Institutional Manager · CIK 0001633695

Cambridge Advisors Inc.

OMAHA, NE · File #028-16611

Latest AUM

$525.3M

Positions

176

Top-10 Concentration

62.6%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD BD INDEX FDS	921937835	+35,860	+$2.7M	-$208,441
NEW	BITWISE 10 CRYPTO INDEX ETF	BITW	+27,179	+$1.6M	$0
REDUCE	VANGUARD INDEX FDS	922908363	-2,380	-$1.5M	+$2.2M
REDUCE	VANGUARD TAX-MANAGED FDS	921943858	-23,497	-$1.5M	+$1.5M
ADD	VANGUARD CHARLOTTE FDS	92203J407	+23,632	+$1.1M	-$303,628
ADD	ISHARES TR	464287507	+13,279	+$876,414	+$218,438
ADD	VANGUARD INDEX FDS	922908553	+8,213	+$726,766	-$224,201
ADD	ADVISORS INNER CIRCLE FD III	00775Y645	+15,604	+$600,904	+$35,019
ADD	FIRST TR EXCHANGE TRADED FD	33738R704	+5,944	+$584,401	+$15,042
ADD	J P MORGAN EXCHANGE TRADED F	46654Q609	+6,191	+$574,519	-$17,730

Sector Allocation

7.2%$37.6M

3.0%$15.9M

1.9%$10.1M

1.2%$6.6M

1.2%$6.2M

0.4%$2.1M

Consumer Discretionary

0.4%$1.9M

Communication Services

0.3%$1.7M

Energy

0.3%$1.6M

Filing History

Jan 21, 202613F HOLDINGS REPORTQ/E Dec 2025176 pos · $525.3M
Oct 15, 202513F HOLDINGS REPORTQ/E Sep 2025169 pos · $511.7M
Jul 16, 202513F HOLDINGS REPORTQ/E Jun 2025168 pos · $478.4M
Apr 24, 202513F HOLDINGS REPORTQ/E Mar 2025175 pos · $456.6M
Jan 16, 202513F HOLDINGS REPORTQ/E Dec 2024168 pos · $448.0M
Oct 23, 202413F HOLDINGS REPORTQ/E Sep 2024170 pos · $457.7M
Jul 11, 202413F HOLDINGS REPORTQ/E Jun 2024167 pos · $430.4M
Apr 16, 202413F HOLDINGS REPORTQ/E Mar 2024167 pos · $424.1M
Oct 18, 202313F HOLDINGS REPORTQ/E Dec 2023164 pos · $372.4M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908363	144,374	$90.5M	20.74%
2	VANGUARD BD INDEX FDS	921937835	730,593	$54.1M	12.40%
3	VANGUARD TAX-MANAGED FDS	921943858	548,815	$34.3M	7.85%
4	ISHARES TR	464287507	308,465	$20.4M	4.66%
5	VANGUARD CHARLOTTE FDS	92203J407	289,978	$14.0M	3.21%
6	MICROSOFT CORP	MSFT	28,322	$13.7M	3.14%
7	VANGUARD INDEX FDS	922908769	36,297	$12.2M	2.79%
8	J P MORGAN EXCHANGE TRADED F	46654Q203	208,509	$12.1M	2.78%
9	BERKSHIRE HATHAWAY INC DEL	BRK-A	15	$11.3M	2.59%
10	J P MORGAN EXCHANGE TRADED F	46641Q332	182,429	$10.4M	2.39%
11	VANGUARD SCOTTSDALE FDS	92206C870	122,600	$10.3M	2.35%
12	APPLE INC	AAPL	37,679	$10.2M	2.35%
13	VANGUARD INTL EQUITY INDEX F	922042858	190,317	$10.2M	2.34%
14	BERKSHIRE HATHAWAY INC DEL	BRK-A	17,504	$8.8M	2.02%
15	VANGUARD INDEX FDS	922908751	32,346	$8.3M	1.91%
16	SCHWAB STRATEGIC TR	808524300	254,295	$8.3M	1.90%
17	AMGEN INC	AMGN	24,697	$8.1M	1.85%
18	VANGUARD SPECIALIZED FUNDS	921908844	34,328	$7.5M	1.73%
19	VANGUARD INDEX FDS	922908553	84,718	$7.5M	1.72%
20	FIRST TR EXCHNG TRADED FD VI	33740F755	141,022	$4.8M	1.11%