Berman McAleer LLC 13F Holdings
CIK 0002094332 · TIMONIUM, MD
As of Sep 30, 2025, Berman McAleer LLC reported 164 positions worth $715.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF | PRF | — | 1,556,108 | $70.4M | 9.84% |
| ADAPTIVE ALPHA OPPORTUNITIES ETF | AGOX | — | 2,174,902 | $66.8M | 9.34% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,728,244 | $62.8M | 8.79% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 294,507 | $51.7M | 7.23% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 401,376 | $47.7M | 6.67% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 439,168 | $41.2M | 5.76% |
| VANGUARD VALUE INDEX FUND | VTV | — | 201,450 | $37.8M | 5.28% |
| INVESCO S&P 500 LOW VOLATILITY ETF | SPLV | — | 353,345 | $26.0M | 3.63% |
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF | FNDX | — | 985,332 | $25.9M | 3.62% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 173,943 |