StockDriftsStockDriftsTop 50 Cambridge Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 18.25% | 154.5K | $106.1M | +4.58%(+6.77K) | $233.38(+205.37%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 10.17% | 805.7K | $59.1M | +10.27%(+75.06K) | $79.70(-9.35%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 6.82% | 556.9K | $39.7M | +6.20%(+32.50K) | $41.83(+76.92%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.13% | 311.5K | $24.0M | +2.74%(+8.32K) | $38.31(+105.04%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.65% | 318.2K | $15.4M | +9.00%(+26.27K) | $52.92(-9.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.28% | 35.8K | $13.3M | -1.32%(-478) | $135.73(+182.45%) | 2026-06-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.16% | 204.8K | $12.6M | -0.65%(-1.33K) | $50.21(+20.82%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.06% | 145.3K | $12.0M | +18.44%(+22.62K) | $86.05(-5.69%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 1.99% | 193.5K | $11.6M | +4.09%(+7.60K) | $48.14(+25.43%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1.93% | 15 | $11.2M | +0.00%(+0) | $739681.00(+1.04%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.58% | +38.94% | +5.82% | +32.67% |
| Top 20 Holdings Unweighted | +12.08% | +40.79% | +6.53% | +37.23% |
Cambridge Advisors Inc. reports $581.68M in US-listed equity holdings across 183 positions in its most recent 13F filing. Its largest disclosed positions are VOO (18.3%), BND (10.2%) and VEA (6.8%). The top 20 holdings account for 68% of reported assets. Its disclosed equity book has returned +38.94% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cambridge Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633695). View Cambridge Advisors Inc.’s 13F filings on SEC