Institutional Manager · CIK 0001633695
Cambridge Advisors Inc.
OMAHA, NE · File #028-16611
Latest AUM
$525.3M
Positions
176
Top-10 Concentration
62.6%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025176 pos · $525.3M
- 13F HOLDINGS REPORTQ/E Sep 2025169 pos · $511.7M
- 13F HOLDINGS REPORTQ/E Jun 2025168 pos · $478.4M
- 13F HOLDINGS REPORTQ/E Mar 2025175 pos · $456.6M
- 13F HOLDINGS REPORTQ/E Dec 2024168 pos · $448.0M
- 13F HOLDINGS REPORTQ/E Sep 2024170 pos · $457.7M
- 13F HOLDINGS REPORTQ/E Jun 2024167 pos · $430.4M
- 13F HOLDINGS REPORTQ/E Mar 2024167 pos · $424.1M
- 13F HOLDINGS REPORTQ/E Dec 2023164 pos · $372.4M
- 13F HOLDINGS REPORTQ/E Sep 2023166 pos · $390.8M
- 13F HOLDINGS REPORTQ/E Jun 2023181 pos · $390.7M
- 13F HOLDINGS REPORTQ/E Mar 2023181 pos · $372.6M
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% |