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

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% Held
KIE SPDR Series Trust 2.5% Trimmed −3%
CAT Caterpillar Inc 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 21, 2026 filing
add_circleNew
  • ILF $846K
arrow_upwardAdded
arrow_downwardTrimmed
  • EWT −41%
  • DIS −22%
  • M −4%
  • IBB −4%
remove_circleSold out
  • INDA $834K
  • XOM $273K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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