§ 13F · FUND PROFILE
CUMBERLAND ADVISORS INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $261M (13F)Positions · 48Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$246K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 90K | $59M | 22.9% | +2% |
| 2 | MDY | STATE STR SPDR S&P MIDCAP 40 | 45K | $28M | 10.8% | +2% |
| 3 | XAR | SPDR SERIES TRUST | 74K | $19M | 7.3% | −3% |
| 4 | ACWX | ISHARES TR | 166K | $11M | 4.4% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 4.4% | −18% |
| 6 | IBB | ISHARES TR | 64K | $11M | 4.2% | −1% |
| 7 | VUG | VANGUARD INDEX FDS | 18K | $8M | 3.1% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 21K | $8M | 3.1% | +1% |
| 9 | IJR | ISHARES TR | 61K | $8M | 3.0% | ±0% |
| 10 | IHI | ISHARES TR | 130K | $7M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CUMBERLAND SIGNAL
AC read
CUMBERLAND ADVISORS INC is a Other fund managing $261 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed