Cambridge Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 24, 2025), Cambridge Advisors Inc. reported 175 stock positions worth $456.6 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.7%) and Vanguard Ftse Developed ETF (VEA, 6.8%). Compared with Q4 2024, it opened 10 new positions, sold out of 3, added to 42 and reduced 63. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Accenture Class A (ACN, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $456.6M (Q1 2025)
- SEC Filing
- 0001214659-25-006340 ↗ filed Apr 24, 2025
Holdings Value
Holdings 175 stocks · $456.6M
| VOO Vanguard S&P 500 ETF | 16.23% | 144,194 | $74.1M | Add +0.1% |
| BND Vanguard Total Bond Market | 10.70% | 664,992 | $48.8M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 6.79% | 609,512 | $31.0M | Reduce -0.1% |
| IJH iShares Core S&P Midcap ETF | 3.41% | 266,940 | $15.6M | Add +0.1% |
| BNDX Vanguard Total Intl Bond ETF | 2.69% | 251,847 | $12.3M | Reduce -0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.62% | 15 | $12.0M | New |
| MSFT Microsoft Corp. | 2.39% | 29,080 | $10.9M | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.25% | 37,364 | $10.3M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.20% | 18,873 | $10.1M | Reduce -0.2% |
| JEPI JPMorgan Equity Premium Inco | 2.09% | 167,317 | $9.6M | Add +6.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.09% | 184,019 | $9.5M | Add +3.7% |
| VCIT Vanguard Int-Term Corporate | 2.05% | 114,519 | $9.4M | Reduce -0.0% |
| AAPL Apple Inc. | 1.98% | 40,656 | $9.0M | Add +0.9% |
| VWO Vanguard Ftse Emerging Marke | 1.98% | 199,369 | $9.0M | Reduce -0.1% |
| AMGN Amgen Inc. | 1.67% | 24,487 | $7.6M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 1.53% | 36,009 | $7.0M | Reduce -1.6% |
| VNQ Vanguard Real Estate ETF | 1.40% | 70,543 | $6.4M | Reduce -0.0% |
| SCHG Schwab US Large-Cap Growth | 1.40% | 254,699 | $6.4M | Add +0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.36% | 28,036 | $6.2M | No change |
| SCHD Schwab US DVD Equity ETF | 0.94% | 153,602 | $4.3M | Add +0.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.93% | 142,945 | $4.2M | Add +2.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.82% | 52,176 | $3.8M | Add +6.2% |
| UNP Union Pacific Corp. | 0.72% | 13,913 | $3.3M | Reduce -3.3% |
| CAT Caterpillar Inc. | 0.68% | 9,364 | $3.1M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 129,506 | $3.1M | Reduce -2.2% |
| SCHB Schwab US Broad Market ETF | 0.65% | 138,603 | $3.0M | Add +0.2% |
| BSTP Innovator Buff Su Strat ETF | 0.64% | 90,657 | $2.9M | Reduce -0.3% |
| EIPI FT Energy Income ETF | 0.62% | 138,629 | $2.8M | Reduce -0.7% |
| ACN Accenture PLC Class A | 0.61% | 8,910 | $2.8M | Reduce -0.1% |
| AAAU Goldman Sachs Physical Gold | 0.60% | 89,256 | $2.8M | Add +0.7% |
| LOW Lowe's Cos Inc. | 0.60% | 11,653 | $2.7M | Reduce -0.5% |
| FTCS First Trust Capital Strength | 0.55% | 27,900 | $2.5M | Reduce -0.5% |
| IWF iShares Russell 1000 Growth | 0.51% | 6,453 | $2.3M | No change |
| JPST JPMorgan Ultra-Short Income | 0.50% | 45,241 | $2.3M | Add +3.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 4,089 | $2.3M | Reduce -1.0% |
| MDY State Street SPDR S&P Midcap | 0.45% | 3,874 | $2.1M | No change |
| JNJ Johnson & Johnson | 0.45% | 12,404 | $2.1M | Add +0.1% |
| DHR Danaher Corp. | 0.44% | 9,849 | $2.0M | Reduce -3.6% |
| NVDA Nvidia Corp. | 0.44% | 18,507 | $2.0M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.42% | 3,353 | $1.9M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.40% | 8,720 | $1.8M | Reduce -1.8% |
| SCHF Schwab Intl Equity ETF | 0.39% | 90,018 | $1.8M | Reduce -0.3% |
| EMLP First Trust North American E | 0.37% | 45,208 | $1.7M | Add +5.2% |
| V Visa Inc. Class A | 0.37% | 4,831 | $1.7M | Reduce -0.5% |
| GLW Corning Inc. | 0.36% | 35,653 | $1.6M | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.36% | 10,515 | $1.6M | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 3,841 | $1.6M | No change |
| NAPR Innovator Growth 100 Power B | 0.33% | 31,824 | $1.5M | Reduce -12.1% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 57,930 | $1.5M | Add +0.0% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.32% | 53,834 | $1.5M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 13,659 | $1.4M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.31% | 17,895 | $1.4M | Reduce -0.1% |
| ORLY O'reilly Automotive Inc. | 0.30% | 963 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 0.30% | 5,526 | $1.4M | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.29% | 32,785 | $1.3M | No change |
| FIXD First Trust Smith Opportunis | 0.29% | 30,085 | $1.3M | Reduce -0.6% |
| SCHA Schwab US Small-Cap ETF | 0.28% | 55,417 | $1.3M | Reduce -0.2% |
| ORCL Oracle Corp. | 0.28% | 9,100 | $1.3M | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 0.27% | 6,275 | $1.3M | Reduce -8.3% |
| EFA iShares MSCI Eafe ETF | 0.27% | 15,186 | $1.2M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 2,633 | $1.2M | No change |
| VXUS Vanguard Total Intl Stock | 0.27% | 19,509 | $1.2M | Add +15.4% |
| ADP Automatic Data Processing | 0.26% | 3,942 | $1.2M | Reduce -4.8% |
| JGRO JPMorgan Active Growth ETF | 0.26% | 16,285 | $1.2M | Add +3.9% |
| FTSM First Trust Enh Short Mat FD | 0.26% | 20,025 | $1.2M | Reduce -0.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.26% | 10,710 | $1.2M | No change |
| UNH Unitedhealth Group Inc. | 0.24% | 2,122 | $1.1M | No change |
| CSCO Cisco Systems Inc. | 0.24% | 18,006 | $1.1M | Reduce -2.9% |
| PG The Procter & Gamble Co. | 0.24% | 6,466 | $1.1M | Reduce -2.3% |
| DOGG FT Vest Djia Dogs 10 Target | 0.24% | 52,016 | $1.1M | Reduce -1.5% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 9,675 | $1.1M | Reduce -4.0% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 5,953 | $1.0M | Add +0.0% |
| ITW Illinois Tool Works | 0.23% | 4,153 | $1.0M | Reduce -0.6% |
| PEP Pepsico Inc. | 0.22% | 6,570 | $985K | Reduce -3.2% |
| ROP Roper Technologies Inc. | 0.21% | 1,620 | $955K | No change |
| AMZN Amazon.com Inc. | 0.21% | 4,971 | $946K | Add +0.4% |
| EME Emcor Group Inc. | 0.20% | 2,530 | $935K | No change |
| CVX Chevron Corp. | 0.20% | 5,569 | $932K | Reduce -0.3% |
| SVOL Simplify Volatility Premium | 0.20% | 50,210 | $913K | Add +8.6% |
| ABT Abbott Laboratories | 0.20% | 6,845 | $908K | No change |
| SCHX Schwab US Large-Cap ETF | 0.20% | 40,362 | $891K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.19% | 20,031 | $887K | No change |
| SAMT Strategas Macro Them Opps | 0.19% | 30,286 | $884K | Add +1.3% |
| GLD SPDR Gold Shares | 0.19% | 3,067 | $884K | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.19% | 7,326 | $871K | Add +0.0% |
| SCHO Schwab Short-Term US Treas | 0.18% | 32,840 | $799K | No change |
| MTBA Simplify MBS ETF | 0.17% | 15,921 | $798K | Reduce -7.6% |
| AXP American Express Co. | 0.17% | 2,910 | $783K | No change |
| COST Costco Wholesale Corp. | 0.17% | 813 | $769K | No change |
| MRK Merck & Co. Inc. | 0.17% | 8,541 | $767K | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,518 | $752K | No change |
| PSTP Innovator PWR Buff Su St ETF | 0.16% | 23,560 | $740K | No change |
| SBUX Starbucks Corp. | 0.16% | 7,384 | $724K | No change |
| SMH Vaneck Semiconductor ETF | 0.16% | 3,354 | $709K | Add +12.9% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 5,146 | $698K | No change |
| RTX RTX Corp. | 0.15% | 5,114 | $677K | Reduce -0.5% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.15% | 30,393 | $668K | Reduce -13.0% |
| KO The Coca-Cola Co. | 0.15% | 9,248 | $662K | Reduce -8.0% |
| SCHP Schwab U.S. Tips ETF | 0.14% | 24,506 | $659K | No change |
| SAGP Strategas Global Policy Opp | 0.14% | 21,521 | $649K | Reduce -2.4% |
Portfolio Sells Q4 2024 → Q1 2025
| ACN Accenture PLC Class A | Reduce -0.1% | 0.61% | −0.09 |
| DHR Danaher Corp. | Reduce -3.6% | 0.44% | −0.08 |
| NAPR Innovator Growth 100 Power B | Reduce -12.1% | 0.33% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.6% | 1.53% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.0% | 2.69% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -8.3% | 0.27% | −0.06 |
| ORCL Oracle Corp. | Reduce -0.7% | 0.28% | −0.06 |
| LMBS First Trust Low Duration Opp | Sold out | 0.00% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.60% | −0.05 |
| CRL Charles River Laboratories | Sold out | 0.00% | −0.05 |
| PSR Invesco Active US Real Estat | Sold out | 0.00% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.50% | −0.04 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -1.2% | 0.32% | −0.04 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.2% | 0.28% | −0.04 |
| BSTP Innovator Buff Su Strat ETF | Reduce -0.3% | 0.64% | −0.03 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -2.2% | 0.67% | −0.03 |
| TGT Target Corp. | Reduce -3.5% | 0.07% | −0.03 |
| FDX FedEx Corp. | Reduce -6.8% | 0.09% | −0.02 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -13.9% | 0.10% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -8.0% | 0.14% | −0.02 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -17.4% | 0.08% | −0.02 |
| TUA Sim St Treas Fut Strat ETF | Reduce -13.0% | 0.15% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.5% | 0.42% | −0.02 |
| MTBA Simplify MBS ETF | Reduce -7.6% | 0.17% | −0.02 |
| PEP Pepsico Inc. | Reduce -3.2% | 0.22% | −0.01 |
| DMAY FT Vest US Equity Deep Buffe | Reduce -8.0% | 0.10% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -6.3% | 0.07% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.3% | 0.72% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.6% | 0.23% | −0.01 |
| VDE Vanguard Energy ETF | Reduce -10.8% | 0.14% | −0.01 |
| FTSL First Trust Senior Loan ETF | Reduce -2.5% | 0.13% | −0.01 |
| OUSM Alps Oshares US Small-Cap Qu | Reduce -1.2% | 0.09% | −0.01 |
| ADP Automatic Data Processing | Reduce -4.8% | 0.26% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -4.5% | 0.06% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.3% | 0.24% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -6.8% | 0.07% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Reduce -0.1% | 0.26% | −0.00 |
| BA The Boeing Co. | Reduce -2.3% | 0.06% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.1% | 0.05% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -10.7% | 0.06% | −0.00 |
| VNQ Vanguard Real Estate ETF | Reduce -0.0% | 1.40% | −0.00 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.1% | 0.31% | −0.00 |
| FTCS First Trust Capital Strength | Reduce -0.5% | 0.55% | −0.00 |
| XJUN FT Vest U.S. Equity Enhance | Reduce -0.3% | 0.07% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.0% | 2.05% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -2.9% | 0.24% | −0.00 |
| FIXD First Trust Smith Opportunis | Reduce -0.6% | 0.29% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -1.2% | 0.10% | −0.00 |
| CTA Simplify Managed Futures St | Reduce -4.6% | 0.13% | −0.00 |
| IGLD FT Vest Gold Strategy Target | Reduce -8.0% | 0.08% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 2.62% | +2.62 |
| AMGN Amgen Inc. | Add +0.0% | 1.67% | +0.25 |
| HEQT Simplify Hedged Equity ETF | New | 0.12% | +0.12 |
| BND Vanguard Total Bond Market | Add +0.8% | 10.70% | +0.11 |
| SDVD FT Vest Smid Rising Dividend | New | 0.09% | +0.09 |
| AAAU Goldman Sachs Physical Gold | Add +0.7% | 0.60% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +6.0% | 2.09% | +0.07 |
| BALT Inn Defined Wealth Shield | New | 0.07% | +0.07 |
| JNJ Johnson & Johnson | Add +0.1% | 0.45% | +0.05 |
| MO Altria Group Inc. | New | 0.05% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.05% | +0.05 |
| YGLD Simplify Gold Strategy ETF | New | 0.05% | +0.05 |
| EWG iShares MSCI Germany ETF | New | 0.05% | +0.05 |
| PINK Simplify Health Care ETF | New | 0.05% | +0.05 |
| FIW First Trust Water ETF | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | Add +15.4% | 0.27% | +0.04 |
| EMLP First Trust North American E | Add +5.2% | 0.37% | +0.03 |
| BUCK Simplify Treasury Option Inc. | Add +30.0% | 0.11% | +0.03 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.19% | +0.01 |
| JPST JPMorgan Ultra-Short Income | Add +3.2% | 0.50% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +0.1% | 0.94% | +0.00 |
| DX Dynex Capital Inc. | Add +3.8% | 0.05% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.9% | 0.11% | +0.00 |
| SCHH Schwab US REIT ETF | Add +0.0% | 0.07% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.07% | +0.00 |
| GRID First TRST Nasd Class Edg Sgiif | Add +5.7% | 0.05% | −0.00 |
| DHDG FT US Eqty Q 2.5-15 Buff ETF | Add +1.9% | 0.07% | −0.00 |
| SAMT Strategas Macro Them Opps | Add +1.3% | 0.19% | −0.00 |
| EALT Innovator US Eqty 5TO15 Buff | Add +5.3% | 0.09% | −0.00 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +28.3% | 0.08% | −0.01 |
| SMH Vaneck Semiconductor ETF | Add +12.9% | 0.16% | −0.01 |
| ADBE Adobe Inc. | Add +4.9% | 0.05% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 0.23% | −0.01 |
| SVOL Simplify Volatility Premium | Add +8.6% | 0.20% | −0.01 |
| GLW Corning Inc. | Add +0.1% | 0.36% | −0.02 |
| JGRO JPMorgan Active Growth ETF | Add +3.9% | 0.26% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +2.3% | 0.93% | −0.02 |
| MRK Merck & Co. Inc. | Add +0.1% | 0.17% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.0% | 0.33% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.4% | 0.21% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Add +0.9% | 0.31% | −0.04 |
| SCHB Schwab US Broad Market ETF | Add +0.2% | 0.65% | −0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +6.2% | 0.82% | −0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.36% | −0.09 |
| NVDA Nvidia Corp. | Add +0.1% | 0.44% | −0.11 |
| JEPQ JPM Nasdaq Equity Premium | Add +3.7% | 2.09% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.0% | 2.25% | −0.17 |
| SCHG Schwab US Large-Cap Growth | Add +0.8% | 1.40% | −0.18 |
| AAPL Apple Inc. | Add +0.9% | 1.98% | −0.27 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 3.41% | −0.30 |
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 |