Cumberland Advisors Inc Top Holdings and 13F Report (2026) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $255.50 million in total holdings as of March 31, 2026.Cumberland Advisors Inc owns shares of 48 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 1.08% of the portfolio was purchased this quarter.About 1.90% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 49 new stocks and bought additional shares in 7 stocks.Cumberland Advisors Inc sold shares of 18 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $58,500,034SPDR S&P MidCap 400 ETF Trust $27,635,165SPDR S&P Aerospace & Defense ETF $18,730,263iShares MSCI ACWI ex U.S. ETF $11,356,092Berkshire Hathaway $11,252,095 Largest New Holdings this Quarter 166764100 - Chevron $246,211 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 2,010 shares (about $1.31M)SPDR S&P MidCap 400 ETF Trust 860 shares (about $530.41K)Vanguard Total Bond Market ETF 4,190 shares (about $308.55K)Chevron 1,190 shares (about $246.21K)Vanguard Short-Term Bond ETF 2,045 shares (about $160.35K) Largest Sales this Quarter Berkshire Hathaway 5,218 shares (about $2.50M)SPDR S&P Aerospace & Defense ETF 2,255 shares (about $572.72K)iShares MSCI ACWI ex U.S. ETF 1,930 shares (about $132.15K)iShares MSCI Taiwan ETF 1,360 shares (about $96.45K)Walt Disney 1,000 shares (about $96.38K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCumberland Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$58,500,034$1,307,183 ▲2.3%89,95322.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$27,635,165$530,414 ▲2.0%44,80710.8%ETFXARSPDR S&P Aerospace & Defense ETF$18,730,263$572,725 ▼-3.0%73,7477.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$11,356,092$132,147 ▼-1.2%165,8554.4%ManufacturingBRK.BBerkshire Hathaway$11,252,095$2,500,466 ▼-18.2%23,4814.4%FinanceIBBiShares Biotechnology ETF$10,765,538$80,204 ▼-0.7%63,7584.2%FinanceVUGVanguard Growth ETF$7,972,728$21,840 ▲0.3%18,2533.1%ETFMSFTMicrosoft$7,914,235$66,631 ▲0.8%21,3803.1%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$7,548,103$19,268 ▼-0.3%60,7203.0%ETFIHIiShares U.S. Medical Devices ETF$6,947,771$13,071 ▼-0.2%130,2302.7%ETFKIESPDR S&P Insurance ETF$6,747,400$12,650 ▼-0.2%122,6802.6%ETFCATCaterpillar$6,730,3700.0%9,5002.6%IndustrialsXLIIndustrial Select Sector SPDR Fund$6,365,855$39,624 ▼-0.6%39,3612.5%ETFURIUnited Rentals$5,762,9100.0%7,9102.3%ConstructionGOOGAlphabet$5,421,654$28,686 ▼-0.5%18,9002.1%Computer and TechnologyFCXFreeport-McMoRan$5,310,7730.0%90,3502.1%Basic MaterialsAAPLApple$4,791,5550.0%18,8801.9%Computer and TechnologyCMICummins$4,371,4130.0%8,1251.7%Auto/Tires/TrucksMETAMeta Platforms$4,348,1880.0%7,6001.7%Computer and TechnologyFDXFedEx$3,579,6090.0%10,0501.4%TransportationMELIMercadoLibre$3,307,6150.0%1,9131.3%Retail/WholesaleEWCiShares MSCI Canada ETF$2,755,937$66,296 ▼-2.3%50,3001.1%ETFEWTiShares MSCI Taiwan ETF$2,657,372$96,451 ▼-3.5%37,4701.0%ETFOXYOccidental Petroleum$2,535,0000.0%39,0001.0%EnergyEWJiShares MSCI Japan ETF$2,487,180$16,044 ▼-0.6%29,4551.0%ETFBACBank of America$2,432,6250.0%49,9001.0%FinanceMMacy's$2,080,5310.0%115,0100.8%Retail/WholesaleBNDVanguard Total Bond Market ETF$2,029,150$308,552 ▲17.9%27,5550.8%ETFAMZNAmazon.com$1,984,8130.0%9,5300.8%Retail/WholesalePFEPfizer$1,496,664$126,360 ▲9.2%53,3000.6%MedicalDISWalt Disney$1,407,148$96,380 ▼-6.4%14,6000.6%Consumer DiscretionaryBABAAlibaba Group$1,119,7310.0%8,9250.4%Retail/WholesaleTFISPDR Nuveen ICE Municipal Bond ETF$1,047,354$67,557 ▼-6.1%23,1000.4%FinanceBSVVanguard Short-Term Bond ETF$1,020,506$160,348 ▲18.6%13,0150.4%ETFINDAiShares MSCI India ETF$790,425$7,026 ▼-0.9%16,8750.3%ETFWFCWells Fargo & Company$700,5680.0%8,8000.3%FinancePSTProShares UltraShort Lehman 7-10 Year Treasury$545,1580.0%24,2400.2%ETFGOOGLAlphabet$454,3450.0%1,5800.2%Computer and TechnologyWALMART INC$372,8400.0%3,0000.1%COMMUBiShares National Muni Bond ETF$331,188$14,330 ▼-4.1%3,1200.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$295,8160.0%4,5700.1%ETFJPMJPMorgan Chase & Co.$294,1600.0%1,0000.1%FinanceXOMExxonMobil$288,4220.0%1,7000.1%EnergyKOCocaCola$273,780$4,639 ▼-1.7%3,6000.1%Consumer StaplesCVXChevron$246,211$246,211 ▲New Holding1,1900.1%EnergyTSLATesla$245,3550.0%6600.1%Auto/Tires/TrucksVGKVanguard FTSE Europe ETF$225,034$2,473 ▼-1.1%2,7300.1%ETFOPKOPKO Health$22,2300.0%19,5000.0%MedicalMATMattel$0$853,120 ▼-100.0%00.0%Consumer DiscretionaryVVisa$0$224,454 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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