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CUMBERLAND ADVISORS INC

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13F filer, CIK 1255435, SARASOTA, FL

CUMBERLAND ADVISORS INC reported $263,789,012 across 49 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-02. Its ten largest share positions make up 66.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001420506-26-000128

Period
2025-12-31
Reported value
$264M
Holdings
49
Top 10 weight
66.71%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VUGadded+3,385$1.65M
MSFTadded+1,255$607K
BRK-Badded+630$317K
XOMnew+1,700$205K
BNDadded+2,380$176K

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
SPYreduced-2,950-$2.01M
INDAreduced-21,060-$1.14M
XARreduced-3,295-$795K
MATreduced-36,000-$714K
PFEreduced-16,000-$398K

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, Q4 2025

Share positions as resolved from 13F-HR 0001420506-26-000128, largest first. % of portfolio is the value over $263,789,012, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,407 shares; 2024Q4: 89,217 shares; 2025Q1: 86,748 shares; 2025Q2: 88,318 shares; 2025Q3: 90,893 shares; 2025Q4: 87,943 shares 87,943$60M22.73%-2,950Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,367 shares; 2024Q4: 49,482 shares; 2025Q1: 48,437 shares; 2025Q2: 44,702 shares; 2025Q3: 44,302 shares; 2025Q4: 43,947 shares 43,947$26.5M10.05%-355Timeline
XARSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,864 shares; 2024Q4: 144,379 shares; 2025Q1: 111,149 shares; 2025Q2: 80,694 shares; 2025Q3: 79,297 shares; 2025Q4: 76,002 shares 76,002$18.3M6.95%-3,295Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,395 shares; 2024Q4: 27,465 shares; 2025Q1: 27,401 shares; 2025Q2: 27,576 shares; 2025Q3: 28,069 shares; 2025Q4: 28,699 shares 28,699$14.4M5.47%+630Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,455 shares; 2024Q4: 147,935 shares; 2025Q1: 149,165 shares; 2025Q2: 169,465 shares; 2025Q3: 170,695 shares; 2025Q4: 167,785 shares 167,785$11.3M4.27%-2,910Timeline
IBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,953 shares; 2024Q4: 74,073 shares; 2025Q1: 73,443 shares; 2025Q2: 65,918 shares; 2025Q3: 65,398 shares; 2025Q4: 64,233 shares 64,233$10.8M4.11%-1,165Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,145 shares; 2024Q4: 19,985 shares; 2025Q1: 19,985 shares; 2025Q2: 19,925 shares; 2025Q3: 19,945 shares; 2025Q4: 21,200 shares 21,200$10.3M3.89%+1,255Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 15,625 shares; 2025Q1: 15,673 shares; 2025Q2: 15,658 shares; 2025Q3: 14,818 shares; 2025Q4: 18,203 shares 18,203$8.88M3.37%+3,385Timeline
IHIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,200 shares; 2024Q4: 99,450 shares; 2025Q1: 143,860 shares; 2025Q2: 130,965 shares; 2025Q3: 130,950 shares; 2025Q4: 130,475 shares 130,475$8.11M3.07%-475Timeline
KIESPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,330 shares; 2025Q3: 123,690 shares; 2025Q4: 122,910 shares 122,910$7.39M2.8%-780Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,805 shares; 2024Q4: 137,040 shares; 2025Q1: 67,605 shares; 2025Q2: 61,370 shares; 2025Q3: 61,315 shares; 2025Q4: 60,875 shares 60,875$7.32M2.77%-440Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,395 shares; 2024Q4: 8,375 shares; 2025Q1: 8,325 shares; 2025Q2: 8,150 shares; 2025Q3: 8,110 shares; 2025Q4: 7,910 shares 7,910$6.4M2.43%-200Timeline
XLISELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,400 shares; 2024Q4: 37,920 shares; 2025Q1: 37,891 shares; 2025Q2: 38,206 shares; 2025Q3: 38,731 shares; 2025Q4: 39,606 shares 39,606$6.14M2.33%+875Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,150 shares; 2024Q4: 20,150 shares; 2025Q1: 20,181 shares; 2025Q2: 20,150 shares; 2025Q3: 20,150 shares; 2025Q4: 19,000 shares 19,000$5.96M2.26%-1,150Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 9,850 shares; 2025Q1: 9,553 shares; 2025Q2: 9,550 shares; 2025Q3: 9,550 shares; 2025Q4: 9,500 shares 9,500$5.44M2.06%-50Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,487 shares; 2024Q4: 19,487 shares; 2025Q1: 19,406 shares; 2025Q2: 19,228 shares; 2025Q3: 19,205 shares; 2025Q4: 18,880 shares 18,880$5.13M1.95%-325Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 7,964 shares; 2025Q2: 7,700 shares; 2025Q3: 7,700 shares; 2025Q4: 7,600 shares 7,600$5.02M1.9%-100Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,850 shares; 2024Q4: 91,350 shares; 2025Q1: 91,350 shares; 2025Q2: 91,350 shares; 2025Q3: 91,350 shares; 2025Q4: 90,350 shares 90,350$4.59M1.74%-1,000Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,250 shares; 2025Q3: 8,250 shares; 2025Q4: 8,125 shares 8,125$4.15M1.57%-125Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,913 shares 1,913$3.85M1.46%-17Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 10,175 shares; 2025Q1: 10,175 shares; 2025Q2: 10,175 shares; 2025Q3: 10,175 shares; 2025Q4: 10,050 shares 10,050$2.9M1.1%-125Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,345 shares; 2024Q4: 54,510 shares; 2025Q1: 53,570 shares; 2025Q2: 53,650 shares; 2025Q3: 53,560 shares; 2025Q4: 51,510 shares 51,510$2.78M1.05%-2,050Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,200 shares; 2024Q4: 51,200 shares; 2025Q1: 51,239 shares; 2025Q2: 51,200 shares; 2025Q3: 51,200 shares; 2025Q4: 49,900 shares 49,900$2.74M1.04%-1,300Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,510 shares; 2024Q4: 117,510 shares; 2025Q1: 115,510 shares; 2025Q2: 115,510 shares; 2025Q3: 115,510 shares; 2025Q4: 115,010 shares 115,010$2.54M0.96%-500Timeline
EWTISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,460 shares; 2024Q4: 39,700 shares; 2025Q1: 39,700 shares; 2025Q2: 39,855 shares; 2025Q3: 39,915 shares; 2025Q4: 38,830 shares 38,830$2.47M0.94%-1,085Timeline
EWJISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,587 shares; 2024Q4: 30,930 shares; 2025Q1: 30,930 shares; 2025Q2: 30,780 shares; 2025Q3: 30,745 shares; 2025Q4: 29,645 shares 29,645$2.39M0.91%-1,100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,680 shares; 2024Q4: 9,680 shares; 2025Q1: 9,718 shares; 2025Q2: 9,680 shares; 2025Q3: 9,880 shares; 2025Q4: 9,530 shares 9,530$2.2M0.83%-350Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,250 shares; 2024Q4: 16,250 shares; 2025Q1: 16,258 shares; 2025Q2: 15,850 shares; 2025Q3: 15,850 shares; 2025Q4: 15,600 shares 15,600$1.77M0.67%-250Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,620 shares; 2024Q4: 13,075 shares; 2025Q1: 19,005 shares; 2025Q2: 20,085 shares; 2025Q3: 20,985 shares; 2025Q4: 23,365 shares 23,365$1.73M0.66%+2,380Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,500 shares; 2024Q4: 38,500 shares; 2025Q1: 40,502 shares; 2025Q2: 40,500 shares; 2025Q3: 39,500 shares; 2025Q4: 39,000 shares 39,000$1.6M0.61%-500Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 10,625 shares; 2025Q1: 9,225 shares; 2025Q2: 9,225 shares; 2025Q3: 9,125 shares; 2025Q4: 8,925 shares 8,925$1.31M0.5%-200Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,823 shares; 2025Q2: 68,800 shares; 2025Q3: 64,800 shares; 2025Q4: 48,800 shares 48,800$1.22M0.46%-16,000Timeline
TFISPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,445 shares; 2024Q4: 23,475 shares; 2025Q1: 24,005 shares; 2025Q2: 21,625 shares; 2025Q3: 23,460 shares; 2025Q4: 24,590 shares 24,590$1.12M0.43%+1,130Timeline
INDAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,515 shares; 2024Q4: 37,680 shares; 2025Q1: 37,680 shares; 2025Q2: 37,775 shares; 2025Q3: 38,085 shares; 2025Q4: 17,025 shares 17,025$920K0.35%-21,060Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,390 shares; 2024Q4: 9,435 shares; 2025Q1: 9,260 shares; 2025Q2: 9,650 shares; 2025Q3: 10,070 shares; 2025Q4: 10,970 shares 10,970$865K0.33%+900Timeline
MATMATTEL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,800 shares; 2024Q4: 81,800 shares; 2025Q1: 81,800 shares; 2025Q2: 80,000 shares; 2025Q3: 79,000 shares; 2025Q4: 43,000 shares 43,000$853K0.32%-36,000Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,300 shares; 2024Q4: 10,800 shares; 2025Q1: 10,821 shares; 2025Q2: 10,800 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares 8,800$820K0.31%0Timeline
PSTPROSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,800 shares; 2024Q4: 33,000 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 24,240 shares; 2025Q4: 24,240 shares 24,240$537K0.2%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,587 shares; 2025Q2: 1,580 shares; 2025Q3: 2,480 shares; 2025Q4: 1,580 shares 1,580$495K0.19%-900Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 3,205 shares; 2025Q1: 3,265 shares; 2025Q2: 2,890 shares; 2025Q3: 3,095 shares; 2025Q4: 3,255 shares 3,255$349K0.13%+160Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,084 shares; 2025Q2: 3,069 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares 3,000$334K0.13%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,367 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$322K0.12%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 660 shares; 2025Q1: not reported; 2025Q2: 660 shares; 2025Q3: 1,110 shares; 2025Q4: 660 shares 660$297K0.11%-450Timeline
EEMVISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,270 shares; 2025Q2: 4,270 shares; 2025Q3: 4,770 shares; 2025Q4: 4,570 shares 4,570$293K0.11%-200Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,661 shares; 2024Q4: 3,661 shares; 2025Q1: 3,672 shares; 2025Q2: 3,661 shares; 2025Q3: 3,661 shares; 2025Q4: 3,661 shares 3,661$256K0.1%0Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,420 shares; 2025Q1: 2,880 shares; 2025Q2: 2,880 shares; 2025Q3: 2,900 shares; 2025Q4: 2,760 shares 2,760$231K0.09%-140Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 640 shares; 2025Q1: 650 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares 640$224K0.09%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares 1,700$205K0.08%newTimeline
OPKOPKO HEALTH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,500 shares; 2025Q1: 19,500 shares; 2025Q2: 19,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares 19,500$24.6K0.01%0Timeline

How Q4 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 0001420506-26-000128 base2026-02-02acceptance time not in the bulk data set