Institutions / Berman McAleer LLC
Berman McAleer LLC
CIK 2094332 · Institution · as of Dec 31, 2025
Portfolio value
$731.85M
Positions
162
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 162 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $73.44M | 10.0% |
| Dimensional ETF Trust | $68.38M | 9.3% |
| Starboard Invt Tr | $62.43M | 8.5% |
| Vanguard Index Fds | $53.30M | 7.3% |
| iShares Tr | $48.82M | 6.7% |
| J P Morgan Exchange Traded F | $40.99M | 5.6% |
| Vanguard Index Fds | $39.05M | 5.3% |
| Schwab Strategic Tr | $27.12M | 3.7% |
| Invesco Exch Traded Fd Tr II | $26.00M | 3.6% |
| Vanguard Star Fds | $15.23M | 2.1% |
| Vanguard Index Fds | $15.13M | 2.1% |
| iShares Tr | $15.00M | 2.0% |
| iShares Tr | $14.69M | 2.0% |
| SPDR S&P 500 ETF Tr | $13.75M | 1.9% |
| Invesco Exchange Traded Fd T | $13.70M | 1.9% |
| Fidelity Covington Trust | $11.06M | 1.5% |
| Vanguard Index Fds | $10.88M | 1.5% |
| Vanguard Admiral Fds Inc | $10.46M | 1.4% |
| Apple Inc. | $8.93M | 1.2% |
| Vanguard Index Fds | $8.67M | 1.2% |
| Fidelity Wise Origin Bitcoin | $7.54M | 1.0% |
| Microsoft Corp | $6.80M | 0.9% |
| AH Realty Trust, Inc. | $6.77M | 0.9% |
| Johnson & Johnson | $6.36M | 0.9% |
| iShares Tr | $6.04M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.