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CIK: 0002094332
Total reported value
$863.7M
$863.7M
164 檔
34.7%
During the Q3 2025 filing period, Berman McAleer LLC (CIK: 0002094332) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $863.7M across 164 reported positions.
During Q3 2025, Berman McAleer LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.84% | -0.44% | — | |
| 2 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 9.34% | +0.82% | — | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 8.79% | -1.02% | — | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 7.23% | -0.73% | — | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.67% | -0.02% | — | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.76% | -0.01% | — | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.28% | -0.33% | — | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.63% | -0.27% | — | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.62% | -0.20% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.12% | -0.30% | — | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.04% | -0.13% | — | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.99% | -0.10% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.95% | -0.02% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.93% | -0.06% | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.72% | -0.07% | — | |
| 16 | VB | Vanguard Small-cap ETF | ETF-Other | 1.58% | -0.03% | — | |
| 17 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 1.49% | -0.05% | — | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.41% | +0.01% | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.02% | — | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.04% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.09% | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.02% | -0.01% | — | |
| 23 | AHRT | Ah Realty Trust Inc | Stock-Other | 1.02% | +0.07% | — | |
| 24 | AON | Aon plc | Stock-Financials | 0.90% | -0.40% | — | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.12% | — | |
| 26 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.82% | -0.23% | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.02% | — | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.67% | -0.03% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | — | |
| 30 | MSI | Motorola Solutions Inc | Stock-Tech | 0.40% | -0.03% | — | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.38% | -0.04% | — | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.03% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | -0.04% | — | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | -0.01% | — | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.28% | -0.01% | — | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | -0.01% | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | -0.01% | — | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | -0.01% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.02% | — | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.25% | -0.03% | — | |
| 44 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | -0.01% | — | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.23% | -0.01% | — | |
| 46 | AFL | Aflac Inc | Stock-Financials | 0.22% | -0.02% | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.03% | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.21% | +0.02% | — | |
| 49 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.19% | -0.01% | — | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | — | — |
According to official SEC Form 13F filings, Berman McAleer LLC reported a total U.S. public equity portfolio value of $863.7M across 164 disclosed positions in Q3 2025.
During Q3 2025, Berman McAleer LLC's top holdings by market value included PRF (9.8%)、AGOX (9.3%)、DFAI (8.8%). The largest single position, PRF, represented 9.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PRF, AGOX, DFAI) accounted for 34.7% of total reported equity market value during Q3 2025.
In Q3 2025, Berman McAleer LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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