Cumberland Advisors
Cumberland Advisors reported 48 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPY (23.8%), MDY (10.4%) and XAR (5.8%). Compared with Q2 2026, the fund opened new positions in ILF, added to SPY, MDY and GOOG, trimmed XAR, IBB and ACWX and sold out of INDA and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $66.6M | 23.8% | 87K | +3,950 (+5%) | 8 of 8 | |
| 2 |  MDY Spdr S&P Midcap 400 ETF TR | $29.2M | 10.4% | 44K | +2,145 (+5%) | 8 of 8 | |
| 3 |  XAR Spdr Series Trust | $16.1M | 5.8% | 70K | −2,750 (−4%) | 8 of 8 | |
| 4 |  IBB Ishares TR | $13M | 4.6% | 62K | −2,465 (−4%) | 8 of 8 | |
| 5 |  ACWX Ishares TR | $12.1M | 4.3% | 159K | −5,810 (−4%) | 8 of 8 | |
| 6 |  BRK.B Berkshire Hathaway Inc Del | $11.6M | 4.1% | 23K | −488 (−2%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $10.9M | 3.9% | 21K | −520 (−2%) | 8 of 8 | |
| 8 |  VUG Vanguard Index Fds | $9.5M | 3.4% | 105K | −1,170 (−1%) | 8 of 8 | |
| 9 |  IJR Ishares TR | $7.9M | 2.8% | 58K | −2,025 (−3%) | 8 of 8 | |
| 10 |  URI United Rentals Inc | $7.6M | 2.7% | 7,610 | No change | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 30, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Cumberland Advisors 13F FAQ
What does Cumberland Advisors own?
Cumberland Advisors reported 48 stocks worth $280M in its 13F filing for Q3 2026, filed Oct 30, 2026. Its largest holdings are SPY (23.8%), MDY (10.4%) and XAR (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did Cumberland Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 14 added to, 19 trimmed and 2 sold out. New positions include ILF. It sold all of INDA and XOM.
When will Cumberland Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Cumberland Advisors's portfolio worth?
The Q3 2026 filing reports $280M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.