Cumberland Advisors Inc Top Holdings and 13F Report (2026) About Cumberland Advisors IncInvestment ActivityCumberland Advisors Inc has $283.82 million in total holdings as of June 30, 2026.Cumberland Advisors Inc owns shares of 49 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 4.50% of the portfolio was purchased this quarter.About 3.73% of the portfolio was sold this quarter.This quarter, Cumberland Advisors Inc has purchased 48 new stocks and bought additional shares in 16 stocks.Cumberland Advisors Inc sold shares of 17 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $62,275,391SPDR S&P MidCap 400 ETF Trust $29,756,205SPDR S&P Aerospace & Defense ETF $20,596,627iShares MSCI ACWI ex U.S. ETF $12,572,230iShares Biotechnology ETF $12,175,583 Largest New Holdings this Quarter 78464A755 - SPDR S&P Metals & Mining ETF $3,000,990 Holding92826C839 - Visa $219,578 Holding Largest Purchases this Quarter Vanguard Growth ETF 88,105 shares (about $7.59M)SPDR S&P Metals & Mining ETF 28,065 shares (about $3.00M)MercadoLibre 267 shares (about $453.20K)Pfizer 18,000 shares (about $433.44K)Vanguard Total Bond Market ETF 4,425 shares (about $324.84K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 6,560 shares (about $4.90M)SPDR S&P MidCap 400 ETF Trust 2,500 shares (about $1.76M)Caterpillar 860 shares (about $915.81K)Walt Disney 6,750 shares (about $649.69K)United Rentals 300 shares (about $339.87K) 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$62,275,391$4,898,811 â–¼-7.3%83,39321.9%FinanceMDYSPDR S&P MidCap 400 ETF Trust$29,756,205$1,758,350 â–¼-5.6%42,30710.5%ETFXARSPDR S&P Aerospace & Defense ETF$20,596,627$332,034 â–¼-1.6%72,5777.3%ETFACWXiShares MSCI ACWI ex U.S. ETF$12,572,230$50,994 â–¼-0.4%165,1854.4%ManufacturingIBBiShares Biotechnology ETF$12,175,583$49,449 â–²0.4%64,0184.3%FinanceBRK.BBerkshire Hathaway$11,867,249$117,592 â–²1.0%23,7164.2%FinanceCATCaterpillar$9,200,736$915,814 â–¼-9.1%8,6403.2%IndustrialsVUGVanguard Growth ETF$9,161,678$7,589,365 â–²482.7%106,3583.2%ETFIJRiShares Core S&P Small-Cap ETF$8,960,890$44,493 â–¼-0.5%60,4203.2%ETFURIUnited Rentals$8,621,293$339,867 â–¼-3.8%7,6103.0%ConstructionMSFTMicrosoft$8,111,320$136,152 â–²1.7%21,7452.9%Computer and TechnologyKIESPDR S&P Insurance ETF$7,510,309$28,055 â–²0.4%123,1402.6%ETFXLIIndustrial Select Sector SPDR Fund$7,305,656$14,818 â–²0.2%39,4412.6%ETFGOOGAlphabet$6,571,938$105,999 â–¼-1.6%18,6002.3%Computer and TechnologyIHIiShares U.S. Medical Devices ETF$6,495,933$61,268 â–²1.0%131,4702.3%ETFCMICummins$5,687,850$106,982 â–¼-1.8%7,9752.0%Auto/Tires/TrucksAAPLApple$5,463,1170.0%18,8801.9%Computer and TechnologyFCXFreeport-McMoRan$5,367,662$314,450 â–¼-5.5%85,3501.9%Basic MaterialsMETAMeta Platforms$4,281,0040.0%7,6001.5%Computer and TechnologyEWTiShares MSCI Taiwan ETF$4,009,881$59,735 â–¼-1.5%36,9201.4%ETFMELIMercadoLibre$3,700,310$453,203 â–²14.0%2,1801.3%Retail/WholesaleFDXFedEx$3,146,9570.0%10,0501.1%TransportationXMESPDR S&P Metals & Mining ETF$3,000,990$3,000,990 â–²New Holding28,0651.1%ETFEWCiShares MSCI Canada ETF$2,886,035$13,257 â–¼-0.5%50,0701.0%ETFEWJiShares MSCI Japan ETF$2,743,071$4,197 â–¼-0.2%29,4101.0%ETFMMacy's$2,708,4860.0%115,0101.0%Retail/WholesaleBACBank of America$2,529,912$313,390 â–¼-11.0%44,4000.9%FinanceBNDVanguard Total Bond Market ETF$2,347,652$324,839 â–²16.1%31,9800.8%ETFAMZNAmazon.com$2,271,3800.0%9,5300.8%Retail/WholesaleOXYOccidental Petroleum$1,894,2300.0%39,0000.7%EnergyPFEPfizer$1,716,904$433,440 â–²33.8%71,3000.6%MedicalTFISPDR Nuveen ICE Municipal Bond ETF$1,156,908$98,928 â–²9.4%25,2600.4%FinanceBSVVanguard Short-Term Bond ETF$1,151,510$137,511 â–²13.6%14,7800.4%ETFINDAiShares MSCI India ETF$833,950$494 â–²0.1%16,8850.3%ETFDISWalt Disney$755,563$649,688 â–¼-46.2%7,8500.3%Consumer DiscretionaryBABAAlibaba Group$751,044$105,578 â–¼-12.3%7,8250.3%Retail/WholesaleGOOGLAlphabet$564,6450.0%1,5800.2%Computer and TechnologyPSTProShares UltraShort Lehman 7-10 Year Treasury$551,7020.0%24,2400.2%ETFWFCWells Fargo & Company$520,632$206,600 â–¼-28.4%6,3000.2%FinanceMUBiShares National Muni Bond ETF$348,689$12,914 â–²3.8%3,2400.1%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$344,0300.0%4,5700.1%ETFJPMJPMorgan Chase & Co.$327,3300.0%1,0000.1%FinanceKOCocaCola$292,5720.0%3,6000.1%Consumer StaplesTSLATesla$277,5960.0%6600.1%Auto/Tires/TrucksXOMExxonMobil$273,440$41,016 â–²17.6%2,0000.1%EnergyVGKVanguard FTSE Europe ETF$241,7140.0%2,7300.1%ETFCVXChevron$238,694$41,440 â–²21.0%1,4400.1%EnergyVVisa$219,578$219,578 â–²New Holding6400.1%Business ServicesOPKOPKO Health$29,2500.0%19,5000.0%MedicalWALMART INC$0$372,840 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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