Cambridge Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 16, 2025), Cambridge Advisors Inc. reported 168 stock positions worth $478.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.0%) and Vanguard Ftse Developed ETF (VEA, 6.9%). Compared with Q1 2025, it opened 1 new position, sold out of 8, added to 46 and reduced 78. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Vanguard Total Bond Market (BND, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $478.4M (Q2 2025)
- SEC Filing
- 0001214659-25-010442 ↗ filed Jul 16, 2025
Holdings Value
Holdings 168 stocks · $478.4M
| VOO Vanguard S&P 500 ETF | 17.60% | 148,215 | $84.2M | Add +2.8% |
| BND Vanguard Total Bond Market | 9.98% | 648,141 | $47.7M | Reduce -2.5% |
| VEA Vanguard Ftse Developed ETF | 6.89% | 577,888 | $32.9M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 3.90% | 300,467 | $18.6M | Add +12.6% |
| MSFT Microsoft Corp. | 3.01% | 28,932 | $14.4M | Reduce -0.5% |
| BNDX Vanguard Total Intl Bond ETF | 2.57% | 248,675 | $12.3M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 2.49% | 39,128 | $11.9M | Add +4.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.29% | 15 | $10.9M | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.07% | 181,623 | $9.9M | Reduce -1.3% |
| JEPI JPMorgan Equity Premium Inco | 2.05% | 172,306 | $9.8M | Add +3.0% |
| VWO Vanguard Ftse Emerging Marke | 2.02% | 195,074 | $9.6M | Reduce -2.1% |
| VCIT Vanguard Int-Term Corporate | 2.00% | 115,357 | $9.6M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.88% | 18,474 | $9.0M | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.64% | 33,036 | $7.8M | Add +17.8% |
| AAPL Apple Inc. | 1.63% | 37,940 | $7.8M | Reduce -6.7% |
| SCHG Schwab US Large-Cap Growth | 1.55% | 253,670 | $7.4M | Reduce -0.4% |
| VIG Vanguard Dividend Apprec ETF | 1.52% | 35,510 | $7.3M | Reduce -1.4% |
| AMGN Amgen Inc. | 1.43% | 24,424 | $6.8M | Reduce -0.3% |
| VNQ Vanguard Real Estate ETF | 1.36% | 72,996 | $6.5M | Add +3.5% |
| FBTC Fidelity Wise Origin Bitcoin | 1.05% | 53,411 | $5.0M | Add +2.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.97% | 146,616 | $4.7M | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 0.72% | 130,243 | $3.5M | Reduce -15.2% |
| SCHB Schwab US Broad Market ETF | 0.68% | 137,043 | $3.3M | Reduce -1.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 130,413 | $3.2M | Add +0.7% |
| NVDA Nvidia Corp. | 0.67% | 20,192 | $3.2M | Add +9.1% |
| BSTP Innovator Buff Su Strat ETF | 0.63% | 87,810 | $3.0M | Reduce -3.1% |
| CAT Caterpillar Inc. | 0.62% | 7,684 | $3.0M | Reduce -17.9% |
| AAAU Goldman Sachs Physical Gold | 0.61% | 89,462 | $2.9M | Add +0.2% |
| UNP Union Pacific Corp. | 0.61% | 12,688 | $2.9M | Reduce -8.8% |
| EIPI FT Energy Income ETF | 0.58% | 141,873 | $2.8M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.57% | 6,368 | $2.7M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 4,071 | $2.5M | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.50% | 8,030 | $2.4M | Reduce -9.9% |
| LOW Lowe's Cos Inc. | 0.50% | 10,797 | $2.4M | Reduce -7.3% |
| JPST JPMorgan Ultra-Short Income | 0.48% | 44,863 | $2.3M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 0.46% | 3,894 | $2.2M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.42% | 2,731 | $2.0M | Reduce -18.6% |
| SCHF Schwab Intl Equity ETF | 0.42% | 90,297 | $2.0M | Add +0.3% |
| ORCL Oracle Corp. | 0.42% | 9,115 | $2.0M | Add +0.2% |
| GLW Corning Inc. | 0.39% | 35,598 | $1.9M | Reduce -0.1% |
| DHR Danaher Corp. | 0.39% | 9,434 | $1.9M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.39% | 12,117 | $1.9M | Reduce -2.3% |
| FTCS First Trust Capital Strength | 0.38% | 19,759 | $1.8M | Reduce -29.2% |
| EMLP First Trust North American E | 0.37% | 47,094 | $1.8M | Add +4.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.35% | 15,410 | $1.7M | Add +43.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.35% | 3,818 | $1.7M | Reduce -0.6% |
| SCHM Schwab US Mid Cap ETF | 0.34% | 57,885 | $1.6M | Reduce -0.1% |
| NAPR Innovator Growth 100 Power B | 0.34% | 31,824 | $1.6M | No change |
| ABBV Abbvie Inc. | 0.34% | 8,702 | $1.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.32% | 8,802 | $1.6M | Reduce -16.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.32% | 32,785 | $1.5M | No change |
| IJR iShares Core S&P Small-Cap E | 0.31% | 13,692 | $1.5M | Add +0.2% |
| V Visa Inc. Class A | 0.31% | 4,116 | $1.5M | Reduce -14.8% |
| JPM JPMorgan Chase & Co. | 0.30% | 5,026 | $1.5M | Reduce -9.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 2,633 | $1.5M | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.30% | 17,949 | $1.4M | Add +0.3% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 54,295 | $1.4M | Reduce -2.0% |
| VXUS Vanguard Total Intl Stock | 0.29% | 19,867 | $1.4M | Add +1.8% |
| EFA iShares MSCI Eafe ETF | 0.28% | 15,186 | $1.4M | No change |
| EME Emcor Group Inc. | 0.28% | 2,530 | $1.4M | No change |
| IWM iShares Russell 2000 ETF | 0.28% | 6,237 | $1.3M | Reduce -0.6% |
| JGRO JPMorgan Active Growth ETF | 0.28% | 15,478 | $1.3M | Reduce -5.0% |
| FTSM First Trust Enh Short Mat FD | 0.25% | 19,797 | $1.2M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.25% | 17,056 | $1.2M | Reduce -5.3% |
| ORLY O'reilly Automotive Inc. | 0.24% | 12,750 | $1.1M | Reduce -11.7% |
| ADP Automatic Data Processing | 0.24% | 3,717 | $1.1M | Reduce -5.7% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.24% | 39,892 | $1.1M | Reduce -25.9% |
| NVS Novartis AG-Sponsored ADR | 0.23% | 8,975 | $1.1M | Reduce -7.2% |
| RSP Invesco S&P 500 Equal Weight | 0.23% | 5,953 | $1.1M | No change |
| DOGG FT Vest Djia Dogs 10 Target | 0.22% | 52,544 | $1.0M | Add +1.0% |
| ITW Illinois Tool Works | 0.21% | 4,153 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.21% | 6,441 | $1.0M | Reduce -0.4% |
| HEQT Simplify Hedged Equity ETF | 0.21% | 33,255 | $999K | Add +73.1% |
| FIXD First Trust Smith Opportunis | 0.21% | 22,632 | $993K | Reduce -24.8% |
| AMZN Amazon.com Inc. | 0.20% | 4,446 | $975K | Reduce -10.6% |
| SAMT Strategas Macro Them Opps | 0.20% | 28,320 | $975K | Reduce -6.5% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 38,304 | $936K | Reduce -5.1% |
| ABT Abbott Laboratories | 0.20% | 6,867 | $934K | Add +0.3% |
| AXP American Express Co. | 0.19% | 2,910 | $928K | No change |
| GLD SPDR Gold Shares | 0.19% | 3,015 | $919K | Reduce -1.7% |
| SMH Vaneck Semiconductor ETF | 0.19% | 3,254 | $908K | Reduce -3.0% |
| ROP Roper Technologies Inc. | 0.19% | 1,570 | $890K | Reduce -3.1% |
| SVOL Simplify Volatility Premium | 0.19% | 48,288 | $888K | Reduce -3.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.18% | 20,031 | $850K | No change |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,518 | $825K | No change |
| MTBA Simplify MBS ETF | 0.17% | 16,409 | $822K | Add +3.1% |
| SCHO Schwab Short-Term US Treas | 0.17% | 32,757 | $799K | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.17% | 7,327 | $790K | Add +0.0% |
| PSTP Innovator PWR Buff Su St ETF | 0.16% | 22,520 | $752K | Reduce -4.4% |
| SDVD FT Vest Smid Rising Dividend | 0.15% | 35,029 | $718K | Add +65.8% |
| BUCK Simplify Treasury Option Inc. | 0.15% | 30,316 | $717K | Add +44.2% |
| CVX Chevron Corp. | 0.15% | 4,880 | $699K | Reduce -12.4% |
| SDY SS SPDR S&P Dividend ETF | 0.15% | 5,146 | $698K | No change |
| SBUX Starbucks Corp. | 0.14% | 7,385 | $677K | Add +0.0% |
| RTX RTX Corp. | 0.14% | 4,614 | $674K | Reduce -9.8% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.14% | 30,579 | $674K | Add +0.6% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,122 | $662K | No change |
| KO The Coca-Cola Co. | 0.14% | 9,284 | $657K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.14% | 663 | $656K | Reduce -18.4% |
| SCHP Schwab U.S. Tips ETF | 0.14% | 24,506 | $654K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BND Vanguard Total Bond Market | Reduce -2.5% | 9.98% | −0.72 |
| AAPL Apple Inc. | Reduce -6.7% | 1.63% | −0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 1.88% | −0.33 |
| AMGN Amgen Inc. | Reduce -0.3% | 1.43% | −0.25 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.2% | 0.72% | −0.22 |
| FTCS First Trust Capital Strength | Reduce -29.2% | 0.38% | −0.17 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.13 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.3% | 2.57% | −0.12 |
| UNP Union Pacific Corp. | Reduce -8.8% | 0.61% | −0.11 |
| ACN Accenture PLC Class A | Reduce -9.9% | 0.50% | −0.11 |
| DMAY FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.50% | −0.09 |
| PEP Pepsico Inc. | Reduce -31.5% | 0.12% | −0.09 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -25.9% | 0.24% | −0.08 |
| FIXD First Trust Smith Opportunis | Reduce -24.8% | 0.21% | −0.08 |
| V Visa Inc. Class A | Reduce -14.8% | 0.31% | −0.07 |
| VDE Vanguard Energy ETF | Reduce -38.3% | 0.08% | −0.06 |
| JNJ Johnson & Johnson | Reduce -2.3% | 0.39% | −0.06 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.34% | −0.06 |
| ORLY O'reilly Automotive Inc. | Reduce -11.7% | 0.24% | −0.06 |
| CVX Chevron Corp. | Reduce -12.4% | 0.15% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.06 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.06 |
| CAT Caterpillar Inc. | Reduce -17.9% | 0.62% | −0.05 |
| DHR Danaher Corp. | Reduce -4.2% | 0.39% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| FTV Fortive Corp. | Sold out | 0.00% | −0.05 |
| GSLC Goldman Activebeta US LC ETF | Reduce -36.3% | 0.09% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -5.7% | 0.13% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -16.3% | 0.32% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -18.4% | 0.14% | −0.03 |
| FDX FedEx Corp. | Reduce -21.9% | 0.06% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.21% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.8% | 0.48% | −0.03 |
| ADP Automatic Data Processing | Reduce -5.7% | 0.24% | −0.02 |
| ROP Roper Technologies Inc. | Reduce -3.1% | 0.19% | −0.02 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -1.3% | 2.07% | −0.02 |
| FTSM First Trust Enh Short Mat FD | Reduce -1.1% | 0.25% | −0.01 |
| SVOL Simplify Volatility Premium | Reduce -3.8% | 0.19% | −0.01 |
| INTC Intel Corp. | Reduce -14.3% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 1.52% | −0.01 |
| MCD McDonald's Corp. | Reduce -5.5% | 0.05% | −0.01 |
| DHDG FT US Eqty Q 2.5-15 Buff ETF | Reduce -14.7% | 0.06% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -7.2% | 0.23% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -3.1% | 0.63% | −0.01 |
| SCHO Schwab Short-Term US Treas | Reduce -0.3% | 0.17% | −0.01 |
| SAGP Strategas Global Policy Opp | Reduce -9.1% | 0.13% | −0.01 |
| RTX RTX Corp. | Reduce -9.8% | 0.14% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +2.8% | 17.60% | +1.37 |
| IJH iShares Core S&P Midcap ETF | Add +12.6% | 3.90% | +0.48 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +17.8% | 1.64% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.7% | 2.49% | +0.24 |
| NVDA Nvidia Corp. | Add +9.1% | 0.67% | +0.23 |
| FBTC Fidelity Wise Origin Bitcoin | Add +2.4% | 1.05% | +0.23 |
| ORCL Oracle Corp. | Add +0.2% | 0.42% | +0.14 |
| AIRR First Trust Rba American Ind | New | 0.12% | +0.12 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +43.9% | 0.35% | +0.10 |
| GRID First TRST Nasd Class Edg Sgiif | Add +152.8% | 0.14% | +0.09 |
| HEQT Simplify Hedged Equity ETF | Add +73.1% | 0.21% | +0.09 |
| SDVD FT Vest Smid Rising Dividend | Add +65.8% | 0.15% | +0.06 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +2.6% | 0.97% | +0.04 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +3.1% | 0.12% | +0.04 |
| BUCK Simplify Treasury Option Inc. | Add +44.2% | 0.15% | +0.04 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.42% | +0.03 |
| VXUS Vanguard Total Intl Stock | Add +1.8% | 0.29% | +0.02 |
| YGLD Simplify Gold Strategy ETF | Add +22.5% | 0.06% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.4% | 0.09% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +1.8% | 0.07% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.5% | 0.46% | +0.01 |
| AAAU Goldman Sachs Physical Gold | Add +0.2% | 0.61% | +0.01 |
| PINK Simplify Health Care ETF | Add +8.7% | 0.05% | +0.00 |
| FTRI First Trust Indxx Global Nat | Add +0.3% | 0.06% | +0.00 |
| FIW First Trust Water ETF | Add +0.1% | 0.05% | +0.00 |
| QCOM Qualcomm Inc. | Add +1.8% | 0.10% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.31% | −0.00 |
| IGLD FT Vest Gold Strategy Target | Add +0.9% | 0.08% | −0.00 |
| SCHV Schwab US Large-Cap Value | Add +0.1% | 0.07% | −0.00 |
| DX Dynex Capital Inc. | Add +9.9% | 0.05% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.7% | 0.67% | −0.00 |
| MO Altria Group Inc. | Add +3.6% | 0.05% | −0.00 |
| EMLP First Trust North American E | Add +4.2% | 0.37% | −0.00 |
| MTBA Simplify MBS ETF | Add +3.1% | 0.17% | −0.00 |
| ABT Abbott Laboratories | Add +0.3% | 0.20% | −0.00 |
| SCHH Schwab US REIT ETF | Add +0.0% | 0.06% | −0.00 |
| TUA Sim St Treas Fut Strat ETF | Add +0.6% | 0.14% | −0.01 |
| CTA Simplify Managed Futures St | Add +10.3% | 0.12% | −0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.14% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.30% | −0.01 |
| SBUX Starbucks Corp. | Add +0.0% | 0.14% | −0.02 |
| DOGG FT Vest Djia Dogs 10 Target | Add +1.0% | 0.22% | −0.02 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.17% | −0.03 |
| EIPI FT Energy Income ETF | Add +2.3% | 0.58% | −0.03 |
| VNQ Vanguard Real Estate ETF | Add +3.5% | 1.36% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +3.0% | 2.05% | −0.05 |
| VCIT Vanguard Int-Term Corporate | Add +0.7% | 2.00% | −0.05 |
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 |