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 50.21% of Cumberland Advisors's stock portfolio.
- Added to shares of these 10 stocks: KIE, SPY, BRK.B, GOOGL, TSLA, TFI, XLI, ACWX, BND, AMZN.
- Reduced shares in these 10 stocks: VUG, XAR, MDY, , PST, WFC, PFE, IBB, OXY, URI.
- Sold out of its position in CMCSA.
- Cumberland Advisors was a net buyer of stock by $4.4M.
- Cumberland Advisors has $261M in assets under management (AUM), dropping by 9.59%.
- Central Index Key (CIK): 0001255435
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Portfolio Holdings for Cumberland Advisors
Cumberland Advisors holds 48 positions in its portfolio as reported in the September 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) | 23.2 | $61M | +2% | 91k | 666.18 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 10.1 | $26M | 44k | 596.03 |
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| Spdr Series Trust Aerospace Def (XAR) | 7.2 | $19M | 79k | 234.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.4 | $14M | 28k | 502.74 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.3 | $11M | 171k | 65.01 |
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| Microsoft Corporation (MSFT) | 4.0 | $10M | 20k | 517.95 |
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| Ishares Tr Ishares Biotech (IBB) | 3.6 | $9.4M | 65k | 144.37 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 3.0 | $7.9M | 131k | 60.08 |
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| United Rentals (URI) | 3.0 | $7.7M | 8.1k | 954.66 |
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| Spdr Series Trust S&p Ins Etf (KIE) | 2.8 | $7.3M | +89% | 124k | 59.32 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $7.3M | 61k | 118.83 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.7 | $7.1M | -5% | 15k | 479.61 |
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| Select Sector Spdr Tr Indl (XLI) | 2.3 | $6.0M | 39k | 154.23 |
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| Meta Platforms Cl A (META) | 2.2 | $5.7M | 7.7k | 734.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.9 | $4.9M | 20k | 243.55 |
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| Apple (AAPL) | 1.9 | $4.9M | 19k | 254.63 |
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| Caterpillar (CAT) | 1.7 | $4.6M | 9.6k | 477.15 |
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| MercadoLibre (MELI) | 1.7 | $4.5M | 1.9k | 2336.94 |
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| Freeport-mcmoran CL B (FCX) | 1.4 | $3.6M | 91k | 39.22 |
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| Cummins (CMI) | 1.3 | $3.5M | 8.3k | 422.37 |
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| Ishares Msci Cda Etf (EWC) | 1.0 | $2.7M | 54k | 50.55 |
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| Bank of America Corporation (BAC) | 1.0 | $2.6M | 51k | 51.59 |
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| Ishares Msci Taiwan Etf (EWT) | 1.0 | $2.5M | 40k | 63.62 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.9 | $2.5M | 31k | 80.21 |
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| FedEx Corporation (FDX) | 0.9 | $2.4M | 10k | 235.81 |
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| Amazon (AMZN) | 0.8 | $2.2M | +2% | 9.9k | 219.57 |
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| Macy's (M) | 0.8 | $2.1M | 116k | 17.93 |
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| Ishares Tr Msci India Etf (INDA) | 0.8 | $2.0M | 38k | 52.06 |
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| Occidental Petroleum Corporation (OXY) | 0.7 | $1.9M | -2% | 40k | 47.25 |
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| Walt Disney Company (DIS) | 0.7 | $1.8M | 16k | 114.50 |
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| Pfizer (PFE) | 0.6 | $1.7M | -5% | 65k | 25.48 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.6 | $1.6M | 9.1k | 178.73 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.6 | $1.6M | +4% | 21k | 74.37 |
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| Mattel (MAT) | 0.5 | $1.3M | 79k | 16.83 |
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| Spdr Series Trust Nuveen Ice Munic (TFI) | 0.4 | $1.1M | +8% | 24k | 45.57 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $795k | +4% | 10k | 78.91 |
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| Wells Fargo & Company (WFC) | 0.3 | $738k | -18% | 8.8k | 83.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $603k | +56% | 2.5k | 243.10 |
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| Proshares Tr Pshs Ulsht 7-10y (PST) | 0.2 | $537k | -26% | 24k | 22.14 |
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| Tesla Motors (TSLA) | 0.2 | $494k | +68% | 1.1k | 444.72 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $330k | +7% | 3.1k | 106.49 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $315k | 1.0k | 315.43 |
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| Wal-Mart Stores (WMT) | 0.1 | $309k | -2% | 3.0k | 103.06 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $305k | +11% | 4.8k | 63.83 |
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| Coca-Cola Company (KO) | 0.1 | $243k | 3.7k | 66.32 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $231k | 2.9k | 79.80 |
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| Visa Com Cl A (V) | 0.1 | $219k | 640.00 | 341.38 |
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| Opko Health (OPK) | 0.0 | $30k | 20k | 1.55 |
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Past Filings by Cumberland Advisors
SEC 13F filings are viewable for Cumberland Advisors going back to 2011
- 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
- Cumberland Advisors 2021 Q4 filed Jan. 27, 2022