Cambridge Advisors Inc. holds a focused book of 183 stocks worth $581.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Robo Global Robotics And Aut and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard S&P 500 ETF at 18% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1633695/holdings"
Use Arkolith to show Cambridge Advisors Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
22% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $106.1M | 154.5K | 18.2% | ▲+4.6% Added · +7K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $59.1M | 805.7K | 10.2% | ▲+10% Added · +75K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $39.7M | 556.9K | 6.8% | ▲+6.2% Added · +33K sh | |
| 4 | Ishares TR CORE S&P MCP ETF | $24.0M | 311.5K | 4.1% | ▲+2.7% Added · +8K sh | |
| 5 | Vanguard Charlotte FDS TOTAL INT BD ETF | $15.4M | 318.2K | 2.6% | ▲+9.0% Added · +26K sh | |
| 6 | Vanguard Index FDS TOTAL STK MKT | $13.3M | 35.8K | 2.3% | ▼−1.3% Reduced · −478 sh | |
| 7 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $12.6M | 204.8K | 2.2% | ▼−0.6% Reduced · −1K sh | |
| 8 | Vanguard Scottsdale FDS INT-TERM CORP | $12.0M | 145.3K | 2.1% | ▲+18% Added · +23K sh | |
| 9 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $11.6M | 193.5K | 2.0% | ▲+4.1% Added · +8K sh | |
| 10 | Berkshire Hathaway Inc Del CL A | $11.2M | 15 | 1.9% | —Held | |
| 11 | Apple Inc COM | $10.6M | 36.5K | 1.8% | ▼−3.0% Reduced · −1K sh | |
| 12 | J P Morgan Exchange Traded F EQUITY PREMIUM | $10.2M | 181.4K | 1.8% | ▲+0.3% Added · +453 sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $9.6M | 31.6K | 1.6% | —Held | |
| 14 | Microsoft Corp COM | $9.5M | 25.5K | 1.6% | ▼−7.8% Reduced · −2K sh | |
| 15 | Amgen Inc COM | $8.9M | 24.6K | 1.5% | ▲+0.6% Added · +141 sh | |
| 16 | Corning Inc COM | $8.9M | 34.7K | 1.5% | ▼−0.1% Reduced · −50 sh | |
| 17 | Vanguard Index FDS REAL ESTATE ETF | $8.7M | 90.1K | 1.5% | ▲+6.3% Added · +5K sh | |
| 18 | Schwab Strategic TR US LCAP GR ETF | $8.2M | 242.4K | 1.4% | ▼−3.6% Reduced · −9K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $8.1M | 16.2K | 1.4% | ▼−3.8% Reduced · −639 sh | |
| 20 | Vanguard Specialized Funds DIV APP ETF | $7.9M | 33.5K | 1.4% | ▼−1.0% Reduced · −340 sh | |
| 21 | Caterpillar Inc COM | $6.7M | 6.3K | 1.2% | ▼−3.6% Reduced · −240 sh | |
| 22 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $5.1M | 140.6K | 0.9% | ▲+0.8% Added · +1K sh | |
| 23 | Nvidia Corporation COM | $4.1M | 20.6K | 0.7% | ▲+1.6% Added · +327 sh | |
| 24 | Schwab Strategic TR US DIVIDEND EQ | $4.0M | 127.7K | 0.7% | ▼−1.9% Reduced · −3K sh | |
| 25 | Schwab Strategic TR FUNDAMENTAL US L | $4.0M | 127.2K | 0.7% | ▼−3.1% Reduced · −4K sh | |
| 26 | Schwab Strategic TR US BRD MKT ETF | $3.9M | 134.4K | 0.7% | ▼−0.4% Reduced · −589 sh | |
| 27 | Goldman Sachs Physical Gold UNIT | $3.6M | 92.0K | 0.6% | ▲+2.7% Added · +2K sh | |
| 28 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $3.4M | 66.4K | 0.6% | ▲+26% Added · +14K sh | |
| 29 | Union Pac Corp COM | $3.3M | 12.2K | 0.6% | ▼−2.3% Reduced · −285 sh | |
| 30 | Ishares TR RUS 1000 GRW ETF | $3.2M | 26.0K | 0.6% | ▲+300% Added · +20K sh | |
| 31 | First TR Exchng Traded FD VI FT ENER INCO ETF | $3.1M | 142.3K | 0.5% | ▼−2.8% Reduced · −4K sh | |
| 32 | Innovator Etfs Trust BUFF STEP UP ETF | $3.1M | 78.9K | 0.5% | ▼−8.3% Reduced · −7K sh | |
| 33 | Fidelity Wise Origin Bitcoin SHS | $3.0M | 59.5K | 0.5% | ▲+1.6% Added · +943 sh | |
| 34 | Johnson & Johnson COM | $3.0M | 11.8K | 0.5% | ▲+0.1% Added · +18 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $2.8M | 3.8K | 0.5% | ▼−1.6% Reduced · −62 sh | |
| 36 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.7M | 3.9K | 0.5% | —Held | |
| 37 | Advisors Inner Circle FD III STRATEGAS MACRO | $2.6M | 54.9K | 0.5% | ▲+7.0% Added · +4K sh | |
| 38 | Schwab Strategic TR INTL EQTY ETF | $2.6M | 93.7K | 0.4% | ▼−1.1% Reduced · −1K sh | |
| 39 | Ishares TR CORE S&P SCP ETF | $2.6M | 17.5K | 0.4% | ▲+15% Added · +2K sh | |
| 40 | Alphabet Inc CAP STK CL A | $2.6M | 7.3K | 0.4% | ▼−8.1% Reduced · −640 sh | |
| 41 | First TR Exchange Traded FD RBA INDL ETF | $2.5M | 18.5K | 0.4% | ▲+8.2% Added · +1K sh | |
| 42 | Lowes Cos Inc COM | $2.2M | 9.9K | 0.4% | ▼−3.9% Reduced · −399 sh | |
| 43 | Abbvie Inc COM | $2.1M | 8.5K | 0.4% | ▼−0.5% Reduced · −40 sh | |
| 44 | Schwab Strategic TR US MID-CAP ETF | $2.1M | 57.1K | 0.4% | ▼−3.0% Reduced · −2K sh | |
| 45 | First TR Exchange-Traded FD NO AMER ENERGY | $2.1M | 47.7K | 0.4% | ▼−0.7% Reduced · −357 sh | |
| 46 | First TR Exchange-Traded FD NASDQ CLN EDGE | $2.1M | 10.8K | 0.4% | ▲+4.7% Added · +486 sh | |
| 47 | First TR Exchange-Traded FD FIRST TR ENH NEW | $2.0M | 33.8K | 0.3% | ▲+63% Added · +13K sh | |
| 48 | J P Morgan Exchange Traded F ACTIVE GROWTH | $2.0M | 20.2K | 0.3% | ▼−6.6% Reduced · −1K sh | |
| 49 | Emcor Group Inc COM | $2.0M | 2.4K | 0.3% | ▼−0.6% Reduced · −14 sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $1.9M | 2.6K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 183 | $581.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 178 | $515.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 176 | $525.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 169 | $511.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 16, 2025 | 168 | $478.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 175 | $456.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 168 | $448.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 170 | $457.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.