 Crypto Index ETF | 0.18% | 27,815 | $1.0M | Add +2.4% |
| MTBA Simplify MBS ETF | 0.18% | 20,953 | $1.0M | Add +7.4% |
| GLD SPDR Gold Shares | 0.17% | 2,740 | $1.0M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.17% | 7,852 | $1.0M | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.17% | 7,331 | $1.0M | Reduce -0.1% |
| AXP American Express Co. | 0.17% | 2,910 | $984K | No change |
| GOOG Alphabet Inc. Class C | 0.17% | 2,750 | $972K | Reduce -2.6% |
| FIXD First Trust Smith Opportunis | 0.16% | 21,755 | $949K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.16% | 3,822 | $911K | Reduce -17.8% |
| PEP Pepsico Inc. | 0.15% | 6,637 | $899K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.14% | 5,706 | $837K | Reduce -0.0% |
| SVOL Simplify Volatility Premium | 0.14% | 51,609 | $828K | Add +4.3% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.14% | 17,256 | $823K | No change |
| SCHO Schwab Short-Term US Treas | 0.14% | 32,757 | $791K | No change |
| CVX Chevron Corp. | 0.14% | 4,762 | $789K | Reduce -3.6% |
| ADP Automatic Data Processing | 0.13% | 3,466 | $776K | Reduce -0.7% |
| KO The Coca-Cola Co. | 0.13% | 9,433 | $767K | Add +0.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.13% | 5,127 | $757K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.13% | 4,966 | $756K | No change |
| SBUX Starbucks Corp. | 0.13% | 7,354 | $751K | Add +0.7% |
Portfolio Sells Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | Reduce -7.8% | 1.63% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 1.39% | −0.17 |
| ACN Accenture PLC Class A | Reduce -17.3% | 0.12% | −0.14 |
| EIPI FT Energy Income ETF | Reduce -2.8% | 0.53% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -3.9% | 0.38% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.9% | 0.70% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.17% | −0.07 |
| BSTP Innovator Buff Su Strat ETF | Reduce -8.3% | 0.53% | −0.07 |
| CVX Chevron Corp. | Reduce -3.6% | 0.14% | −0.06 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -0.7% | 2.16% | −0.06 |
| EMLP First Trust North American E | Reduce -0.7% | 0.36% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 1.36% | −0.05 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.04 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.7% | 0.24% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Reduce -5.6% | 0.23% | −0.04 |
| NAPR Innovator Growth 100 Power B | Reduce -8.3% | 0.27% | −0.04 |
| AAPL Apple Inc. | Reduce -3.0% | 1.82% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -4.3% | 0.21% | −0.04 |
| ABT Abbott Laboratories | Reduce -3.7% | 0.10% | −0.03 |
| MDT Medtronic PLC | Reduce -20.5% | 0.06% | −0.03 |
| RTX RTX Corp. | Reduce -8.2% | 0.13% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -17.8% | 0.16% | −0.03 |
| DHR Danaher Corp. | Reduce -0.1% | 0.25% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -3.1% | 0.68% | −0.03 |
| IAU iShares Gold Trust | Reduce -0.3% | 0.09% | −0.03 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -25.3% | 0.06% | −0.03 |
| V Visa Inc. Class A | Reduce -11.8% | 0.21% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -0.2% | 0.20% | −0.03 |
| PSTP Innovator PWR Buff Su St ETF | Reduce -11.7% | 0.12% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -8.2% | 0.07% | −0.02 |
| UNP Union Pacific Corp. | Reduce -2.3% | 0.57% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.14% | −0.02 |
| HEQT Simplify Hedged Equity ETF | Reduce -1.1% | 0.19% | −0.01 |
| SAGP Strategas Global Policy Opp | Reduce -2.1% | 0.12% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -4.2% | 0.10% | −0.01 |
| JGRO JPMorgan Active Growth ETF | Reduce -6.6% | 0.34% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.6% | 1.41% | −0.01 |
| MO Altria Group Inc. | Reduce -21.8% | 0.04% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.8% | 0.26% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -14.7% | 0.04% | −0.01 |
| PFIX Simplify Interest Rate Hedge | Reduce -0.1% | 0.05% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -1.1% | 0.45% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -0.1% | 0.31% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -4.6% | 0.05% | −0.01 |
| PJAN Innovator U.S. Equity Power | Reduce -0.7% | 0.08% | −0.01 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -3.1% | 0.07% | −0.00 |
| ADP Automatic Data Processing | Reduce -0.7% | 0.13% | −0.00 |
| EWG iShares MSCI Germany ETF | Reduce -1.3% | 0.04% | −0.00 |
| EME Emcor Group Inc. | Reduce -0.6% | 0.34% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +4.6% | 18.25% | +1.11 |
| VEA Vanguard Ftse Developed ETF | Add +6.2% | 6.82% | +0.30 |
| INTC Intel Corp. | Add +1.3% | 0.28% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +2.7% | 4.13% | +0.16 |
| FTSM First Trust Enh Short Mat FD | Add +62.6% | 0.35% | +0.11 |
| VCIT Vanguard Int-Term Corporate | Add +18.4% | 2.06% | +0.09 |
| IJR iShares Core S&P Small-Cap E | Add +14.7% | 0.45% | +0.08 |
| ARKQ ARK Autonomous Tech & Robot | Add +147.6% | 0.10% | +0.06 |
| JPST JPMorgan Ultra-Short Income | Add +26.1% | 0.58% | +0.06 |
| SAMT Strategas Macro Them Opps | Add +7.0% | 0.45% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +2.3% | 0.12% | +0.06 |
| AIRR First Trust Rba American Ind | Add +8.2% | 0.42% | +0.06 |
| ARKG ARK Genomic Revolution ETF | Add +35.3% | 0.09% | +0.04 |
| SETM Sprott Critical Material ETF | Add +81.5% | 0.12% | +0.04 |
| ROBO Robo Global Robotics and Aut | New | 0.04% | +0.04 |
| CDX Simplify High Yield ETF | New | 0.04% | +0.04 |
| BKCH Global X Blockchain ETF | New | 0.04% | +0.04 |
| EWJ iShares MSCI Japan ETF | New | 0.04% | +0.04 |
| XSEP FT Vest U.S. Equity Enhance | New | 0.04% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +4.1% | 1.99% | +0.04 |
| IVW iShares S&P 500 Growth ETF | New | 0.04% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +6.3% | 1.49% | +0.03 |
| TGT Target Corp. | New | 0.03% | +0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Add +4.7% | 0.36% | +0.03 |
| NVDA Nvidia Corp. | Add +1.6% | 0.71% | +0.02 |
| RDVY First Trust Rising Dividend | Add +10.6% | 0.10% | +0.01 |
| PINK Simplify Health Care ETF | Add +2.6% | 0.22% | +0.01 |
| WCMI FT WCM International ETF | Add +0.1% | 0.24% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 0.12% | +0.00 |
| HELO JPMorgan Hedged Equity ETF | Add +13.4% | 0.04% | +0.00 |
| SBUX Starbucks Corp. | Add +0.7% | 0.13% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.07% | +0.00 |
| FIW First Trust Water ETF | Add +0.1% | 0.04% | −0.00 |
| DX Dynex Capital Inc. | Add +3.9% | 0.05% | −0.00 |
| SDVD FT Vest Smid Rising Dividend | Add +4.8% | 0.26% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 0.19% | −0.00 |
| SVOL Simplify Volatility Premium | Add +4.3% | 0.14% | −0.01 |
| XJUN FT Vest U.S. Equity Enhance | Add +0.8% | 0.06% | −0.01 |
| JBND JPMorgan Active Bond ETF | Add +3.2% | 0.06% | −0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.13% | −0.01 |
| DVY iShares Select Dividend ETF | Add +0.4% | 0.10% | −0.01 |
| MRK Merck & Co. Inc. | Add +0.7% | 0.17% | −0.01 |
| MCD McDonald's Corp. | Add +2.9% | 0.04% | −0.01 |
| MTBA Simplify MBS ETF | Add +7.4% | 0.18% | −0.01 |
| COST Costco Wholesale Corp. | Add +1.7% | 0.07% | −0.01 |
| FTRI First Trust Indxx Global Nat | Add +0.1% | 0.05% | −0.01 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +2.7% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Add +0.6% | 0.18% | −0.01 |
| FDX FedEx Corp. | Add +1.9% | 0.06% | −0.02 |
| BUCK Simplify Treasury Option Inc. | Add +5.3% | 0.22% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 183 | $581.7M | VOO, BND, VEA, IJH, BNDX |
| Q1 2026 | 178 | $515.3M | VOO, BND, VEA, IJH, BNDX |
| Q4 2025 | 176 | $525.3M | VOO, BND, VEA, IJH, BNDX |
| Q3 2025 | 169 | $511.7M | VOO, BND, VEA, IJH, MSFT |
| Q2 2025 | 168 | $478.4M | VOO, BND, VEA, IJH, MSFT |
| Q1 2025 | 175 | $456.6M | VOO, BND, VEA, IJH, BNDX |
| Q4 2024 | 168 | $448.0M | VOO, BND, VEA, IJH, BNDX |
| Q3 2024 | 170 | $457.7M | VOO, BND, VEA, IJH, MSFT |
| Q2 2024 | 167 | $430.4M | VOO, BND, VEA, IJH, MSFT |
| Q1 2024 | 167 | $424.1M | VOO, BND, VEA, IJH, MSFT |