CUMBERLAND ADVISORS INC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, CUMBERLAND ADVISORS INC held in its portfolio 47 assets valued at $263,789,012 (i.e. $263.79M).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($59.97M), SPDR SERIES TRUST ($26.85M), and SPDR S&P MIDCAP 400 ETF TR ($26.51M).
The chart below shows the top 10 valuable assets, and the table below shows the top 47 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
CUMBERLAND ADVISORS INC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 87943 | 59970091 | TR UNIT |
| SPDR SERIES TRUST | 223502 | 26851768 | STATE STREET SPD |
| SPDR S&P MIDCAP 400 ETF TR | 43947 | 26512346 | UTSER1 S&PDCRP |
| BERKSHIRE HATHAWAY INC DEL | 28699 | 14425552 | CL B NEW |
| ISHARES TR | 167785 | 11263407 | MSCI ACWI EX US |
| ISHARES TR | 64233 | 10840603 | ISHARES BIOTECH |
| MICROSOFT CORP | 21200 | 10252744 | COM |
| VANGUARD INDEX FDS | 18203 | 8880516 | GROWTH ETF |
| ISHARES TR | 130475 | 8109021 | U.S. MED DVC ETF |
| ISHARES TR | 60875 | 7315958 | CORE S&P SCP ETF |
| UNITED RENTALS INC | 7910 | 6401721 | COM |
| SELECT SECTOR SPDR TR | 39606 | 6143683 | STATE STREET IND |
| ALPHABET INC | 19000 | 5962200 | CAP STK CL C |
| CATERPILLAR INC | 9500 | 5442265 | COM |
| APPLE INC | 18880 | 5132717 | COM |
| META PLATFORMS INC | 7600 | 5016684 | CL A |
| FREEPORT-MCMORAN INC | 90350 | 4588877 | CL B |
| CUMMINS INC | 8125 | 4147406 | COM |
| MERCADOLIBRE INC | 1913 | 3853279 | COM |
| FEDEX CORP | 10050 | 2903043 | COM |
| ISHARES INC | 51510 | 2777934 | MSCI CDA ETF |
| BANK AMERICA CORP | 49900 | 2744500 | COM |
| MACYS INC | 115010 | 2535971 | COM |
| ISHARES INC | 38830 | 2466870 | MSCI TAIWAN ETF |
| ISHARES INC | 29645 | 2393537 | MSCI JAPAN ETF |
| AMAZON COM INC | 9530 | 2199715 | COM |
| DISNEY WALT CO | 15600 | 1774812 | COM |
| VANGUARD BD INDEX FDS | 23365 | 1730646 | TOTAL BND MRKT |
| OCCIDENTAL PETE CORP | 39000 | 1603680 | COM |
| ALIBABA GROUP HLDG LTD | 8925 | 1308227 | SPONSORED ADS |
| PFIZER INC | 48800 | 1215120 | COM |
| ISHARES TR | 17025 | 920201 | MSCI INDIA ETF |
| VANGUARD BD INDEX FDS | 10970 | 864546 | SHORT TRM BOND |
| MATTEL INC | 43000 | 853120 | COM |
| WELLS FARGO CO NEW | 8800 | 820160 | COM |
| PROSHARES TR | 24240 | 536674 | PSHS ULSHT 7-10Y |
| ALPHABET INC | 1580 | 494540 | CAP STK CL A |
| ISHARES TR | 3255 | 348643 | NATIONAL MUN ETF |
| WALMART INC | 3000 | 334230 | COM |
| JPMORGAN CHASE & CO. | 1000 | 322220 | COM |
| TESLA INC | 660 | 296815 | COM |
| ISHARES INC | 4570 | 292663 | MSCI EMERG MRKT |
| COCA COLA CO | 3661 | 255941 | COM |
| VANGUARD INTL EQUITY INDEX F | 2760 | 230764 | FTSE EUROPE ETF |
| VISA INC | 640 | 224454 | COM CL A |
| EXXON MOBIL CORP | 1700 | 204578 | COM |
| OPKO HEALTH INC | 19500 | 24570 | COM |
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