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Lori L Liffring

Cambridge Advisors Inc.

Assets Managed
$515.323M
Holdings
178
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
-1.9%(2Q avg: 0.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cambridge Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 178 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 515.323M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 0.38%. The portfolio is managed by Lori L Liffring, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 2.36%
17.14%
$88.304M
147,776 shares@ $597.55 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.01%
10.45%
$53.804M
730,638 shares@ $73.64 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -4.45%
6.53%
$33.602M
524,375 shares@ $64.09 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -1.71%
3.98%
$20.473M
303,170 shares@ $67.54 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 0.67%
2.73%
$14.027M
291,918 shares@ $48.05 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.01%
2.26%
$11.645M
36,298 shares@ $320.81 avg price
JEPQ
Jpm Nasdaq Equity Premium
Recent Activity
Decreased -1.12%
2.23%
$11.446M
206,159 shares@ $55.53 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
2.1%
$10.772M
15 shares@ $718140.0 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -0.79%
2%
$10.258M
180,980 shares@ $56.68 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.41%
1.99%
$10.23M
27,637 shares@ $370.17 avg price

1-10 of 178