account_balance
Investment manager · 13F filer · SEC CIK 1633695
Cambridge Advisors Inc.
Reported value$581Mas of Sep 30, 2026
Positions182 2 new, 3 sold out
Top 10 weight52.6%VOO alone is 19%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
18.7%
BNDVanguard Bd Index FDS
9.9%
VEAVanguard Tax-Managed FDS
6.8%
IJHiShares Tr
3.9%
BNDXVanguard Charlotte FDS
2.6%
VTIVanguard Index FDS
2.3%
MSFTMicrosoft Corp
2.2%
JEPQJ P Morgan Exchange Traded F
2.2%
AAPLApple Inc.
2.0%Trimmed −3%
VWOVanguard Intl Equity Index F
2.0%
VCITVanguard Scottsdale FDS
2.0%
VOOVanguard Index FDS
18.7%
BNDVanguard Bd Index FDS
9.9%
VEAVanguard Tax-Managed FDS
6.8%
IJH3.9%
BNDX2.6%
VTI2.3%
MSFTJEPQ2.2%
AAPL2.0%VWO2.0%
VCIT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 18.7% Held
BND Vanguard Bd Index FDS 9.9% Held
VEA Vanguard Tax-Managed FDS 6.8% Held
IJH iShares Tr 3.9% Held
BNDX Vanguard Charlotte FDS 2.6% Held
VTI Vanguard Index FDS 2.3% Held
MSFT Microsoft Corp 2.2% HeldJEPQ J P Morgan Exchange Traded F 2.2% Held
AAPL Apple Inc. 2.0% Trimmed −3%VWO Vanguard Intl Equity Index F 2.0% Held
VCIT Vanguard Scottsdale FDS 2.0% Held
Berkshire Hathaway Inc 1.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.