13F Insight
DOSSIER · 13F-HR · Q1 2026

Cambridge Advisors Inc.

Cambridge's asset manager based in London, UK — $515M in tracked AUM across 178 positions as of Q1 2026.

C
Cambridge·London, UK·Asset Manager
CIK 0001633695 · last filed Mar 31, 2026
Total AUM
$515M
▼ 0.2%
vs prior
Holdings
178
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Cambridge Advisors Inc. has reported a substantial expansion in assets under management, with the total portfolio value growing by 301.9% from approximately $130.71M to $525.33M quarter-over-quarter. This dramatic increase suggests a significant inflow of new capital rather than merely market appreciation on existing assets. The portfolio currently consists of 176 holdings, reflecting a high degree of diversification. The investment strategy appears to be ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$88M148K17.1%
02
BND
VANGUARD BD INDEX FDS
$54M731K10.4%
03
VEA
VANGUARD TAX-MANAGED FDS
$34M524K6.5%
04
IJH
ISHARES TR
$20M303K4.0%
05
BNDX
VANGUARD CHARLOTTE FDS
$14M292K2.7%
06
VTI
VANGUARD INDEX FDS
$12M36K2.3%
07
JEPQ
J P MORGAN EXCHANGE TRADED F
$11M206K2.2%
08
BRK/A
BERKSHIRE HATHAWAY INC DEL
$11M152.1%
09
JEPI
J P MORGAN EXCHANGE TRADED F
$10M181K2.0%
10
MSFT
MICROSOFT CORP
$10M28K2.0%

Filing history

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