Berman McAleer LLC

Est. AUM

$733.0M

13F long equity, this entity only

Positions

162

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$74.7M	1571539	10.19%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$71.3M	1830009	9.73%	SOLE
3	STARBOARD INVT TR	ADAPTIVE ALPHA	$59.5M	2236468	8.12%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$56.4M	306169	7.70%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$50.7M	407957	6.92%	SOLE
6	VANGUARD INDEX FDS	VALUE ETF	$40.2M	204647	5.48%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$38.3M	453276	5.23%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$27.6M	377051	3.76%	SOLE
9	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$27.5M	987609	3.75%	SOLE
10	VANGUARD STAR FDS	VG TL INTL STK F	$15.6M	202512	2.13%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$14.7M	162376	2.01%	SOLE
12	ISHARES TR	RUS 1000 VAL ETF	$14.6M	68311	1.99%	SOLE
13	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.3M	74745	1.96%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$13.9M	43391	1.90%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.1M	20167	1.79%	SOLE
16	FIDELITY COVINGTON TRUST	FIDELITY US MLTF	$11.9M	322951	1.62%	SOLE
17	VANGUARD INDEX FDS	SMALL CP ETF	$10.8M	41371	1.48%	SOLE
18	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$10.7M	93456	1.46%	SOLE
19	FIDELITY WISE ORIGIN BITCOIN	SHS	$9.3M	157241	1.27%	SOLE
20	APPLE INC	COM	$8.5M	33640	1.16%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	13922	1.13%	SOLE
22	JOHNSON & JOHNSON	COM	$7.3M	29958	1.00%	SOLE
23	AH RLTY TR INC	COM	$5.6M	1023400	0.77%	SOLE
24	AMAZON COM INC	COM	$5.4M	25906	0.74%	SOLE
25	AON PLC	SHS CL A	$5.4M	16609	0.73%	SOLE
26	ISHARES TR	RUS 1000 GRW ETF	$5.3M	12358	0.72%	SOLE
27	ISHARES TR	S&P MC 400GR ETF	$5.2M	51376	0.71%	SOLE
28	MICROSOFT CORP	COM	$4.7M	12610	0.64%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$3.6M	5489	0.49%	SOLE
30	VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.5M	13644	0.48%	SOLE
31	MOTOROLA SOLUTIONS INC	COM NEW	$2.7M	6254	0.37%	SOLE
32	ISHARES TR	MSCI USA MIN VOL	$2.7M	28817	0.36%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	5331	0.35%	SOLE
34	ISHARES INC	CORE MSCI EMKT	$2.3M	33312	0.32%	SOLE
35	HOME DEPOT INC	COM	$2.2M	6658	0.30%	SOLE
36	ISHARES TR	RUS 1000 ETF	$2.1M	5819	0.28%	SOLE
37	ISHARES TR	MSCI EAFE ETF	$2.0M	20878	0.28%	SOLE
38	ALPHABET INC	CAP STK CL C	$2.0M	6991	0.27%	SOLE
39	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	23509	0.27%	SOLE
40	JPMORGAN CHASE & CO	COM	$1.9M	6295	0.25%	SOLE
41	VISA INC	COM CL A	$1.8M	6109	0.25%	SOLE
42	ISHARES TR	CORE S&P TTL STK	$1.8M	12807	0.25%	SOLE
43	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.8M	2885	0.24%	SOLE
44	ALPHABET INC	CAP STK CL A	$1.8M	6105	0.24%	SOLE
45	COCA COLA CO	COM	$1.8M	23014	0.24%	SOLE
46	NVIDIA CORPORATION	COM	$1.7M	9899	0.24%	SOLE
47	ISHARES TR	S&P MC 400VL ETF	$1.6M	11769	0.21%	SOLE
48	AFLAC INC	COM	$1.5M	14066	0.21%	SOLE
49	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	15351	0.18%	SOLE
50	WALMART INC	COM	$1.3M	10241	0.17%	SOLE

1–50 of 162

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.