§ 13F · FUND PROFILE
Shulman DeMeo Asset Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $403.9T (13F)Positions · 118Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$441.0T 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 JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 379K | $258.2T | 58.5% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 43K | $26.6T | 6.0% | NEW |
| 3 | AAPL | APPLE INC | 63K | $17.1T | 3.9% | NEW |
| 4 | EFA | ISHARES TR | 147K | $14.2T | 3.2% | NEW |
| 5 | IVV | ISHARES TR | 19K | $13.3T | 3.0% | NEW |
| 6 | IJR | ISHARES TR | 88K | $10.6T | 2.4% | NEW |
| 7 | SDY | SPDR SERIES TRUST | 43K | $6.0T | 1.4% | NEW |
| 8 | XLK | SELECT SECTOR SPDR TR | 35K | $5.0T | 1.1% | NEW |
| 9 | DVY | ISHARES TR | 30K | $4.2T | 1.0% | NEW |
| 10 | HDV | ISHARES TR | 34K | $4.2T | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SHULMAN SIGNAL
AC read
Shulman DeMeo Asset Management LLC is a Other fund managing $403885.7 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed