account_balance
Investment manager · 13F filer · SEC CIK 1255435
Cumberland Advisors Inc
Reported value$280Mas of Sep 30, 2026
Positions48 1 new, 2 sold out
Top 10 weight65.9%SPY alone is 24%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
23.8%Added +5%
MDYSPDR S&P Midcap 400 ETF Trust
10.4%Added +5%
XARSPDR Series Trust
5.8%Trimmed −4%
IBBiShares Tr
4.6%Trimmed −4%
ACWXiShares Tr
4.3%Trimmed −4%
BRK-BBerkshire Hathaway Inc
4.1%Trimmed −2%
MSFTMicrosoft Corp
3.9%Trimmed −2%
VUGVanguard Index FDS
3.4%
IJRiShares Tr
2.8%−3%
URIUnited Rentals, Inc.
2.7%
KIESPDR Series Trust
2.5%Trimmed −3%
CATCaterpillar Inc
2.5%
SPYSPDR S&P 500 ETF Trust
23.8%Added +5%
MDYSPDR S&P Midcap 400 ETF Trust
10.4%
XARSPDR Series Trust
5.8%
IBBiShares Tr
4.6%
ACWX4.3%
BRK-BMSFTMicrosoft Corp
3.9%
VUG3.4%
IJR2.8%
URI2.7%KIE2.5%
CAT2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 23.8% Added +5%MDY SPDR S&P Midcap 400 ETF Trust 10.4% Added +5%
XAR SPDR Series Trust 5.8% Trimmed −4%
IBB iShares Tr 4.6% Trimmed −4%
ACWX iShares Tr 4.3% Trimmed −4%
BRK-B Berkshire Hathaway Inc 4.1% Trimmed −2%MSFT Microsoft Corp 3.9% Trimmed −2%VUG Vanguard Index FDS 3.4% Held
IJR iShares Tr 2.8% Trimmed −3%
URI United Rentals, Inc. 2.7% HeldKIE SPDR Series Trust 2.5% Trimmed −3%
CAT Caterpillar Inc 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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