Berman McAleer LLC

CIK 0002094332 • 5 13F filings • Nov 4, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $715.0M164 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$249K	0.0%Prev: 0.0%	1,607 SH	Increased+286 SH
ABBOTT LABS	COM	$291K	0.0%	2,172 SH	New
ABBVIE INC	COM	$466K	0.1%Prev: 0.1%	2,014 SH	Decreased-124 SH
ACUITY INC	COM	$509K	0.1%Prev: 0.1%	1,478 SH	Decreased
AFLAC INC	COM	$1.6M	0.2%Prev: 0.2%	14,137 SH	Decreased+28 SH
AGILENT TECHNOLOGIES INC	COM	$324K	0.0%Prev: 0.0%	2,522 SH	Decreased+22 SH
ALLETE INC	COM NEW	$221K	0.0%	3,330 SH	New
ALLSTATE CORP	COM	$380K	0.1%Prev: 0.0%	1,764 SH	Decreased+116 SH
ALPHABET INC	CAP STK CL A	$1.5M	0.2%Prev: 0.3%	6,100 SH	Decreased-243 SH
ALPHABET INC	CAP STK CL C	$1.8M	0.3%Prev: 0.3%	7,371 SH	Decreased+239 SH
ALTRIA GROUP INC	COM	$348K	0.0%Prev: 0.0%	5,183 SH	Decreased+27 SH
AMAZON COM INC	COM	$5.6M	0.8%Prev: 0.7%	25,418 SH	Decreased-784 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$1.8M	0.2%Prev: 0.2%	22,266 SH	Decreased-1,243 SH
AMERICAN CENTY ETF TR	US EQT ETF	$440K	0.1%	4,047 SH	New
AMERICAN TOWER CORP NEW	COM	$825K	0.1%	4,254 SH	New
ANALOG DEVICES INC	COM	$290K	0.0%Prev: 0.1%	1,179 SH	Decreased+2 SH
ANYWHERE REAL ESTATE INC	COM	$218K	0.0%	20,582 SH	New
AON PLC	SHS CL A	$6.5M	0.9%Prev: 0.3%	18,129 SH	Increased+9,530 SH
APPLE INC	COM	$8.8M	1.2%Prev: 1.1%	34,707 SH	Decreased+742 SH
ARMADA HOFFLER PPTYS INC	COM	$7.3M	1.0%	1,023,400 SH	New
ASTRAZENECA PLC	SPONSORED ADR	$664K	0.1%	8,660 SH	New
AT&T INC	COM	$521K	0.1%Prev: 0.0%	18,439 SH	Increased+4,904 SH
BANK AMERICA CORP	COM	$689K	0.1%	13,354 SH	New
BENTLEY SYS INC	COM CL B	$345K	0.0%Prev: 0.0%	6,700 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.4%Prev: 0.3%	5,303 SH	Increased-14 SH
BLACKSTONE INC	COM	$441K	0.1%Prev: 0.0%	2,580 SH	Increased-15 SH
BROADCOM INC	COM	$503K	0.1%Prev: 0.1%	1,524 SH	Decreased-389 SH
CAPITAL ONE FINL CORP	COM	$543K	0.1%Prev: 0.1%	2,552 SH	Increased+23 SH
CHEVRON CORP NEW	COM	$523K	0.1%	3,370 SH	New
CISCO SYS INC	COM	$835K	0.1%Prev: 0.1%	12,197 SH	Decreased+1,188 SH
CITIGROUP INC	COM NEW	$297K	0.0%Prev: 0.1%	2,930 SH	Decreased-291 SH
COCA COLA CO	COM	$1.5M	0.2%Prev: 0.2%	23,147 SH	Decreased+416 SH
CONSTELLATION ENERGY CORP	COM	$393K	0.1%Prev: 0.0%	1,194 SH	Increased+4 SH
COSTCO WHSL CORP NEW	COM	$212K	0.0%	229 SH	New
CUMMINS INC	COM	$658K	0.1%Prev: 0.1%	1,557 SH	Decreased+371 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$62.8M	8.8%Prev: 8.7%	1,728,244 SH	Decreased-95,293 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$359K	0.1%Prev: 1.3%	11,345 SH	Decreased-318,703 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$357K	0.0%	9,260 SH	New
DISNEY WALT CO	COM	$600K	0.1%Prev: 0.1%	5,242 SH	Increased-598 SH
DNP SELECT INCOME FD INC	COM	$180K	0.0%Prev: 0.0%	17,821 SH	Decreased
ELI LILLY & CO	COM	$405K	0.1%Prev: 0.1%	531 SH	Decreased-64 SH
EMERSON ELEC CO	COM	$789K	0.1%Prev: 0.1%	6,012 SH	Decreased+336 SH
EXXON MOBIL CORP	COM	$775K	0.1%Prev: 0.1%	6,873 SH	Decreased-32 SH
FIDELITY COVINGTON TRUST	FIDELITY US MLTF	$10.6M	1.5%Prev: 1.6%	276,840 SH	Decreased-54,692 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$5.9M	0.8%Prev: 1.0%	58,619 SH	Decreased-116,642 SH
GE AEROSPACE	COM NEW	$925K	0.1%Prev: 0.1%	3,071 SH	Decreased+385 SH
GE VERNOVA INC	COM	$437K	0.1%Prev: 0.1%	711 SH	Decreased+36 SH
HECLA MNG CO	COM	$593K	0.1%	49,021 SH	New
HOME DEPOT INC	COM	$2.7M	0.4%Prev: 0.3%	6,581 SH	Increased+13 SH
IMMUNEERING CORP	CLASS A COM	$175K	0.0%Prev: 0.0%	25,000 SH	Increased
INTEL CORP	COM	$219K	0.0%Prev: 0.1%	6,540 SH	Decreased+572 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.2%Prev: 0.1%	4,802 SH	Increased+772 SH
INTUIT	COM	$275K	0.0%	403 SH	New
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$212K	0.0%Prev: 0.0%	4,572 SH	Decreased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$26.0M	3.6%Prev: 3.5%	353,345 SH	Decreased-48,683 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$70.4M	9.8%Prev: 9.8%	1,556,108 SH	Decreased-2,867 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$12.3M	1.7%Prev: 1.9%	64,785 SH	Decreased-11,848 SH
INVESCO QQQ TR	UNIT SER 1	$331K	0.0%Prev: 0.1%	551 SH	Decreased-58 SH
ISHARES INC	CORE MSCI EMKT	$2.2M	0.3%Prev: 0.3%	33,973 SH	Decreased+675 SH
ISHARES TR	CORE 80/20 AGGRE	$397K	0.1%	4,505 SH	New
ISHARES TR	CORE MSCI EAFE	$15.2M	2.1%Prev: 1.7%	173,943 SH	Increased+21,326 SH
ISHARES TR	CORE MSCI INTL	$672K	0.1%Prev: 0.1%	8,380 SH	Decreased-2,800 SH
ISHARES TR	CORE S&P MCP ETF	$899K	0.1%Prev: 0.1%	13,778 SH	Decreased-1,063 SH
ISHARES TR	CORE S&P SCP ETF	$47.7M	6.7%Prev: 6.9%	401,376 SH	Decreased-346 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	0.3%Prev: 0.2%	12,812 SH	Decreased-60 SH
ISHARES TR	CORE S&P US VLU	$777K	0.1%Prev: 0.1%	7,769 SH	Decreased+461 SH
ISHARES TR	CORE S&P500 ETF	$3.7M	0.5%Prev: 0.5%	5,472 SH	Decreased+27 SH
ISHARES TR	ESG OPTIMIZED	$1.3M	0.2%Prev: 0.2%	9,247 SH	Decreased-7 SH
ISHARES TR	GLOBAL REIT ETF	$281K	0.0%	11,000 SH	New
ISHARES TR	MSCI ACWI EX US	$222K	0.0%Prev: 0.0%	3,410 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$1.8M	0.3%Prev: 0.3%	19,403 SH	Decreased-1,475 SH
ISHARES TR	MSCI EMG MKT ETF	$770K	0.1%Prev: 0.1%	14,420 SH	Decreased+680 SH
ISHARES TR	MSCI USA MIN VOL	$2.7M	0.4%	28,822 SH	New
ISHARES TR	RUS 1000 ETF	$2.2M	0.3%Prev: 0.3%	5,926 SH	Decreased+157 SH
ISHARES TR	RUS 1000 GRW ETF	$7.3M	1.0%Prev: 0.7%	15,623 SH	Increased-33,477 SH
ISHARES TR	RUS 1000 VAL ETF	$14.3M	2.0%Prev: 1.9%	70,035 SH	Decreased+2,547 SH
ISHARES TR	RUS MD CP GR ETF	$520K	0.1%Prev: 0.1%	3,649 SH	Decreased-558 SH
ISHARES TR	RUSSELL 3000 ETF	$239K	0.0%	632 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.2%Prev: 0.1%	11,119 SH	Increased+1,794 SH
ISHARES TR	S&P 500 VAL ETF	$1.7M	0.2%Prev: 0.1%	8,082 SH	Increased+3,500 SH
ISHARES TR	S&P MC 400GR ETF	$4.8M	0.7%Prev: 0.7%	49,771 SH	Decreased-260 SH
ISHARES TR	S&P MC 400VL ETF	$1.7M	0.2%Prev: 0.2%	13,024 SH	Decreased+1,455 SH
ISHARES TR	SELECT DIVID ETF	$231K	0.0%Prev: 0.0%	1,628 SH	Decreased
ISHARES TR	U.S. TECH ETF	$348K	0.0%Prev: 0.1%	1,775 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$41.2M	5.8%Prev: 5.2%	439,168 SH	Decreased-18,398 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$757K	0.1%Prev: 0.1%	14,902 SH	Decreased-10,685 SH
JOHNSON & JOHNSON	COM	$6.2M	0.9%Prev: 0.9%	33,450 SH	Decreased+3,586 SH
JPMORGAN CHASE & CO.	COM	$1.9M	0.3%	6,104 SH	New
KENVUE INC	COM	$195K	0.0%Prev: 0.0%	11,987 SH	Decreased+447 SH
LEIDOS HOLDINGS INC	COM	$303K	0.0%	1,605 SH	New
LIONSGATE STUDIOS CORP	COM	$219K	0.0%Prev: 0.0%	31,804 SH	Decreased+7,292 SH
MASTERCARD INCORPORATED	CL A	$365K	0.1%Prev: 0.0%	642 SH	Increased-26 SH
MCCORMICK & CO INC	COM NON VTG	$610K	0.1%Prev: 0.0%	9,110 SH	Increased+2,093 SH
MCDONALDS CORP	COM	$304K	0.0%Prev: 0.0%	999 SH	Increased+218 SH
MERCK & CO INC	COM	$300K	0.0%Prev: 0.0%	3,544 SH	Decreased+321 SH
META PLATFORMS INC	CL A	$1.2M	0.2%Prev: 0.1%	1,700 SH	Increased-195 SH
MICROSOFT CORP	COM	$7.6M	1.1%Prev: 0.6%	14,593 SH	Increased+1,787 SH
MONDELEZ INTL INC	CL A	$304K	0.0%Prev: 0.0%	4,834 SH	Increased+159 SH
MOTOROLA SOLUTIONS INC	COM NEW	$2.9M	0.4%Prev: 0.3%	6,254 SH	Decreased-849 SH
NETFLIX INC	COM	$270K	0.0%	225 SH	New
NEXTERA ENERGY INC	COM	$414K	0.1%Prev: 0.1%	5,490 SH	Decreased-73 SH
NIO INC	SPON ADS	$191K	0.0%Prev: 0.0%	25,000 SH	Increased
NORTHROP GRUMMAN CORP	COM	$871K	0.1%Prev: 0.1%	1,430 SH	Increased-24 SH
NOVARTIS AG	SPONSORED ADR	$203K	0.0%	1,581 SH	New
NVIDIA CORPORATION	COM	$2.0M	0.3%Prev: 0.2%	10,719 SH	Increased+932 SH
OLIN CORP	COM PAR $1	$456K	0.1%Prev: 0.0%	18,228 SH	Increased
ONEOK INC NEW	COM	$334K	0.0%Prev: 0.0%	4,580 SH	Decreased
ORACLE CORP	COM	$905K	0.1%Prev: 0.1%	3,218 SH	Increased+216 SH
PAYPAL HLDGS INC	COM	$248K	0.0%	3,700 SH	New
PEPSICO INC	COM	$319K	0.0%	2,273 SH	New
PFIZER INC	COM	$255K	0.0%Prev: 0.0%	10,002 SH	Increased-520 SH
PHILIP MORRIS INTL INC	COM	$481K	0.1%Prev: 0.1%	2,965 SH	Decreased-14 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$271K	0.0%Prev: 0.1%	2,689 SH	Decreased-5,990 SH
PRICE T ROWE GROUP INC	COM	$349K	0.0%Prev: 0.0%	3,405 SH	Decreased-6 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.1%	6,563 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$223K	0.0%	2,673 SH	New
RTX CORPORATION	COM	$324K	0.0%Prev: 0.0%	1,936 SH	Decreased+15 SH
S&P GLOBAL INC	COM	$200K	0.0%	411 SH	New
SBA COMMUNICATIONS CORP NEW	CL A	$742K	0.1%	3,840 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$25.9M	3.6%Prev: 3.5%	985,332 SH	Decreased-465 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$316K	0.0%Prev: 0.0%	12,012 SH	Decreased-966 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$349K	0.0%Prev: 0.1%	1,475 SH	Decreased+923 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$669K	0.1%	2,375 SH	New
SMITH MIDLAND CORP	COM	$214K	0.0%	5,803 SH	New
SPDR GOLD TR	GOLD SHS	$215K	0.0%Prev: 0.0%	605 SH	Decreased-140 SH
SPDR S&P 500 ETF TR	TR UNIT	$13.8M	1.9%	20,637 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.4M	0.3%	3,990 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$875K	0.1%	18,900 SH	New
SPDR SERIES TRUST	S&P 400 MDCP VAL	$1.4M	0.2%	16,642 SH	New
SPDR SERIES TRUST	S&P METALS MNG	$629K	0.1%	6,750 SH	New
STARBOARD INVT TR	ADAPTIVE ALPHA	$66.8M	9.3%Prev: 8.9%	2,174,902 SH	Decreased-51,679 SH
STRYKER CORPORATION	COM	$200K	0.0%	540 SH	New
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.2M	0.2%	25,875 SH	New
TENABLE HLDGS INC	COM	$210K	0.0%Prev: 0.0%	7,200 SH	Decreased
TESLA INC	COM	$513K	0.1%Prev: 0.1%	1,154 SH	Decreased-550 SH
TRANE TECHNOLOGIES PLC	SHS	$487K	0.1%Prev: 0.1%	1,154 SH	Decreased-5 SH
TRAVELERS COMPANIES INC	COM	$237K	0.0%Prev: 0.0%	848 SH	Decreased-46 SH
UBER TECHNOLOGIES INC	COM	$215K	0.0%	2,193 SH	New
UNION PAC CORP	COM	$1.0M	0.1%Prev: 0.1%	4,385 SH	Decreased-31 SH
UNITED RENTALS INC	COM	$651K	0.1%Prev: 0.1%	682 SH	Decreased-3 SH
UNITEDHEALTH GROUP INC	COM	$305K	0.0%Prev: 0.0%	882 SH	Decreased+99 SH
VALERO ENERGY CORP	COM	$288K	0.0%Prev: 0.1%	1,693 SH	Decreased-122 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$10.1M	1.4%Prev: 1.5%	91,146 SH	Decreased-1,015 SH
VANGUARD INDEX FDS	GROWTH ETF	$471K	0.1%Prev: 0.1%	980 SH	Decreased-4,900 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$51.7M	7.2%Prev: 7.0%	294,507 SH	Decreased-10,180 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$821K	0.1%Prev: 0.1%	8,979 SH	Increased+4,455 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.7M	1.2%Prev: 1.1%	14,240 SH	Decreased+347 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$358K	0.1%Prev: 0.0%	1,707 SH	Decreased-29 SH
VANGUARD INDEX FDS	SMALL CP ETF	$11.3M	1.6%Prev: 1.4%	44,324 SH	Decreased+3,143 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$13.9M	1.9%Prev: 1.9%	42,281 SH	Decreased-1,614 SH
VANGUARD INDEX FDS	VALUE ETF	$37.8M	5.3%Prev: 5.2%	201,450 SH	Decreased-2,806 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$645K	0.1%Prev: 0.1%	9,035 SH	Decreased+160 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$853K	0.1%Prev: 0.1%	6,189 SH	Decreased-232 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$523K	0.1%Prev: 0.1%	10,447 SH	Decreased-2,874 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$807K	0.1%Prev: 0.1%	6,700 SH	Decreased-435 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$541K	0.1%Prev: 0.1%	2,495 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$14.6M	2.0%Prev: 2.0%	198,951 SH	Decreased-2,796 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$204K	0.0%	516 SH	New
VANGUARD WORLD FD	INF TECH ETF	$299K	0.0%Prev: 0.1%	400 SH	Decreased-3,952 SH
VERIZON COMMUNICATIONS INC	COM	$547K	0.1%Prev: 0.1%	12,436 SH	Increased-342 SH
VERTEX PHARMACEUTICALS INC	COM	$234K	0.0%Prev: 0.0%	597 SH	Decreased+23 SH
VISA INC	COM CL A	$2.0M	0.3%Prev: 0.2%	5,743 SH	Decreased-307 SH
WALMART INC	COM	$1.2M	0.2%Prev: 0.1%	11,732 SH	Increased+1,424 SH
WHIRLPOOL CORP	COM	$364K	0.1%	4,634 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $245K
AH RLTY TR INC — $7.2M
AMERICAN TOWER CORP — $712K
AMGEN INC — $247K
APPLIED MATLS INC — $855K
ASTRAZENECA PLC — $832K
BANK OF AMER CORP — $651K
BGC GROUP INC — $160K
BLACKROCK ETF TRUST — $240K
CATERPILLAR INC — $225K
CHEVRON CORPORATION — $587K
COMPASS INC — $182K
COSTCO WHOLESALE CORPORATION — $265K
CROWDSTRIKE HLDGS INC — $246K
DIMENSIONAL ETF TRUST — $411K
EA SERIES TRUST — $208K
FIDELITY COMWLTH TR — $215K
FIDELITY COVINGTON TRUST — $27.2M
FIRST TR EXCHANGE TRADED FD — $235K
GLOBAL X FDS — $213K
… and 30 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0002094332-26-000005	—	View
Feb 5, 2026	Q4 2025	13F-HR	0002094332-26-000001	$731.9M	View
Nov 4, 2025	Q3 2025