Cambridge Advisors Inc. holds a focused book of 183 stocks worth $581.7M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-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.
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
Other tracked managers holding the same core names as Cambridge Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $78.6B |
| MORGAN STANLEY | 79 / 80 | $469.6B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $69.0B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $18.6B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.3B |
| AE Wealth Management LLC | 79 / 80 | $3.6B |
| HighTower Advisors, LLC | 78 / 80 | $29.1B |
| MML INVESTORS SERVICES, LLC | 78 / 80 | $11.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Cambridge Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
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.
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, filed up to 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.