Cumberland Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Cumberland Advisors Inc. reported 48 stock positions worth $255.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 22.9% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 10.8%) and SS SPDR S&P Aerospace Def (XAR, 7.3%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 7 and reduced 18. The biggest buy was State Street SPDR S&P Midcap (MDY, shares +2%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- SARASOTA, FL
- CIK
- 0001255435
- Portfolio Value
- $255.5M (Q1 2026)
- SEC Filing
- 0001420506-26-000753 ↗ filed Apr 27, 2026
Holdings Value
Holdings 48 stocks · $255.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 22.90% | 89,953 | $58.5M | Add +2.3% |
| MDY State Street SPDR S&P Midcap | 10.82% | 44,807 | $27.6M | Add +2.0% |
| XAR SS SPDR S&P Aerospace Def | 7.33% | 73,747 | $18.7M | Reduce -3.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 4.44% | 165,855 | $11.4M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.40% | 23,481 | $11.3M | Reduce -18.2% |
| IBB iShares Biotechnology ETF | 4.21% | 63,758 | $10.8M | Reduce -0.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.12% | 18,253 | $8.0M | Add +0.3% |
| MSFT Microsoft Corp. | 3.10% | 21,380 | $7.9M | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 2.95% | 60,720 | $7.5M | Reduce -0.3% |
| IHI iShares U.S. Medical Devices | 2.72% | 130,230 | $6.9M | Reduce -0.2% |
| KIE SS SPDR S&P Insurance ETF | 2.64% | 122,680 | $6.7M | Reduce -0.2% |
| CAT Caterpillar Inc. | 2.63% | 9,500 | $6.7M | No change |
| XLI SS Industrial Select Sector | 2.49% | 39,361 | $6.4M | Reduce -0.6% |
| URI United Rentals Inc. | 2.26% | 7,910 | $5.8M | No change |
| GOOG Alphabet Inc. Class C | 2.12% | 18,900 | $5.4M | Reduce -0.5% |
| FCX Freeport-McMoran Inc. | 2.08% | 90,350 | $5.3M | No change |
| AAPL Apple Inc. | 1.88% | 18,880 | $4.8M | No change |
| CMI Cummins Inc. | 1.71% | 8,125 | $4.4M | No change |
| META Meta Platforms Inc. Class A | 1.70% | 7,600 | $4.3M | No change |
| FDX FedEx Corp. | 1.40% | 10,050 | $3.6M | No change |
| MELI MercadoLibre Inc. | 1.29% | 1,913 | $3.3M | No change |
| EWC iShares MSCI Canada ETF | 1.08% | 50,300 | $2.8M | Reduce -2.4% |
| EWT iShares MSCI Taiwan ETF | 1.04% | 37,470 | $2.7M | Reduce -3.5% |
| OXY Occidental Petroleum Corp. | 0.99% | 39,000 | $2.5M | No change |
| EWJ iShares MSCI Japan ETF | 0.97% | 29,455 | $2.5M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.95% | 49,900 | $2.4M | No change |
| M Macy's Inc. | 0.81% | 115,010 | $2.1M | No change |
| BND Vanguard Total Bond Market | 0.79% | 27,555 | $2.0M | Add +17.9% |
| AMZN Amazon.com Inc. | 0.78% | 9,530 | $2.0M | No change |
| PFE Pfizer Inc. | 0.59% | 53,300 | $1.5M | Add +9.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.55% | 14,600 | $1.4M | Reduce -6.4% |
| BABA Alibaba Group Holding-SP ADR | 0.44% | 8,925 | $1.1M | No change |
| TFI SS SPDR N Ice Muni Bond ETF | 0.41% | 23,100 | $1.0M | Reduce -6.1% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 13,015 | $1.0M | Add +18.6% |
| INDA iShares MSCI India ETF | 0.31% | 16,875 | $790K | Reduce -0.9% |
| WFC Wells Fargo & Co. | 0.27% | 8,800 | $701K | No change |
| PST Proshares Ultrashort 7-10 YR | 0.21% | 24,240 | $545K | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,580 | $454K | No change |
| WMT Walmart Inc. | 0.15% | 3,000 | $373K | No change |
| MUB iShares National Muni Bond E | 0.13% | 3,120 | $331K | Reduce -4.2% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.12% | 4,570 | $296K | No change |
| JPM JPMorgan Chase & Co. | 0.12% | 1,000 | $294K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 1,700 | $288K | No change |
| KO The Coca-Cola Co. | 0.11% | 3,600 | $274K | Reduce -1.7% |
| CVX Chevron Corp. | 0.10% | 1,190 | $246K | New |
| TSLA Tesla Inc. | 0.10% | 660 | $245K | No change |
| VGK Vanguard Ftse Europe ETF | 0.09% | 2,730 | $225K | Reduce -1.1% |
| OPK Opko Health Inc. | 0.01% | 19,500 | $22K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -18.2% | 4.40% | −1.06 |
| IHI iShares U.S. Medical Devices | Reduce -0.2% | 2.72% | −0.35 |
| MAT Mattel Inc. | Sold out | 0.00% | −0.32 |
| KIE SS SPDR S&P Insurance ETF | Reduce -0.2% | 2.64% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -0.5% | 2.12% | −0.14 |
| DIS The Walt Disney Co. | Reduce -6.4% | 0.55% | −0.12 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.09 |
| INDA iShares MSCI India ETF | Reduce -0.9% | 0.31% | −0.04 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -6.1% | 0.41% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -4.2% | 0.13% | −0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -1.1% | 0.09% | +0.00 |
| KO The Coca-Cola Co. | Reduce -1.7% | 0.11% | +0.01 |
| EWC iShares MSCI Canada ETF | Reduce -2.4% | 1.08% | +0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -0.6% | 0.97% | +0.07 |
| IBB iShares Biotechnology ETF | Reduce -0.7% | 4.21% | +0.10 |
| EWT iShares MSCI Taiwan ETF | Reduce -3.5% | 1.04% | +0.10 |
| XLI SS Industrial Select Sector | Reduce -0.6% | 2.49% | +0.16 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.1% | 4.44% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 2.95% | +0.18 |
| XAR SS SPDR S&P Aerospace Def | Reduce -3.0% | 7.33% | +0.38 |
Portfolio Buys Q4 2025 → Q1 2026
| MDY State Street SPDR S&P Midcap | Add +2.0% | 10.82% | +0.77 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.3% | 22.90% | +0.16 |
| BND Vanguard Total Bond Market | Add +17.9% | 0.79% | +0.14 |
| PFE Pfizer Inc. | Add +9.2% | 0.59% | +0.13 |
| CVX Chevron Corp. | New | 0.10% | +0.10 |
| BSV Vanguard Short-Term Bond ETF | Add +18.6% | 0.40% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.3% | 3.12% | −0.25 |
| MSFT Microsoft Corp. | Add +0.8% | 3.10% | −0.79 |
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 |