Cambridge Advisors

OMAHA, NEfiles as Cambridge Advisors Inc.

$582m in 183 US stocks at the end of 30 June 2026. The top 10 are 52.4% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$582m

Stocks

183

Top 10 share

52.4%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Exchange Traded Concepts TRUROBO
<0.1% of the fund
Simplify Exchange Traded FUNCDX
<0.1% of the fund
Global X FDSBKCH
<0.1% of the fund
IsharesEWJ
<0.1% of the fund
First TR Exchng Traded FD VIXSEP
<0.1% of the fund
Ishares TRIVW
<0.1% of the fund
TargetTGT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
18.2% of the fund
+5%
Vanguard BD Index FDSBND
10.2% of the fund
+10%
Vanguard Tax-Managed FDSVEA
6.8% of the fund
+6%
Ishares TRIJH
4.1% of the fund
+3%
Vanguard Charlotte FDSBNDX
2.6% of the fund
+9%
Vanguard Scottsdale FDSVCIT
2.1% of the fund
+18%
Vanguard Intl Equity Index FVWO
2.0% of the fund
+4%
Vanguard Index FDSVNQ
1.5% of the fund
+6%
Goldman Sachs Physical GoldAAAU
0.6% of the fund
+3%
J P Morgan Exchange Traded FJPST
0.6% of the fund
+26%
Advisors Inner Circle FD IIISAMT
0.5% of the fund
+7%
Ishares TRIJR
0.4% of the fund
+15%
First TR Exchange Traded FDAIRR
0.4% of the fund
+8%
First TR Exchange-Traded FDGRID
0.4% of the fund
+5%
First TR Exchange-Traded FDFTSM
0.3% of the fund
+63%
First TR Exchange-Traded FDSDVD
0.3% of the fund
+5%
Simplify Exchange Traded FUNPINK
0.2% of the fund
+3%
Simplify Exchange Traded FUNBUCK
0.2% of the fund
+5%
First TR Exchange-Traded FDDOGG
0.2% of the fund
+2%
Bitwise 10 Crypto Index ETFBITW
0.2% of the fund
+2%
Simplify Exchange Traded FUNMTBA
0.2% of the fund
+7%
Simplify Exchange Traded FUNSVOL
0.1% of the fund
+4%
Sprott FDS TRSETM
0.1% of the fund
+81%
Palo Alto NetworksPANW
0.1% of the fund
+2%
ARK ETF TRARKQ
0.1% of the fund
+148%

Cut

Sold some of their stake.

AppleAAPL
1.8% of the fund
-3%
MicrosoftMSFT
1.6% of the fund
-8%
Schwab Strategic TRSCHG
1.4% of the fund
-4%
Berkshire HathawayBRK-B
1.4% of the fund
-4%
CaterpillarCAT
1.2% of the fund
-4%
Schwab Strategic TRFNDX
0.7% of the fund
-3%
Union PacificUNP
0.6% of the fund
-2%
First TR Exchng Traded FD VIEIPI
0.5% of the fund
-3%
Innovator Etfs TrustBSTP
0.5% of the fund
-8%
AlphabetGOOGL
0.4% of the fund
-8%
Lowe's CompaniesLOW
0.4% of the fund
-4%
Schwab Strategic TRSCHM
0.4% of the fund
-3%
J P Morgan Exchange Traded FJGRO
0.3% of the fund
-7%
Schwab Strategic TRSCHA
0.3% of the fund
-2%
Vaneck ETF TrustSMH
0.3% of the fund
-17%
Innovator Etfs TrustNAPR
0.3% of the fund
-8%
JPMorgan ChaseJPM
0.3% of the fund
-3%
Schwab Strategic TRFNDA
0.3% of the fund
-4%
Novartis AGNVS
0.2% of the fund
-6%
First TR Exchange-Traded FDFTCS
0.2% of the fund
-4%
VisaV
0.2% of the fund
-12%
AlphabetGOOG
0.2% of the fund
-3%
Amazon.comAMZN
0.2% of the fund
-18%
ChevronCVX
0.1% of the fund
-4%
RTXRTX
0.1% of the fund
-8%

Sold out

Sold their entire stake.

Select Sector Spdr TRXLE
-100%
Verizon CommunicationsVZ
-100%

Holdings

Vanguard Index FDSVOO
Share
18.2%
Value
$106m
Shares
154,547
+5%
Vanguard BD Index FDSBND
Share
10.2%
Value
$59m
Shares
805,700
+10%
Vanguard Tax-Managed FDSVEA
Share
6.8%
Value
$40m
Shares
556,878
+6%
Ishares TRIJH
Share
4.1%
Value
$24m
Shares
311,487
+3%
Vanguard Charlotte FDSBNDX
Share
2.6%
Value
$15m
Shares
318,189
+9%
Vanguard Index FDSVTI
Share
2.3%
Value
$13m
Shares
35,820
Held
J P Morgan Exchange Traded FJEPQ
Share
2.2%
Value
$13m
Shares
204,827
Held
Vanguard Scottsdale FDSVCIT
Share
2.1%
Value
$12m
Shares
145,292
+18%
Vanguard Intl Equity Index FVWO
Share
2.0%
Value
$12m
Shares
193,518
+4%
Berkshire Hathaway INC DELBRK-A
Share
1.9%
Value
$11m
Shares
15
Held
AppleAAPL
Share
1.8%
Value
$11m
Shares
36,530
-3%
J P Morgan Exchange Traded FJEPI
Share
1.8%
Value
$10m
Shares
181,433
Held
Vanguard Index FDSVB
Share
1.6%
Value
$10m
Shares
31,646
Held
MicrosoftMSFT
Share
1.6%
Value
$10m
Shares
25,493
-8%
AmgenAMGN
Share
1.5%
Value
$9m
Shares
24,621
Held
CorningGLW
Share
1.5%
Value
$9m
Shares
34,706
Held
Vanguard Index FDSVNQ
Share
1.5%
Value
$9m
Shares
90,075
+6%
Schwab Strategic TRSCHG
Share
1.4%
Value
$8m
Shares
242,353
-4%
Berkshire HathawayBRK-B
Share
1.4%
Value
$8m
Shares
16,206
-4%
Vanguard Specialized FundsVIG
Share
1.4%
Value
$8m
Shares
33,507
Held
CaterpillarCAT
Share
1.2%
Value
$7m
Shares
6,337
-4%
First TR Exchng Traded FD VIBUFR
Share
0.9%
Value
$5m
Shares
140,616
Held
NvidiaNVDA
Share
0.7%
Value
$4m
Shares
20,597
Held
Schwab Strategic TRSCHD
Share
0.7%
Value
$4m
Shares
127,686
Held
Schwab Strategic TRFNDX
Share
0.7%
Value
$4m
Shares
127,243
-3%
Schwab Strategic TRSCHB
Share
0.7%
Value
$4m
Shares
134,440
Held
Goldman Sachs Physical GoldAAAU
Share
0.6%
Value
$4m
Shares
92,025
+3%
J P Morgan Exchange Traded FJPST
Share
0.6%
Value
$3m
Shares
66,423
+26%
Union PacificUNP
Share
0.6%
Value
$3m
Shares
12,186
-2%
Ishares TRIWF
Share
0.6%
Value
$3m
Shares
26,036
Held
First TR Exchng Traded FD VIEIPI
Share
0.5%
Value
$3m
Shares
142,258
-3%
Innovator Etfs TrustBSTP
Share
0.5%
Value
$3m
Shares
78,910
-8%
Fidelity Wise Origin BitcoinFBTC
Share
0.5%
Value
$3m
Shares
59,471
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$3m
Shares
11,786
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.5%
Value
$3m
Shares
3,786
Held
State STR Spdr S&P Midcap 40MDY
Share
0.5%
Value
$3m
Shares
3,894
Held
Advisors Inner Circle FD IIISAMT
Share
0.5%
Value
$3m
Shares
54,872
+7%
Schwab Strategic TRSCHF
Share
0.4%
Value
$3m
Shares
93,667
Held
Ishares TRIJR
Share
0.4%
Value
$3m
Shares
17,487
+15%
AlphabetGOOGL
Share
0.4%
Value
$3m
Shares
7,252
-8%
First TR Exchange Traded FDAIRR
Share
0.4%
Value
$2m
Shares
18,511
+8%
Lowe's CompaniesLOW
Share
0.4%
Value
$2m
Shares
9,894
-4%
AbbVieABBV
Share
0.4%
Value
$2m
Shares
8,520
Held
Schwab Strategic TRSCHM
Share
0.4%
Value
$2m
Shares
57,089
-3%
First TR Exchange-Traded FDEMLP
Share
0.4%
Value
$2m
Shares
47,690
Held
First TR Exchange-Traded FDGRID
Share
0.4%
Value
$2m
Shares
10,785
+5%
First TR Exchange-Traded FDFTSM
Share
0.3%
Value
$2m
Shares
33,827
+63%
J P Morgan Exchange Traded FJGRO
Share
0.3%
Value
$2m
Shares
20,164
-7%
EMCOR GroupEME
Share
0.3%
Value
$2m
Shares
2,390
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$2m
Shares
2,633
Held
Cisco SystemsCSCO
Share
0.3%
Value
$2m
Shares
16,506
Held
Schwab Strategic TRSCHA
Share
0.3%
Value
$2m
Shares
52,959
-2%
Ishares TRIWM
Share
0.3%
Value
$2m
Shares
6,217
Held
Vanguard Star FDSVXUS
Share
0.3%
Value
$2m
Shares
21,408
Held
Vaneck ETF TrustSMH
Share
0.3%
Value
$2m
Shares
2,754
-17%
Ishares TRLQD
Share
0.3%
Value
$2m
Shares
16,390
Held
State STR Spdr DOW Jones INDDIA
Share
0.3%
Value
$2m
Shares
3,308
Held
IntelINTC
Share
0.3%
Value
$2m
Shares
11,780
Held
Vanguard Intl Equity Index FVNQI
Share
0.3%
Value
$2m
Shares
36,435
Held
Ishares TREFA
Share
0.3%
Value
$2m
Shares
15,182
Held
Innovator Etfs TrustNAPR
Share
0.3%
Value
$2m
Shares
26,629
-8%
First TR Exchange-Traded FDSDVD
Share
0.3%
Value
$2m
Shares
65,918
+5%
JPMorgan ChaseJPM
Share
0.3%
Value
$2m
Shares
4,641
-3%
Schwab Strategic TRFNDA
Share
0.3%
Value
$1m
Shares
38,836
-4%
DanaherDHR
Share
0.2%
Value
$1m
Shares
7,621
Held
Meta PlatformsMETA
Share
0.2%
Value
$1m
Shares
2,523
Held
Schwab Strategic TRSCHX
Share
0.2%
Value
$1m
Shares
47,019
Held
First TR Exchange-Traded FDWCMI
Share
0.2%
Value
$1m
Shares
70,543
Held
Vanguard Scottsdale FDSVCSH
Share
0.2%
Value
$1m
Shares
16,922
Held
Novartis AGNVS
Share
0.2%
Value
$1m
Shares
8,475
-6%
Simplify Exchange Traded FUNPINK
Share
0.2%
Value
$1m
Shares
32,380
+3%
Simplify Exchange Traded FUNBUCK
Share
0.2%
Value
$1m
Shares
53,854
+5%
First TR Exchange-Traded FDFTCS
Share
0.2%
Value
$1m
Shares
13,228
-4%
VisaV
Share
0.2%
Value
$1m
Shares
3,591
-12%
O'Reilly AutomotiveORLY
Share
0.2%
Value
$1m
Shares
12,675
Held
Invesco Exchange Traded FD TRSP
Share
0.2%
Value
$1m
Shares
5,275
Held
OracleORCL
Share
0.2%
Value
$1m
Shares
7,568
Held
First TR Exchange-Traded FDDOGG
Share
0.2%
Value
$1m
Shares
51,683
+2%
Simplify Exchange Traded FUNHEQT
Share
0.2%
Value
$1m
Shares
32,196
Held
Illinois Tool WorksITW
Share
0.2%
Value
$1m
Shares
3,978
Held
Bitwise 10 Crypto Index ETFBITW
Share
0.2%
Value
$1m
Shares
27,815
+2%
Simplify Exchange Traded FUNMTBA
Share
0.2%
Value
$1m
Shares
20,953
+7%
Spdr Gold TRGLD
Share
0.2%
Value
$1m
Shares
2,740
Held
MerckMRK
Share
0.2%
Value
$1m
Shares
7,852
Held
ExxonMobil HoldingsXOM
Share
0.2%
Value
$1m
Shares
7,331
Held
American ExpressAXP
Share
0.2%
Value
$984,308
Shares
2,910
Held
AlphabetGOOG
Share
0.2%
Value
$971,658
Shares
2,750
-3%
First TR Exchng Traded FD VIFIXD
Share
0.2%
Value
$948,718
Shares
21,755
Held
Amazon.comAMZN
Share
0.2%
Value
$910,935
Shares
3,822
-18%
PepsiCoPEP
Share
0.2%
Value
$898,650
Shares
6,637
Held
Procter & GamblePG
Share
0.1%
Value
$836,728
Shares
5,706
Held
Simplify Exchange Traded FUNSVOL
Share
0.1%
Value
$827,806
Shares
51,609
+4%
Spdr Series TrustSPYD
Share
0.1%
Value
$823,284
Shares
17,256
Held
Schwab Strategic TRSCHO
Share
0.1%
Value
$790,754
Shares
32,757
Held
ChevronCVX
Share
0.1%
Value
$789,349
Shares
4,762
-4%
Automatic Data ProcessingADP
Share
0.1%
Value
$776,211
Shares
3,466
Held
Coca-ColaKO
Share
0.1%
Value
$766,590
Shares
9,433
Held
Ishares TRIJJ
Share
0.1%
Value
$757,412
Shares
5,127
Held
Spdr Series TrustSDY
Share
0.1%
Value
$755,726
Shares
4,966
Held
StarbucksSBUX
Share
0.1%
Value
$751,486
Shares
7,354
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	18.2%	$106m	154,547	+5%
Vanguard BD Index FDSBND	10.2%	$59m	805,700	+10%
Vanguard Tax-Managed FDSVEA	6.8%	$40m	556,878	+6%
Ishares TRIJH	4.1%	$24m	311,487	+3%
Vanguard Charlotte FDSBNDX	2.6%	$15m	318,189	+9%
Vanguard Index FDSVTI	2.3%	$13m	35,820	Held
J P Morgan Exchange Traded FJEPQ	2.2%	$13m	204,827	Held
Vanguard Scottsdale FDSVCIT	2.1%	$12m	145,292	+18%
Vanguard Intl Equity Index FVWO	2.0%	$12m	193,518	+4%
Berkshire Hathaway INC DELBRK-A	1.9%	$11m	15	Held
AppleAAPL	1.8%	$11m	36,530	-3%
J P Morgan Exchange Traded FJEPI	1.8%	$10m	181,433	Held
Vanguard Index FDSVB	1.6%	$10m	31,646	Held
MicrosoftMSFT	1.6%	$10m	25,493	-8%
AmgenAMGN	1.5%	$9m	24,621	Held
CorningGLW	1.5%	$9m	34,706	Held
Vanguard Index FDSVNQ	1.5%	$9m	90,075	+6%
Schwab Strategic TRSCHG	1.4%	$8m	242,353	-4%
Berkshire HathawayBRK-B	1.4%	$8m	16,206	-4%
Vanguard Specialized FundsVIG	1.4%	$8m	33,507	Held
CaterpillarCAT	1.2%	$7m	6,337	-4%
First TR Exchng Traded FD VIBUFR	0.9%	$5m	140,616	Held
NvidiaNVDA	0.7%	$4m	20,597	Held
Schwab Strategic TRSCHD	0.7%	$4m	127,686	Held
Schwab Strategic TRFNDX	0.7%	$4m	127,243	-3%
Schwab Strategic TRSCHB	0.7%	$4m	134,440	Held
Goldman Sachs Physical GoldAAAU	0.6%	$4m	92,025	+3%
J P Morgan Exchange Traded FJPST	0.6%	$3m	66,423	+26%
Union PacificUNP	0.6%	$3m	12,186	-2%
Ishares TRIWF	0.6%	$3m	26,036	Held
First TR Exchng Traded FD VIEIPI	0.5%	$3m	142,258	-3%
Innovator Etfs TrustBSTP	0.5%	$3m	78,910	-8%
Fidelity Wise Origin BitcoinFBTC	0.5%	$3m	59,471	Held
Johnson & JohnsonJNJ	0.5%	$3m	11,786	Held
State STR Spdr S&P 500 ETF TSPY	0.5%	$3m	3,786	Held
State STR Spdr S&P Midcap 40MDY	0.5%	$3m	3,894	Held
Advisors Inner Circle FD IIISAMT	0.5%	$3m	54,872	+7%
Schwab Strategic TRSCHF	0.4%	$3m	93,667	Held
Ishares TRIJR	0.4%	$3m	17,487	+15%
AlphabetGOOGL	0.4%	$3m	7,252	-8%
First TR Exchange Traded FDAIRR	0.4%	$2m	18,511	+8%
Lowe's CompaniesLOW	0.4%	$2m	9,894	-4%
AbbVieABBV	0.4%	$2m	8,520	Held
Schwab Strategic TRSCHM	0.4%	$2m	57,089	-3%
First TR Exchange-Traded FDEMLP	0.4%	$2m	47,690	Held
First TR Exchange-Traded FDGRID	0.4%	$2m	10,785	+5%
First TR Exchange-Traded FDFTSM	0.3%	$2m	33,827	+63%
J P Morgan Exchange Traded FJGRO	0.3%	$2m	20,164	-7%
EMCOR GroupEME	0.3%	$2m	2,390	Held
Invesco QQQ TRQQQ	0.3%	$2m	2,633	Held
Cisco SystemsCSCO	0.3%	$2m	16,506	Held
Schwab Strategic TRSCHA	0.3%	$2m	52,959	-2%
Ishares TRIWM	0.3%	$2m	6,217	Held
Vanguard Star FDSVXUS	0.3%	$2m	21,408	Held
Vaneck ETF TrustSMH	0.3%	$2m	2,754	-17%
Ishares TRLQD	0.3%	$2m	16,390	Held
State STR Spdr DOW Jones INDDIA	0.3%	$2m	3,308	Held
IntelINTC	0.3%	$2m	11,780	Held
Vanguard Intl Equity Index FVNQI	0.3%	$2m	36,435	Held
Ishares TREFA	0.3%	$2m	15,182	Held
Innovator Etfs TrustNAPR	0.3%	$2m	26,629	-8%
First TR Exchange-Traded FDSDVD	0.3%	$2m	65,918	+5%
JPMorgan ChaseJPM	0.3%	$2m	4,641	-3%
Schwab Strategic TRFNDA	0.3%	$1m	38,836	-4%
DanaherDHR	0.2%	$1m	7,621	Held
Meta PlatformsMETA	0.2%	$1m	2,523	Held
Schwab Strategic TRSCHX	0.2%	$1m	47,019	Held
First TR Exchange-Traded FDWCMI	0.2%	$1m	70,543	Held
Vanguard Scottsdale FDSVCSH	0.2%	$1m	16,922	Held
Novartis AGNVS	0.2%	$1m	8,475	-6%
Simplify Exchange Traded FUNPINK	0.2%	$1m	32,380	+3%
Simplify Exchange Traded FUNBUCK	0.2%	$1m	53,854	+5%
First TR Exchange-Traded FDFTCS	0.2%	$1m	13,228	-4%
VisaV	0.2%	$1m	3,591	-12%
O'Reilly AutomotiveORLY	0.2%	$1m	12,675	Held
Invesco Exchange Traded FD TRSP	0.2%	$1m	5,275	Held
OracleORCL	0.2%	$1m	7,568	Held
First TR Exchange-Traded FDDOGG	0.2%	$1m	51,683	+2%
Simplify Exchange Traded FUNHEQT	0.2%	$1m	32,196	Held
Illinois Tool WorksITW	0.2%	$1m	3,978	Held
Bitwise 10 Crypto Index ETFBITW	0.2%	$1m	27,815	+2%
Simplify Exchange Traded FUNMTBA	0.2%	$1m	20,953	+7%
Spdr Gold TRGLD	0.2%	$1m	2,740	Held
MerckMRK	0.2%	$1m	7,852	Held
ExxonMobil HoldingsXOM	0.2%	$1m	7,331	Held
American ExpressAXP	0.2%	$984,308	2,910	Held
AlphabetGOOG	0.2%	$971,658	2,750	-3%
First TR Exchng Traded FD VIFIXD	0.2%	$948,718	21,755	Held
Amazon.comAMZN	0.2%	$910,935	3,822	-18%
PepsiCoPEP	0.2%	$898,650	6,637	Held
Procter & GamblePG	0.1%	$836,728	5,706	Held
Simplify Exchange Traded FUNSVOL	0.1%	$827,806	51,609	+4%
Spdr Series TrustSPYD	0.1%	$823,284	17,256	Held
Schwab Strategic TRSCHO	0.1%	$790,754	32,757	Held
ChevronCVX	0.1%	$789,349	4,762	-4%
Automatic Data ProcessingADP	0.1%	$776,211	3,466	Held
Coca-ColaKO	0.1%	$766,590	9,433	Held
Ishares TRIJJ	0.1%	$757,412	5,127	Held
Spdr Series TrustSDY	0.1%	$755,726	4,966	Held
StarbucksSBUX	0.1%	$751,486	7,354	Held

Showing the largest 100 of 183.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.6% since 30 June 2025.

Where the money is

Technology7.1%

Health care3.6%

Industrials2.7%

Financial services2.3%

Retail & consumer1.0%

Media & telecom0.9%

Everyday goods0.6%

Energy0.3%

Real estate0.1%

Other81.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.