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CIK: 0002094332
Total reported value
$863.7M
$863.7M
162 檔
35.5%
According to the latest 13F quarterly dataset, Berman McAleer LLC managed an equity portfolio of $863.7M at the end of Q4 2025, spanning 162 distinct U.S. exchange-listed positions.
Berman McAleer LLC executed strategic sector rebalancing during Q4 2025, establishing 7 new positions while fully exiting 9 holdings and trimming 11 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 10.04% | -0.44% | +0.59% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.34% | -1.02% | +3.83% | |
| 3 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 8.53% | +0.82% | +0.50% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 7.28% | -0.73% | +2.03% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.67% | -0.02% | +1.22% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.60% | -0.01% | +0.59% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.34% | -0.33% | +1.48% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.71% | -0.20% | +1.16% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.55% | -0.27% | +3.05% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.08% | -0.13% | +1.47% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.07% | -0.02% | +6.76% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.05% | -0.30% | -3.59% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.01% | -0.10% | -0.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.88% | -0.06% | -2.32% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.87% | -0.07% | +10.41% | |
| 16 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 1.51% | -0.05% | +5.24% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | -0.03% | -4.88% | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.43% | +0.01% | +3.42% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.02% | -5.35% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | -0.04% | -2.97% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.03% | -0.23% | +68.79% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | -0.09% | -3.64% | |
| 23 | AHRT | Ah Realty Trust Inc | Stock-Other | 0.93% | +0.07% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | -0.12% | -8.08% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | -0.01% | -18.29% | |
| 26 | AON | Aon plc | Stock-Financials | 0.80% | -0.40% | -8.36% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | -0.02% | -0.68% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.72% | -0.03% | +9.00% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | — | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.02% | -1.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.04% | -0.23% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | -0.04% | -2.58% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.33% | -0.03% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | — | -0.16% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.03% | -0.32% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | +0.02% | -2.51% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | -0.04% | -7.02% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | -0.01% | +0.30% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | -0.01% | +3.59% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | -0.01% | +3.13% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | -0.01% | +0.07% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.27% | -0.03% | +8.21% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.02% | +1.80% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.26% | -0.01% | -1.37% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | -0.03% | -0.44% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | -0.01% | -2.34% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | -0.03% | +0.94% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.21% | -0.02% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | — | -1.71% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.19% | -0.01% | -3.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.6% | +3.83% | Add |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | +0.2% | +68.79% | Add |
| 3 | PRF | Invesco Rafi US 1000 ETF | +0.2% | +0.59% | Add |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +10.41% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.76% | Add |
| 6 | MINT | Pimco Enhanced Short Maturit | +0.1% | +309.78% | Add |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +1.16% | Add |
| 8 | VTV | Vanguard Value ETF | +0.1% | +1.48% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.80% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -2.51% | Trim |
| 11 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +2.03% | Add |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +9.00% | Add |
| 13 | HL | Hecla Mining Co | +0.1% | — | Unchanged |
| 14 | VXUS | Vanguard Total Intl Stock | 0% | +1.47% | Add |
| 15 | AOA | Ishares Core 80/20 Aggressiv | 0% | +85.95% | Add |
| 16 | DFIS | Dimensional International Sm | 0% | +68.70% | Add |
| 17 | IDEV | Ishares Core Msci Dev Mkts | 0% | +34.84% | Add |
| 18 | IWD | Ishares Russell 1000 Value E | 0% | -0.29% | Trim |
| 19 | FLRG | Fidelity US Multifactor ETF | 0% | +5.24% | Add |
| 20 | VIOO | Vanguard S&p Small-cap 600 E | 0% | +3.42% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | -0.68% | Trim |
| 22 | AVDE | Avantis International Equity | 0% | +8.21% | Add |
| 23 | IJR | Ishares Core S&p Small-cap E | — | +1.22% | Add |
| 24 | T | At&t Inc | 0% | -26.96% | Trim |
| 25 | ORCL | Oracle CORP | -0.1% | -7.77% | Trim |
| 26 | HD | Home Depot Inc | -0.1% | -0.32% | Trim |
| 27 | MSI | Motorola Solutions Inc | -0.1% | — | Unchanged |
| 28 | AHRT | Ah Realty Trust Inc | -0.1% | — | Unchanged |
| 29 | VB | Vanguard Small-cap ETF | -0.1% | -4.88% | Trim |
| 30 | IVE | Ishares S&p 500 Value ETF | -0.1% | -43.31% | Trim |
| 31 | AON | Aon plc | -0.1% | -8.36% | Trim |
| 32 | MSFT | Microsoft CORP | -0.1% | -3.64% | Trim |
| 33 | IWF | Ishares Russell 1000 Growth | -0.2% | -18.29% | Trim |
| 34 | AGOX | Adaptive Alpha Opportunities | -0.8% | +0.50% | Add |
| 35 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | New buy |
| 36 | AVUS | Avantis U.s. Equity ETF | — | EXIT | Sold out |
| 37 | REET | Ishares Global Reit ETF | — | EXIT | Sold out |
| 38 | FENI | Fidelity Enhanced Intl ETF | — | NEW | New buy |
| 39 | IWV | Ishares Russell 3000 ETF | — | EXIT | Sold out |
| 40 | AEBA | Allete Inc | — | EXIT | Sold out |
| 41 | AMGN | Amgen Inc | — | NEW | New buy |
| 42 | UBER | Uber Technologies Inc | — | EXIT | Sold out |
| 43 | SMID | Smith-midland CORP | — | EXIT | Sold out |
| 44 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 45 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 46 | TENB | Tenable Holdings Inc | — | EXIT | Sold out |
| 47 | INCY | Incyte CORP | — | NEW | New buy |
| 48 | BOXX | Alpha Architect 1-3 Mnth Box | — | NEW | New buy |
| 49 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 50 | SYK | Stryker CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Berman McAleer LLC reported a total U.S. public equity portfolio value of $863.7M across 162 disclosed positions in Q4 2025.
During Q4 2025, Berman McAleer LLC's top holdings by market value included PRF (10.0%)、DFAI (9.3%)、AGOX (8.5%). The largest single position, PRF, represented 10.0% 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, DFAI, AGOX) accounted for 35.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
VOT
市值: $3.9M
Top Position Liquidated / Trimmed
AVUS
前期市值: $439.9K
In Q4 2025, Berman McAleer LLC made 47 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 11 holdings, and fully liquidating 9 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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