Cumberland Advisors INC — Q4 2025 13F Holdings

Name: Cumberland Advisors INC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001255435

Total reported value

$283.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	22.73%	-0.96%	-3.25%
2	MDY	State Street Spdr S&p Midcap	ETF-Other	10.05%	-0.34%	-0.80%
3	XAR	Ss Spdr S&p Aerospace Def	ETF-Other	6.95%	-0.07%	-4.16%
4	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	5.47%	-0.22%	+2.24%
5	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	4.27%	-0.01%	-1.70%
6	IBB	Ishares Biotechnology ETF	ETF-Tech	4.11%	+0.08%	-1.78%
7	MSFT	Microsoft CORP	Stock-Tech	3.89%	-0.24%	+6.29%
8	VUG	Vanguard Growth ETF	ETF-Other	3.37%	+0.11%	+22.84%
9	IHI	Ishares U.s. Medical Devices	ETF-Other	3.07%	-0.43%	-0.36%
10	KIE	Ss Spdr S&p Insurance ETF	ETF-Other	2.80%	+0.01%	-0.63%
11	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	2.77%	+0.21%	-0.72%
12	URI	United Rentals INC	Stock-Industrials	2.43%	+0.78%	-2.47%
13	XLI	Ss Industrial Select Sector	ETF-Other	2.33%	+0.08%	+2.26%
14	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.26%	+0.20%	-5.71%
15	CAT	Caterpillar INC	Stock-Industrials	2.06%	+0.61%	-0.52%
16	AAPL	Apple INC	Stock-Tech	1.95%	+0.04%	-1.69%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	1.90%	-0.19%	-1.30%
18	FCX	Freeport-mcmoran INC	Stock-Materials	1.74%	-0.19%	-1.09%
19	CMI	Cummins INC	Stock-Industrials	1.57%	+0.29%	-1.52%
20	MELI	Mercadolibre INC	Stock-Consumer Disc	1.46%	+0.01%	-0.88%
21	FDX	Fedex CORP	Stock-Industrials	1.10%	-0.29%	-1.23%
22	EWC	Ishares Msci Canada ETF	ETF-Other	1.05%	-0.06%	-3.83%
23	BAC	Bank Of America CORP	Stock-Financials	1.04%	-0.06%	-2.54%
24	M	Macy's INC	Stock-Consumer Disc	0.96%	+0.14%	-0.43%
25	EWT	Ishares Msci Taiwan ETF	ETF-Other	0.94%	+0.37%	-2.72%
26	EWJ	Ishares Msci Japan ETF	ETF-Other	0.91%	—	-3.58%
27	AMZN	Amazon.com INC	Stock-Consumer Disc	0.83%	+0.02%	-3.54%
28	DIS	Walt Disney Co/the	Stock-Comm Services	0.67%	-0.28%	-1.58%
29	BND	Vanguard Total Bond Market	ETF-Other	0.66%	+0.04%	+11.34%
30	OXY	Occidental Petroleum CORP	Stock-Energy	0.61%	-0.32%	-1.27%
31	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.50%	-0.18%	-2.19%
32	PFE	Pfizer INC	Stock-Healthcare	0.46%	+0.01%	-24.69%
33	TFI	Ss Spdr N Ice Muni Bond ETF	ETF-Other	0.43%	—	+4.82%
34	INDA	Ishares Msci India ETF	ETF-Other	0.35%	-0.02%	-55.30%
35	BSV	Vanguard Short-term Bond ETF	ETF-Other	0.33%	+0.01%	+8.94%
36	MAT	Mattel INC	Stock-Consumer Disc	0.32%	—	-45.57%
37	WFC	Wells Fargo & Co	Stock-Financials	0.31%	-0.09%	—
38	PST	Proshares Ultrashort 7-10 Yr	ETF-Other	0.20%	-0.02%	—
39	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.19%	+0.02%	-36.29%
40	MUB	Ishares National Muni Bond E	ETF-Other	0.13%	-0.01%	+5.17%
41	WMT	Walmart INC	Stock-Consumer Staples	0.13%	-0.15%	EXIT
42	JPM	Jpmorgan Chase & Co	Stock-Financials	0.12%	—	—
43	TSLA	Tesla INC	Stock-Consumer Disc	0.11%	—	-40.54%
44	EEMV	Ishares Msci Emg Mkt Min Vol	ETF-Other	0.11%	—	-4.19%
45	KO	Coca-cola Co/the	Stock-Consumer Staples	0.10%	-0.01%	—
46	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.09%	—	-4.83%
47	V	Visa Inc-class A Shares	Stock-Financials	0.09%	+0.08%	NEW
48	XOM	Exxon Mobil CORP	Stock-Energy	0.08%	-0.01%	—
49	OPK	Opko Health INC	Stock-Other	0.01%	—	—

Holding changes this quarter

Position changes disclosed by Cumberland Advisors INC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	VUG	Vanguard Growth ETF	+0.6%	+22.84%	Add
2	IBB	Ishares Biotechnology ETF	+0.5%	-1.78%	Trim
3	GOOG	Alphabet Inc-cl C	+0.4%	-5.71%	Trim
4	FCX	Freeport-mcmoran INC	+0.4%	-1.09%	Trim
5	CAT	Caterpillar INC	+0.3%	-0.52%	Trim
6	CMI	Cummins INC	+0.2%	-1.52%	Trim
7	FDX	Fedex CORP	+0.2%	-1.23%	Trim
8	M	Macy's INC	+0.2%	-0.43%	Trim
9	AAPL	Apple INC	+0.1%	-1.69%	Trim
10	BND	Vanguard Total Bond Market	+0.1%	+11.34%	Add
11	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+2.24%	Add
12	IHI	Ishares U.s. Medical Devices	+0.1%	-0.36%	Trim
13	XLI	Ss Industrial Select Sector	0%	+2.26%	Add
14	BAC	Bank Of America CORP	0%	-2.54%	Trim
15	WFC	Wells Fargo & Co	0%	—	Unchanged
16	BSV	Vanguard Short-term Bond ETF	0%	+8.94%	Add
17	TFI	Ss Spdr N Ice Muni Bond ETF	0%	+4.82%	Add
18	ACWX	Ishares Msci Acwi Ex US ETF	0%	-1.70%	Trim
19	EWC	Ishares Msci Canada ETF	0%	-3.83%	Trim
20	WMT	Walmart INC	0%	—	Unchanged
21	KO	Coca-cola Co/the	0%	—	Unchanged
22	V	Visa Inc-class A Shares	0%	—	Unchanged
23	AMZN	Amazon.com INC	—	-3.54%	Trim
24	MUB	Ishares National Muni Bond E	—	+5.17%	Add
25	JPM	Jpmorgan Chase & Co	—	—	Unchanged
26	OPK	Opko Health INC	—	—	Unchanged
27	VGK	Vanguard Ftse Europe ETF	—	-4.83%	Trim
28	EEMV	Ishares Msci Emg Mkt Min Vol	0%	-4.19%	Trim
29	PST	Proshares Ultrashort 7-10 Yr	0%	—	Unchanged
30	KIE	Ss Spdr S&p Insurance ETF	0%	-0.63%	Trim
31	EWT	Ishares Msci Taiwan ETF	0%	-2.72%	Trim
32	DIS	Walt Disney Co/the	0%	-1.58%	Trim
33	IJR	Ishares Core S&p Small-cap E	0%	-0.72%	Trim
34	GOOGL	Alphabet Inc-cl A	0%	-36.29%	Trim
35	EWJ	Ishares Msci Japan ETF	0%	-3.58%	Trim
36	TSLA	Tesla INC	-0.1%	-40.54%	Trim
37	MSFT	Microsoft CORP	-0.1%	+6.29%	Add
38	MDY	State Street Spdr S&p Midcap	-0.1%	-0.80%	Trim
39	OXY	Occidental Petroleum CORP	-0.1%	-1.27%	Trim
40	BABA	Alibaba Group Holding-sp Adr	-0.1%	-2.19%	Trim
41	PFE	Pfizer INC	-0.2%	-24.69%	Trim
42	MAT	Mattel INC	-0.2%	-45.57%	Trim
43	XAR	Ss Spdr S&p Aerospace Def	-0.2%	-4.16%	Trim
44	MELI	Mercadolibre INC	-0.3%	-0.88%	Trim
45	META	Meta Platforms Inc-class A	-0.3%	-1.30%	Trim
46	INDA	Ishares Msci India ETF	-0.4%	-55.30%	Trim
47	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.5%	-3.25%	Trim
48	URI	United Rentals INC	-0.5%	-2.47%	Trim
49	XOM	Exxon Mobil CORP	—	NEW	New buy