Cambridge Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), Cambridge Advisors Inc. reported 169 stock positions worth $511.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.1%) and Vanguard Ftse Developed ETF (VEA, 6.7%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 49 and reduced 73. The biggest buy was JPM Nasdaq Equity Premium (JEPQ, shares +14%) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $511.7M (Q3 2025)
- SEC Filing
- 0001214659-25-014970 ↗ filed Oct 15, 2025
Holdings Value
Holdings 169 stocks · $511.7M
| VOO Vanguard S&P 500 ETF | 17.56% | 146,754 | $89.9M | Reduce -1.0% |
| BND Vanguard Total Bond Market | 10.10% | 694,733 | $51.7M | Add +7.2% |
| VEA Vanguard Ftse Developed ETF | 6.70% | 572,312 | $34.3M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 3.76% | 295,186 | $19.3M | Reduce -1.8% |
| MSFT Microsoft Corp. | 2.91% | 28,735 | $14.9M | Reduce -0.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.57% | 266,346 | $13.2M | Add +7.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.38% | 37,059 | $12.2M | Reduce -5.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.33% | 206,939 | $11.9M | Add +13.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.21% | 15 | $11.3M | No change |
| JEPI JPMorgan Equity Premium Inco | 2.09% | 187,501 | $10.7M | Add +8.8% |
| VWO Vanguard Ftse Emerging Marke | 2.03% | 191,727 | $10.4M | Reduce -1.7% |
| VCIT Vanguard Int-Term Corporate | 1.95% | 118,406 | $10.0M | Add +2.6% |
| AAPL Apple Inc. | 1.88% | 37,833 | $9.6M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.79% | 18,190 | $9.1M | Reduce -1.5% |
| SCHG Schwab US Large-Cap Growth | 1.59% | 254,986 | $8.1M | Add +0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.58% | 31,896 | $8.1M | Reduce -3.5% |
| VIG Vanguard Dividend Apprec ETF | 1.47% | 34,815 | $7.5M | Reduce -2.0% |
| VNQ Vanguard Real Estate ETF | 1.37% | 76,505 | $7.0M | Add +4.8% |
| AMGN Amgen Inc. | 1.35% | 24,569 | $6.9M | Add +0.6% |
| FBTC Fidelity Wise Origin Bitcoin | 1.05% | 53,706 | $5.4M | Add +0.6% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.93% | 142,685 | $4.8M | Reduce -2.7% |
| NVDA Nvidia Corp. | 0.74% | 20,217 | $3.8M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.71% | 133,008 | $3.6M | Add +2.1% |
| SCHB Schwab US Broad Market ETF | 0.69% | 136,693 | $3.5M | Reduce -0.3% |
| CAT Caterpillar Inc. | 0.67% | 7,191 | $3.4M | Reduce -6.4% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 130,300 | $3.4M | Reduce -0.1% |
| AAAU Goldman Sachs Physical Gold | 0.67% | 89,582 | $3.4M | Add +0.1% |
| BSTP Innovator Buff Su Strat ETF | 0.62% | 87,544 | $3.2M | Reduce -0.3% |
| IWF iShares Russell 1000 Growth | 0.58% | 6,359 | $3.0M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.58% | 12,563 | $3.0M | Reduce -1.0% |
| GLW Corning Inc. | 0.56% | 34,676 | $2.8M | Reduce -2.6% |
| EIPI FT Energy Income ETF | 0.55% | 141,458 | $2.8M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.53% | 10,798 | $2.7M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 4,072 | $2.7M | Add +0.0% |
| JPST JPMorgan Ultra-Short Income | 0.49% | 49,470 | $2.5M | Add +10.3% |
| ORCL Oracle Corp. | 0.46% | 8,368 | $2.4M | Reduce -8.2% |
| MDY State Street SPDR S&P Midcap | 0.45% | 3,894 | $2.3M | No change |
| JNJ Johnson & Johnson | 0.44% | 12,028 | $2.2M | Reduce -0.7% |
| SCHF Schwab Intl Equity ETF | 0.43% | 94,573 | $2.2M | Add +4.7% |
| META Meta Platforms Inc. Class A | 0.39% | 2,736 | $2.0M | Add +0.2% |
| ABBV Abbvie Inc. | 0.39% | 8,620 | $2.0M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.39% | 8,030 | $2.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.38% | 8,097 | $2.0M | Reduce -8.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 16,390 | $1.8M | Add +6.4% |
| DHR Danaher Corp. | 0.35% | 9,096 | $1.8M | Reduce -3.6% |
| EMLP First Trust North American E | 0.35% | 47,081 | $1.8M | Reduce -0.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.34% | 3,803 | $1.8M | Reduce -0.4% |
| JGRO JPMorgan Active Growth ETF | 0.34% | 18,621 | $1.7M | Add +20.3% |
| SCHM Schwab US Mid Cap ETF | 0.33% | 57,671 | $1.7M | Reduce -0.4% |
| FTCS First Trust Capital Strength | 0.32% | 17,556 | $1.6M | Reduce -11.2% |
| EME Emcor Group Inc. | 0.32% | 2,514 | $1.6M | Reduce -0.6% |
| IJR iShares Core S&P Small-Cap E | 0.32% | 13,620 | $1.6M | Reduce -0.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.31% | 33,585 | $1.6M | Add +2.4% |
| NAPR Innovator Growth 100 Power B | 0.31% | 30,404 | $1.6M | Reduce -4.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 2,633 | $1.6M | No change |
| JPM JPMorgan Chase & Co. | 0.30% | 4,926 | $1.6M | Reduce -2.0% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 54,429 | $1.5M | Add +0.3% |
| IWM iShares Russell 2000 ETF | 0.29% | 6,217 | $1.5M | Reduce -0.3% |
| VXUS Vanguard Total Intl Stock | 0.29% | 19,867 | $1.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.28% | 15,186 | $1.4M | No change |
| V Visa Inc. Class A | 0.27% | 4,097 | $1.4M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 17,204 | $1.4M | Reduce -4.2% |
| ORLY O'reilly Automotive Inc. | 0.27% | 12,750 | $1.4M | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.24% | 39,716 | $1.2M | Reduce -0.4% |
| SDVD FT Vest Smid Rising Dividend | 0.23% | 55,425 | $1.2M | Add +58.2% |
| NVS Novartis AG-Sponsored ADR | 0.22% | 8,975 | $1.2M | No change |
| CSCO Cisco Systems Inc. | 0.22% | 16,706 | $1.1M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 0.22% | 6,021 | $1.1M | Add +1.1% |
| FTSM First Trust Enh Short Mat FD | 0.22% | 18,696 | $1.1M | Reduce -5.6% |
| ADP Automatic Data Processing | 0.21% | 3,717 | $1.1M | No change |
| ITW Illinois Tool Works | 0.21% | 4,153 | $1.1M | No change |
| WCMI FT WCM International ETF | 0.21% | 63,225 | $1.1M | New |
| SMH Vaneck Semiconductor ETF | 0.21% | 3,265 | $1.1M | Add +0.3% |
| SAMT Strategas Macro Them Opps | 0.21% | 28,237 | $1.1M | Reduce -0.3% |
| DOGG FT Vest Djia Dogs 10 Target | 0.21% | 52,524 | $1.0M | Reduce -0.0% |
| GLD SPDR Gold Shares | 0.20% | 2,877 | $1.0M | Reduce -4.6% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 38,404 | $1.0M | Add +0.3% |
| FIXD First Trust Smith Opportunis | 0.20% | 22,666 | $1.0M | Add +0.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.20% | 6,642 | $1.0M | Add +42.1% |
| PG The Procter & Gamble Co. | 0.19% | 6,441 | $990K | No change |
| AMZN Amazon.com Inc. | 0.19% | 4,496 | $987K | Add +1.1% |
| HEQT Simplify Hedged Equity ETF | 0.19% | 31,565 | $986K | Reduce -5.1% |
| AXP American Express Co. | 0.19% | 2,910 | $967K | No change |
| PEP Pepsico Inc. | 0.18% | 6,722 | $944K | Add +49.4% |
| ABT Abbott Laboratories | 0.18% | 6,745 | $903K | Reduce -1.8% |
| AIRR First Trust Rba American Ind | 0.17% | 9,205 | $890K | Add +32.2% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.17% | 20,031 | $881K | No change |
| SVOL Simplify Volatility Premium | 0.17% | 47,494 | $855K | Reduce -1.6% |
| MTBA Simplify MBS ETF | 0.16% | 16,667 | $839K | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.16% | 7,328 | $826K | Add +0.0% |
| SCHO Schwab Short-Term US Treas | 0.16% | 32,757 | $799K | No change |
| ROP Roper Technologies Inc. | 0.15% | 1,570 | $783K | No change |
| PSTP Innovator PWR Buff Su St ETF | 0.15% | 22,420 | $780K | Reduce -0.4% |
| CVX Chevron Corp. | 0.15% | 4,882 | $758K | Add +0.0% |
| BUCK Simplify Treasury Option Inc. | 0.15% | 31,623 | $754K | Add +4.3% |
| RTX RTX Corp. | 0.15% | 4,458 | $746K | Reduce -3.4% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,122 | $733K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 5,146 | $721K | No change |
| GOOG Alphabet Inc. Class C | 0.13% | 2,824 | $688K | Reduce -5.0% |
| ISRG Intuitive Surgical Inc. | 0.13% | 1,518 | $679K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| VEA Vanguard Ftse Developed ETF | Reduce -1.0% | 6.70% | −0.19 |
| TUA Sim St Treas Fut Strat ETF | Sold out | 0.00% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 3.76% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.3% | 2.38% | −0.11 |
| MSFT Microsoft Corp. | Reduce -0.7% | 2.91% | −0.10 |
| EALT Innovator US Eqty 5TO15 Buff | Sold out | 0.00% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 1.79% | −0.09 |
| FTCS First Trust Capital Strength | Reduce -11.2% | 0.32% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.5% | 1.58% | −0.05 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 1.47% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -2.7% | 0.93% | −0.04 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.04 |
| DHR Danaher Corp. | Reduce -3.6% | 0.35% | −0.04 |
| EIPI FT Energy Income ETF | Reduce -0.3% | 0.55% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 17.56% | −0.04 |
| V Visa Inc. Class A | Reduce -0.5% | 0.27% | −0.03 |
| UNP Union Pacific Corp. | Reduce -1.0% | 0.58% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.2% | 0.27% | −0.03 |
| FTSM First Trust Enh Short Mat FD | Reduce -5.6% | 0.22% | −0.03 |
| NAPR Innovator Growth 100 Power B | Reduce -4.5% | 0.31% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -7.5% | 0.11% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -2.0% | 0.22% | −0.02 |
| CARR Carrier Global Corp. | Reduce -4.5% | 0.05% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.8% | 0.18% | −0.02 |
| SVOL Simplify Volatility Premium | Reduce -1.6% | 0.17% | −0.02 |
| EMLP First Trust North American E | Reduce -0.0% | 0.35% | −0.02 |
| HEQT Simplify Hedged Equity ETF | Reduce -5.1% | 0.19% | −0.02 |
| DOGG FT Vest Djia Dogs 10 Target | Reduce -0.0% | 0.21% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -4.0% | 0.12% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -0.3% | 0.62% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -2.3% | 0.08% | −0.01 |
| TGT Target Corp. | Reduce -2.5% | 0.05% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -1.5% | 0.12% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -8.2% | 0.05% | −0.01 |
| IQLT iShares MSCI International Q | Reduce -7.3% | 0.06% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -0.4% | 0.34% | −0.01 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -7.3% | 0.06% | −0.01 |
| FDX FedEx Corp. | Reduce -7.5% | 0.06% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -5.5% | 0.06% | −0.01 |
| BA The Boeing Co. | Reduce -5.0% | 0.06% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.4% | 0.33% | −0.01 |
| FIW First Trust Water ETF | Reduce -8.1% | 0.04% | −0.00 |
| PSTP Innovator PWR Buff Su St ETF | Reduce -0.4% | 0.15% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -1.4% | 0.12% | −0.00 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.6% | 0.13% | −0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -0.6% | 0.09% | −0.00 |
| CLX Clorox Company | Reduce -2.7% | 0.04% | −0.00 |
| CTA Simplify Managed Futures St | Reduce -0.2% | 0.12% | −0.00 |
| FDN First Trust DJ Internet Ind | Reduce -0.6% | 0.08% | −0.00 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.6% | 0.05% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| JEPQ JPM Nasdaq Equity Premium | Add +13.9% | 2.33% | +0.26 |
| WCMI FT WCM International ETF | New | 0.21% | +0.21 |
| BND Vanguard Total Bond Market | Add +7.2% | 10.10% | +0.12 |
| SDVD FT Vest Smid Rising Dividend | Add +58.2% | 0.23% | +0.08 |
| NVDA Nvidia Corp. | Add +0.1% | 0.74% | +0.07 |
| JGRO JPMorgan Active Growth ETF | Add +20.3% | 0.34% | +0.06 |
| PEP Pepsico Inc. | Add +49.4% | 0.18% | +0.06 |
| GRID First TRST Nasd Class Edg Sgiif | Add +42.1% | 0.20% | +0.06 |
| AAAU Goldman Sachs Physical Gold | Add +0.1% | 0.67% | +0.06 |
| PFIX Simplify Interest Rate Hedge | New | 0.06% | +0.06 |
| AIRR First Trust Rba American Ind | Add +32.2% | 0.17% | +0.06 |
| BKCH Global X Blockchain ETF | New | 0.05% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +8.8% | 2.09% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +0.5% | 1.59% | +0.04 |
| NJAN Innovator Growth 100 Power B | New | 0.04% | +0.04 |
| LOW Lowe's Cos Inc. | Add +0.0% | 0.53% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +0.3% | 0.21% | +0.02 |
| PINK Simplify Health Care ETF | Add +36.1% | 0.06% | +0.02 |
| JPST JPMorgan Ultra-Short Income | Add +10.3% | 0.49% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +4.7% | 0.43% | +0.01 |
| YGLD Simplify Gold Strategy ETF | Add +7.4% | 0.07% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Add +0.3% | 0.30% | +0.01 |
| PANW Palo Alto Networks Inc. | Add +20.8% | 0.08% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +4.8% | 1.37% | +0.01 |
| DVY iShares Select Dividend ETF | Add +6.2% | 0.10% | +0.01 |
| BLK BlackRock Inc. | Add +1.2% | 0.09% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.0% | 0.53% | +0.00 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +6.4% | 0.36% | +0.00 |
| MO Altria Group Inc. | Add +0.5% | 0.05% | +0.00 |
| IGLD FT Vest Gold Strategy Target | Add +0.0% | 0.08% | +0.00 |
| CVX Chevron Corp. | Add +0.0% | 0.15% | +0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.3% | 0.20% | +0.00 |
| DX Dynex Capital Inc. | Add +9.4% | 0.06% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +3.2% | 0.07% | +0.00 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.1% | 2.57% | +0.00 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.13% | −0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.6% | 1.05% | −0.00 |
| QCOM Qualcomm Inc. | Add +0.2% | 0.10% | −0.00 |
| BUCK Simplify Treasury Option Inc. | Add +4.3% | 0.15% | −0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +2.4% | 0.31% | −0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +1.1% | 0.22% | −0.00 |
| SAGP Strategas Global Policy Opp | Add +0.0% | 0.13% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.16% | −0.00 |
| MAXI Simplify Bitcoin STRT ETF-Ui | Add +9.9% | 0.12% | −0.01 |
| MTBA Simplify MBS ETF | Add +1.6% | 0.16% | −0.01 |
| FIXD First Trust Smith Opportunis | Add +0.1% | 0.20% | −0.01 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.19% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +2.1% | 0.71% | −0.01 |
| KO The Coca-Cola Co. | Add +0.4% | 0.12% | −0.02 |
| SBUX Starbucks Corp. | Add +0.3% | 0.12% | −0.02 |
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 |