Cambridge Advisors Inc. - Portfolio overview

Cambridge Advisors Inc. has 183 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 17.09%
2. BND - VANGUARD BD INDEX FDS, 10.42%
3. VEA - VANGUARD TAX-MANAGED FDS, 6.50%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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