Cumberland Advisors
Latest statistics and disclosures from Cumberland Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MDY, XAR, ACWX, BRK.B, and represent 49.89% of Cumberland Advisors's stock portfolio.
- Added to shares of these 8 stocks: SPY, MDY, BND, CVX, BSV, PFE, MSFT, VUG.
- Started 1 new stock position in CVX.
- Reduced shares in these 10 stocks: BRK.B, MAT, XAR, , ACWX, EWT, DIS, IBB, TFI, EWC.
- Sold out of its positions in MAT, V.
- Cumberland Advisors was a net seller of stock by $-2.1M.
- Cumberland Advisors has $256M in assets under management (AUM), dropping by -3.14%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 22.9 | $59M | +2% | 90k | 650.34 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 10.8 | $28M | 45k | 616.76 |
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| Spdr Series Trust State Street Spd (XAR) | 7.3 | $19M | -2% | 74k | 253.98 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 4.4 | $11M | 166k | 68.47 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $11M | -18% | 24k | 479.20 |
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| Ishares Tr Ishares Biotech (IBB) | 4.2 | $11M | 64k | 168.85 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $8.0M | 18k | 436.79 |
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| Microsoft Corporation (MSFT) | 3.1 | $7.9M | 21k | 370.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 3.0 | $7.5M | 61k | 124.31 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 2.7 | $6.9M | 130k | 53.35 |
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| Spdr Series Trust State Street Spd (KIE) | 2.6 | $6.7M | 123k | 55.00 |
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| Caterpillar (CAT) | 2.6 | $6.7M | 9.5k | 708.46 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 2.5 | $6.4M | 39k | 161.73 |
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| United Rentals (URI) | 2.3 | $5.8M | 7.9k | 728.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $5.4M | 19k | 286.86 |
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| Freeport Mcmoran CL B (FCX) | 2.1 | $5.3M | 90k | 58.78 |
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| Apple (AAPL) | 1.9 | $4.8M | 19k | 253.79 |
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| Cummins (CMI) | 1.7 | $4.4M | 8.1k | 538.02 |
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| Meta Platforms Cl A (META) | 1.7 | $4.3M | 7.6k | 572.13 |
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| FedEx Corporation (FDX) | 1.4 | $3.6M | 10k | 356.18 |
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| MercadoLibre (MELI) | 1.3 | $3.3M | 1.9k | 1729.02 |
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| Ishares Msci Cda Etf (EWC) | 1.1 | $2.8M | -2% | 50k | 54.79 |
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| Ishares Msci Taiwan Etf (EWT) | 1.0 | $2.7M | -3% | 38k | 70.92 |
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| Occidental Petroleum Corporation (OXY) | 1.0 | $2.5M | 39k | 65.00 |
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| Ishares Msci Japan Etf (EWJ) | 1.0 | $2.5M | 30k | 84.44 |
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| Bank of America Corporation (BAC) | 1.0 | $2.4M | 50k | 48.75 |
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| Macy's (M) | 0.8 | $2.1M | 115k | 18.09 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.8 | $2.0M | +17% | 28k | 73.64 |
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| Amazon (AMZN) | 0.8 | $2.0M | 9.5k | 208.27 |
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| Pfizer (PFE) | 0.6 | $1.5M | +9% | 53k | 28.08 |
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| Walt Disney Company (DIS) | 0.6 | $1.4M | -6% | 15k | 96.38 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.1M | 8.9k | 125.46 |
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| Spdr Series Trust State Street Spd (TFI) | 0.4 | $1.0M | -6% | 23k | 45.34 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.4 | $1.0M | +18% | 13k | 78.41 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $790k | 17k | 46.84 |
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| Wells Fargo & Company (WFC) | 0.3 | $701k | 8.8k | 79.61 |
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| Proshares Tr Pshs Ulsht 7-10y (PST) | 0.2 | $545k | 24k | 22.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $454k | 1.6k | 287.56 |
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| Wal-Mart Stores (WMT) | 0.1 | $373k | 3.0k | 124.28 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $331k | -4% | 3.1k | 106.15 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $296k | 4.6k | 64.73 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $294k | 1.0k | 294.16 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $288k | 1.7k | 169.66 |
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| Coca-Cola Company (KO) | 0.1 | $274k | 3.6k | 76.05 |
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| Chevron Corporation (CVX) | 0.1 | $246k | NEW | 1.2k | 206.90 |
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| Tesla Motors (TSLA) | 0.1 | $245k | 660.00 | 371.75 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $225k | 2.7k | 82.43 |
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| Opko Health (OPK) | 0.0 | $22k | 20k | 1.14 |
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Past Filings by Cumberland Advisors
SEC 13F filings are viewable for Cumberland Advisors going back to 2011
- Cumberland Advisors 2026 Q1 filed April 27, 2026
- 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