Cambridge Advisors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Cambridge Advisors Inc. reported 167 stock positions worth $424.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.7% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.3%) and Vanguard Ftse Developed ETF (VEA, 6.7%). Compared with Q4 2023, it opened 5 new positions, sold out of 3, added to 50 and reduced 64. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $424.1M (Q1 2024)
- SEC Filing
- 0001214659-24-006890 ↗ filed Apr 16, 2024
Holdings Value
Holdings 167 stocks · $424.1M
| VOO Vanguard S&P 500 ETF | 17.65% | 155,721 | $74.9M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 10.32% | 602,441 | $43.8M | Add +2.4% |
| VEA Vanguard Ftse Developed ETF | 6.69% | 565,458 | $28.4M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 4.08% | 284,733 | $17.3M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.98% | 30,056 | $12.6M | Reduce -0.5% |
| BNDX Vanguard Total Intl Bond ETF | 2.72% | 234,443 | $11.5M | Add +4.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.38% | 38,826 | $10.1M | Reduce -2.9% |
| VCIT Vanguard Int-Term Corporate | 2.04% | 107,413 | $8.6M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 1.97% | 200,025 | $8.4M | Add +7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 18,413 | $7.7M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.78% | 139,255 | $7.6M | Add +13.8% |
| JEPI JPMorgan Equity Premium Inco | 1.72% | 125,820 | $7.3M | Add +15.3% |
| AMGN Amgen Inc. | 1.69% | 25,218 | $7.2M | Reduce -0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.61% | 29,960 | $6.8M | No change |
| VIG Vanguard Dividend Apprec ETF | 1.60% | 37,135 | $6.8M | Reduce -0.4% |
| AAPL Apple Inc. | 1.56% | 38,548 | $6.6M | Reduce -1.8% |
| VNQ Vanguard Real Estate ETF | 1.46% | 71,566 | $6.2M | Reduce -0.8% |
| SCHG Schwab US Large-Cap Growth | 1.40% | 63,846 | $5.9M | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 0.99% | 52,200 | $4.2M | Reduce -7.0% |
| UNP Union Pacific Corp. | 0.84% | 14,525 | $3.6M | Reduce -1.7% |
| CAT Caterpillar Inc. | 0.82% | 9,546 | $3.5M | Reduce -9.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.79% | 119,125 | $3.3M | Add +3.3% |
| ACN Accenture PLC Class A | 0.76% | 9,260 | $3.2M | Reduce -4.3% |
| LOW Lowe's Cos Inc. | 0.73% | 12,136 | $3.1M | Reduce -6.3% |
| SCHB Schwab US Broad Market ETF | 0.67% | 46,884 | $2.9M | Add +0.1% |
| BSTP Innovator Buff Su Strat ETF | 0.67% | 94,429 | $2.9M | Reduce -0.6% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.65% | 40,708 | $2.7M | Add +1.1% |
| DHR Danaher Corp. | 0.62% | 10,601 | $2.6M | Reduce -5.6% |
| FTCS First Trust Capital Strength | 0.61% | 30,243 | $2.6M | Reduce -2.9% |
| FEI First Trust MLP and Energy I | 0.55% | 242,493 | $2.3M | Add +1.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.54% | 36,988 | $2.3M | New |
| MDY State Street SPDR S&P Midcap | 0.53% | 4,029 | $2.2M | Reduce -1.9% |
| IWF iShares Russell 1000 Growth | 0.52% | 6,600 | $2.2M | No change |
| FIXD First Trust Smith Opportunis | 0.52% | 50,527 | $2.2M | Reduce -9.4% |
| NVDA Nvidia Corp. | 0.51% | 2,376 | $2.1M | Add +0.6% |
| JNJ Johnson & Johnson | 0.50% | 13,524 | $2.1M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 4,015 | $2.1M | Add +4.3% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 39,857 | $2.0M | Reduce -12.1% |
| META Meta Platforms Inc. Class A | 0.41% | 3,584 | $1.7M | Reduce -0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.39% | 4,110 | $1.6M | Reduce -1.7% |
| NAPR Innovator Growth 100 Power B | 0.38% | 35,777 | $1.6M | No change |
| IJR iShares Core S&P Small-Cap E | 0.38% | 14,600 | $1.6M | Reduce -3.6% |
| ABBV Abbvie Inc. | 0.38% | 8,775 | $1.6M | Reduce -6.4% |
| SCHF Schwab Intl Equity ETF | 0.38% | 40,824 | $1.6M | Reduce -0.3% |
| SCHM Schwab US Mid Cap ETF | 0.37% | 19,381 | $1.6M | Add +12.0% |
| GOOGL Alphabet Inc. Class A | 0.37% | 10,318 | $1.6M | Add +4.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.36% | 19,824 | $1.5M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.36% | 11,416 | $1.5M | Add +4.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.34% | 25,347 | $1.4M | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.34% | 6,812 | $1.4M | No change |
| PEP Pepsico Inc. | 0.34% | 8,155 | $1.4M | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 0.33% | 2,807 | $1.4M | No change |
| XDEC FT Vest US Equity Enhance & | 0.33% | 39,268 | $1.4M | No change |
| SCHA Schwab US Small-Cap ETF | 0.32% | 27,420 | $1.4M | Add +0.5% |
| V Visa Inc. Class A | 0.31% | 4,691 | $1.3M | Reduce -9.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.31% | 30,925 | $1.3M | Add +4.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 2,690 | $1.2M | No change |
| ITW Illinois Tool Works | 0.28% | 4,440 | $1.2M | Reduce -9.2% |
| GLW Corning Inc. | 0.28% | 35,598 | $1.2M | Reduce -4.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 10,710 | $1.2M | Reduce -0.9% |
| EFA iShares MSCI Eafe ETF | 0.27% | 14,586 | $1.2M | No change |
| ORCL Oracle Corp. | 0.27% | 9,150 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 5,464 | $1.1M | Add +0.6% |
| ORLY O'reilly Automotive Inc. | 0.26% | 967 | $1.1M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.25% | 5,125 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.24% | 6,358 | $1.0M | No change |
| EME Emcor Group Inc. | 0.24% | 2,930 | $1.0M | Reduce -6.4% |
| ADP Automatic Data Processing | 0.24% | 4,065 | $1.0M | Reduce -16.4% |
| RSP Invesco S&P 500 Equal Weight | 0.24% | 5,981 | $1.0M | No change |
| VXUS Vanguard Total Intl Stock | 0.24% | 16,534 | $997K | Add +5.9% |
| FTSM First Trust Enh Short Mat FD | 0.23% | 16,688 | $995K | Add +1.1% |
| DOGG FT Vest Djia Dogs 10 Target | 0.23% | 46,579 | $987K | Add +3.2% |
| ROP Roper Technologies Inc. | 0.23% | 1,740 | $976K | Reduce -5.1% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 10,075 | $975K | Reduce -6.5% |
| CVX Chevron Corp. | 0.22% | 5,993 | $945K | Reduce -7.5% |
| CSCO Cisco Systems Inc. | 0.22% | 18,932 | $945K | Reduce -5.1% |
| EMLP First Trust North American E | 0.20% | 29,389 | $868K | Add +0.0% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 13,812 | $857K | Add +0.6% |
| VDE Vanguard Energy ETF | 0.20% | 6,493 | $855K | Reduce -1.1% |
| NXPI NXP Semiconductors NV | 0.20% | 3,430 | $850K | No change |
| PSTP Innovator PWR Buff Su St ETF | 0.20% | 28,722 | $847K | No change |
| AMZN Amazon.com Inc. | 0.20% | 4,625 | $834K | Add +1.5% |
| ABT Abbott Laboratories | 0.19% | 7,270 | $826K | Reduce -6.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 19,816 | $807K | Add +1.4% |
| SCHO Schwab Short-Term US Treas | 0.19% | 16,480 | $795K | No change |
| XOM Exxon Mobil Corp. | 0.19% | 6,822 | $793K | Reduce -1.1% |
| AAAU Goldman Sachs Physical Gold | 0.18% | 35,326 | $777K | Reduce -0.0% |
| SAMT Strategas Macro Them Opps | 0.18% | 29,853 | $758K | Reduce -4.3% |
| XJUN FT Vest U.S. Equity Enhance | 0.18% | 20,898 | $757K | Reduce -17.7% |
| INTC Intel Corp. | 0.17% | 16,632 | $735K | Reduce -0.6% |
| GSLC Goldman Activebeta US LC ETF | 0.17% | 6,776 | $703K | No change |
| SCHP Schwab U.S. Tips ETF | 0.16% | 13,055 | $681K | No change |
| SBUX Starbucks Corp. | 0.16% | 7,448 | $681K | Add +0.7% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 5,146 | $675K | No change |
| XSEP FT Vest U.S. Equity Enhance | 0.16% | 17,970 | $666K | Reduce -2.7% |
| AXP American Express Co. | 0.16% | 2,910 | $663K | No change |
| MTBA Simplify MBS ETF | 0.15% | 12,582 | $641K | Add +29.7% |
| FTSL First Trust Senior Loan ETF | 0.15% | 13,764 | $636K | Add +0.5% |
| IEF iShares 7-10 Year Treasury B | 0.15% | 6,671 | $631K | No change |
| GDEC FT Vest US Equity Moderate B | 0.15% | 19,775 | $624K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -1.8% | 1.56% | −0.34 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 1.46% | −0.14 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.69% | −0.14 |
| FIXD First Trust Smith Opportunis | Reduce -9.4% | 0.52% | −0.11 |
| JPST JPMorgan Ultra-Short Income | Reduce -12.1% | 0.47% | −0.10 |
| ACN Accenture PLC Class A | Reduce -4.3% | 0.76% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -7.0% | 0.99% | −0.08 |
| SCHY Schwab International DVD ETF | Reduce -48.6% | 0.06% | −0.07 |
| UNP Union Pacific Corp. | Reduce -1.7% | 0.84% | −0.07 |
| PSR Invesco Active US Real Estat | Sold out | 0.00% | −0.05 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.05 |
| DAUG FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.05 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -17.7% | 0.18% | −0.05 |
| ADP Automatic Data Processing | Reduce -16.4% | 0.24% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.5% | 0.23% | −0.04 |
| ITW Illinois Tool Works | Reduce -9.2% | 0.28% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.2% | 0.50% | −0.04 |
| INTC Intel Corp. | Reduce -0.6% | 0.17% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.6% | 0.38% | −0.03 |
| V Visa Inc. Class A | Reduce -9.6% | 0.31% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -5.1% | 0.22% | −0.03 |
| DHR Danaher Corp. | Reduce -5.6% | 0.62% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -0.9% | 0.28% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.3% | 0.34% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -5.1% | 0.23% | −0.02 |
| CVX Chevron Corp. | Reduce -7.5% | 0.22% | −0.02 |
| ABT Abbott Laboratories | Reduce -6.1% | 0.19% | −0.02 |
| FTRI First Trust Indxx Global Nat | Reduce -15.9% | 0.08% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -2.9% | 0.61% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -1.7% | 0.39% | −0.01 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -2.7% | 0.16% | −0.01 |
| XBJL Inn US Eq Acc 9 Buff July | Reduce -4.6% | 0.09% | −0.01 |
| GLW Corning Inc. | Reduce -4.0% | 0.28% | −0.01 |
| PFE Pfizer Inc. | Reduce -1.8% | 0.05% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -0.6% | 0.67% | −0.01 |
| DE Deere & Co. | Reduce -0.9% | 0.12% | −0.01 |
| MMM 3M Co. | Reduce -0.5% | 0.05% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -0.3% | 0.38% | −0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -0.1% | 0.13% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.9% | 2.38% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -1.5% | 0.10% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.5% | 0.09% | −0.00 |
| MDT Medtronic PLC | Reduce -1.0% | 0.12% | −0.00 |
| SAMT Strategas Macro Them Opps | Reduce -4.3% | 0.18% | −0.00 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -1.0% | 0.10% | −0.00 |
| SAGP Strategas Global Policy Opp | Reduce -0.8% | 0.14% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -0.1% | 0.07% | −0.00 |
| FTV Fortive Corp. | Reduce -9.3% | 0.06% | −0.00 |
| AAAU Goldman Sachs Physical Gold | Reduce -0.0% | 0.18% | +0.00 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -0.1% | 0.10% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| FBTC Fidelity Wise Origin Bitcoin | New | 0.54% | +0.54 |
| JEPQ JPM Nasdaq Equity Premium | Add +13.8% | 1.78% | +0.25 |
| NVDA Nvidia Corp. | Add +0.6% | 0.51% | +0.21 |
| JEPI JPMorgan Equity Premium Inco | Add +15.3% | 1.72% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +0.6% | 1.40% | +0.07 |
| MRK Merck & Co. Inc. | Add +4.8% | 0.36% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +7.9% | 1.97% | +0.06 |
| SYY Sysco Corp. | New | 0.05% | +0.05 |
| GRMN Garmin Ltd. | New | 0.05% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.05% | +0.05 |
| ADBE Adobe Inc. | New | 0.05% | +0.05 |
| SCHM Schwab US Mid Cap ETF | Add +12.0% | 0.37% | +0.04 |
| FEI First Trust MLP and Energy I | Add +1.5% | 0.55% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +4.3% | 0.50% | +0.04 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +4.2% | 0.08% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +3.2% | 0.14% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.26% | +0.03 |
| MTBA Simplify MBS ETF | Add +29.7% | 0.15% | +0.03 |
| AMZN Amazon.com Inc. | Add +1.5% | 0.20% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.1% | 0.65% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +0.1% | 0.67% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 0.37% | +0.02 |
| WFC Wells Fargo & Co. | Add +11.0% | 0.09% | +0.02 |
| QCOM Qualcomm Inc. | Add +2.9% | 0.14% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.3% | 0.79% | +0.02 |
| TUA Sim St Treas Fut Strat ETF | Add +25.6% | 0.13% | +0.01 |
| DJUL FT Vest US Equity Deep Buffe | Add +14.7% | 0.10% | +0.01 |
| USB US Bancorp | Add +16.1% | 0.08% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +5.9% | 0.24% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.6% | 0.20% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.13% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +21.9% | 0.06% | +0.01 |
| CTA Simplify Managed Futures St | Add +3.8% | 0.11% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.07% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.8% | 0.08% | +0.00 |
| EMLP First Trust North American E | Add +0.0% | 0.20% | +0.00 |
| SVOL Simplify Volatility Premium | Add +7.3% | 0.14% | +0.00 |
| DX Dynex Capital Inc. | Add +5.9% | 0.05% | −0.00 |
| IGLD FT Vest Gold Strategy Target | Add +1.2% | 0.06% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +1.4% | 0.19% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.7% | 6.69% | −0.00 |
| LMBS First Trust Low Duration Opp | Add +0.3% | 0.06% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Add +0.5% | 0.32% | −0.01 |
| SCHH Schwab US REIT ETF | Add +0.0% | 0.07% | −0.01 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +1.3% | 0.34% | −0.01 |
| FTSL First Trust Senior Loan ETF | Add +0.5% | 0.15% | −0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +4.6% | 0.31% | −0.01 |
| DOGG FT Vest Djia Dogs 10 Target | Add +3.2% | 0.23% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Add +1.1% | 0.23% | −0.01 |
| SIRI Sirius XM Holdings Inc. | Add +0.6% | 0.03% | −0.01 |
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 |