Cumberland Advisors
Latest statistics and disclosures from Cumberland Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MDY, XAR, BRK.B, ACWX, and represent 49.47% of Cumberland Advisors's stock portfolio.
- Added to shares of these 9 stocks: VUG, MSFT, BRK.B, XOM, BND, XLI, BSV, TFI, MUB.
- Started 1 new stock position in XOM.
- Reduced shares in these 10 stocks: SPY, INDA, XAR, MAT, PFE, GOOG, GOOGL, MDY, TSLA, IBB.
- Cumberland Advisors was a net seller of stock by $-4.5M.
- Cumberland Advisors has $264M in assets under management (AUM), dropping by 1.26%.
- Central Index Key (CIK): 0001255435
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Portfolio Holdings for Cumberland Advisors
Cumberland Advisors holds 49 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 22.7 | $60M | -3% | 88k | 681.92 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 10.1 | $27M | 44k | 603.28 |
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| Spdr Series Trust State Street Spd (XAR) | 7.0 | $18M | -4% | 76k | 241.24 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $14M | +2% | 29k | 502.65 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.3 | $11M | 168k | 67.13 |
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| Ishares Tr Ishares Biotech (IBB) | 4.1 | $11M | 64k | 168.77 |
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| Microsoft Corporation (MSFT) | 3.9 | $10M | +6% | 21k | 483.62 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.4 | $8.9M | +22% | 18k | 487.86 |
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 3.1 | $8.1M | 131k | 62.15 |
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| Spdr Series Trust State Street Spd (KIE) | 2.8 | $7.4M | 123k | 60.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $7.3M | 61k | 120.18 |
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| United Rentals (URI) | 2.4 | $6.4M | -2% | 7.9k | 809.32 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.3 | $6.1M | +2% | 40k | 155.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $6.0M | -5% | 19k | 313.80 |
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| Caterpillar (CAT) | 2.1 | $5.4M | 9.5k | 572.87 |
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| Apple (AAPL) | 1.9 | $5.1M | 19k | 271.86 |
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| Meta Platforms Cl A (META) | 1.9 | $5.0M | 7.6k | 660.09 |
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| Freeport-mcmoran CL B (FCX) | 1.7 | $4.6M | 90k | 50.79 |
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| Cummins (CMI) | 1.6 | $4.1M | 8.1k | 510.45 |
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| MercadoLibre (MELI) | 1.5 | $3.9M | 1.9k | 2014.26 |
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| FedEx Corporation (FDX) | 1.1 | $2.9M | 10k | 288.86 |
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| Ishares Msci Cda Etf (EWC) | 1.1 | $2.8M | -3% | 52k | 53.93 |
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| Bank of America Corporation (BAC) | 1.0 | $2.7M | -2% | 50k | 55.00 |
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| Macy's (M) | 1.0 | $2.5M | 115k | 22.05 |
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| Ishares Msci Taiwan Etf (EWT) | 0.9 | $2.5M | -2% | 39k | 63.53 |
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| Ishares Msci Japan Etf (EWJ) | 0.9 | $2.4M | -3% | 30k | 80.74 |
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| Amazon (AMZN) | 0.8 | $2.2M | -3% | 9.5k | 230.82 |
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| Walt Disney Company (DIS) | 0.7 | $1.8M | 16k | 113.77 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $1.7M | +11% | 23k | 74.07 |
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| Occidental Petroleum Corporation (OXY) | 0.6 | $1.6M | 39k | 41.12 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $1.3M | -2% | 8.9k | 146.58 |
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| Pfizer (PFE) | 0.5 | $1.2M | -24% | 49k | 24.90 |
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| Spdr Series Trust State Street Spd (TFI) | 0.4 | $1.1M | +4% | 25k | 45.71 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $920k | -55% | 17k | 54.05 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $865k | +8% | 11k | 78.81 |
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| Mattel (MAT) | 0.3 | $853k | -45% | 43k | 19.84 |
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| Wells Fargo & Company (WFC) | 0.3 | $820k | 8.8k | 93.20 |
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| Proshares Tr Pshs Ulsht 7-10y (PST) | 0.2 | $537k | 24k | 22.14 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $495k | -36% | 1.6k | 313.00 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $349k | +5% | 3.3k | 107.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $334k | 3.0k | 111.41 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $322k | 1.0k | 322.22 |
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| Tesla Motors (TSLA) | 0.1 | $297k | -40% | 660.00 | 449.72 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $293k | -4% | 4.6k | 64.04 |
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| Coca-Cola Company (KO) | 0.1 | $256k | 3.7k | 69.91 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $231k | -4% | 2.8k | 83.61 |
|
| Visa Com Cl A (V) | 0.1 | $225k | 640.00 | 350.71 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $205k | NEW | 1.7k | 120.34 |
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| Opko Health (OPK) | 0.0 | $25k | 20k | 1.26 |
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Past Filings by Cumberland Advisors
SEC 13F filings are viewable for Cumberland Advisors going back to 2011
- Cumberland Advisors 2025 Q4 filed Feb. 2, 2026
- Cumberland Advisors 2025 Q3 filed Nov. 12, 2025
- Cumberland Advisors 2025 Q2 filed Aug. 7, 2025
- Cumberland Advisors 2025 Q1 filed May 9, 2025
- Cumberland Advisors 2024 Q4 filed Jan. 8, 2025
- Cumberland Advisors 2024 Q3 filed Oct. 16, 2024
- Cumberland Advisors 2024 Q2 filed July 10, 2024
- Cumberland Advisors 2024 Q1 filed April 15, 2024
- Cumberland Advisors 2023 Q4 filed Jan. 29, 2024
- Cumberland Advisors 2023 Q3 filed Oct. 23, 2023
- Cumberland Advisors 2023 Q2 filed July 24, 2023
- Cumberland Advisors 2023 Q1 filed April 28, 2023
- Cumberland Advisors 2022 Q4 filed Jan. 30, 2023
- Cumberland Advisors 2022 Q3 filed Oct. 24, 2022
- Cumberland Advisors 2022 Q2 filed July 20, 2022
- Cumberland Advisors 2022 Q1 filed April 19, 2022