Q2 2026 13F · SEC CIK 1255435

Cumberland Advisors Inc

Wealth managerFiled 2026-07-21 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $283.8M
Reported positions: 49
Top holdings a year, 3 yrs: +19.4%
Assets under management: $3.2B

Cumberland Advisors Inc is a wealth manager that reported 49 positions worth $283.8M in its Q2 2026 13F, filed 2026-07-21. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 21.9%), State Str Spdr S&p Midcap 40 (MDY, 10.5%), State Streer (XAR, 7.3%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Cumberland Advisors Inc holdings all 49 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Cumberland Advisors Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	21.9%	22.9%	83,393	-7.3%	$62.3M
MDYState Str Spdr S&p Midcap 40	10.5%	10.8%	42,307	-5.6%	$29.8M
XARState Streer	7.3%	7.3%	72,577	-1.6%	$20.6M
ACWXIshares Tr	4.4%	4.4%	165,185	-0.4%	$12.6M
IBBIshares Tr	4.3%	4.2%	64,018	+0.4%	$12.2M
BRK-BBerkshire Hathaway Inc Del	4.2%	4.4%	23,716	+1.0%	$11.9M
CATCaterpillar Inc	3.2%	2.6%	8,640	-9.1%	$9.2M
VUGVanguard Index Fds	3.2%	3.1%	106,358	+482.7%	$9.2M
IJRIshares Tr	3.2%	3.0%	60,420	-0.5%	$9.0M
URIUnited Rentals Inc	3.0%	2.3%	7,610	-3.8%	$8.6M
MSFTMicrosoft Corp	2.9%	3.1%	21,745	+1.7%	$8.1M
KIESpdr Series Trust	2.6%	2.6%	123,140	+0.4%	$7.5M
XLISelect Sector Spdr Tr	2.6%	2.5%	39,441	+0.2%	$7.3M
GOOGAlphabet Inc	2.3%	2.1%	18,600	-1.6%	$6.6M
IHIIshares Tr	2.3%	2.7%	131,470	+1.0%	$6.5M
CMICummins Inc	2.0%	1.7%	7,975	-1.8%	$5.7M
AAPLApple Inc	1.9%	1.9%	18,880	+0.0%	$5.5M
FCXFreeport Mcmoran Inc	1.9%	2.1%	85,350	-5.5%	$5.4M
METAMeta Platforms Inc	1.5%	1.7%	7,600	+0.0%	$4.3M
EWTIshares Inc	1.4%	1.0%	36,920	-1.5%	$4.0M
MELIMercadolibre Inc	1.3%	1.3%	2,180	+14.0%	$3.7M
FDXFedex Corp	1.1%	1.4%	10,050	+0.0%	$3.1M
XMESpdr Series Trust	1.1%	New	28,065	—	$3.0M
EWCIshares Inc	1.0%	1.1%	50,070	-0.5%	$2.9M
EWJIshares Inc	1.0%	1.0%	29,410	-0.2%	$2.7M
MMacy's Inc	1.0%	0.8%	115,010	+0.0%	$2.7M
BACBank of Amer Corp	0.9%	1.0%	44,400	-11.0%	$2.5M
BNDVanguard Bd Index Fds	0.8%	0.8%	31,980	+16.1%	$2.3M
AMZNAmazon Com Inc	0.8%	0.8%	9,530	+0.0%	$2.3M
OXYOccidental Pete Corp	0.7%	1.0%	39,000	+0.0%	$1.9M
PFEPfizer Inc	0.6%	0.6%	71,300	+33.8%	$1.7M
TFISpdr Series Trust	0.4%	0.4%	25,260	+9.4%	$1.2M
BSVVanguard Bd Index Fds	0.4%	0.4%	14,780	+13.6%	$1.2M
INDAIshares Tr	0.3%	0.3%	16,885	+0.1%	$834K
DISDisney Walt Co	0.3%	0.6%	7,850	-46.2%	$756K
BABAAlibaba Group Hldg Ltd	0.3%	0.4%	7,825	-12.3%	$751K
GOOGLAlphabet Inc	0.2%	0.2%	1,580	+0.0%	$565K
PSTProshares Tr	0.2%	0.2%	24,240	+0.0%	$552K
WFCWells Fargo & Co	0.2%	0.3%	6,300	-28.4%	$521K
MUBIshares Tr	0.1%	0.1%	3,240	+3.8%	$349K
EEMVIshares Inc	0.1%	0.1%	4,570	+0.0%	$344K
JPMJpmorgan Chase & Co	0.1%	0.1%	1,000	+0.0%	$327K
KOCoca Cola Co	0.1%	0.1%	3,600	+0.0%	$293K
TSLATesla Inc	0.1%	0.1%	660	+0.0%	$278K
XOMExxon Mobil Corp	0.1%	0.1%	2,000	+17.6%	$273K
VGKVanguard Ftse Europe ETF	0.1%	0.1%	2,730	+0.0%	$242K
CVXChevron Corporation	0.1%	0.1%	1,440	+21.0%	$239K
VVisa Inc	0.1%	New	640	—	$220K
OPKOpko Health Inc	0.0%	0.0%	19,500	+0.0%	$29K

What Cumberland Advisors Inc bought and sold in Q2 2026, against Q1 2026.

New positions

XME Spdr Series Trust1.1% of 13F
V Visa Inc0.1% of 13F

Added to

Reduced

DIS Disney Walt Co-46.2% shares
WFC Wells Fargo & Co-28.4% shares
BABA Alibaba Group Hldg Ltd-12.3% shares
BAC Bank of Amer Corp-11.0% shares
CAT Caterpillar Inc-9.1% shares
SPY State Str Spdr S&p 500 ETF T-7.3% shares
MDY State Str Spdr S&p Midcap 40-5.6% shares
FCX Freeport Mcmoran Inc-5.5% shares

Sold out

WMT Walmart Incwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +21.9% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +10.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$283.8M	49
Q1 2026	$255.5M	48
Q4 2025	$263.8M	49
Q3 2025	$260.5M	48
Q2 2025	$237.7M	49
Q1 2025	$220.6M	49
Q4 2024	$250.6M	49
Q3 2024	$251.7M	48
Q2 2024	$244.2M	53
Q1 2024	$268.9M	56
Q4 2023	$233.0M	53
Q3 2023	$225.6M	56

Questions about Cumberland Advisors Inc's portfolio

What stocks does Cumberland Advisors Inc own?

Cumberland Advisors Inc's latest 13F, for Q2 2026 and filed Jul 21, 2026, lists 49 positions worth $283.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 21.9%, State Str Spdr S&p Midcap 40 (MDY) at 10.5%, State Streer (XAR) at 7.3%, Ishares Tr (ACWX) at 4.4% and Ishares Tr (IBB) at 4.3%.

What did Cumberland Advisors Inc buy last quarter?

In Q2 2026, Cumberland Advisors Inc added a new position in Spdr Series Trust (XME), a new position in Visa Inc (V), Vanguard Index Fds (VUG) (+482.7% shares), Pfizer Inc (PFE) (+33.8% shares) and Chevron Corporation (CVX) (+21.0% shares), compared with its Q1 2026 filing.

What did Cumberland Advisors Inc sell last quarter?

In Q2 2026, Cumberland Advisors Inc sold all of Walmart Inc (WMT), Disney Walt Co (DIS) (-46.2% shares), Wells Fargo & Co (WFC) (-28.4% shares) and Alibaba Group Hldg Ltd (BABA) (-12.3% shares), compared with its Q1 2026 filing.

How has Cumberland Advisors Inc's portfolio performed?

A portfolio copying Cumberland Advisors Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +21.9% against +20.1%. Over 5 years: +10.4% a year against +11.6%.

When is Cumberland Advisors Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Cumberland Advisors Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Cumberland Advisors Inc manage?

Cumberland Advisors Inc reported $3.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $283.8M.