CUMBERLAND ADVISORS INC
13F Reported Value
ⓘ$255.5M
Holdings
48
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
CUMBERLAND ADVISORS INC disclosed 48 positions worth $255.5M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 22.9% of the equity portfolio, followed by $MDY. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $CVX and a full exit from $MAT. The portfolio is most concentrated in Other (68.8% of disclosed assets). All figures are sourced directly from CUMBERLAND ADVISORS INC’s Form 13F-HR filing with the SEC under CIK 1255435.
AI Fund Analysis
Stable
$SPY
$MDY
$BRK-A
$META
$MSFTSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$58.5M89,953 sh - —
Quality
$27.6M44,807 sh SPDR SERIES TRUST
—Quality
$18.7M73,747 shISHARES TR
—Quality
$11.4M165,855 sh- 64.5
Quality
$11.3M23,481 sh ISHARES TR
—Quality
$10.8M63,758 shVANGUARD INDEX FDS
—Quality
$8.0M18,253 sh- 83.7
Quality
$7.9M21,380 sh ISHARES TR
—Quality
$7.5M60,720 shISHARES TR
—Quality
$6.9M130,230 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $58.5M | 89,953 |
| SPDR S&P MIDCAP 400 ETF TRUST$MDY | — | $27.6M | 44,807 |
| SPDR SERIES TRUST | — | $18.7M | 73,747 |
| ISHARES TR | — | $11.4M | 165,855 |
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5 | $11.3M | 23,481 |
| ISHARES TR | — | $10.8M | 63,758 |
| VANGUARD INDEX FDS | — | $8.0M | 18,253 |
| MICROSOFT CORP$MSFT | 83.7 | $7.9M | 21,380 |
| ISHARES TR | — | $7.5M | 60,720 |
| ISHARES TR | — | $6.9M | 130,230 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CUMBERLAND ADVISORS INC's 48 positions.
Showing top 10 of 48 holdings.
Sector Allocation
Other
$175.7M
Technology
$24.0M
Industrials
$21.8M
Financials
$14.7M
Consumer Discretionary
$7.7M
Materials
$5.3M
Energy
$3.1M
Healthcare
$1.5M
Full Holdings — CUMBERLAND ADVISORS INC (Q1 2026)
All 48 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $58.5M | 22.9% | +2% | — |
| 2 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $27.6M | 10.8% | +2% | — |
| 3 | — | SPDR SERIES TRUST | $18.7M | 7.3% | -3% | — |
| 4 | — | ISHARES TR | $11.4M | 4.4% | -1% | — |
| 5 | $BRK.B | BERKSHIRE HATHAWAY INC | $11.3M | 4.4% | -18% | 64.5 |
| 6 | — | ISHARES TR | $10.8M | 4.2% | -1% | — |
| 7 | — | VANGUARD INDEX FDS | $8.0M | 3.1% | +0% | — |
| 8 | $MSFT | MICROSOFT CORP | $7.9M | 3.1% | +1% | 83.7 |
| 9 | — | ISHARES TR | $7.5M | 3.0% | -0% | — |
| 10 | — | ISHARES TR | $6.9M | 2.7% | -0% | — |
| 11 | — | SPDR SERIES TRUST | $6.7M | 2.6% | -0% | — |
| 12 |  $CAT | CATERPILLAR INC | $6.7M | 2.6% | +0% | 67.8 |
| 13 | — | SELECT SECTOR SPDR TR | $6.4M | 2.5% | -1% | — |
| 14 |  $URI | UNITED RENTALS, INC. | $5.8M | 2.3% | +0% | 70.7 |
| 15 |  $GOOGL | Alphabet Inc. | $5.4M | 2.1% | -1% | 80.2 |
| 16 |  $FCX | FREEPORT-MCMORAN INC | $5.3M | 2.1% | +0% | 73.1 |
| 17 |  $AAPL | Apple Inc. | $4.8M | 1.9% | +0% | 76.1 |
| 18 |  $CMI | CUMMINS INC | $4.4M | 1.7% | +0% | 58.9 |
| 19 | $META | Meta Platforms, Inc. | $4.3M | 1.7% | +0% | 80.9 |
| 20 |  $FDX | FEDEX CORP | $3.6M | 1.4% | +0% | 60.3 |
| 21 |  $MELI | MERCADOLIBRE INC | $3.3M | 1.3% | +0% | 77.5 |
| 22 | — | ISHARES INC | $2.8M | 1.1% | -2% | — |
| 23 | — | ISHARES INC | $2.7M | 1.0% | -4% | — |
| 24 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $2.5M | 1.0% | +0% | 66.3 |
| 25 | — | ISHARES INC | $2.5M | 1.0% | -1% | — |
| 26 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.9% | +0% | 68.4 |
| 27 |  $M | Macy's, Inc. | $2.1M | 0.8% | +0% | 48.9 |
| 28 | — | VANGUARD BD INDEX FDS | $2.0M | 0.8% | +18% | — |
| 29 |  $AMZN | AMAZON COM INC | $2.0M | 0.8% | +0% | 74.6 |
| 30 |  $PFE | PFIZER INC | $1.5M | 0.6% | +9% | 69 |
| 31 |  $DIS | Walt Disney Co | $1.4M | 0.6% | -6% | 68.9 |
| 32 |  $BABA | Alibaba Group Holding Ltd | $1.1M | 0.4% | +0% | — |
| 33 | — | SPDR SERIES TRUST | $1.0M | 0.4% | -6% | — |
| 34 | $META | Meta Platforms, Inc. | $1.0M | 0.4% | +19% | 80.9 |
| 35 | — | ISHARES TR | $790,425 | 0.3% | -1% | — |
| 36 |  $WFC | WELLS FARGO & COMPANY/MN | $700,568 | 0.3% | +0% | — |
| 37 | — | PROSHARES TR | $545,158 | 0.2% | +0% | — |
| 38 |  $GOOG | Alphabet Inc. | $454,345 | 0.2% | +0% | 80.2 |
| 39 |  $WMT | Walmart Inc. | $372,840 | 0.1% | +0% | 63.2 |
| 40 | — | ISHARES TR | $331,188 | 0.1% | -4% | — |
| 41 | — | ISHARES INC | $295,816 | 0.1% | +0% | — |
| 42 |  $JPM | JPMORGAN CHASE & CO | $294,160 | 0.1% | +0% | 35.6 |
| 43 |  $XOM | EXXON MOBIL CORP | $288,422 | 0.1% | +0% | 61.8 |
| 44 |  $KO | COCA COLA CO | $273,780 | 0.1% | -2% | 74 |
| 45 |  $CVX | CHEVRON CORP | $246,211 | 0.1% | NEW | 54.7 |
| 46 |  $TSLA | Tesla, Inc. | $245,355 | 0.1% | +0% | 50.1 |
| 47 | — | VANGUARD INTL EQUITY INDEX F | $225,034 | 0.1% | -1% | — |
| 48 |  $OPK | OPKO HEALTH, INC. | $22,230 | 0.0% | +0% | 20 |
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