Cambridge Advisors Inc.

RIA/Wealth

Cambridge Advisors Inc. is a RIA/Wealth based in Omaha, NE led by Lori Lynn Liffring, reporting $622.0M in AUM as of Q3 2025 with 76% ETF concentration, 53% concentrated in top 10 holdings, and 18% allocation to VOO.

PresidentLori Lynn Liffring

Portfolio Value: $510.0M
Positions: 166
Top Holding: VOO at 17.62%
Last Reported: Q3 2025

Address17330 Wright Street, Suite 205, Omaha, NE, 68130, United States

Top Holdings

Largest long holdings in Cambridge Advisors Inc.'s portfolio (52.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$89.9M	17.62%	-$894.7K Sold	— 146.8K shares	Q4 2014 Held for 10y 11m
2 Vanguard Total Bond Market BND	ETF ETF	$51.7M	10.13%	+$3.5M Bought	— 694.7K shares	Q4 2014 Held for 10y 11m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$34.3M	6.72%	-$334.1K Sold	— 572.3K shares	Q4 2014 Held for 10y 11m
4 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$19.3M	3.78%	-$344.6K Sold	— 295.2K shares	Q4 2014 Held for 10y 11m
5 Microsoft MSFT	Software - Infrastructure Technology	$14.9M	2.92%	-$102.0K Sold	0.00% 28.7K shares	Q4 2014 Held for 10y 11m
6 Vanguard Total International Bond BNDX	ETF ETF	$13.2M	2.58%	+$874.0K Bought	— 266.3K shares	Q4 2014 Held for 10y 11m
7 Vanguard Total Stock Market VTI	ETF ETF	$12.2M	2.38%	-$679.0K Sold	— 37.1K shares	Q4 2014 Held for 10y 11m
8 J.P. Morgan Nasdaq Equity Premium Income JEPQ	ETF ETF	$11.9M	2.33%	+$1.5M Bought	— 206.9K shares	Q2 2022 Held for 3y 5m
9 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$11.3M	2.22%	—	0.00% 15.0 shares	Q1 2025 Held for 8 months
10 JPMorgan Equity Premium Income JEPI	ETF ETF	$10.7M	2.10%	+$867.6K Bought	— 187.5K shares	Q3 2020 Held for 5y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cambridge Advisors Inc.'s latest filing

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Market Value

$510.0M

Prior: $477.8M

Q/Q Change

+6.73%

+$32.2M

Net Flows % of MV

+0.761%

Turnover Ratio

1.68%

New Purchases

2 stocks

$543.7K

Added To

48 stocks

+$9.9M

Sold Out Of

3 stocks

$1.3M

Reduced Holdings

73 stocks

-$5.2M

Increased Positions

Position	Shares Δ	Change
1 Simplify Interest Rate Hedge PFIX	New	0 → 6.0K +$287.5K
2 Global X Blockchain BKCH	New	0 → 3.0K +$256.2K
3 SDVD FT Vest SMID Rising Dividend Achievers Target Income SDVD	+58.23%	35.0K → 55.4K +$441.0K
4 PepsiCo PEP	+49.38%	4.5K → 6.7K +$312.1K
5 First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund GRID	+42.07%	4.7K → 6.6K +$297.2K

Decreased Positions

Position	Shares Δ	Change
1 TUA Simplify Short Term Treasury Futures Strategy TUA	Sold	30.6K → 0 −$673.6K
2 Innovator U.S. Equity 5 to 15 Buffer ETF EALT	Sold	14.0K → 0 −$454.5K
3 Kimberly-Clark KMB	Sold	1.6K → 0 −$201.1K
4 First Trust Capital Strength FTCS	-11.15%	19.8K → 17.6K −$206.3K
5 Oracle ORCL	-8.2%	9.1K → 8.4K −$210.1K