13F Insight
DOSSIER · 13F-HR · Q2 2026

CUMBERLAND ADVISORS INC

$284M in tracked AUM across 49 positions as of Q2 2026.

CA
CIK 0001255435 · last filed Jun 30, 2026
Total AUM
$284M
as of Q2 2026
Holdings
49
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CUMBERLAND ADVISORS INC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$62M83K21.9%02
MDY
STATE STR SPDR S&P MIDCAP 40
$30M42K10.5%03
XAR
SPDR SERIES TRUST
$21M73K7.3%04
ACWX
ISHARES TR
$13M165K4.4%05
IBB
ISHARES TR
$12M64K4.3%06
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M24K4.2%07
CAT
CATERPILLAR INC
$9M9K3.2%08
VUG
VANGUARD INDEX FDS
$9M106K3.2%09
IJR
ISHARES TR
$9M60K3.2%10
URI
UNITED RENTALS INC
$9M8K3.0%

Filing history

2026Q2Jun 30
$284M▲ 11.1%
49 positionsView →2026Q1Mar 31
$255M▼ 3.1%
48 positionsView →2025Q4Dec 31
$264M▲ 1.3%
49 positionsView →2025Q3Sep 30
$261M▲ 9.6%
48 positionsView →2025Q2Jun 30
$238M▲ 7.8%
49 positionsLocked2025Q1Mar 31
$221M▼ 12.0%
49 positionsLocked2024Q4Dec 31
$251M▼ 0.4%
49 positionsLocked2024Q3Sep 30
$252M▲ 3.0%
48 positionsLocked2024Q2Jun 30
$244M▼ 9.2%
53 positionsLocked2024Q1Mar 31
$269M▲ 15.4%
56 positionsLocked2023Q4Dec 31
$233M▲ 3.3%
53 positionsLocked2023Q3Sep 30
$226M▲ 3.1%
56 positionsLocked
Showing 12 of 78