Cambridge Advisors Inc.

hedge fundUpdated 57 days ago

Managed by Cambridge Advisors Inc. • Latest filing Q2 2026

Portfolio value

$581.7M

Q2 2026

Filings

13

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

14.2%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 13 quarters

Show data table

Period	Portfolio value
Q2 2023	$390.8M
Q3 2023	$372.4M
Q4 2023	$398M
Q1 2024	$424.1M
Q2 2024	$430.4M
Q3 2024	$457.7M
Q4 2024	$448M
Q1 2025	$456.6M
Q2 2025	$478.4M
Q3 2025	$511.7M
Q4 2025	$525.3M
Q1 2026	$515.3M
Q2 2026	$581.7M

Top holdings

183 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	V VGES VANGUARD INDEX FDS	$106.1M	154.5K	18.25%	Added(+4.6%)
2	V VGES VANGUARD BD INDEX FDS	$59.1M	805.7K	10.17%	Added(+10.3%)
3	V VGES VANGUARD TAX-MANAGED FDS	$39.7M	556.9K	6.82%	Added(+6.2%)
4	E ETHA ISHARES TR	$24M	311.5K	4.13%	Added(+2.7%)
5	? N/A VANGUARD CHARLOTTE FDS	$15.4M	318.2K	2.65%	Added(+9.0%)
6	V VGES VANGUARD INDEX FDS	$13.3M	35.8K	2.28%	Trimmed(-1.3%)
7	? N/A J P MORGAN EXCHANGE TRADED F	$12.6M	204.8K	2.16%	Trimmed(-0.7%)
8	V VGES VANGUARD SCOTTSDALE FDS	$12M	145.3K	2.06%	Added(+18.4%)
9	V VGES VANGUARD INTL EQUITY INDEX F	$11.6M	193.5K	1.99%	Added(+4.1%)
10	B BRK-A BERKSHIRE HATHAWAY INC DEL	$11.2M	15	1.93%	Unchanged
11	A AAPL APPLE INC	$10.6M	36.5K	1.82%	Trimmed(-3.0%)
12	? N/A J P MORGAN EXCHANGE TRADED F	$10.2M	181.4K	1.76%	Added(+0.3%)
13	V VGES VANGUARD INDEX FDS	$9.6M	31.6K	1.65%	Unchanged
14	M MSFT MICROSOFT CORP	$9.5M	25.5K	1.63%	Trimmed(-7.8%)
15	A AMGN AMGEN INC	$8.9M	24.6K	1.53%	Added(+0.6%)
16	G GLW CORNING INC	$8.9M	34.7K	1.52%	Trimmed(-0.1%)
17	V VGES VANGUARD INDEX FDS	$8.7M	90.1K	1.49%	Added(+6.3%)
18	S SCHW-PJ SCHWAB STRATEGIC TR	$8.2M	242.4K	1.41%	Trimmed(-3.6%)
19	B BRK-A BERKSHIRE HATHAWAY INC DEL	$8.1M	16.2K	1.39%	Trimmed(-3.8%)
20	B BX VANGUARD SPECIALIZED FUNDS	$7.9M	33.5K	1.36%	Trimmed(-1.0%)

V

VANGUARD INDEX FDS

+4.6%

Value

$106.1M

Shares

154.5K

% Port

18.25%

V

VANGUARD BD INDEX FDS

+10.3%

Value

$59.1M

Shares

805.7K

% Port

10.17%

V

VANGUARD TAX-MANAGED FDS

+6.2%

Value

$39.7M

Shares

556.9K

% Port

6.82%

E

ISHARES TR

+2.7%

Value

$24M

Shares

311.5K

% Port

4.13%

?

5.N/A

VANGUARD CHARLOTTE FDS

+9.0%

Value

$15.4M

Shares

318.2K

% Port

2.65%

V

VANGUARD INDEX FDS

-1.3%

Value

$13.3M

Shares

35.8K

% Port

2.28%

?

7.N/A

J P MORGAN EXCHANGE TRADED F

-0.7%

Value

$12.6M

Shares

204.8K

% Port

2.16%

V

VANGUARD SCOTTSDALE FDS

+18.4%

Value

$12M

Shares

145.3K

% Port

2.06%

V

VANGUARD INTL EQUITY INDEX F

+4.1%

Value

$11.6M

Shares

193.5K

% Port

1.99%

B

BERKSHIRE HATHAWAY INC DEL

Unchanged

Value

$11.2M

Shares

15

% Port

1.93%

A

APPLE INC

-3.0%

Value

$10.6M

Shares

36.5K

% Port

1.82%

?

12.N/A

J P MORGAN EXCHANGE TRADED F

+0.3%

Value

$10.2M

Shares

181.4K

% Port

1.76%

V

VANGUARD INDEX FDS

Unchanged

Value

$9.6M

Shares

31.6K

% Port

1.65%

M

MICROSOFT CORP

-7.8%

Value

$9.5M

Shares

25.5K

% Port

1.63%

A

AMGEN INC

+0.6%

Value

$8.9M

Shares

24.6K

% Port

1.53%

G

16.GLW

CORNING INC

-0.1%

Value

$8.9M

Shares

34.7K

% Port

1.52%

V

VANGUARD INDEX FDS

+6.3%

Value

$8.7M

Shares

90.1K

% Port

1.49%

S

SCHWAB STRATEGIC TR

-3.6%

Value

$8.2M

Shares

242.4K

% Port

1.41%

B

BERKSHIRE HATHAWAY INC DEL

-3.8%

Value

$8.1M

Shares

16.2K

% Port

1.39%

B

20.BX

VANGUARD SPECIALIZED FUNDS

-1.0%

Value

$7.9M

Shares

33.5K

% Port

1.36%

View full portfolio (183 holdings) →

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