Cambridge Advisors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Cambridge Advisors Inc. reported 167 stock positions worth $430.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.7%) and Vanguard Ftse Developed ETF (VEA, 6.4%). Compared with Q1 2024, it opened 2 new positions, sold out of 2, added to 64 and reduced 63. The biggest buy was a new position in FT Energy Income ETF (EIPI) and the biggest sale an exit from First Trust MLP and Energy I (FEI).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $430.4M (Q2 2024)
- SEC Filing
- 0001214659-24-012268 ↗ filed Jul 11, 2024
Holdings Value
Holdings 167 stocks · $430.4M
| VOO Vanguard S&P 500 ETF | 17.83% | 153,443 | $76.7M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 10.69% | 638,351 | $46.0M | Add +6.0% |
| VEA Vanguard Ftse Developed ETF | 6.40% | 557,452 | $27.5M | Reduce -1.4% |
| IJH iShares Core S&P Midcap ETF | 3.77% | 277,583 | $16.2M | Reduce -2.5% |
| MSFT Microsoft Corp. | 3.12% | 30,027 | $13.4M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.75% | 242,898 | $11.8M | Add +3.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.38% | 38,271 | $10.2M | Reduce -1.4% |
| VCIT Vanguard Int-Term Corporate | 2.08% | 112,063 | $9.0M | Add +4.3% |
| VWO Vanguard Ftse Emerging Marke | 2.00% | 196,618 | $8.6M | Reduce -1.7% |
| AAPL Apple Inc. | 1.94% | 39,677 | $8.4M | Add +2.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.87% | 145,142 | $8.1M | Add +4.2% |
| AMGN Amgen Inc. | 1.83% | 25,273 | $7.9M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.77% | 18,770 | $7.6M | Add +1.9% |
| JEPI JPMorgan Equity Premium Inco | 1.69% | 128,277 | $7.3M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 1.58% | 37,286 | $6.8M | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.51% | 29,750 | $6.5M | Reduce -0.7% |
| SCHG Schwab US Large-Cap Growth | 1.49% | 63,716 | $6.4M | Reduce -0.2% |
| VNQ Vanguard Real Estate ETF | 1.47% | 75,495 | $6.3M | Add +5.5% |
| SCHD Schwab US DVD Equity ETF | 0.93% | 51,490 | $4.0M | Reduce -1.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.81% | 120,560 | $3.5M | Add +1.2% |
| UNP Union Pacific Corp. | 0.76% | 14,405 | $3.3M | Reduce -0.8% |
| CAT Caterpillar Inc. | 0.74% | 9,525 | $3.2M | Reduce -0.2% |
| SCHB Schwab US Broad Market ETF | 0.69% | 47,485 | $3.0M | Add +1.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.68% | 43,732 | $2.9M | Add +7.4% |
| BSTP Innovator Buff Su Strat ETF | 0.66% | 90,653 | $2.8M | Reduce -4.0% |
| ACN Accenture PLC Class A | 0.65% | 9,250 | $2.8M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.62% | 12,102 | $2.7M | Reduce -0.3% |
| DHR Danaher Corp. | 0.61% | 10,526 | $2.6M | Reduce -0.7% |
| NVDA Nvidia Corp. | 0.60% | 20,895 | $2.6M | Reduce -12.1% |
| EIPI FT Energy Income ETF | 0.58% | 133,549 | $2.5M | New |
| FTCS First Trust Capital Strength | 0.57% | 29,436 | $2.5M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.55% | 6,465 | $2.4M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.52% | 4,091 | $2.2M | Add +1.9% |
| JPST JPMorgan Ultra-Short Income | 0.50% | 42,518 | $2.1M | Add +6.7% |
| MDY State Street SPDR S&P Midcap | 0.48% | 3,879 | $2.1M | Reduce -3.7% |
| FBTC Fidelity Wise Origin Bitcoin | 0.48% | 39,305 | $2.1M | Add +6.3% |
| FIXD First Trust Smith Opportunis | 0.46% | 46,288 | $2.0M | Reduce -8.4% |
| JNJ Johnson & Johnson | 0.44% | 13,086 | $1.9M | Reduce -3.2% |
| GOOGL Alphabet Inc. Class A | 0.44% | 10,393 | $1.9M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.43% | 3,629 | $1.8M | Add +1.3% |
| NAPR Innovator Growth 100 Power B | 0.40% | 36,140 | $1.7M | Add +1.0% |
| SCHF Schwab Intl Equity ETF | 0.38% | 43,017 | $1.7M | Add +5.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.37% | 4,110 | $1.6M | No change |
| IJR iShares Core S&P Small-Cap E | 0.36% | 14,685 | $1.6M | Add +0.6% |
| ABBV Abbvie Inc. | 0.35% | 8,840 | $1.5M | Add +0.7% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 19,368 | $1.5M | Reduce -0.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 19,187 | $1.5M | Reduce -3.2% |
| MRK Merck & Co. Inc. | 0.33% | 11,570 | $1.4M | Add +1.4% |
| UNH Unitedhealth Group Inc. | 0.33% | 2,807 | $1.4M | No change |
| XDEC FT Vest US Equity Enhance & | 0.33% | 38,993 | $1.4M | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.32% | 6,848 | $1.4M | Add +0.5% |
| GLW Corning Inc. | 0.32% | 35,758 | $1.4M | Add +0.5% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 25,231 | $1.4M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.31% | 8,135 | $1.3M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.31% | 27,673 | $1.3M | Add +0.9% |
| AAAU Goldman Sachs Physical Gold | 0.30% | 56,970 | $1.3M | Add +61.3% |
| ORCL Oracle Corp. | 0.30% | 9,150 | $1.3M | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.30% | 31,560 | $1.3M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.29% | 2,590 | $1.2M | Reduce -3.7% |
| V Visa Inc. Class A | 0.28% | 4,642 | $1.2M | Reduce -1.0% |
| EFA iShares MSCI Eafe ETF | 0.28% | 15,186 | $1.2M | Add +4.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.27% | 10,710 | $1.1M | No change |
| JPM JPMorgan Chase & Co. | 0.26% | 5,473 | $1.1M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.25% | 6,616 | $1.1M | Add +4.1% |
| NVS Novartis AG-Sponsored ADR | 0.25% | 10,075 | $1.1M | No change |
| ITW Illinois Tool Works | 0.24% | 4,440 | $1.1M | No change |
| ORLY O'reilly Automotive Inc. | 0.24% | 967 | $1.0M | No change |
| VXUS Vanguard Total Intl Stock | 0.24% | 16,909 | $1.0M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 0.23% | 16,861 | $1.0M | Add +1.0% |
| EME Emcor Group Inc. | 0.23% | 2,730 | $997K | Reduce -6.8% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 5,981 | $983K | No change |
| ADP Automatic Data Processing | 0.23% | 4,065 | $970K | No change |
| ROP Roper Technologies Inc. | 0.22% | 1,715 | $967K | Reduce -1.4% |
| DOGG FT Vest Djia Dogs 10 Target | 0.22% | 47,991 | $949K | Add +3.0% |
| CVX Chevron Corp. | 0.22% | 5,998 | $938K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.21% | 4,760 | $920K | Add +2.9% |
| CSCO Cisco Systems Inc. | 0.21% | 18,893 | $898K | Reduce -0.2% |
| EMLP First Trust North American E | 0.21% | 29,169 | $888K | Reduce -0.8% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 13,814 | $888K | Add +0.0% |
| PSTP Innovator PWR Buff Su St ETF | 0.20% | 28,722 | $875K | No change |
| XOM Exxon Mobil Corp. | 0.20% | 7,548 | $869K | Add +10.6% |
| NXPI NXP Semiconductors NV | 0.20% | 3,150 | $848K | Reduce -8.2% |
| GLD SPDR Gold Shares | 0.19% | 3,849 | $828K | Reduce -24.9% |
| VDE Vanguard Energy ETF | 0.19% | 6,448 | $823K | Reduce -0.7% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 20,031 | $806K | Add +1.1% |
| SCHO Schwab Short-Term US Treas | 0.18% | 16,480 | $793K | No change |
| SAMT Strategas Macro Them Opps | 0.18% | 29,608 | $775K | Reduce -0.8% |
| SMH Vaneck Semiconductor ETF | 0.18% | 2,952 | $770K | Add +11.7% |
| XJUN FT Vest U.S. Equity Enhance | 0.18% | 20,898 | $769K | No change |
| ABT Abbott Laboratories | 0.17% | 7,245 | $753K | Reduce -0.3% |
| GSLC Goldman Activebeta US LC ETF | 0.17% | 6,736 | $720K | Reduce -0.6% |
| MTBA Simplify MBS ETF | 0.17% | 14,109 | $711K | Add +12.1% |
| QCOM Qualcomm Inc. | 0.16% | 3,536 | $704K | Reduce -1.7% |
| AXP American Express Co. | 0.16% | 2,965 | $687K | Add +1.9% |
| ISRG Intuitive Surgical Inc. | 0.15% | 1,478 | $657K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 5,146 | $654K | No change |
| SVOL Simplify Volatility Premium | 0.15% | 28,820 | $647K | Add +10.6% |
| SCHP Schwab U.S. Tips ETF | 0.15% | 12,402 | $645K | Reduce -5.0% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.15% | 30,192 | $644K | Add +17.2% |
| XSEP FT Vest U.S. Equity Enhance | 0.15% | 17,020 | $642K | Reduce -5.3% |
Portfolio Sells Q1 2024 → Q2 2024
| FEI First Trust MLP and Energy I | Sold out | 0.00% | −0.55 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 3.77% | −0.30 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 6.40% | −0.29 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.62% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 1.51% | −0.11 |
| ACN Accenture PLC Class A | Reduce -0.1% | 0.65% | −0.10 |
| CAT Caterpillar Inc. | Reduce -0.2% | 0.74% | −0.09 |
| UNP Union Pacific Corp. | Reduce -0.8% | 0.76% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.4% | 0.93% | −0.06 |
| JNJ Johnson & Johnson | Reduce -3.2% | 0.44% | −0.06 |
| FIXD First Trust Smith Opportunis | Reduce -8.4% | 0.46% | −0.06 |
| GLD SPDR Gold Shares | Reduce -24.9% | 0.19% | −0.06 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -28.8% | 0.09% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -3.7% | 0.48% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -44.5% | 0.06% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -2.7% | 0.57% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -38.5% | 0.05% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.5% | 0.13% | −0.03 |
| V Visa Inc. Class A | Reduce -1.0% | 0.28% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.31% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.1% | 0.35% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.3% | 0.17% | −0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -0.5% | 0.32% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -3.2% | 0.34% | −0.02 |
| MDT Medtronic PLC | Reduce -2.8% | 0.10% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.2% | 0.21% | −0.01 |
| DHR Danaher Corp. | Reduce -0.7% | 0.61% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -4.0% | 0.66% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -12.2% | 0.08% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.0% | 0.15% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -0.7% | 0.19% | −0.01 |
| EME Emcor Group Inc. | Reduce -6.8% | 0.23% | −0.01 |
| SCHY Schwab International DVD ETF | Reduce -11.1% | 0.06% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.9% | 0.06% | −0.01 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -5.3% | 0.15% | −0.01 |
| BA The Boeing Co. | Reduce -3.9% | 0.06% | −0.01 |
| MCD McDonald's Corp. | Reduce -3.0% | 0.05% | −0.01 |
| FTRI First Trust Indxx Global Nat | Reduce -4.7% | 0.07% | −0.01 |
| DX Dynex Capital Inc. | Reduce -5.6% | 0.05% | −0.01 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -5.6% | 0.13% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 0.22% | −0.01 |
| FDX FedEx Corp. | Reduce -5.5% | 0.13% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -3.5% | 0.09% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -2.2% | 0.06% | −0.00 |
| NXPI NXP Semiconductors NV | Reduce -8.2% | 0.20% | −0.00 |
| SCHH Schwab US REIT ETF | Reduce -0.1% | 0.07% | −0.00 |
| XBJL Inn US Eq Acc 9 Buff July | Reduce -1.8% | 0.09% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 2.38% | −0.00 |
| XDEC FT Vest US Equity Enhance & | Reduce -0.7% | 0.33% | +0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| EIPI FT Energy Income ETF | New | 0.58% | +0.58 |
| AAPL Apple Inc. | Add +2.9% | 1.94% | +0.38 |
| BND Vanguard Total Bond Market | Add +6.0% | 10.69% | +0.37 |
| AMGN Amgen Inc. | Add +0.2% | 1.83% | +0.14 |
| AAAU Goldman Sachs Physical Gold | Add +61.3% | 0.30% | +0.12 |
| JEPQ JPM Nasdaq Equity Premium | Add +4.2% | 1.87% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.44% | +0.07 |
| EALT Innovator US Eqty 5TO15 Buff | New | 0.07% | +0.07 |
| GLW Corning Inc. | Add +0.5% | 0.32% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +4.3% | 2.08% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +11.7% | 0.18% | +0.04 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +7.4% | 0.68% | +0.03 |
| ADBE Adobe Inc. | Add +48.0% | 0.08% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +3.6% | 2.75% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +1.2% | 0.81% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +6.7% | 0.50% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.9% | 0.52% | +0.02 |
| SCHB Schwab US Broad Market ETF | Add +1.3% | 0.69% | +0.02 |
| KO The Coca-Cola Co. | Add +11.7% | 0.15% | +0.02 |
| AMZN Amazon.com Inc. | Add +2.9% | 0.21% | +0.02 |
| TUA Sim St Treas Fut Strat ETF | Add +17.2% | 0.15% | +0.02 |
| NAPR Innovator Growth 100 Power B | Add +1.0% | 0.40% | +0.02 |
| XOM Exxon Mobil Corp. | Add +10.6% | 0.20% | +0.01 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.43% | +0.01 |
| MTBA Simplify MBS ETF | Add +12.1% | 0.17% | +0.01 |
| WFC Wells Fargo & Co. | Add +12.4% | 0.11% | +0.01 |
| SVOL Simplify Volatility Premium | Add +10.6% | 0.15% | +0.01 |
| PG The Procter & Gamble Co. | Add +4.1% | 0.25% | +0.01 |
| CTA Simplify Managed Futures St | Add +2.7% | 0.12% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +5.5% | 1.47% | +0.01 |
| PFE Pfizer Inc. | Add +17.2% | 0.06% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +5.4% | 0.38% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +3.2% | 0.12% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +0.0% | 0.21% | +0.00 |
| AXP American Express Co. | Add +1.9% | 0.16% | +0.00 |
| IAU iShares Gold Trust | Add +1.8% | 0.07% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +2.3% | 0.24% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +4.1% | 0.28% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.2% | 0.06% | +0.00 |
| IGLD FT Vest Gold Strategy Target | Add +1.6% | 0.06% | +0.00 |
| MMM 3M Co. | Add +3.9% | 0.05% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.26% | −0.00 |
| LMBS First Trust Low Duration Opp | Add +0.1% | 0.06% | −0.00 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 0.15% | −0.00 |
| FTSL First Trust Senior Loan ETF | Add +1.8% | 0.15% | −0.00 |
| FTSM First Trust Enh Short Mat FD | Add +1.0% | 0.23% | −0.00 |
| IQLT iShares MSCI International Q | Add +0.3% | 0.07% | −0.00 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +1.1% | 0.19% | −0.00 |
| SAGP Strategas Global Policy Opp | Add +0.2% | 0.14% | −0.00 |
| SIRI Sirius XM Holdings Inc. | Add +18.0% | 0.02% | −0.00 |
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 |