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Cambridge Advisors Portfolio holdings

AUM $582M
1-Year Est. Return 19.14%
This Fund
S&P 500
This Quarter Est. Return
+1.54%
1 Year Est. Return
+19.14%
3 Year Est. Return
+52.94%
5 Year Est. Return
+51.55%
10 Year Est. Return
+171.25%
AUM
$525M
AUM Growth
+$13.6M
Cap. Flow
+$7.45M
Cap. Flow %
1.42%
Top 10 Hldgs %
51.98%
Holding
179
New
10
Increased
52
Reduced
64
Closed
3

Top Buys

Rank Stock Value
1
BND icon
Vanguard Total Bond Market
BND
+$2.67M
2
BITW
Bitwise 10 Crypto Index ETF
BITW
+$1.62M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.17M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$870K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$738K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.48M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.44M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$341K
4
DHR icon
Danaher
DHR
+$313K
5
ACN icon
Accenture
ACN
+$306K

Sector Composition

Rank Sector Weight
1 Technology 7.55%
2 Financials 4.93%
3 Healthcare 3.8%
4 Industrials 2.17%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XSEP icon
176
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$202K 0.04%
+4,775
New +$200K
BKCH icon
177
Global X Blockchain ETF
BKCH
$219M
– –
-2,970
Closed -$256K
CARR icon
178
Carrier Global
CARR
$57.2B
– –
-4,380
Closed -$261K
CLX icon
179
Clorox
CLX
$11.6B
– –
-1,810
Closed -$223K
4 5 6 7
8

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GF
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TCM
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IIA
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MCM
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AF
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Cambridge Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Cambridge Advisors held 179 positions worth $525M, up 2.7% from $512M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Cambridge Advisors's Q4 2025 filing shows 10 new, 52 increased, 64 reduced and 3 closed positions. Its largest new stake was Bitwise 10 Crypto Index ETF: 27,179 shares worth $1.6M. The largest sale was Vanguard S&P 500 ETF, an estimated $1.48M.

By sector, the portfolio is most concentrated in Technology at 7.5% of assets, down from 8% a quarter earlier, followed by Financials and Healthcare.

  • Cambridge Advisors's largest Q4 2025 buy was Bitwise 10 Crypto Index ETF: 27,179 shares worth $1.6M.
  • Cambridge Advisors added most to Vanguard Total Bond Market in Q4 2025, an estimated $2.67M increase.
  • Cambridge Advisors's biggest Q4 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.48M.
  • Cambridge Advisors fully exited Carrier Global in Q4 2025, selling an estimated $261K.
  • Cambridge Advisors's ten largest holdings make up 52% of its $525M portfolio in Q4 2025.
  • Cambridge Advisors opened 10 new positions and closed 3 in Q4 2025.
  • Cambridge Advisors's portfolio value rose 2.7% quarter-over-quarter to $525M.

Based on Cambridge Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.