Cambridge Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Cambridge Advisors Inc. reported 176 stock positions worth $525.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 17.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.3%) and Vanguard Ftse Developed ETF (VEA, 6.5%). Compared with Q3 2025, it opened 10 new positions, sold out of 3, added to 52 and reduced 64. The biggest buy was a new position in Bitwise 10 Crypto Index ETF (BITW) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001633695
- Portfolio Value
- $525.3M (Q4 2025)
- SEC Filing
- 0001214659-26-000687 ↗ filed Jan 21, 2026
Holdings Value
Holdings 176 stocks · $525.3M
| VOO Vanguard S&P 500 ETF | 17.24% | 144,374 | $90.5M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 10.30% | 730,593 | $54.1M | Add +5.2% |
| VEA Vanguard Ftse Developed ETF | 6.53% | 548,815 | $34.3M | Reduce -4.1% |
| IJH iShares Core S&P Midcap ETF | 3.88% | 308,465 | $20.4M | Add +4.5% |
| BNDX Vanguard Total Intl Bond ETF | 2.67% | 289,978 | $14.0M | Add +8.9% |
| MSFT Microsoft Corp. | 2.61% | 28,322 | $13.7M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 2.32% | 36,297 | $12.2M | Reduce -2.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.31% | 208,509 | $12.1M | Add +0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.16% | 15 | $11.3M | No change |
| JEPI JPMorgan Equity Premium Inco | 1.99% | 182,429 | $10.4M | Reduce -2.7% |
| VCIT Vanguard Int-Term Corporate | 1.95% | 122,600 | $10.3M | Add +3.5% |
| AAPL Apple Inc. | 1.95% | 37,679 | $10.2M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 1.95% | 190,317 | $10.2M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.67% | 17,504 | $8.8M | Reduce -3.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.59% | 32,346 | $8.3M | Add +1.4% |
| SCHG Schwab US Large-Cap Growth | 1.58% | 254,295 | $8.3M | Reduce -0.3% |
| AMGN Amgen Inc. | 1.54% | 24,697 | $8.1M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 1.44% | 34,328 | $7.5M | Reduce -1.4% |
| VNQ Vanguard Real Estate ETF | 1.43% | 84,718 | $7.5M | Add +10.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.92% | 141,022 | $4.8M | Reduce -1.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.82% | 56,621 | $4.3M | Add +5.4% |
| CAT Caterpillar Inc. | 0.78% | 7,108 | $4.1M | Reduce -1.1% |
| AAAU Goldman Sachs Physical Gold | 0.73% | 89,568 | $3.8M | Reduce -0.0% |
| NVDA Nvidia Corp. | 0.72% | 20,210 | $3.8M | Reduce -0.0% |
| SCHD Schwab US DVD Equity ETF | 0.68% | 130,726 | $3.6M | Reduce -1.7% |
| SCHB Schwab US Broad Market ETF | 0.68% | 136,293 | $3.6M | Reduce -0.3% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.67% | 130,109 | $3.5M | Reduce -0.1% |
| BSTP Innovator Buff Su Strat ETF | 0.61% | 86,485 | $3.2M | Reduce -1.2% |
| IWF iShares Russell 1000 Growth | 0.58% | 6,484 | $3.1M | Add +2.0% |
| GLW Corning Inc. | 0.58% | 34,701 | $3.0M | Add +0.1% |
| UNP Union Pacific Corp. | 0.55% | 12,543 | $2.9M | Reduce -0.2% |
| EIPI FT Energy Income ETF | 0.55% | 145,665 | $2.9M | Add +3.0% |
| JPST JPMorgan Ultra-Short Income | 0.52% | 53,494 | $2.7M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 3,848 | $2.6M | Reduce -5.5% |
| LOW Lowe's Cos Inc. | 0.48% | 10,398 | $2.5M | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 0.47% | 7,942 | $2.5M | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.46% | 11,788 | $2.4M | Reduce -2.0% |
| MDY State Street SPDR S&P Midcap | 0.45% | 3,894 | $2.3M | No change |
| JGRO JPMorgan Active Growth ETF | 0.44% | 24,812 | $2.3M | Add +33.3% |
| SCHF Schwab Intl Equity ETF | 0.43% | 94,875 | $2.3M | Add +0.3% |
| ABBV Abbvie Inc. | 0.37% | 8,605 | $2.0M | Reduce -0.2% |
| IJR iShares Core S&P Small-Cap E | 0.35% | 15,246 | $1.8M | Add +11.9% |
| ACN Accenture PLC Class A | 0.35% | 6,825 | $1.8M | Reduce -15.0% |
| EMLP First Trust North American E | 0.34% | 47,735 | $1.8M | Add +1.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.34% | 16,390 | $1.8M | No change |
| SCHM Schwab US Mid Cap ETF | 0.34% | 58,758 | $1.8M | Add +1.9% |
| DHR Danaher Corp. | 0.33% | 7,671 | $1.8M | Reduce -15.7% |
| META Meta Platforms Inc. Class A | 0.33% | 2,643 | $1.7M | Reduce -3.4% |
| SAMT Strategas Macro Them Opps | 0.32% | 43,841 | $1.7M | Add +55.3% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.32% | 36,435 | $1.7M | Add +8.5% |
| ORCL Oracle Corp. | 0.31% | 8,368 | $1.6M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 2,633 | $1.6M | No change |
| VXUS Vanguard Total Intl Stock | 0.31% | 21,262 | $1.6M | Add +7.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.31% | 3,336 | $1.6M | Reduce -12.3% |
| BITW Bitwise 10 Crypto Index ETF | 0.30% | 27,179 | $1.6M | New |
| JPM JPMorgan Chase & Co. | 0.30% | 4,936 | $1.6M | Add +0.2% |
| NAPR Innovator Growth 100 Power B | 0.30% | 29,053 | $1.6M | Reduce -4.4% |
| SCHA Schwab US Small-Cap ETF | 0.29% | 54,289 | $1.5M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 0.29% | 6,217 | $1.5M | No change |
| EME Emcor Group Inc. | 0.29% | 2,474 | $1.5M | Reduce -1.6% |
| FTCS First Trust Capital Strength | 0.29% | 16,266 | $1.5M | Reduce -7.3% |
| AIRR First Trust Rba American Ind | 0.28% | 15,149 | $1.5M | Add +64.6% |
| EFA iShares MSCI Eafe ETF | 0.28% | 15,182 | $1.5M | Reduce -0.0% |
| V Visa Inc. Class A | 0.27% | 4,098 | $1.4M | Add +0.0% |
| GRID First TRST Nasd Class Edg Sgiif | 0.27% | 9,304 | $1.4M | Add +40.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 17,278 | $1.4M | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.24% | 16,706 | $1.3M | No change |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.24% | 40,336 | $1.3M | Add +1.6% |
| FTSM First Trust Enh Short Mat FD | 0.24% | 21,199 | $1.3M | Add +13.4% |
| SDVD FT Vest Smid Rising Dividend | 0.24% | 58,798 | $1.3M | Add +6.1% |
| SCHX Schwab US Large-Cap ETF | 0.24% | 46,083 | $1.2M | Add +20.0% |
| NVS Novartis AG-Sponsored ADR | 0.24% | 8,975 | $1.2M | No change |
| SMH Vaneck Semiconductor ETF | 0.23% | 3,332 | $1.2M | Add +2.0% |
| WCMI FT WCM International ETF | 0.22% | 68,754 | $1.2M | Add +8.7% |
| BUCK Simplify Treasury Option Inc. | 0.22% | 49,326 | $1.2M | Add +56.0% |
| ORLY O'reilly Automotive Inc. | 0.22% | 12,750 | $1.2M | No change |
| GLD SPDR Gold Shares | 0.22% | 2,878 | $1.1M | Add +0.0% |
| AXP American Express Co. | 0.20% | 2,910 | $1.1M | No change |
| DOGG FT Vest Djia Dogs 10 Target | 0.20% | 51,799 | $1.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 0.20% | 4,521 | $1.0M | Add +0.6% |
| HEQT Simplify Hedged Equity ETF | 0.20% | 32,539 | $1.0M | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.19% | 5,264 | $1.0M | Reduce -12.6% |
| FIXD First Trust Smith Opportunis | 0.19% | 22,510 | $998K | Reduce -0.7% |
| ITW Illinois Tool Works | 0.19% | 3,953 | $974K | Reduce -4.8% |
| MTBA Simplify MBS ETF | 0.18% | 19,143 | $965K | Add +14.9% |
| PEP Pepsico Inc. | 0.18% | 6,602 | $948K | Reduce -1.8% |
| ADP Automatic Data Processing | 0.17% | 3,517 | $905K | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,824 | $886K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 7,330 | $882K | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.16% | 1,518 | $860K | No change |
| ABT Abbott Laboratories | 0.16% | 6,745 | $845K | No change |
| SVOL Simplify Volatility Premium | 0.16% | 47,854 | $840K | Add +0.8% |
| PINK Simplify Health Care ETF | 0.16% | 22,686 | $830K | Add +118.0% |
| MRK Merck & Co. Inc. | 0.16% | 7,784 | $819K | Reduce -3.5% |
| PG The Procter & Gamble Co. | 0.16% | 5,696 | $816K | Reduce -11.6% |
| RTX RTX Corp. | 0.15% | 4,408 | $809K | Reduce -1.1% |
| SCHO Schwab Short-Term US Treas | 0.15% | 32,757 | $798K | No change |
| PSTP Innovator PWR Buff Su St ETF | 0.15% | 22,320 | $789K | Reduce -0.5% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.14% | 17,256 | $746K | Reduce -13.8% |
| CVX Chevron Corp. | 0.14% | 4,783 | $729K | Reduce -2.0% |
Portfolio Sells Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Reduce -1.6% | 17.24% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.4% | 2.61% | −0.30 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.1% | 6.53% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 1.67% | −0.11 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.7% | 1.99% | −0.10 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 1.95% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -3.4% | 0.33% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 2.32% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -3.7% | 0.48% | −0.05 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.05 |
| BKCH Global X Blockchain ETF | Sold out | 0.00% | −0.05 |
| CLX Clorox Company | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -32.6% | 0.07% | −0.04 |
| ADP Automatic Data Processing | Reduce -5.4% | 0.17% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -12.3% | 0.31% | −0.04 |
| ACN Accenture PLC Class A | Reduce -15.0% | 0.35% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -11.6% | 0.16% | −0.04 |
| FTCS First Trust Capital Strength | Reduce -7.3% | 0.29% | −0.03 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.4% | 1.44% | −0.03 |
| ROP Roper Technologies Inc. | Reduce -8.7% | 0.12% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -12.6% | 0.19% | −0.03 |
| EME Emcor Group Inc. | Reduce -1.6% | 0.29% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.5% | 0.50% | −0.03 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -13.8% | 0.14% | −0.03 |
| UNP Union Pacific Corp. | Reduce -0.2% | 0.55% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.7% | 0.68% | −0.03 |
| ITW Illinois Tool Works | Reduce -4.8% | 0.19% | −0.03 |
| NVDA Nvidia Corp. | Reduce -0.0% | 0.72% | −0.02 |
| DHR Danaher Corp. | Reduce -15.7% | 0.33% | −0.02 |
| NAPR Innovator Growth 100 Power B | Reduce -4.4% | 0.30% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.2% | 0.37% | −0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.2% | 0.92% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.3% | 1.58% | −0.01 |
| BLK BlackRock Inc. | Reduce -1.2% | 0.08% | −0.01 |
| BSTP Innovator Buff Su Strat ETF | Reduce -1.2% | 0.61% | −0.01 |
| CVX Chevron Corp. | Reduce -2.0% | 0.14% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -3.5% | 0.13% | −0.01 |
| MO Altria Group Inc. | Reduce -3.4% | 0.04% | −0.01 |
| FDN First Trust DJ Internet Ind | Reduce -4.3% | 0.07% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -7.4% | 0.08% | −0.01 |
| MCD McDonald's Corp. | Reduce -12.8% | 0.04% | −0.01 |
| FIXD First Trust Smith Opportunis | Reduce -0.7% | 0.19% | −0.01 |
| SAGP Strategas Global Policy Opp | Reduce -1.0% | 0.12% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -6.4% | 0.05% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 0.68% | −0.01 |
| PEP Pepsico Inc. | Reduce -1.8% | 0.18% | −0.00 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -3.9% | 0.08% | −0.00 |
| FTRI First Trust Indxx Global Nat | Reduce -6.1% | 0.05% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -4.7% | 0.05% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.3% | 0.29% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| BITW Bitwise 10 Crypto Index ETF | New | 0.30% | +0.30 |
| BND Vanguard Total Bond Market | Add +5.2% | 10.30% | +0.20 |
| AMGN Amgen Inc. | Add +0.5% | 1.54% | +0.18 |
| SAMT Strategas Macro Them Opps | Add +55.3% | 0.32% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 3.88% | +0.11 |
| AIRR First Trust Rba American Ind | Add +64.6% | 0.28% | +0.11 |
| JGRO JPMorgan Active Growth ETF | Add +33.3% | 0.44% | +0.10 |
| PINK Simplify Health Care ETF | Add +118.0% | 0.16% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +8.9% | 2.67% | +0.09 |
| BUCK Simplify Treasury Option Inc. | Add +56.0% | 0.22% | +0.08 |
| GRID First TRST Nasd Class Edg Sgiif | Add +40.1% | 0.27% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +10.7% | 1.43% | +0.06 |
| BUFZ FT Vest Laddered Moderate Bu | New | 0.06% | +0.06 |
| VYM Vanguard High DVD Yield ETF | New | 0.06% | +0.06 |
| JTEK JPMorgan US Tech Leaders | New | 0.05% | +0.05 |
| JBND JPMorgan Active Bond ETF | New | 0.05% | +0.05 |
| ARKG ARK Genomic Revolution ETF | New | 0.05% | +0.05 |
| CRL Charles River Laboratories | New | 0.05% | +0.05 |
| HELO JPMorgan Hedged Equity ETF | New | 0.04% | +0.04 |
| QJUN FT Vest Nasdaq-100 Buffer Et | New | 0.04% | +0.04 |
| XSEP FT Vest U.S. Equity Enhance | New | 0.04% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +20.0% | 0.24% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +11.9% | 0.35% | +0.03 |
| JPST JPMorgan Ultra-Short Income | Add +8.1% | 0.52% | +0.02 |
| FTSM First Trust Enh Short Mat FD | Add +13.4% | 0.24% | +0.02 |
| GLW Corning Inc. | Add +0.1% | 0.58% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +2.0% | 0.23% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +7.0% | 0.31% | +0.02 |
| MTBA Simplify MBS ETF | Add +14.9% | 0.18% | +0.02 |
| YGLD Simplify Gold Strategy ETF | Add +23.5% | 0.09% | +0.02 |
| GLD SPDR Gold Shares | Add +0.0% | 0.22% | +0.02 |
| WCMI FT WCM International ETF | Add +8.7% | 0.22% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.0% | 0.12% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +3.5% | 1.95% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.17% | +0.01 |
| DX Dynex Capital Inc. | Add +0.1% | 0.06% | +0.01 |
| SDVD FT Vest Smid Rising Dividend | Add +6.1% | 0.24% | +0.01 |
| HEQT Simplify Hedged Equity ETF | Add +3.1% | 0.20% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.6% | 0.20% | +0.01 |
| CTA Simplify Managed Futures St | Add +10.1% | 0.12% | +0.01 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +8.5% | 0.32% | +0.00 |
| KO The Coca-Cola Co. | Add +0.8% | 0.13% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.43% | +0.00 |
| IGLD FT Vest Gold Strategy Target | Add +2.6% | 0.08% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 1.59% | +0.00 |
| FIW First Trust Water ETF | Add +14.1% | 0.04% | +0.00 |
| EIPI FT Energy Income ETF | Add +3.0% | 0.55% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +1.9% | 0.34% | +0.00 |
| IWF iShares Russell 1000 Growth | Add +2.0% | 0.58% | +0.00 |
| SCHV Schwab US Large-Cap Value | Add +1.5% | 0.07% | +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 |