13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002094332
Total reported value
$861.8M
$861.8M
162 檔
35.6%
According to the latest 13F quarterly dataset, Berman McAleer LLC managed an equity portfolio of $861.8M 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 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 10.04% | — | +0.59% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 9.34% | +0.01% | +3.83% | |
| 3 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 8.53% | -0.25% | +0.50% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 7.28% | -0.11% | +2.03% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.67% | -0.71% | +1.22% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.60% | +0.06% | +0.59% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.34% | -0.08% | +1.48% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.71% | +0.01% | +1.16% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.55% | -0.39% | +3.05% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.08% | -0.02% | +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% | — | -3.59% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.01% | +0.04% | -0.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.88% | +0.04% | -2.32% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.87% | -0.04% | +10.41% | |
| 16 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 1.51% | +0.01% | +5.24% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.49% | -0.11% | -4.88% | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.43% | -0.15% | +3.42% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | +0.17% | -5.35% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.18% | +0.02% | -2.97% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.03% | +0.26% | +68.79% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.93% | +0.20% | -3.64% | |
| 23 | AHRT | Ah Realty Trust Inc | Stock-Other | 0.93% | -0.12% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.87% | +0.04% | -8.08% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.83% | — | -18.29% | |
| 26 | AON | Aon plc | Stock-Financials | 0.80% | -0.05% | -8.36% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.80% | +0.04% | -0.68% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.72% | -0.07% | +9.00% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.53% | -0.02% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.01% | -1.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -0.23% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.36% | +0.01% | -2.58% | |
| 33 | MSI | Motorola Solutions Inc | Stock-Tech | 0.33% | +0.01% | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.31% | -0.01% | -0.16% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.05% | -0.32% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.31% | -0.01% | -2.51% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.31% | -0.01% | -7.02% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | — | +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% | +0.04% | +3.13% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.05% | +0.07% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.27% | +0.01% | +8.21% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | -0.01% | +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% | — | -0.44% | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.23% | -0.02% | -2.34% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.22% | +0.02% | +0.94% | |
| 48 | AFL | Aflac Inc | Stock-Financials | 0.21% | -0.01% | — | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.19% | -0.03% | -1.71% | |
| 50 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.19% | -0.01% | -3.61% |
According to official SEC Form 13F filings, Berman McAleer LLC reported a total U.S. public equity portfolio value of $861.8M 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 35.6% 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 129 total portfolio adjustments, initiating 7 new buys, adding to 59 positions, trimming 54 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.