Cumberland Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 21, 2026), Cumberland Advisors Inc. reported 49 stock positions worth $283.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 21.9% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 10.5%) and SS SPDR S&P Aerospace Def (XAR, 7.3%). Compared with Q1 2026, it opened 2 new positions, sold out of 1, added to 15 and reduced 18. The biggest buy was a new position in SS SPDR S&P Metals Mining (XME) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001255435
- Portfolio Value
- $283.8M (Q2 2026)
- SEC Filing
- 0001420506-26-001264 ↗ filed Jul 21, 2026
Holdings Value
Holdings 49 stocks · $283.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 21.94% | 83,393 | $62.3M | Reduce -7.3% |
| MDY State Street SPDR S&P Midcap | 10.48% | 42,307 | $29.8M | Reduce -5.6% |
| XAR SS SPDR S&P Aerospace Def | 7.26% | 72,577 | $20.6M | Reduce -1.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.43% | 165,185 | $12.6M | Reduce -0.4% |
| IBB iShares Biotechnology ETF | 4.29% | 64,018 | $12.2M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.18% | 23,716 | $11.9M | Add +1.0% |
| CAT Caterpillar Inc. | 3.24% | 8,640 | $9.2M | Reduce -9.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.23% | 106,358 | $9.2M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 3.16% | 60,420 | $9.0M | Reduce -0.5% |
| URI United Rentals Inc. | 3.04% | 7,610 | $8.6M | Reduce -3.8% |
| MSFT Microsoft Corp. | 2.86% | 21,745 | $8.1M | Add +1.7% |
| KIE SS SPDR S&P Insurance ETF | 2.65% | 123,140 | $7.5M | Add +0.4% |
| XLI SS Industrial Select Sector | 2.57% | 39,441 | $7.3M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 2.32% | 18,600 | $6.6M | Reduce -1.6% |
| IHI iShares U.S. Medical Devices | 2.29% | 131,470 | $6.5M | Add +0.9% |
| CMI Cummins Inc. | 2.00% | 7,975 | $5.7M | Reduce -1.9% |
| AAPL Apple Inc. | 1.92% | 18,880 | $5.5M | No change |
| FCX Freeport-McMoran Inc. | 1.89% | 85,350 | $5.4M | Reduce -5.5% |
| META Meta Platforms Inc. Class A | 1.51% | 7,600 | $4.3M | No change |
| EWT iShares MSCI Taiwan ETF | 1.41% | 36,920 | $4.0M | Reduce -1.5% |
| MELI MercadoLibre Inc. | 1.30% | 2,180 | $3.7M | Add +14.0% |
| FDX FedEx Corp. | 1.11% | 10,050 | $3.1M | No change |
| XME SS SPDR S&P Metals Mining | 1.06% | 28,065 | $3.0M | New |
| EWC iShares MSCI Canada ETF | 1.02% | 50,070 | $2.9M | Reduce -0.5% |
| EWJ iShares MSCI Japan ETF | 0.97% | 29,410 | $2.7M | Reduce -0.1% |
| M Macy's Inc. | 0.95% | 115,010 | $2.7M | No change |
| BAC Bank of America Corp. | 0.89% | 44,400 | $2.5M | Reduce -11.0% |
| BND Vanguard Total Bond Market | 0.83% | 31,980 | $2.3M | Add +16.1% |
| AMZN Amazon.com Inc. | 0.80% | 9,530 | $2.3M | No change |
| OXY Occidental Petroleum Corp. | 0.67% | 39,000 | $1.9M | No change |
| PFE Pfizer Inc. | 0.60% | 71,300 | $1.7M | Add +33.8% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.41% | 25,260 | $1.2M | Add +9.3% |
| BSV Vanguard Short-Term Bond ETF | 0.41% | 14,780 | $1.2M | Add +13.6% |
| INDA iShares MSCI India ETF | 0.29% | 16,885 | $834K | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 7,850 | $756K | Reduce -46.2% |
| BABA Alibaba Group Holding-SP ADR | 0.26% | 7,825 | $751K | Reduce -12.3% |
| GOOGL Alphabet Inc. Class A | 0.20% | 1,580 | $565K | No change |
| PST Proshares Ultrashort 7-10 YR | 0.19% | 24,240 | $552K | No change |
| WFC Wells Fargo & Co. | 0.18% | 6,300 | $521K | Reduce -28.4% |
| MUB iShares National Muni Bond E | 0.12% | 3,240 | $349K | Add +3.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.12% | 4,570 | $344K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,000 | $327K | No change |
| KO The Coca-Cola Co. | 0.10% | 3,600 | $293K | No change |
| TSLA Tesla Inc. | 0.10% | 660 | $278K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 2,000 | $273K | Add +17.6% |
| VGK Vanguard Ftse Europe ETF | 0.09% | 2,730 | $242K | No change |
| CVX Chevron Corp. | 0.08% | 1,440 | $239K | Add +21.0% |
| V Visa Inc. Class A | 0.08% | 640 | $220K | New |
| OPK Opko Health Inc. | 0.01% | 19,500 | $29K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.3% | 21.94% | −0.95 |
| MDY State Street SPDR S&P Midcap | Reduce -5.6% | 10.48% | −0.33 |
| DIS The Walt Disney Co. | Reduce -46.2% | 0.27% | −0.28 |
| FCX Freeport-McMoran Inc. | Reduce -5.5% | 1.89% | −0.19 |
| BABA Alibaba Group Holding-SP ADR | Reduce -12.3% | 0.26% | −0.17 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.15 |
| WFC Wells Fargo & Co. | Reduce -28.4% | 0.18% | −0.09 |
| XAR SS SPDR S&P Aerospace Def | Reduce -1.6% | 7.26% | −0.07 |
| EWC iShares MSCI Canada ETF | Reduce -0.5% | 1.02% | −0.06 |
| BAC Bank of America Corp. | Reduce -11.0% | 0.89% | −0.06 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.4% | 4.43% | −0.01 |
| EWJ iShares MSCI Japan ETF | Reduce -0.1% | 0.97% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -2.9% | 3.23% | +0.11 |
| GOOG Alphabet Inc. Class C | Reduce -1.6% | 2.32% | +0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 3.16% | +0.20 |
| CMI Cummins Inc. | Reduce -1.9% | 2.00% | +0.29 |
| EWT iShares MSCI Taiwan ETF | Reduce -1.5% | 1.41% | +0.37 |
| CAT Caterpillar Inc. | Reduce -9.1% | 3.24% | +0.61 |
| URI United Rentals Inc. | Reduce -3.8% | 3.04% | +0.78 |
Portfolio Buys Q1 2026 → Q2 2026
| XME SS SPDR S&P Metals Mining | New | 1.06% | +1.06 |
| XLI SS Industrial Select Sector | Add +0.2% | 2.57% | +0.08 |
| V Visa Inc. Class A | New | 0.08% | +0.08 |
| IBB iShares Biotechnology ETF | Add +0.4% | 4.29% | +0.08 |
| BND Vanguard Total Bond Market | Add +16.1% | 0.83% | +0.03 |
| PFE Pfizer Inc. | Add +33.8% | 0.60% | +0.02 |
| MELI MercadoLibre Inc. | Add +14.0% | 1.30% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +13.6% | 0.41% | +0.01 |
| KIE SS SPDR S&P Insurance ETF | Add +0.4% | 2.65% | +0.01 |
| TFI SS SPDR N Ice Muni Bond ETF | Add +9.3% | 0.41% | −0.00 |
| MUB iShares National Muni Bond E | Add +3.9% | 0.12% | −0.01 |
| CVX Chevron Corp. | Add +21.0% | 0.08% | −0.01 |
| INDA iShares MSCI India ETF | Add +0.1% | 0.29% | −0.02 |
| XOM Exxon Mobil Corp. | Add +17.6% | 0.10% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 4.18% | −0.22 |
| MSFT Microsoft Corp. | Add +1.7% | 2.86% | −0.24 |
| IHI iShares U.S. Medical Devices | Add +0.9% | 2.29% | −0.43 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $283.8M | SPY, MDY, XAR, ACWX, IBB |
| Q1 2026 | 48 | $255.5M | SPY, MDY, XAR, ACWX, BRK.B |
| Q4 2025 | 49 | $263.8M | SPY, MDY, XAR, BRK.B, ACWX |
| Q3 2025 | 48 | $260.5M | SPY, MDY, XAR, BRK.B, ACWX |
| Q2 2025 | 49 | $237.7M | SPY, MDY, XAR, BRK.B, ACWX |
| Q1 2025 | 49 | $220.6M | SPY, MDY, XAR, BRK.B, IBB |
| Q4 2024 | 49 | $250.6M | SPY, MDY, XAR, IJR, BRK.B |
| Q3 2024 | 48 | $251.7M | SPY, MDY, XAR, IJR, BRK.B |
| Q2 2024 | 53 | $244.2M | SPY, MDY, XAR, IJR, XLE |
| Q1 2024 | 56 | $268.9M | SPY, IJR, MDY, XAR, XLE |