Cambridge Advisors Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), Cambridge Advisors Inc. reported 170 stock positions worth $457.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.7%) and Vanguard Ftse Developed ETF (VEA, 6.6%). Compared with Q2 2024, it opened 6 new positions, sold out of 3, added to 44 and reduced 76. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +2%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $457.7M (Q3 2024)
- SEC Filing
- 0001214659-24-017836 ↗ filed Oct 23, 2024
Holdings Value
Holdings 170 stocks · $457.7M
| VOO Vanguard S&P 500 ETF | 17.35% | 150,519 | $79.4M | Reduce -1.9% |
| BND Vanguard Total Bond Market | 10.68% | 650,866 | $48.9M | Add +2.0% |
| VEA Vanguard Ftse Developed ETF | 6.58% | 570,206 | $30.1M | Add +2.3% |
| IJH iShares Core S&P Midcap ETF | 3.92% | 287,822 | $17.9M | Add +3.7% |
| MSFT Microsoft Corp. | 2.82% | 30,008 | $12.9M | Reduce -0.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.74% | 249,866 | $12.6M | Add +2.9% |
| VTI VG Morningstar TS MKT ETF-US | 2.33% | 37,671 | $10.7M | Reduce -1.6% |
| VCIT Vanguard Int-Term Corporate | 2.06% | 112,702 | $9.4M | Add +0.6% |
| AAPL Apple Inc. | 2.04% | 40,110 | $9.3M | Add +1.1% |
| VWO Vanguard Ftse Emerging Marke | 2.03% | 194,026 | $9.3M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.89% | 18,748 | $8.6M | Reduce -0.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 1.85% | 154,152 | $8.5M | Add +6.2% |
| JEPI JPMorgan Equity Premium Inco | 1.79% | 138,030 | $8.2M | Add +7.6% |
| AMGN Amgen Inc. | 1.79% | 25,387 | $8.2M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.62% | 31,200 | $7.4M | Add +4.9% |
| VNQ Vanguard Real Estate ETF | 1.61% | 75,747 | $7.4M | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 1.59% | 36,704 | $7.3M | Reduce -1.6% |
| SCHG Schwab US Large-Cap Growth | 1.43% | 62,699 | $6.5M | Reduce -1.6% |
| SCHD Schwab US DVD Equity ETF | 0.93% | 50,477 | $4.3M | Reduce -2.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.86% | 131,217 | $3.9M | Add +8.8% |
| CAT Caterpillar Inc. | 0.81% | 9,424 | $3.7M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.78% | 14,403 | $3.6M | Reduce -0.0% |
| ACN Accenture PLC Class A | 0.71% | 9,240 | $3.3M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.69% | 11,712 | $3.2M | Reduce -3.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.68% | 43,669 | $3.1M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.67% | 46,251 | $3.1M | Reduce -2.6% |
| BSTP Innovator Buff Su Strat ETF | 0.66% | 92,430 | $3.0M | Add +2.0% |
| DHR Danaher Corp. | 0.64% | 10,526 | $2.9M | No change |
| EIPI FT Energy Income ETF | 0.57% | 135,650 | $2.6M | Add +1.6% |
| FTCS First Trust Capital Strength | 0.57% | 28,492 | $2.6M | Reduce -3.2% |
| IWF iShares Russell 1000 Growth | 0.53% | 6,453 | $2.4M | Reduce -0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.49% | 40,431 | $2.2M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 3,873 | $2.2M | Reduce -5.3% |
| NVDA Nvidia Corp. | 0.48% | 18,270 | $2.2M | Reduce -12.6% |
| MDY State Street SPDR S&P Midcap | 0.48% | 3,874 | $2.2M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.47% | 42,351 | $2.1M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.46% | 13,096 | $2.1M | Add +0.1% |
| FIXD First Trust Smith Opportunis | 0.45% | 45,241 | $2.0M | Reduce -2.3% |
| AAAU Goldman Sachs Physical Gold | 0.42% | 73,528 | $1.9M | Add +29.1% |
| META Meta Platforms Inc. Class A | 0.42% | 3,334 | $1.9M | Reduce -8.1% |
| SCHF Schwab Intl Equity ETF | 0.39% | 43,094 | $1.8M | Add +0.2% |
| NAPR Innovator Growth 100 Power B | 0.39% | 36,407 | $1.8M | Add +0.7% |
| ABBV Abbvie Inc. | 0.38% | 8,775 | $1.7M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.38% | 10,418 | $1.7M | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.37% | 14,609 | $1.7M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.36% | 2,807 | $1.6M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.36% | 3,853 | $1.6M | Reduce -6.3% |
| GLW Corning Inc. | 0.35% | 35,598 | $1.6M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 0.35% | 19,211 | $1.6M | Reduce -0.8% |
| ORCL Oracle Corp. | 0.34% | 9,100 | $1.6M | Reduce -0.6% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.34% | 32,785 | $1.5M | Add +3.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.33% | 19,234 | $1.5M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.33% | 6,838 | $1.5M | Reduce -0.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 24,689 | $1.5M | Reduce -2.1% |
| SCHA Schwab US Small-Cap ETF | 0.31% | 27,453 | $1.4M | Reduce -0.8% |
| PEP Pepsico Inc. | 0.30% | 8,035 | $1.4M | Reduce -1.2% |
| V Visa Inc. Class A | 0.29% | 4,768 | $1.3M | Add +2.7% |
| MRK Merck & Co. Inc. | 0.29% | 11,519 | $1.3M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.28% | 15,186 | $1.3M | No change |
| XDEC FT Vest US Equity Enhance & | 0.27% | 34,088 | $1.3M | Reduce -12.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 2,490 | $1.2M | Reduce -3.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 10,710 | $1.2M | No change |
| ITW Illinois Tool Works | 0.25% | 4,438 | $1.2M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.25% | 5,506 | $1.2M | Add +0.6% |
| NVS Novartis AG-Sponsored ADR | 0.25% | 10,075 | $1.2M | No change |
| PG The Procter & Gamble Co. | 0.25% | 6,616 | $1.1M | No change |
| EME Emcor Group Inc. | 0.25% | 2,630 | $1.1M | Reduce -3.7% |
| ADP Automatic Data Processing | 0.25% | 4,063 | $1.1M | Reduce -0.1% |
| ORLY O'reilly Automotive Inc. | 0.24% | 963 | $1.1M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 0.24% | 16,909 | $1.1M | No change |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 5,952 | $1.1M | Reduce -0.5% |
| DOGG FT Vest Djia Dogs 10 Target | 0.22% | 49,069 | $1.0M | Add +2.3% |
| FTSM First Trust Enh Short Mat FD | 0.22% | 17,034 | $1.0M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.22% | 18,956 | $1.0M | Add +0.3% |
| EMLP First Trust North American E | 0.21% | 28,736 | $966K | Reduce -1.5% |
| ROP Roper Technologies Inc. | 0.21% | 1,715 | $954K | No change |
| PSTP Innovator PWR Buff Su St ETF | 0.20% | 29,022 | $915K | Add +1.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.20% | 20,031 | $914K | No change |
| SCHX Schwab US Large-Cap ETF | 0.20% | 13,454 | $913K | Reduce -2.6% |
| CVX Chevron Corp. | 0.19% | 6,013 | $886K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.19% | 4,750 | $885K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.19% | 7,299 | $856K | Reduce -3.3% |
| SVOL Simplify Volatility Premium | 0.18% | 37,545 | $824K | Add +30.3% |
| SAMT Strategas Macro Them Opps | 0.18% | 29,563 | $820K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.18% | 7,095 | $809K | Reduce -2.1% |
| SCHO Schwab Short-Term US Treas | 0.18% | 16,480 | $807K | No change |
| VDE Vanguard Energy ETF | 0.17% | 6,521 | $799K | Add +1.1% |
| GLD SPDR Gold Shares | 0.17% | 3,272 | $795K | Reduce -15.0% |
| XJUN FT Vest U.S. Equity Enhance | 0.17% | 20,808 | $791K | Reduce -0.4% |
| AXP American Express Co. | 0.17% | 2,910 | $789K | Reduce -1.9% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.17% | 33,684 | $774K | Add +11.6% |
| MTBA Simplify MBS ETF | 0.17% | 14,967 | $771K | Add +6.1% |
| GSLC Goldman Activebeta US LC ETF | 0.16% | 6,662 | $752K | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.16% | 5,146 | $731K | No change |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,478 | $726K | No change |
| SBUX Starbucks Corp. | 0.16% | 7,383 | $720K | Reduce -0.3% |
| KO The Coca-Cola Co. | 0.16% | 9,976 | $717K | Add +0.4% |
| SMH Vaneck Semiconductor ETF | 0.16% | 2,912 | $715K | Reduce -1.4% |
| NXPI NXP Semiconductors NV | 0.15% | 2,850 | $684K | Reduce -9.5% |
| COST Costco Wholesale Corp. | 0.15% | 757 | $671K | Add +0.9% |
Portfolio Sells Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Reduce -1.9% | 17.35% | −0.48 |
| MSFT Microsoft Corp. | Reduce -0.1% | 2.82% | −0.30 |
| NVDA Nvidia Corp. | Reduce -12.6% | 0.48% | −0.12 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.08 |
| SCHG Schwab US Large-Cap Growth | Reduce -1.6% | 1.43% | −0.07 |
| SCHY Schwab International DVD ETF | Sold out | 0.00% | −0.06 |
| XDEC FT Vest US Equity Enhance & | Reduce -12.6% | 0.27% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.6% | 2.33% | −0.05 |
| NXPI NXP Semiconductors NV | Reduce -9.5% | 0.15% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.29% | −0.05 |
| INTC Intel Corp. | Reduce -5.9% | 0.08% | −0.04 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -22.0% | 0.11% | −0.04 |
| GDEC FT Vest US Equity Moderate B | Reduce -22.5% | 0.11% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -1.1% | 0.13% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.3% | 0.49% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.4% | 0.47% | −0.03 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.9% | 0.27% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -1.4% | 0.16% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -2.6% | 0.67% | −0.02 |
| FDX FedEx Corp. | Reduce -2.3% | 0.11% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.19% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -7.8% | 0.09% | −0.02 |
| GLD SPDR Gold Shares | Reduce -15.0% | 0.17% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.2% | 0.53% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -6.3% | 0.36% | −0.02 |
| ADBE Adobe Inc. | Reduce -10.5% | 0.06% | −0.02 |
| FIXD First Trust Smith Opportunis | Reduce -2.3% | 0.45% | −0.02 |
| PJAN Innovator U.S. Equity Power | Reduce -9.6% | 0.11% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.19% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.2% | 0.30% | −0.01 |
| FTSL First Trust Senior Loan ETF | Reduce -2.8% | 0.14% | −0.01 |
| FTRI First Trust Indxx Global Nat | Reduce -12.0% | 0.06% | −0.01 |
| FTCS First Trust Capital Strength | Reduce -3.2% | 0.57% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -8.1% | 0.42% | −0.01 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -2.2% | 0.12% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.6% | 0.20% | −0.01 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -0.4% | 0.17% | −0.01 |
| DE Deere & Co. | Reduce -7.8% | 0.10% | −0.00 |
| GSLC Goldman Activebeta US LC ETF | Reduce -1.1% | 0.16% | −0.00 |
| TGT Target Corp. | Reduce -1.1% | 0.12% | −0.00 |
| FDN First Trust DJ Internet Ind | Reduce -0.1% | 0.08% | −0.00 |
| LMBS First Trust Low Duration Opp | Reduce -0.8% | 0.06% | −0.00 |
| XBJL Inn US Eq Acc 9 Buff July | Reduce -0.2% | 0.09% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.8% | 0.35% | −0.00 |
| SAMT Strategas Macro Them Opps | Reduce -0.1% | 0.18% | −0.00 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -2.1% | 0.32% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -0.1% | 0.07% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -0.1% | 0.48% | −0.00 |
| MMM 3M Co. | Reduce -19.5% | 0.05% | +0.00 |
Portfolio Buys Q2 2024 → Q3 2024
| VEA Vanguard Ftse Developed ETF | Add +2.3% | 6.58% | +0.18 |
| IJH iShares Core S&P Midcap ETF | Add +3.7% | 3.92% | +0.14 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 1.61% | +0.14 |
| AAAU Goldman Sachs Physical Gold | Add +29.1% | 0.42% | +0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.9% | 1.62% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | Add +7.6% | 1.79% | +0.11 |
| AAPL Apple Inc. | Add +1.1% | 2.04% | +0.10 |
| QJUN FT Vest Nasdaq-100 Buffer Et | New | 0.06% | +0.06 |
| BX Blackstone Inc. | New | 0.05% | +0.05 |
| GILD Gilead Sciences Inc. | New | 0.05% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.05% | +0.05 |
| PSR Invesco Active US Real Estat | New | 0.05% | +0.05 |
| FIW First Trust Water ETF | New | 0.05% | +0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +8.8% | 0.86% | +0.05 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +3.9% | 0.34% | +0.04 |
| SVOL Simplify Volatility Premium | Add +30.3% | 0.18% | +0.03 |
| EALT Innovator US Eqty 5TO15 Buff | Add +32.5% | 0.09% | +0.02 |
| TUA Sim St Treas Fut Strat ETF | Add +11.6% | 0.17% | +0.02 |
| JNJ Johnson & Johnson | Add +0.1% | 0.46% | +0.02 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.22% | +0.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +2.9% | 0.49% | +0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.16% | +0.01 |
| DOGG FT Vest Djia Dogs 10 Target | Add +2.3% | 0.22% | +0.00 |
| V Visa Inc. Class A | Add +2.7% | 0.29% | +0.00 |
| MTBA Simplify MBS ETF | Add +6.1% | 0.17% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.2% | 0.39% | +0.00 |
| IGLD FT Vest Gold Strategy Target | Add +1.1% | 0.07% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.2% | 0.07% | +0.00 |
| DX Dynex Capital Inc. | Add +0.6% | 0.05% | +0.00 |
| BSTP Innovator Buff Su Strat ETF | Add +2.0% | 0.66% | 0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +0.3% | 0.06% | −0.00 |
| PFE Pfizer Inc. | Add +1.3% | 0.06% | −0.00 |
| CTA Simplify Managed Futures St | Add +9.1% | 0.12% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.9% | 0.15% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +2.9% | 2.74% | −0.00 |
| PANW Palo Alto Networks Inc. | Add +0.7% | 0.06% | −0.00 |
| EIPI FT Energy Income ETF | Add +1.6% | 0.57% | −0.00 |
| PSTP Innovator PWR Buff Su St ETF | Add +1.0% | 0.20% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.25% | −0.00 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +14.3% | 0.06% | −0.00 |
| BND Vanguard Total Bond Market | Add +2.0% | 10.68% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Add +1.0% | 0.22% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.2% | 0.33% | −0.01 |
| NAPR Innovator Growth 100 Power B | Add +0.7% | 0.39% | −0.01 |
| VDE Vanguard Energy ETF | Add +1.1% | 0.17% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +0.6% | 2.06% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Add +6.2% | 1.85% | −0.02 |
| CVX Chevron Corp. | Add +0.3% | 0.19% | −0.02 |
| AMGN Amgen Inc. | Add +0.5% | 1.79% | −0.05 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.38% | −0.06 |
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 |