Cambridge Advisors Inc.

OMAHA, NE · CIK 1633695 · 13F filing filed 2026-07-16

SEC-registered investment adviser since 1990 · corporation

Assets managed$693.5m
Staff6 · 6 in investment roles
Main clients (by assets)Charities 44%, High net worth individuals 41%, Individuals 10%
Form ADV · 2026-03-19SEC adviser record

Kindinstitutions
Others nearbyOmaha, NE

$581.7m reported value +12.9% vs Q1 2026

183positions

52.4%in top 10

7 new 60 added 66 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	154,547	$106.1m18.25%	18.25%	Added +6.8k	+6,771 4.6%
2	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	805,700	$59.1m10.17%	10.17%	Added +75.1k	+75,062 10.3%
3	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	556,878	$39.7m6.82%	6.82%	Added +32.5k	+32,503 6.2%
4	ISHARES TR CORE S&P MCP ETF IJH	IJH	311,487	$24.0m4.13%	4.13%	Added +8.3k	+8,317 2.7%
5	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	318,189	$15.4m2.65%	2.65%	Added +26.3k	+26,271 9.0%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	35,820	$13.3m2.28%	2.28%	Reduced -478	-478 -1.3%
7	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	204,827	$12.6m2.16%	2.16%	Reduced -1.3k	-1,332 -0.7%
8	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	145,292	$12.0m2.06%	2.06%	Added +22.6k	+22,620 18.4%
9	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	193,518	$11.6m1.99%	1.99%	Added +7.6k	+7,601 4.1%
10	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	15	$11.2m1.93%	1.93%	Unchanged
11	APPLE INC COM AAPL	AAPL	36,530	$10.6m1.82%	1.82%	Reduced -1.1k	-1,115 -3.0%
12	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	181,433	$10.2m1.76%	1.76%	Added +453	+453 0.2%
13	VANGUARD INDEX FDS SMALL CP ETF VB	VB	31,646	$9.6m1.65%	1.65%	Unchanged
14	MICROSOFT CORP COM MSFT	MSFT	25,493	$9.5m1.63%	1.63%	Reduced -2.1k	-2,144 -7.8%
15	AMGEN INC COM AMGN	AMGN	24,621	$8.9m1.53%	1.53%	Added +141	+141 0.6%
16	CORNING INC COM GLW	GLW	34,706	$8.9m1.52%	1.52%	Reduced -50	-50 -0.1%
17	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	90,075	$8.7m1.49%	1.49%	Added +5.3k	+5,346 6.3%
18	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	242,353	$8.2m1.41%	1.41%	Reduced -9.2k	-9,177 -3.6%
19	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	16,206	$8.1m1.39%	1.39%	Reduced -639	-639 -3.8%
20	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	33,507	$7.9m1.36%	1.36%	Reduced -340	-340 -1.0%
21	CATERPILLAR INC COM CAT	CAT	6,337	$6.7m1.16%	1.16%	Reduced -240	-240 -3.6%
22	FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED BUFR	BUFR	140,616	$5.1m0.88%	0.88%	Added +1.1k	+1,114 0.8%
23	NVIDIA CORPORATION COM NVDA	NVDA	20,597	$4.1m0.71%	0.71%	Added +327	+327 1.6%
24	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	127,686	$4.0m0.70%	0.70%	Reduced -2.5k	-2,530 -1.9%
25	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	127,243	$4.0m0.68%	0.68%	Reduced -4.1k	-4,094 -3.1%
26	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	134,440	$3.9m0.67%	0.67%	Reduced -589	-589 -0.4%
27	GOLDMAN SACHS PHYSICAL GOLD UNIT AAAU	AAAU	92,025	$3.6m0.63%	0.63%	Added +2.4k	+2,429 2.7%
28	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	66,423	$3.4m0.58%	0.58%	Added +13.7k	+13,726 26.1%
29	UNION PAC CORP COM UNP	UNP	12,186	$3.3m0.57%	0.57%	Reduced -285	-285 -2.3%
30	ISHARES TR RUS 1000 GRW ETF IWF	IWF	26,036	$3.2m0.56%	0.56%	Unchanged
31	FIRST TR EXCHNG TRADED FD VI FT ENERGY INCOME EIPI	EIPI	142,258	$3.1m0.53%	0.53%	Reduced -4.1k	-4,132 -2.8%
32	INNOVATOR ETFS TRUST BUFFER STEP UP S BSTP	BSTP	78,910	$3.1m0.53%	0.53%	Reduced -7.2k	-7,155 -8.3%
33	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	59,471	$3.0m0.52%	0.52%	Added +943	+943 1.6%
34	JOHNSON & JOHNSON COM JNJ	JNJ	11,786	$3.0m0.51%	0.51%	Added +18	+18 0.1%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	3,786	$2.8m0.49%	0.49%	Reduced -62	-62 -1.6%
36	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	3,894	$2.7m0.47%	0.47%	Unchanged
37	ADVISORS INNER CIRCLE FD III STRATEGAS MACRO SAMT	SAMT	54,872	$2.6m0.45%	0.45%	Added +3.6k	+3,598 7.0%
38	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	93,667	$2.6m0.45%	0.45%	Reduced -1.1k	-1,085 -1.1%
39	ISHARES TR CORE S&P SCP ETF IJR	IJR	17,487	$2.6m0.45%	0.45%	Added +2.2k	+2,239 14.7%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	7,252	$2.6m0.45%	0.45%	Reduced -640	-640 -8.1%
41	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	18,511	$2.5m0.42%	0.42%	Added +1.4k	+1,395 8.2%
42	LOWES COS INC COM LOW	LOW	9,894	$2.2m0.38%	0.38%	Reduced -399	-399 -3.9%
43	ABBVIE INC COM ABBV	ABBV	8,520	$2.1m0.37%	0.37%	Reduced -40	-40 -0.5%
44	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	57,089	$2.1m0.36%	0.36%	Reduced -1.8k	-1,761 -3.0%
45	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	47,690	$2.1m0.36%	0.36%	Reduced -357	-357 -0.7%
46	FIRST TR EXCHANGE-TRADED FD NASDQ CLN EDGE GRID	GRID	10,785	$2.1m0.36%	0.36%	Added +486	+486 4.7%
47	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	33,827	$2.0m0.35%	0.35%	Added +13.0k	+13,023 62.6%
48	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	20,164	$2.0m0.34%	0.34%	Reduced -1.4k	-1,433 -6.6%
49	EMCOR GROUP INC COM EME	EME	2,390	$2.0m0.34%	0.34%	Reduced -14	-14 -0.6%
50	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,633	$1.9m0.33%	0.33%	Unchanged
51	CISCO SYS INC COM CSCO	CSCO	16,506	$1.9m0.33%	0.33%	Reduced -100	-100 -0.6%
52	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	52,959	$1.9m0.33%	0.33%	Reduced -1.1k	-1,130 -2.1%
53	ISHARES TR RUSSELL 2000 ETF IWM	IWM	6,217	$1.9m0.32%	0.32%	Unchanged
54	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	21,408	$1.8m0.31%	0.31%	Reduced -30	-30 -0.1%
55	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	2,754	$1.8m0.31%	0.31%	Reduced -578	-578 -17.4%
56	ISHARES TR IBOXX INV CP ETF LQD	LQD	16,390	$1.8m0.31%	0.31%	Unchanged
57	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	3,308	$1.7m0.30%	0.30%	Reduced -28	-28 -0.8%
58	INTEL CORP COM INTC	INTC	11,780	$1.6m0.28%	0.28%	Added +155	+155 1.3%
59	VANGUARD INTL EQUITY INDEX F GLB EX US ETF VNQI	VNQI	36,435	$1.6m0.28%	0.28%	Unchanged
60	ISHARES TR MSCI EAFE ETF EFA	EFA	15,182	$1.6m0.27%	0.27%	Unchanged
61	INNOVATOR ETFS TRUST GRWT100 PWR BF NAPR	NAPR	26,629	$1.6m0.27%	0.27%	Reduced -2.4k	-2,424 -8.3%
62	FIRST TR EXCH TRADED FD III FT VEST SMID SDVD	SDVD	65,918	$1.5m0.26%	0.26%	Added +3.0k	+3,021 4.8%
63	JPMORGAN CHASE & CO COM JPM	JPM	4,641	$1.5m0.26%	0.26%	Reduced -135	-135 -2.8%
64	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	38,836	$1.5m0.25%	0.25%	Reduced -1.6k	-1,634 -4.0%
65	DANAHER CORPORATION COM DHR	DHR	7,621	$1.5m0.25%	0.25%	Reduced -10	-10 -0.1%
66	META PLATFORMS INC CL A META	META	2,523	$1.4m0.24%	0.24%	Reduced -43	-43 -1.7%
67	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	47,019	$1.4m0.24%	0.24%	Unchanged
68	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	70,543	$1.4m0.24%	0.24%	Added +34	+34 0.1%
69	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	16,922	$1.3m0.23%	0.23%	Added +58	+58 0.3%
70	NOVARTIS AG SPONSORED ADR NVS	NVS	8,475	$1.3m0.23%	0.23%	Reduced -500	-500 -5.6%
71	SIMPLIFY EXCHANGE TRADED FUN HEALTH CARE ETF PINK	PINK	32,380	$1.3m0.22%	0.22%	Added +827	+827 2.6%
72	SIMPLIFY EXCHANGE TRADED FUN TREASURY OPT INC BUCK	BUCK	53,854	$1.3m0.22%	0.22%	Added +2.7k	+2,734 5.3%
73	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	13,228	$1.2m0.21%	0.21%	Reduced -590	-590 -4.3%
74	VISA INC COM CL A V	V	3,591	$1.2m0.21%	0.21%	Reduced -482	-482 -11.8%
75	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	12,675	$1.2m0.20%	0.20%	Reduced -25	-25 -0.2%
76	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	5,275	$1.1m0.19%	0.19%	Added +1	+1 0.0%
77	ORACLE CORP COM ORCL	ORCL	7,568	$1.1m0.19%	0.19%	Unchanged
78	FIRST TR EXCHANGE-TRADED FD FT VEST DJIA DOGG	DOGG	51,683	$1.1m0.19%	0.19%	Added +1.1k	+1,089 2.1%
79	SIMPLIFY EXCHANGE TRADED FUN HEDGED EQUITY HEQT	HEQT	32,196	$1.1m0.19%	0.19%	Reduced -343	-343 -1.1%
80	ILLINOIS TOOL WKS INC COM ITW	ITW	3,978	$1.1m0.18%	0.18%	Added +25	+25 0.6%
81	BITWISE 10 CRYPTO INDEX ETF UNIT BENEFICIAL BITW	BITW	27,815	$1.0m0.18%	0.18%	Added +658	+658 2.4%
82	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	20,953	$1.0m0.18%	0.18%	Added +1.4k	+1,447 7.4%
83	SPDR GOLD TR GOLD SHS GLD	GLD	2,740	$1.0m0.17%	0.17%	Added +39	+39 1.4%
84	MERCK & CO INC COM MRK	MRK	7,852	$1.0m0.17%	0.17%	Added +56	+56 0.7%
85	EXXON MOBIL CORP COM XOM	XOM	7,331	$1.0m0.17%	0.17%	Reduced -4	-4 -0.1%
86	AMERICAN EXPRESS CO COM AXP	AXP	2,910	$984.3k0.17%	0.17%	Unchanged
87	ALPHABET INC CAP STK CL C GOOG	GOOG	2,750	$971.7k0.17%	0.17%	Reduced -75	-75 -2.6%
88	FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS FIXD	FIXD	21,755	$948.7k0.16%	0.16%	Added +26	+26 0.1%
89	AMAZON COM INC COM AMZN	AMZN	3,822	$910.9k0.16%	0.16%	Reduced -828	-828 -17.8%
90	PEPSICO INC COM PEP	PEP	6,637	$898.6k0.15%	0.15%	Added +35	+35 0.5%
91	PROCTER AND GAMBLE CO COM PG	PG	5,706	$836.7k0.14%	0.14%	Reduced -1	-1 -0.0%
92	SIMPLIFY EXCHANGE TRADED FUN VOLATILITY PREM SVOL	SVOL	51,609	$827.8k0.14%	0.14%	Added +2.1k	+2,117 4.3%
93	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	17,256	$823.3k0.14%	0.14%	Unchanged
94	SCHWAB STRATEGIC TR SHT TM US TRES SCHO	SCHO	32,757	$790.8k0.14%	0.14%	Unchanged
95	CHEVRON CORP NEW COM CVX	CVX	4,762	$789.3k0.14%	0.14%	Reduced -178	-178 -3.6%
96	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	3,466	$776.2k0.13%	0.13%	Reduced -25	-25 -0.7%
97	COCA COLA CO COM KO	KO	9,433	$766.6k0.13%	0.13%	Added +37	+37 0.4%
98	ISHARES TR S&P MC 400VL ETF IJJ	IJJ	5,127	$757.4k0.13%	0.13%	Unchanged
99	SPDR SER TR S&P DIVID ETF SDY	SDY	4,966	$755.7k0.13%	0.13%	Unchanged
100	STARBUCKS CORP COM SBUX	SBUX	7,354	$751.5k0.13%	0.13%	Added +51	+51 0.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLE	XLE	3,536	$216.6k3.5k shares
VERIZON COMMUNICATIONS INC VZ	VZ	4,183	$210.0k4.2k shares