Cambridge Advisors Inc. — 13F Holdings

2026 Q1  ·  182 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, Cambridge Advisors Inc. maintained a portfolio of 182 distinct positions. The most significant new addition was FIRST TR EXCHANGE TRADED FD, now representing 0.09% of the total fund value. They heavily accumulated shares in FIRST TR EXCHANGE TRADED FD, increasing the position by 13.0%.
Position History hover any row below to update
Loading…
Cambridge Advisors Inc. Rapid City, SD RIA AUM $509M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
182
Quarter
2026 Q1
Top Holding
VOO (17.1%)
Top 10 Concentration
51.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 182
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VOO
VANGUARD INDEX ...
ETF 17.14% 17.24% #1
Prev: #1
6.5
—
3,402 2.4%
P
S
147,776 $88,303,548 2014 Q4 13F Filing 2026-03-31 2026-04-16
BND
VANGUARD BD IND...
ETF 10.44% 10.30% #2
Prev: #2
6.0
—
45 0.0%
P
S
730,638 $53,804,167 2014 Q4 13F Filing 2026-03-31 2026-04-16
VEA
VANGUARD TAX-MA...
ETF 6.52% 6.53% #3
Prev: #3
4.1
—
-24,440 -4.5%
P
S
524,375 $33,601,957 2014 Q4 13F Filing 2026-03-31 2026-04-16
IJH
ISHARES TR
ETF 3.97% 3.88% #4
Prev: #4
2.6
—
-5,295 -1.7%
P
S
303,170 $20,473,101 2014 Q4 13F Filing 2026-03-31 2026-04-16
BNDX
VANGUARD CHARLO...
Bond/Debt 2.72% 2.67% #5
Prev: #5
2.1
—
1,940 0.7%
P
S
291,918 $14,026,642 2014 Q4 13F Filing 2026-03-31 2026-04-16
VTI
VANGUARD INDEX ...
ETF 2.26% 2.32% #6 1
Prev: #7
1.4
—
1 0.0%
P
S
36,298 $11,644,723 2014 Q4 13F Filing 2026-03-31 2026-04-16
JEPQ
J P MORGAN EXCH...
Unknown 2.22% 2.31% #7 1
Prev: #8
1.4
—
-2,350 -1.1%
P
S
206,159 $11,445,974 2022 Q2 13F Filing 2026-03-31 2026-04-16
BRK/A
BERKSHIRE HATHA...
Financial Services 2.09% 2.16% #8 1
Prev: #9
1.8
—
no change no change
P
S
15 $10,772,100 2014 Q4 13F Filing 2026-03-31 2026-04-16
JEPI
J P MORGAN EXCH...
ETF 1.99% 1.99% #9 1
Prev: #10
1.3
—
-1,449 -0.8%
P
S
180,980 $10,257,939 2020 Q3 13F Filing 2026-03-31 2026-04-16
MSFT
MICROSOFT CORP
Technology 1.99% 2.61% #10 4
Prev: #6
1.3
—
-685 -2.4%
P
S
27,637 $10,230,256 2014 Q4 13F Filing 2026-03-31 2026-04-16
VCIT
VANGUARD SCOTTS...
Bond/Debt 1.97% 1.95% #11
Prev: #11
1.3
—
72 0.1%
P
S
122,672 $10,151,085 2016 Q1 13F Filing 2026-03-31 2026-04-16
VWO
VANGUARD INTL E...
ETF 1.95% 1.95% #12 1
Prev: #13
1.3
—
-4,400 -2.3%
P
S
185,917 $10,048,834 2014 Q4 13F Filing 2026-03-31 2026-04-16
AAPL
APPLE INC
Technology 1.85% 1.95% #13 1
Prev: #12
1.2
—
-34 -0.1%
P
S
37,645 $9,553,854 2014 Q4 13F Filing 2026-03-31 2026-04-16
AMGN
AMGEN INC
Healthcare 1.67% 1.54% #14 3
Prev: #17
1.2
—
-217 -0.9%
P
S
24,480 $8,613,356 2014 Q4 13F Filing 2026-03-31 2026-04-16
VB
VANGUARD INDEX ...
ETF 1.61% 1.59% #15
Prev: #15
1.1
—
-700 -2.2%
P
S
31,646 $8,288,720 2014 Q4 13F Filing 2026-03-31 2026-04-16
BRK/B
BERKSHIRE HATHA...
Financial Services 1.57% 1.67% #16 2
Prev: #14
1.1
—
-659 -3.8%
P
S
16,845 $8,072,124 2016 Q1 13F Filing 2026-03-31 2026-04-16
VNQ
VANGUARD INDEX ...
ETF 1.46% 1.43% #17 2
Prev: #19
1.1
—
11 0.0%
P
S
84,729 $7,515,426 2014 Q4 13F Filing 2026-03-31 2026-04-16
SCHG
SCHWAB STRATEGI...
ETF 1.42% 1.58% #18 2
Prev: #16
1.1
—
-2,765 -1.1%
P
S
251,530 $7,327,083 2014 Q4 13F Filing 2026-03-31 2026-04-16
VIG
VANGUARD SPECIA...
ETF 1.41% 1.44% #19 1
Prev: #18
1.1
—
-481 -1.4%
P
S
33,847 $7,279,136 2014 Q4 13F Filing 2026-03-31 2026-04-16
GLW
CORNING INC
Technology 0.92% 0.58% #20 10
Prev: #30
0.9
—
55 0.2%
P
S
34,756 $4,725,783 2014 Q4 13F Filing 2026-03-31 2026-04-16
BUFR
FIRST TR EXCHNG...
ETF 0.91% 0.92% #21 1
Prev: #20
0.9
—
-1,520 -1.1%
P
S
139,502 $4,710,983 2021 Q4 13F Filing 2026-03-31 2026-04-16
CAT
CATERPILLAR INC
Industrials 0.90% 0.78% #22
Prev: #22
0.9
—
-531 -7.5%
P
S
6,577 $4,659,541 2014 Q4 13F Filing 2026-03-31 2026-04-16
AAAU
GOLDMAN SACHS P...
ETF 0.80% 0.73% #23
Prev: #23
0.8
—
28 0.0%
P
S
89,596 $4,138,439 2023 Q2 13F Filing 2026-03-31 2026-04-16
SCHD
SCHWAB STRATEGI...
ETF 0.78% 0.68% #24 1
Prev: #25
0.8
—
-510 -0.4%
P
S
130,216 $3,995,013 2014 Q4 13F Filing 2026-03-31 2026-04-16
FNDX
SCHWAB STRATEGI...
Bond/Debt 0.71% 0.67% #25 2
Prev: #27
0.8
—
1,228 0.9%
P
S
131,337 $3,657,735 2016 Q4 13F Filing 2026-03-31 2026-04-16
NVDA
NVIDIA CORPORAT...
Technology 0.69% 0.72% #26 2
Prev: #24
0.8
—
60 0.3%
P
S
20,270 $3,535,088 2020 Q2 13F Filing 2026-03-31 2026-04-16
FBTC
FIDELITY WISE O...
Unknown 0.67% 0.82% #27 6
Prev: #21
0.8
—
1,907 3.4%
P
S
58,528 $3,454,908 2024 Q1 13F Filing 2026-03-31 2026-04-16
SCHB
SCHWAB STRATEGI...
ETF 0.66% 0.68% #28 2
Prev: #26
0.8
—
-1,264 -0.9%
P
S
135,029 $3,389,226 2014 Q4 13F Filing 2026-03-31 2026-04-16
EIPI
FIRST TR EXCHNG...
Unknown 0.64% 0.55% #29 3
Prev: #32
0.8
—
725 0.5%
P
S
146,390 $3,292,321 2024 Q2 13F Filing 2026-03-31 2026-04-16
BSTP
INNOVATOR ETFS ...
ETF 0.60% 0.61% #30 2
Prev: #28
0.7
—
-420 -0.5%
P
S
86,065 $3,099,072 2022 Q2 13F Filing 2026-03-31 2026-04-16
UNP
UNION PAC CORP
Industrials 0.59% 0.55% #31
Prev: #31
0.7
—
-72 -0.6%
P
S
12,471 $3,025,714 2014 Q4 13F Filing 2026-03-31 2026-04-16
JNJ
JOHNSON & JOHNS...
Healthcare 0.56% 0.46% #32 5
Prev: #37
0.7
—
-20 -0.2%
P
S
11,768 $2,876,588 2014 Q4 13F Filing 2026-03-31 2026-04-16
IWF
ISHARES TR
ETF 0.54% 0.58% #33 4
Prev: #29
0.7
—
25 0.4%
P
S
6,509 $2,775,438 2014 Q4 13F Filing 2026-03-31 2026-04-16
JPST
J P MORGAN EXCH...
ETF 0.52% 0.52% #34 1
Prev: #33
0.7
—
-797 -1.5%
P
S
52,697 $2,667,000 2020 Q1 13F Filing 2026-03-31 2026-04-16
SPY
STATE STR SPDR ...
ETF 0.49% 0.50% #35 1
Prev: #34
1.2
—
no change no change
P
S
3,848 $2,502,332 2014 Q4 13F Filing 2026-03-31 2026-04-16
LOW
LOWES COS INC
Consumer Cyclical 0.47% 0.48% #36 1
Prev: #35
0.7
—
-105 -1.0%
P
S
10,293 $2,432,120 2014 Q4 13F Filing 2026-03-31 2026-04-16
MDY
STATE STR SPDR ...
Unknown 0.47% 0.45% #37 1
Prev: #38
1.2
—
no change no change
P
S
3,894 $2,401,663 2014 Q4 13F Filing 2026-03-31 2026-04-16
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.46% 0.43% #38 2
Prev: #40
0.7
—
-123 -0.1%
P
S
94,752 $2,345,120 2014 Q4 13F Filing 2026-03-31 2026-04-16
GOOGL
ALPHABET INC
Communication Services 0.44% 0.47% #39 3
Prev: #36
0.7
—
-50 -0.6%
P
S
7,892 $2,269,531 2015 Q4 13F Filing 2026-03-31 2026-04-16
EMLP
FIRST TR EXCHAN...
ETF 0.41% 0.34% #40 4
Prev: #44
0.7
—
312 0.7%
P
S
48,047 $2,097,717 2017 Q2 13F Filing 2026-03-31 2026-04-16
SAMT
ADVISORS INNER ...
Unknown 0.39% 0.32% #41 8
Prev: #49
2.2
—
7,433 17.0%
P
S
51,274 $2,013,519 2022 Q2 13F Filing 2026-03-31 2026-04-16
AIRR
FIRST TR EXCHAN...
ETF 0.37% 0.28% #42 20
Prev: #62
2.1
—
1,967 13.0%
P
S
17,116 $1,896,145 2025 Q2 13F Filing 2026-03-31 2026-04-16
IJR
ISHARES TR
ETF 0.37% 0.35% #43 1
Prev: #42
0.6
—
2 0.0%
P
S
15,248 $1,895,496 2014 Q4 13F Filing 2026-03-31 2026-04-16
ABBV
ABBVIE INC
Healthcare 0.36% 0.37% #44 3
Prev: #41
0.6
—
-45 -0.5%
P
S
8,560 $1,861,714 2014 Q4 13F Filing 2026-03-31 2026-04-16
JGRO
J P MORGAN EXCH...
Warrant 0.35% 0.44% #45 6
Prev: #39
0.6
—
-3,215 -13.0%
P
S
21,597 $1,825,347 2024 Q4 13F Filing 2026-03-31 2026-04-16
SCHM
SCHWAB STRATEGI...
ETF 0.35% 0.34% #46
Prev: #46
0.6
—
92 0.2%
P
S
58,850 $1,821,996 2014 Q4 13F Filing 2026-03-31 2026-04-16
LQD
ISHARES TR
ETF 0.35% 0.34% #47 2
Prev: #45
1.1
—
no change no change
P
S
16,390 $1,786,346 2014 Q4 13F Filing 2026-03-31 2026-04-16
EME
EMCOR GROUP INC
Industrials 0.34% 0.29% #48 12
Prev: #60
0.6
—
-70 -2.8%
P
S
2,404 $1,774,897 2014 Q4 13F Filing 2026-03-31 2026-04-16
GRID
FIRST TR EXCHAN...
ETF 0.33% 0.27% #49 16
Prev: #65
2.1
—
995 10.7%
P
S
10,299 $1,684,710 2023 Q1 13F Filing 2026-03-31 2026-04-16
VXUS
VANGUARD STAR F...
Bond/Debt 0.32% 0.31% #50 3
Prev: #53
0.6
—
176 0.8%
P
S
21,438 $1,653,084 2017 Q1 13F Filing 2026-03-31 2026-04-16
Showing 1-50 of 182 holdings

Unlock Full Cambridge Advisors Inc. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →