Cambridge Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 16, 2025), Cambridge Advisors Inc. reported 168 stock positions worth $448.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.6%) and Vanguard Ftse Developed ETF (VEA, 6.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 5, added to 59 and reduced 60. The biggest buy was Fidelity Wise Origin Bitcoin (FBTC, shares +22%) and the biggest sale Amgen (AMGN, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $448.0M (Q4 2024)
- SEC Filing
- 0001214659-25-000800 ↗ filed Jan 16, 2025
Holdings Value
Holdings 168 stocks · $448.0M
| VOO Vanguard S&P 500 ETF | 17.33% | 144,054 | $77.6M | Reduce -4.3% |
| BND Vanguard Total Bond Market | 10.59% | 659,477 | $47.4M | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 6.51% | 609,830 | $29.2M | Add +7.0% |
| IJH iShares Core S&P Midcap ETF | 3.71% | 266,786 | $16.6M | Reduce -7.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.76% | 251,865 | $12.4M | Add +0.8% |
| MSFT Microsoft Corp. | 2.74% | 29,077 | $12.3M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.42% | 37,363 | $10.8M | Reduce -0.8% |
| AAPL Apple Inc. | 2.25% | 40,276 | $10.1M | Add +0.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.23% | 177,466 | $10.0M | Add +15.1% |
| VCIT Vanguard Int-Term Corporate | 2.05% | 114,559 | $9.2M | Add +1.6% |
| JEPI JPMorgan Equity Premium Inco | 2.03% | 157,796 | $9.1M | Add +14.3% |
| VWO Vanguard Ftse Emerging Marke | 1.96% | 199,474 | $8.8M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.91% | 18,918 | $8.6M | Add +0.9% |
| VIG Vanguard Dividend Apprec ETF | 1.60% | 36,603 | $7.2M | Reduce -0.3% |
| SCHG Schwab US Large-Cap Growth | 1.57% | 252,714 | $7.0M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.50% | 28,036 | $6.7M | Reduce -10.1% |
| AMGN Amgen Inc. | 1.42% | 24,485 | $6.4M | Reduce -3.5% |
| VNQ Vanguard Real Estate ETF | 1.40% | 70,553 | $6.3M | Reduce -6.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.95% | 139,746 | $4.3M | Add +6.5% |
| SCHD Schwab US DVD Equity ETF | 0.94% | 153,528 | $4.2M | Add +1.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.89% | 49,134 | $4.0M | Add +21.5% |
| CAT Caterpillar Inc. | 0.76% | 9,364 | $3.4M | Reduce -0.6% |
| UNP Union Pacific Corp. | 0.73% | 14,388 | $3.3M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.70% | 138,267 | $3.1M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.70% | 8,920 | $3.1M | Reduce -3.5% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.70% | 132,398 | $3.1M | Add +1.1% |
| BSTP Innovator Buff Su Strat ETF | 0.67% | 90,961 | $3.0M | Reduce -1.6% |
| LOW Lowe's Cos Inc. | 0.65% | 11,713 | $2.9M | Add +0.0% |
| EIPI FT Energy Income ETF | 0.61% | 139,623 | $2.7M | Add +2.9% |
| IWF iShares Russell 1000 Growth | 0.58% | 6,453 | $2.6M | No change |
| NVDA Nvidia Corp. | 0.55% | 18,490 | $2.5M | Add +1.2% |
| FTCS First Trust Capital Strength | 0.55% | 28,040 | $2.5M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 4,129 | $2.4M | Add +6.6% |
| DHR Danaher Corp. | 0.52% | 10,213 | $2.3M | Reduce -3.0% |
| AAAU Goldman Sachs Physical Gold | 0.51% | 88,613 | $2.3M | Add +20.5% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 43,828 | $2.2M | Add +3.5% |
| MDY State Street SPDR S&P Midcap | 0.49% | 3,874 | $2.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.44% | 10,489 | $2.0M | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.44% | 3,371 | $2.0M | Add +1.1% |
| NAPR Innovator Growth 100 Power B | 0.41% | 36,207 | $1.8M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.40% | 12,393 | $1.8M | Reduce -5.4% |
| GLW Corning Inc. | 0.38% | 35,598 | $1.7M | No change |
| SCHF Schwab Intl Equity ETF | 0.37% | 90,283 | $1.7M | Add +4.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.36% | 3,841 | $1.6M | Reduce -0.3% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.36% | 54,475 | $1.6M | Add +10.3% |
| SCHM Schwab US Mid Cap ETF | 0.36% | 57,921 | $1.6M | Add +0.5% |
| ABBV Abbvie Inc. | 0.35% | 8,879 | $1.6M | Add +1.2% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 13,538 | $1.6M | Reduce -7.3% |
| V Visa Inc. Class A | 0.34% | 4,855 | $1.5M | Add +1.8% |
| EMLP First Trust North American E | 0.34% | 42,988 | $1.5M | Add +49.6% |
| ORCL Oracle Corp. | 0.34% | 9,165 | $1.5M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.34% | 6,839 | $1.5M | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.32% | 55,519 | $1.4M | Add +1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 17,906 | $1.4M | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 2,633 | $1.3M | Add +5.7% |
| JPM JPMorgan Chase & Co. | 0.30% | 5,526 | $1.3M | Add +0.4% |
| FIXD First Trust Smith Opportunis | 0.29% | 30,276 | $1.3M | Reduce -33.1% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.29% | 32,785 | $1.3M | No change |
| JGRO JPMorgan Active Growth ETF | 0.28% | 15,670 | $1.3M | New |
| ADP Automatic Data Processing | 0.27% | 4,142 | $1.2M | Add +1.9% |
| FTSM First Trust Enh Short Mat FD | 0.27% | 20,042 | $1.2M | Add +17.7% |
| EME Emcor Group Inc. | 0.26% | 2,530 | $1.1M | Reduce -3.8% |
| EFA iShares MSCI Eafe ETF | 0.26% | 15,186 | $1.1M | No change |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 10,710 | $1.1M | No change |
| ORLY O'reilly Automotive Inc. | 0.25% | 963 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.25% | 6,616 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.24% | 18,541 | $1.1M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.24% | 4,951 | $1.1M | Add +4.2% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,122 | $1.1M | Reduce -24.4% |
| ITW Illinois Tool Works | 0.24% | 4,178 | $1.1M | Reduce -5.9% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 5,952 | $1.0M | No change |
| PEP Pepsico Inc. | 0.23% | 6,785 | $1.0M | Reduce -15.6% |
| DOGG FT Vest Djia Dogs 10 Target | 0.22% | 52,825 | $1.0M | Add +7.7% |
| VXUS Vanguard Total Intl Stock | 0.22% | 16,909 | $996K | No change |
| NVS Novartis AG-Sponsored ADR | 0.22% | 10,075 | $980K | No change |
| SVOL Simplify Volatility Premium | 0.21% | 46,250 | $962K | Add +23.2% |
| SCHX Schwab US Large-Cap ETF | 0.21% | 40,362 | $936K | No change |
| SAMT Strategas Macro Them Opps | 0.19% | 29,913 | $872K | Add +1.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 20,031 | $866K | No change |
| AXP American Express Co. | 0.19% | 2,910 | $864K | No change |
| MTBA Simplify MBS ETF | 0.19% | 17,223 | $856K | Add +15.1% |
| MRK Merck & Co. Inc. | 0.19% | 8,529 | $848K | Reduce -26.0% |
| ROP Roper Technologies Inc. | 0.19% | 1,620 | $842K | Reduce -5.5% |
| CVX Chevron Corp. | 0.18% | 5,588 | $809K | Reduce -7.1% |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,518 | $792K | Add +2.7% |
| SCHO Schwab Short-Term US Treas | 0.18% | 32,840 | $790K | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.18% | 7,325 | $788K | Add +0.4% |
| ABT Abbott Laboratories | 0.17% | 6,845 | $774K | Reduce -3.5% |
| GLD SPDR Gold Shares | 0.17% | 3,127 | $757K | Reduce -4.4% |
| PSTP Innovator PWR Buff Su St ETF | 0.17% | 23,560 | $755K | Reduce -18.8% |
| COST Costco Wholesale Corp. | 0.17% | 813 | $745K | Add +7.4% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.17% | 34,952 | $742K | Add +3.8% |
| SMH Vaneck Semiconductor ETF | 0.16% | 2,970 | $719K | Add +2.0% |
| GSLC Goldman Activebeta US LC ETF | 0.16% | 6,092 | $702K | Reduce -8.6% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 5,146 | $680K | No change |
| VDE Vanguard Energy ETF | 0.15% | 5,578 | $677K | Reduce -14.5% |
| SBUX Starbucks Corp. | 0.15% | 7,384 | $674K | Add +0.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.14% | 5,179 | $647K | No change |
| SCHP Schwab U.S. Tips ETF | 0.14% | 24,506 | $633K | Reduce -1.2% |
| SAGP Strategas Global Policy Opp | 0.14% | 22,055 | $628K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Reduce -3.5% | 1.42% | −0.36 |
| VNQ Vanguard Real Estate ETF | Reduce -6.9% | 1.40% | −0.21 |
| IJH iShares Core S&P Midcap ETF | Reduce -7.3% | 3.71% | −0.21 |
| XDEC FT Vest US Equity Enhance & | Reduce -71.8% | 0.08% | −0.19 |
| FIXD First Trust Smith Opportunis | Reduce -33.1% | 0.29% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -24.4% | 0.24% | −0.12 |
| DHR Danaher Corp. | Reduce -3.0% | 0.52% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.1% | 1.50% | −0.11 |
| GDEC FT Vest US Equity Moderate B | Sold out | 0.00% | −0.11 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.11 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -61.5% | 0.07% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -26.0% | 0.19% | −0.10 |
| XBJL Inn US Eq Acc 9 Buff July | Sold out | 0.00% | −0.09 |
| MSFT Microsoft Corp. | Reduce -3.1% | 2.74% | −0.09 |
| PEP Pepsico Inc. | Reduce -15.6% | 0.23% | −0.07 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.40% | −0.06 |
| DE Deere & Co. | Reduce -49.3% | 0.05% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.05 |
| CAT Caterpillar Inc. | Reduce -0.6% | 0.76% | −0.05 |
| FIW First Trust Water ETF | Sold out | 0.00% | −0.05 |
| UNP Union Pacific Corp. | Reduce -0.1% | 0.73% | −0.04 |
| PSTP Innovator PWR Buff Su St ETF | Reduce -18.8% | 0.17% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -14.3% | 0.10% | −0.03 |
| VOO Vanguard S&P 500 ETF | Reduce -4.3% | 17.33% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.3% | 0.35% | −0.03 |
| VDE Vanguard Energy ETF | Reduce -14.5% | 0.15% | −0.02 |
| TGT Target Corp. | Reduce -8.7% | 0.10% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.9% | 0.31% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -5.5% | 0.19% | −0.02 |
| INTC Intel Corp. | Reduce -12.5% | 0.06% | −0.02 |
| ITW Illinois Tool Works | Reduce -5.9% | 0.24% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -14.8% | 0.07% | −0.02 |
| FTCS First Trust Capital Strength | Reduce -1.6% | 0.55% | −0.02 |
| CARR Carrier Global Corp. | Reduce -3.1% | 0.08% | −0.01 |
| PJAN Innovator U.S. Equity Power | Reduce -16.2% | 0.09% | −0.01 |
| ACN Accenture PLC Class A | Reduce -3.5% | 0.70% | −0.01 |
| CVX Chevron Corp. | Reduce -7.1% | 0.18% | −0.01 |
| FTRI First Trust Indxx Global Nat | Reduce -9.9% | 0.05% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -3.8% | 0.06% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -8.6% | 0.16% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -3.5% | 0.07% | −0.01 |
| RTX RTX Corp. | Reduce -2.6% | 0.13% | −0.01 |
| GLD SPDR Gold Shares | Reduce -4.4% | 0.17% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.2% | 0.14% | −0.00 |
| ABT Abbott Laboratories | Reduce -3.5% | 0.17% | −0.00 |
| PSR Invesco Active US Real Estat | Reduce -0.5% | 0.04% | −0.00 |
| MMM 3M Co. | Reduce -3.5% | 0.04% | −0.00 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -8.3% | 0.05% | −0.00 |
| LMBS First Trust Low Duration Opp | Reduce -3.9% | 0.05% | −0.00 |
| SCHO Schwab Short-Term US Treas | Reduce -0.4% | 0.18% | 0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| FBTC Fidelity Wise Origin Bitcoin | Add +21.5% | 0.89% | +0.40 |
| JEPQ JPM Nasdaq Equity Premium | Add +15.1% | 2.23% | +0.38 |
| JGRO JPMorgan Active Growth ETF | New | 0.28% | +0.28 |
| JEPI JPMorgan Equity Premium Inco | Add +14.3% | 2.03% | +0.23 |
| AAPL Apple Inc. | Add +0.4% | 2.25% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 1.57% | +0.14 |
| EMLP First Trust North American E | Add +49.6% | 0.34% | +0.13 |
| AAAU Goldman Sachs Physical Gold | Add +20.5% | 0.51% | +0.09 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +6.5% | 0.95% | +0.09 |
| BUCK Simplify Treasury Option Inc. | New | 0.09% | +0.09 |
| DHDG FT US Eqty Q 2.5-15 Buff ETF | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +1.2% | 0.55% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.44% | +0.07 |
| V Visa Inc. Class A | Add +1.8% | 0.34% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.6% | 0.54% | +0.05 |
| AMZN Amazon.com Inc. | Add +4.2% | 0.24% | +0.05 |
| FTSM First Trust Enh Short Mat FD | Add +17.7% | 0.27% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.30% | +0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Add +10.3% | 0.36% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.7% | 0.30% | +0.03 |
| SVOL Simplify Volatility Premium | Add +23.2% | 0.21% | +0.03 |
| EIPI FT Energy Income ETF | Add +2.9% | 0.61% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 1.91% | +0.03 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +16.6% | 0.09% | +0.03 |
| ADP Automatic Data Processing | Add +1.9% | 0.27% | +0.03 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.11% | +0.02 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.44% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +3.5% | 0.49% | +0.02 |
| MTBA Simplify MBS ETF | Add +15.1% | 0.19% | +0.02 |
| COST Costco Wholesale Corp. | Add +7.4% | 0.17% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +2.7% | 0.18% | +0.02 |
| SAMT Strategas Macro Them Opps | Add +1.2% | 0.19% | +0.02 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +1.1% | 0.70% | +0.02 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.8% | 2.76% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +1.1% | 0.32% | +0.01 |
| CTA Simplify Managed Futures St | Add +0.2% | 0.13% | +0.01 |
| BA The Boeing Co. | Add +2.3% | 0.06% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 0.36% | +0.01 |
| IGLD FT Vest Gold Strategy Target | Add +26.4% | 0.08% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.34% | +0.01 |
| MCD McDonald's Corp. | Add +11.7% | 0.06% | +0.00 |
| SMH Vaneck Semiconductor ETF | Add +2.0% | 0.16% | +0.00 |
| DX Dynex Capital Inc. | Add +7.6% | 0.05% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +1.4% | 0.94% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +4.8% | 0.07% | +0.00 |
| ORCL Oracle Corp. | Add +0.7% | 0.34% | +0.00 |
| OUSM Alps Oshares US Small-Cap Qu | Add +1.7% | 0.10% | +0.00 |
| DOGG FT Vest Djia Dogs 10 Target | Add +7.7% | 0.22% | +0.00 |
| GRID First TRST Nasd Class Edg Sgiif | Add +0.9% | 0.05% | −0.00 |
| TUA Sim St Treas Fut Strat ETF | Add +3.8% | 0.17% | −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 |