CIK 2094332
Berman McAleer LLC
Institutional 13F holdings & portfolio
Holdings
162
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 162
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 1.6M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1.8M | $1M+ | SH |
| AGOX | STARBOARD INVT TR | 2.2M | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 300K | $1M+ | SH |
| IJR | ISHARES TR | 406K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 442K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 204K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 997K | $1M+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 364K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 202K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| IEFA | ISHARES TR | 168K | $1M+ | SH |
| IWD | ISHARES TR | 70K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 20K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 72K | $1M+ | SH |
| FLRG | FIDELITY COVINGTON TRUST | 291K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 42K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 94K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 99K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 14K | $1M+ | SH |
| AHH | ARMADA HOFFLER PPTYS INC | 1.0M | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 31K | $1M+ | SH |
| IWF | ISHARES TR | 13K | $1M+ | SH |
| AON | AON PLC | 17K | $1M+ | SH |
| AMZN | AMAZON COM INC | 25K | $1M+ | SH |
| IJK | ISHARES TR | 54K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| USMV | ISHARES TR | 28K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 6K | $1M+ | SH |
| IEMG | ISHARES INC | 34K | $1M+ | SH |
| HD | HOME DEPOT INC | 7K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 4K | $1M+ | SH |
| IWB | ISHARES TR | 6K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 6K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 11K | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 24K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| ITOT | ISHARES TR | 13K | $1M+ | SH |
| EFA | ISHARES TR | 19K | $1M+ | SH |
| IJJ | ISHARES TR | 13K | $1M+ | SH |
| KO | COCA COLA CO | 23K | $1M+ | SH |
| AFL | AFLAC INC | 14K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 5K | $1M+ | SH |
| MDYV | SPDR SERIES TRUST | 16K | $1M+ | SH |