Data as of Q4 2025 (Dec 31, 2025)

CUMBERLAND ADVISORS INC

•CIK: 1255435•Filing: Q4 2025

**CUMBERLAND ADVISORS INC** manages $264M across a diversified portfolio of 49 positions. The fund exhibits significant concentration in broad market exposure, notably holding $60.0M in SPY. Key allocations include substantial positions in MDY ($26.5M), XAR ($18.3M), and BRK/B ($14.4M). This structure suggests a core strategy focused on established market indices and select large-cap growth names.

Total AUM
$263.8M
QoQ Performance
+1.3%
Positions
37
Top 10 Concentration
66.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
MDY
XAR
BRK/B
SPY22.7%
MDY10.1%
XAR7.0%
BRK/B5.5%
ACWX4.3%
IBB4.1%
MSFT3.9%
VUG3.4%

📈 Biggest Buys

VUG
VANGUARD INDEX FDS
+22.8%
3.4% of portfolio
MSFT
MICROSOFT CORP
+6.3%
3.9% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+2.2%
5.5% of portfolio
XOM
EXXON MOBIL CORP
NEW
0.1% of portfolio
BND
VANGUARD BD INDEX FDS
+11.3%
0.7% of portfolio

📉 Biggest Sells

SPY
SPDR S&P 500 ETF TR
-3.2%
22.7% of portfolio
INDA
ISHARES TR
-55.3%
0.3% of portfolio
XAR
SPDR SERIES TRUST
-4.2%
7.0% of portfolio
MAT
MATTEL INC
-45.6%
0.3% of portfolio
PFE
PFIZER INC
-24.7%
0.5% of portfolio

Sector Breakdown

Other52.2%
ETF22.7%
Technology10.2%
Financial7.0%
Industrial3.2%
Materials1.7%
Consumer1.1%
Energy0.7%

Changes from Q3 2025

NEW1 new position
↑8 increased
↓33 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPY22.7%
SPDR S&P 500 ETF TR
$60.0M
MDY10.1%
SPDR S&P MIDCAP 400 ETF TR
$26.5M
XAR7.0%
SPDR SERIES TRUST
$18.3M
BRK/B5.5%
BERKSHIRE HATHAWAY INC DEL
$14.4M
ACWX4.3%
ISHARES TR
$11.3M

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