§ 13F · FUND PROFILE
Berman McAleer LLC.
AUM · $864M (13F)Positions · 175Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | 1.56M | $84M | 9.8% | −1% |
| 2 | AGOX | STARBOARD INVT TR | 2.23M | $77M | 8.9% | ±0% |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 1.82M | $75M | 8.7% | ±0% |
| 4 | VOE | VANGUARD INDEX FDS | 305K | $60M | 7.0% | ±0% |
| 5 | IJR | ISHARES TR | 402K | $60M | 6.9% | −2% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | 458K | $45M | 5.2% | +1% |
| 7 | VTV | VANGUARD INDEX FDS | 204K | $45M | 5.2% | ±0% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 986K | $31M | 3.5% | ±0% |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | 402K | $30M | 3.5% | +7% |
| 10 | FENI | FIDELITY COVINGTON TRUST | 677K | $27M | 3.1% | +2462% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERMAN SIGNAL
AC read
Berman McAleer LLC is a Other fund managing $864 million in assets. The fund runs a portfolio of 175 positions.
Read the full dossier →