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Cambridge Advisors Inc.

CIK:0001633695
Investment Adviser
$300M AUM
169 holdings
Omaha, NE, US
Founded:1990
8 employees
cambridgeadvisors.net
Latest filing:Sep 30, 2025

Cambridge Advisors Inc. is a registered investment adviser based in Omaha, Nebraska, founded in 1990. The firm specializes in providing financial planning and investment management services to individuals, families, and businesses. Cambridge Advisors is an independent, fee-only advisory practice with a team of highly educated investment professionals focused on building and preserving clients' wealth through goals-based financial planning. The firm is known for its personalized approach to financial management and commitment to fiduciary standards. As of 2024, the firm employs about 8 professionals.

Investment Strategy

Cambridge Advisors Inc. employs a goals-based approach to financial planning and investment management, focusing on tailored portfolio construction and ongoing monitoring aligned with each client’s unique objectives. The firm uses a diversified investment approach, integrating both active and passive strategies, with an emphasis on risk management and long-term capital appreciation. All advice is provided on a fee-only, fiduciary basis to minimize conflicts of interest and ensure client-centered solutions.

Latest 13F Filing Activity

Cambridge Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 165 equity positions with a total 13F market value of $512M. The fund increased holdings in Vanguard Index FDS, Vanguard BD Index FDS, J P Morgan Exchange Traded F among other positions. Cambridge Advisors Inc. reduced exposure to Simplify Exchange Traded Fun, Innovator Etfs Trust, Accenture PLC Ireland among others.

Top Buys
V
VOOVANGUARD INDEX FDS
+$5.7M
B
BNDVANGUARD BD INDEX FDS
+$3.9M
J
JEPQJ P MORGAN EXCHANGE TRADED F
+$2.0M
A
AAPLAPPLE INC
+$1.8M
V
VEAVANGUARD TAX-MANAGED FDS
+$1.3M
Top Sells
T
TUASIMPLIFY EXCHANGE TRADED FUN
-$673.6K
E
EALTINNOVATOR ETFS TRUST
-$454.5K
A
ACNACCENTURE PLC IRELAND
-$419.9K
K
KMBKIMBERLY-CLARK CORP
-$201.1K
F
FTCSFIRST TR EXCHANGE-TRADED FD
-$152.0K

Top Holdings

V
VOOVANGUARD INDEX FDS
+17.6%$89.9M
B
BNDVANGUARD BD INDEX FDS
+10.1%$51.7M
V
VEAVANGUARD TAX-MANAGED FDS
+6.7%$34.3M
I
IJHISHARES TR
+3.8%$19.3M
M
MSFTMICROSOFT CORP
+2.9%$14.9M

Equity Positions (165)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VOO
VANGUARD INDEX FDS17.56%$89.9M146,754$207.40$612.38+$5.7M
B
BND
VANGUARD BD INDEX FDS10.10%$51.7M694,733$80.72$74.37+$3.9M
V
VEA
VANGUARD TAX-MANAGED FDS6.70%$34.3M572,312$39.74$59.92+$1.3M
I
IJH
ISHARES TR3.76%$19.3M295,186$36.08$65.26+$628.9K
M
MSFT
MICROSOFT CORP2.91%$14.9M28,735$48.88$517.95+$492.4K

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+4.0%
SERVICES-PREPACKAGED SOFTWARE
+3.4%
ELECTRONIC COMPUTERS
+1.9%
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES)
+1.4%
PHARMACEUTICAL PREPARATIONS
+1.4%
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