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CUMBERLAND ADVISORS INC

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13F filer, CIK 1255435, SARASOTA, FL

CUMBERLAND ADVISORS INC reported $237,712,766 across 49 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 67.59% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-25-001765

Period
2025-06-30
Reported value
$238M
Holdings
49
Top 10 weight
67.59%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KIEnew+65,330$3.9M
ACWXadded+20,300$1.24M
SPYadded+1,570$970K
TSLAnew+660$210K
BRK-Badded+175$85K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
XARreduced-30,455-$6.42M
MDYreduced-3,735-$2.12M
IBBreduced-7,525-$952K
IHIreduced-12,895-$808K
IJRreduced-6,235-$681K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001420506-25-001765, largest first. % of portfolio is the value over $237,712,766, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,407 shares; 2024Q4: 89,217 shares; 2025Q1: 86,748 shares; 2025Q2: 88,318 shares 88,318$54.6M22.96%+1,570Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,367 shares; 2024Q4: 49,482 shares; 2025Q1: 48,437 shares; 2025Q2: 44,702 shares 44,702$25.3M10.65%-3,735Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,864 shares; 2024Q4: 144,379 shares; 2025Q1: 111,149 shares; 2025Q2: 80,694 shares 80,694$17M7.16%-30,455Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,395 shares; 2024Q4: 27,465 shares; 2025Q1: 27,401 shares; 2025Q2: 27,576 shares 27,576$13.4M5.64%+175Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,455 shares; 2024Q4: 147,935 shares; 2025Q1: 149,165 shares; 2025Q2: 169,465 shares 169,465$10.3M4.34%+20,300Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,145 shares; 2024Q4: 19,985 shares; 2025Q1: 19,985 shares; 2025Q2: 19,925 shares 19,925$9.91M4.17%-60Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,953 shares; 2024Q4: 74,073 shares; 2025Q1: 73,443 shares; 2025Q2: 65,918 shares 65,918$8.34M3.51%-7,525Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,200 shares; 2024Q4: 99,450 shares; 2025Q1: 143,860 shares; 2025Q2: 130,965 shares 130,965$8.2M3.45%-12,895Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 15,625 shares; 2025Q1: 15,673 shares; 2025Q2: 15,658 shares 15,658$6.86M2.89%-15Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,805 shares; 2024Q4: 137,040 shares; 2025Q1: 67,605 shares; 2025Q2: 61,370 shares 61,370$6.71M2.82%-6,235Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,375 shares; 2025Q1: 8,325 shares; 2025Q2: 8,150 shares 8,150$6.14M2.58%-175Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 7,964 shares; 2025Q2: 7,700 shares 7,700$5.68M2.39%-264Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 37,920 shares; 2025Q1: 37,891 shares; 2025Q2: 38,206 shares 38,206$5.64M2.37%+315Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares 1,930$5.04M2.12%0Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,850 shares; 2024Q4: 91,350 shares; 2025Q1: 91,350 shares; 2025Q2: 91,350 shares 91,350$3.96M1.67%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 19,487 shares; 2025Q1: 19,406 shares; 2025Q2: 19,228 shares 19,228$3.95M1.66%-178Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,330 shares 65,330$3.9M1.64%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,553 shares; 2025Q2: 9,550 shares 9,550$3.71M1.56%-3Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 20,150 shares; 2025Q1: 20,181 shares; 2025Q2: 20,150 shares 20,150$3.57M1.5%-31Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,250 shares 8,250$2.7M1.14%-300Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,345 shares; 2024Q4: 54,510 shares; 2025Q1: 53,570 shares; 2025Q2: 53,650 shares 53,650$2.48M1.04%+80Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,200 shares; 2024Q4: 51,200 shares; 2025Q1: 51,239 shares; 2025Q2: 51,200 shares 51,200$2.42M1.02%-39Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares 10,175$2.31M0.97%0Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 30,930 shares; 2025Q1: 30,930 shares; 2025Q2: 30,780 shares 30,780$2.31M0.97%-150Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,460 shares; 2024Q4: 39,700 shares; 2025Q1: 39,700 shares; 2025Q2: 39,855 shares 39,855$2.29M0.96%+155Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,718 shares; 2025Q2: 9,680 shares 9,680$2.12M0.89%-38Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,515 shares; 2024Q4: 37,680 shares; 2025Q1: 37,680 shares; 2025Q2: 37,775 shares 37,775$2.1M0.88%+95Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,258 shares; 2025Q2: 15,850 shares 15,850$1.97M0.83%-408Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,500 shares; 2024Q4: 38,500 shares; 2025Q1: 40,502 shares; 2025Q2: 40,500 shares 40,500$1.7M0.72%-2Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,823 shares; 2025Q2: 68,800 shares 68,800$1.67M0.7%-23Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,800 shares; 2024Q4: 81,800 shares; 2025Q1: 81,800 shares; 2025Q2: 80,000 shares 80,000$1.58M0.66%-1,800Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 13,075 shares; 2025Q1: 19,005 shares; 2025Q2: 20,085 shares 20,085$1.48M0.62%+1,080Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,510 shares; 2024Q4: 117,510 shares; 2025Q1: 115,510 shares; 2025Q2: 115,510 shares 115,510$1.35M0.57%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 10,625 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares 9,225$1.05M0.44%0Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 23,475 shares; 2025Q1: 24,005 shares; 2025Q2: 21,625 shares 21,625$966K0.41%-2,380Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 10,800 shares; 2025Q1: 10,821 shares; 2025Q2: 10,800 shares 10,800$865K0.36%-21Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,435 shares; 2025Q1: 9,260 shares; 2025Q2: 9,650 shares 9,650$759K0.32%+390Timeline
PSTPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,800 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares 33,000$745K0.31%0Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,205 shares; 2025Q1: 3,265 shares; 2025Q2: 2,890 shares 2,890$302K0.13%-375Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,084 shares; 2025Q2: 3,069 shares 3,069$300K0.13%-15Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,367 shares; 2025Q2: 1,000 shares 1,000$290K0.12%-367Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,587 shares; 2025Q2: 1,580 shares 1,580$278K0.12%-7Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares 4,270$268K0.11%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,661 shares; 2025Q1: 3,672 shares; 2025Q2: 3,661 shares 3,661$259K0.11%-11Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 650 shares; 2025Q2: 640 shares 640$227K0.1%-10Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,420 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares 2,880$223K0.09%0Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,500 shares; 2024Q4: 17,500 shares; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares 6,100$218K0.09%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: 660 shares 660$210K0.09%newTimeline
OPKOPKO HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares 19,500$25.7K0.01%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVXCHEVRON CORPORATION1,300$217Kshares
XOMEXXON MOBIL CORP1,719$204Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001420506-25-001765 base2025-08-07acceptance time not in the bulk data set