Cambridge Advisors Inc. — 13F Holdings

2026 Q3  ·  185 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, Cambridge Advisors Inc. maintained a portfolio of 185 distinct positions. The most significant new addition was VERIZON COMMUNICATIONS INC, now representing 0.04% of the total fund value. They heavily accumulated shares in J P MORGAN EXCHANGE TRADED F, increasing the position by 28.8%.
Position History hover any row below to update
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Cambridge Advisors Inc. Rapid City, SD RIA AUM $574M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
185
Quarter
2026 Q3
Top Holding
VOO (18.7%)
Top 10 Concentration
52.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 185
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 18.73% 18.25% #1
Prev: #1
6.5
—
705 0.5%
P
S
155,252 $108,809,670 2014 Q4 13F Filing 2026-09-30 2026-10-19
BND
VANGUARD BD IND...
ETF 9.92% 10.17% #2
Prev: #2
6.0
—
16,052 2.0%
P
S
821,752 $57,645,878 2014 Q4 13F Filing 2026-09-30 2026-10-19
VEA
VANGUARD TAX-MA...
ETF 6.80% 6.82% #3
Prev: #3
4.2
—
2,867 0.5%
P
S
559,745 $39,523,596 2014 Q4 13F Filing 2026-09-30 2026-10-19
IJH
ISHARES TR
ETF 3.88% 4.13% #4
Prev: #4
2.6
—
2,071 0.7%
P
S
313,558 $22,560,521 2014 Q4 13F Filing 2026-09-30 2026-10-19
BNDX
VANGUARD CHARLO...
Bond/Debt 2.59% 2.65% #5
Prev: #5
2.0
—
3,239 1.0%
P
S
321,428 $15,065,339 2014 Q4 13F Filing 2026-09-30 2026-10-19
VTI
VANGUARD INDEX ...
ETF 2.27% 2.28% #6
Prev: #6
1.4
—
-568 -1.6%
P
S
35,252 $13,192,796 2014 Q4 13F Filing 2026-09-30 2026-10-19
MSFT
MICROSOFT CORP
Technology 2.21% 1.63% #7 7
Prev: #14
1.4
—
-407 -1.6%
P
S
25,086 $12,866,851 2014 Q4 13F Filing 2026-09-30 2026-10-19
JEPQ
J P MORGAN EXCH...
Unknown 2.18% 2.16% #8 1
Prev: #7
1.4
—
1,591 0.8%
P
S
206,418 $12,645,160 2022 Q2 13F Filing 2026-09-30 2026-10-19
AAPL
APPLE INC
Technology 2.02% 1.82% #9 2
Prev: #11
1.3
—
-1,235 -3.4%
P
S
35,295 $11,753,852 2014 Q4 13F Filing 2026-09-30 2026-10-19
VWO
VANGUARD INTL E...
ETF 1.99% 1.99% #10 1
Prev: #9
1.3
—
1,034 0.5%
P
S
194,552 $11,538,852 2014 Q4 13F Filing 2026-09-30 2026-10-19
VCIT
VANGUARD SCOTTS...
Bond/Debt 1.99% 2.06% #11 3
Prev: #8
1.3
—
1,974 1.4%
P
S
147,266 $11,532,366 2016 Q1 13F Filing 2026-09-30 2026-10-19
BRK/A
BERKSHIRE HATHA...
Financial Services 1.93% 1.93% #12 2
Prev: #10
1.8
—
no change no change
P
S
15 $11,205,075 2014 Q4 13F Filing 2026-09-30 2026-10-19
AMGN
AMGEN INC
Healthcare 1.79% 1.53% #13 2
Prev: #15
1.2
—
107 0.4%
P
S
24,728 $10,422,950 2014 Q4 13F Filing 2026-09-30 2026-10-19
JEPI
J P MORGAN EXCH...
ETF 1.76% 1.76% #14 2
Prev: #12
1.2
—
940 0.5%
P
S
182,373 $10,252,985 2020 Q3 13F Filing 2026-09-30 2026-10-19
VB
VANGUARD INDEX ...
ETF 1.56% 1.65% #15 2
Prev: #13
1.1
—
240 0.8%
P
S
31,886 $9,071,248 2014 Q4 13F Filing 2026-09-30 2026-10-19
SCHG
SCHWAB STRATEGI...
ETF 1.50% 1.41% #16 2
Prev: #18
1.1
—
-450 -0.2%
P
S
241,903 $8,691,573 2014 Q4 13F Filing 2026-09-30 2026-10-19
VNQ
VANGUARD INDEX ...
ETF 1.40% 1.49% #17
Prev: #17
1.1
—
684 0.8%
P
S
90,759 $8,134,759 2014 Q4 13F Filing 2026-09-30 2026-10-19
BRK/B
BERKSHIRE HATHA...
Financial Services 1.38% 1.39% #18 1
Prev: #19
1.1
—
-122 -0.8%
P
S
16,084 $8,009,028 2016 Q1 13F Filing 2026-09-30 2026-10-19
VIG
VANGUARD SPECIA...
ETF 1.33% 1.36% #19 1
Prev: #20
1.0
—
-310 -0.9%
P
S
33,197 $7,745,192 2014 Q4 13F Filing 2026-09-30 2026-10-19
GLW
CORNING INC
Technology 0.92% 1.52% #20 4
Prev: #16
0.9
—
10 0.0%
P
S
34,716 $5,337,951 2014 Q4 13F Filing 2026-09-30 2026-10-19
BUFR
FIRST TR EXCHNG...
ETF 0.90% 0.88% #21 1
Prev: #22
0.9
—
-822 -0.6%
P
S
139,794 $5,238,081 2021 Q4 13F Filing 2026-09-30 2026-10-19
CAT
CATERPILLAR INC
Industrials 0.88% 1.16% #22 1
Prev: #21
0.9
—
-46 -0.7%
P
S
6,291 $5,100,680 2014 Q4 13F Filing 2026-09-30 2026-10-19
NVDA
NVIDIA CORPORAT...
Technology 0.81% 0.71% #23
Prev: #23
0.8
—
109 0.5%
P
S
20,706 $4,728,836 2020 Q2 13F Filing 2026-09-30 2026-10-19
JPST
J P MORGAN EXCH...
ETF 0.74% 0.58% #24 4
Prev: #28
2.8
—
19,122 28.8%
P
S
85,545 $4,308,925 2020 Q1 13F Filing 2026-09-30 2026-10-19
FBTC
FIDELITY WISE O...
Unknown 0.74% 0.52% #25 8
Prev: #33
0.8
—
-571 -1.0%
P
S
58,900 $4,278,496 2024 Q1 13F Filing 2026-09-30 2026-10-19
SCHD
SCHWAB STRATEGI...
ETF 0.71% 0.70% #26 2
Prev: #24
0.8
—
-39 -0.0%
P
S
127,647 $4,152,363 2014 Q4 13F Filing 2026-09-30 2026-10-19
FNDX
SCHWAB STRATEGI...
Bond/Debt 0.69% 0.68% #27 2
Prev: #25
0.8
—
48 0.0%
P
S
127,291 $4,005,840 2016 Q4 13F Filing 2026-09-30 2026-10-19
SCHB
SCHWAB STRATEGI...
ETF 0.69% 0.67% #28 2
Prev: #26
0.8
—
1,762 1.3%
P
S
136,202 $3,992,074 2014 Q4 13F Filing 2026-09-30 2026-10-19
AAAU
GOLDMAN SACHS P...
ETF 0.63% 0.63% #29 2
Prev: #27
0.8
—
-3,263 -3.5%
P
S
88,762 $3,635,692 2023 Q2 13F Filing 2026-09-30 2026-10-19
UNP
UNION PAC CORP
Industrials 0.56% 0.57% #30 1
Prev: #29
0.7
—
-150 -1.2%
P
S
12,036 $3,275,357 2014 Q4 13F Filing 2026-09-30 2026-10-19
IWF
ISHARES TR
ETF 0.56% 0.56% #31 1
Prev: #30
1.2
—
no change no change
P
S
26,036 $3,261,269 2014 Q4 13F Filing 2026-09-30 2026-10-19
JNJ
JOHNSON & JOHNS...
Healthcare 0.54% 0.51% #32 2
Prev: #34
0.7
—
63 0.5%
P
S
11,849 $3,136,966 2014 Q4 13F Filing 2026-09-30 2026-10-19
EIPI
FIRST TR EXCHNG...
ETF 0.51% 0.53% #33 2
Prev: #31
0.7
—
-4,310 -3.0%
P
S
137,948 $2,936,920 2024 Q2 13F Filing 2026-09-30 2026-10-19
SPY
STATE STR SPDR ...
ETF 0.50% 0.49% #34 1
Prev: #35
0.7
—
41 1.1%
P
S
3,827 $2,918,610 2014 Q4 13F Filing 2026-09-30 2026-10-19
BSTP
INNOVATOR ETFS ...
ETF 0.48% 0.53% #35 3
Prev: #32
0.7
—
-8,896 -11.3%
P
S
70,014 $2,812,462 2022 Q2 13F Filing 2026-09-30 2026-10-19
SAMT
ADVISORS INNER ...
Unknown 0.45% 0.45% #36 1
Prev: #37
2.2
—
8,214 15.0%
P
S
63,086 $2,629,433 2022 Q2 13F Filing 2026-09-30 2026-10-19
SCHF
SCHWAB STRATEGI...
Bond/Debt 0.44% 0.45% #37 1
Prev: #38
0.7
—
-465 -0.5%
P
S
93,202 $2,560,256 2014 Q4 13F Filing 2026-09-30 2026-10-19
MDY
STATE STR SPDR ...
Unknown 0.44% 0.47% #38 2
Prev: #36
0.7
—
-10 -0.3%
P
S
3,884 $2,550,662 2014 Q4 13F Filing 2026-09-30 2026-10-19
FTSM
FIRST TR EXCHAN...
ETF 0.43% 0.35% #39 8
Prev: #47
2.7
—
8,373 24.8%
P
S
42,200 $2,511,338 2019 Q4 13F Filing 2026-09-30 2026-10-19
GOOGL
ALPHABET INC
Communication Services 0.41% 0.45% #40
Prev: #40
0.7
—
-281 -3.9%
P
S
6,971 $2,398,701 2015 Q4 13F Filing 2026-09-30 2026-10-19
IJR
ISHARES TR
ETF 0.41% 0.45% #41 2
Prev: #39
0.7
—
64 0.4%
P
S
17,551 $2,387,588 2014 Q4 13F Filing 2026-09-30 2026-10-19
ABBV
ABBVIE INC
Healthcare 0.38% 0.37% #42 1
Prev: #43
0.7
—
5 0.1%
P
S
8,525 $2,230,055 2014 Q4 13F Filing 2026-09-30 2026-10-19
AIRR
FIRST TR EXCHAN...
ETF 0.35% 0.42% #43 2
Prev: #41
2.1
—
1,340 7.2%
P
S
19,851 $2,049,407 2025 Q2 13F Filing 2026-09-30 2026-10-19
JGRO
J P MORGAN EXCH...
Warrant 0.35% 0.34% #44 4
Prev: #48
0.6
—
979 4.9%
P
S
21,143 $2,041,955 2024 Q4 13F Filing 2026-09-30 2026-10-19
GRID
FIRST TR EXCHAN...
ETF 0.34% 0.36% #45 1
Prev: #46
0.6
—
317 2.9%
P
S
11,102 $1,966,333 2023 Q1 13F Filing 2026-09-30 2026-10-19
SCHM
SCHWAB STRATEGI...
ETF 0.33% 0.36% #46 2
Prev: #44
0.6
—
-189 -0.3%
P
S
56,900 $1,935,721 2014 Q4 13F Filing 2026-09-30 2026-10-19
EMLP
FIRST TR EXCHAN...
ETF 0.33% 0.36% #47 2
Prev: #45
0.6
—
-1,471 -3.1%
P
S
46,219 $1,894,535 2017 Q2 13F Filing 2026-09-30 2026-10-19
QQQ
INVESCO QQQ TR
ETF 0.32% 0.33% #48 2
Prev: #50
0.6
—
-93 -3.5%
P
S
2,540 $1,879,016 2014 Q4 13F Filing 2026-09-30 2026-10-19
SDVD
FIRST TR EXCHAN...
Unknown 0.31% 0.26% #49 13
Prev: #62
2.6
—
18,318 27.8%
P
S
84,236 $1,816,118 2025 Q1 13F Filing 2026-09-30 2026-10-19
EME
EMCOR GROUP INC
Industrials 0.31% 0.34% #50 1
Prev: #49
0.6
—
-20 -0.8%
P
S
2,370 $1,788,141 2014 Q4 13F Filing 2026-09-30 2026-10-19
Showing 1-50 of 185 holdings

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