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Lori L Liffring

Cambridge Advisors Inc.

Assets Managed
$581.683M
Holdings
183
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
12.88%(2Q avg: 5.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Advisors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Cambridge Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 581.683M in assets, with a quarterly growth rate of 12.88% and a 2-quarter average growth rate of 5.49%. The portfolio is managed by Lori L Liffring, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 4.59%
18.25%
$106.144M
154,547 shares@ $686.81 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 10.28%
10.17%
$59.146M
805,700 shares@ $73.41 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 6.2%
6.83%
$39.678M
556,878 shares@ $71.26 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 2.75%
4.13%
$24.019M
311,487 shares@ $77.11 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 9%
2.65%
$15.41M
318,189 shares@ $48.44 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.31%
2.28%
$13.255M
35,820 shares@ $370.04 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -0.64%
2.17%
$12.589M
204,827 shares@ $61.46 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 18.44%
2.07%
$12.008M
145,292 shares@ $82.65 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 4.09%
1.99%
$11.551M
193,518 shares@ $59.69 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
1.94%
$11.233M
15 shares@ $748850.0 avg price

1-10 of 183