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CIK: 0002094332
Total reported value
$861.8M
$861.8M
175 檔
41.4%
In Q2 2026, Berman McAleer LLC's U.S. equity holdings reached a combined market value of $861.8M, distributed across 175 disclosed stock positions.
In Q2 2026, Berman McAleer LLC displayed an active expansion posture, initiating 20 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 9.75% | — | -0.80% | |
| 2 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 8.94% | -0.25% | -0.44% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 8.71% | +0.01% | -0.35% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 6.97% | -0.11% | -0.48% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.90% | -0.71% | -1.53% | |
| 6 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 5.22% | +0.06% | +0.95% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.15% | -0.08% | -0.19% | |
| 8 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 3.55% | +0.01% | -0.18% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 3.49% | -0.39% | +6.62% | |
| 10 | FENI | Fidelity Enhanced Intl ETF | ETF-Other | 3.14% | +0.27% | +2462.29% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.00% | -0.02% | -0.38% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.89% | +0.04% | -1.20% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.89% | -0.04% | +2.53% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.88% | +0.02% | +1.16% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.04% | -0.90% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.71% | — | -6.01% | |
| 17 | FLRG | Fidelity US Multifactor ETF | ETF-Other | 1.57% | +0.01% | +2.66% | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 1.47% | -0.15% | -1.39% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.45% | -0.11% | -0.46% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 1.34% | +0.19% | +1301.24% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.14% | +0.17% | +0.97% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.02% | -0.21% | |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 1.04% | +0.26% | +11.46% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.88% | +0.04% | -0.31% | |
| 25 | AHRT | Ah Realty Trust Inc | Stock-Other | 0.84% | -0.12% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.72% | +0.04% | +1.14% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.71% | — | +297.31% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.68% | -0.07% | -2.62% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | +0.20% | +1.55% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.48% | -0.02% | -1.61% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.47% | +0.01% | -0.80% | |
| 32 | MSI | Motorola Solutions Inc | Stock-Tech | 0.34% | +0.01% | +13.58% | |
| 33 | AON | Aon plc | Stock-Financials | 0.33% | -0.05% | -48.23% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.32% | +0.01% | +0.52% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | -0.01% | -0.04% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | — | -0.26% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.29% | -0.01% | +2.02% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.27% | — | -0.86% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.05% | -1.35% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | -0.01% | +3.90% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.25% | — | — | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.24% | +0.01% | +0.51% | |
| 43 | AVDE | Avantis International Equity | ETF-Other | 0.24% | +0.01% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | +0.04% | +1.13% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.24% | +0.01% | -0.97% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.23% | +0.05% | -1.13% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.21% | +0.02% | -1.23% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.20% | -0.01% | -15.60% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.20% | -0.02% | -1.70% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.19% | -0.01% | +0.31% |
According to official SEC Form 13F filings, Berman McAleer LLC reported a total U.S. public equity portfolio value of $861.8M across 175 disclosed positions in Q2 2026.
During Q2 2026, Berman McAleer LLC's top holdings by market value included PRF (9.8%)、AGOX (8.9%)、DFAI (8.7%). 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 41.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
MU
市值: $352.0K
Top Position Liquidated / Trimmed
HL
前期市值: $261.5K
In Q2 2026, Berman McAleer LLC made 152 total portfolio adjustments, initiating 20 new buys, adding to 76 positions, trimming 49 holdings, and fully liquidating 7 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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