§ 13F · FUND PROFILE
Berman McAleer LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $715.0T (13F)Positions · 164Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | 1.57M | $73.4T | 10.0% | +1% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.79M | $68.4T | 9.3% | +4% |
| 3 | AGOX | STARBOARD INVT TR | 2.19M | $62.4T | 8.5% | +1% |
| 4 | VOE | VANGUARD INDEX FDS | 300K | $53.3T | 7.3% | +2% |
| 5 | IJR | ISHARES TR | 406K | $48.8T | 6.7% | +1% |
| 6 | JGRO | J P MORGAN EXCHANGE TRADED F | 442K | $41.0T | 5.6% | +1% |
| 7 | VTV | VANGUARD INDEX FDS | 204K | $39.0T | 5.3% | +1% |
| 8 | FNDX | SCHWAB STRATEGIC TR | 997K | $27.1T | 3.7% | +1% |
| 9 | SPLV | INVESCO EXCH TRADED FD TR II | 364K | $26.0T | 3.6% | +3% |
| 10 | VXUS | VANGUARD STAR FDS | 202K | $15.2T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERMAN SIGNAL
AC read
Berman McAleer LLC is a Other fund managing $714951.0 trillion in assets. The fund runs a portfolio of 164 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed