Portfolio (Quarterly) Guide ↗

Cambridge Advisors Inc.

· CIK 0001633695

13F Portfolio $515.3B AUM 178 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 31 Added 55 Reduced 4 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	IGLD	FIRST TR EXCHANGE-TRADED FD	—	17,349.0	$443K	0.09%	+367.0	+2.2%	$25.53	-6.5%
22	XDEC	FIRST TR EXCHNG TRADED FD VI	—	9,735.0	$392K	0.08%	+125.0	+1.3%	$40.31	+5.3%
23	BALT	INNOVATOR ETFS TRUST	—	10,004.0	$335K	0.07%	+450.0	+4.7%	$33.47	+1.8%
24	VYM	VANGUARD WHITEHALL FDS	—	2,241.0	$332K	0.06%	+117.0	+5.5%	$148.10	+5.0%
25	JBND	J P MORGAN EXCHANGE TRADED F	—	5,823.0	$313K	0.06%	+895.0	+18.2%	$53.77	-1.9%
26	MAXI	SIMPLIFY EXCHANGE TRADED FUN	—	32,732.0	$312K	0.06%	+1K	+4.2%	$9.53	+15.8%
27	DX	DYNEX CAP INC	Real Estate	23,401.0	$299K	0.06%	+400.0	+1.7%	$12.76	+0.5%
28	PFIX	SIMPLIFY EXCHANGE TRADED FUN	—	6,182.0	$286K	0.06%	+64.0	+1.1%	$46.23	+11.7%
29	JTEK	J P MORGAN EXCHANGE TRADED F	—	3,441.0	$274K	0.05%	+251.0	+7.9%	$79.54	+26.4%
30	ARKG	ARK ETF TR	—	9,293.0	$246K	0.05%	+1K	+12.5%	$26.42	+4.8%
31	HELO	J P MORGAN EXCHANGE TRADED F	—	3,410.0	$218K	0.04%	+17.0	+0.5%	$63.90	+5.9%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 31.8%

Financial Services 21.7%

Healthcare 18.7%

Industrials 12.8%

Consumer Cyclical 5.1%

Communication Services 4.4%

Consumer Defensive 3.0%

Energy 2.1%

Real Estate 0.3%