Berman McAleer LLC

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

Import this data to Google Sheets with:

=jivedata("berman-mcaleer-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $731.9M160 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$251K	0.0%Prev: 0.0%	1,567 SH	Increased-40 SH
ABBOTT LABS	COM	$266K	0.0%Prev: 0.0%	2,122 SH	Decreased-50 SH
ABBVIE INC	COM	$467K	0.1%Prev: 0.1%	2,043 SH	Increased+29 SH
ACUITY INC	COM	$532K	0.1%Prev: 0.1%	1,478 SH	Increased
AFLAC INC	COM	$1.6M	0.2%Prev: 0.2%	14,137 SH	Decreased
AGILENT TECHNOLOGIES INC	COM	$343K	0.0%Prev: 0.0%	2,522 SH	Increased
ALLSTATE CORP	COM	$347K	0.0%Prev: 0.1%	1,668 SH	Decreased-96 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.2%	6,210 SH	Increased+110 SH
ALPHABET INC	CAP STK CL C	$2.3M	0.3%Prev: 0.3%	7,186 SH	Increased-185 SH
ALTRIA GROUP INC	COM	$300K	0.0%Prev: 0.0%	5,205 SH	Decreased+22 SH
AMAZON COM INC	COM	$5.8M	0.8%Prev: 0.8%	25,246 SH	Increased-172 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	0.3%Prev: 0.2%	24,095 SH	Increased+1,829 SH
AMERICAN TOWER CORP NEW	COM	$747K	0.1%Prev: 0.1%	4,254 SH	Decreased
AMGEN INC	COM	$220K	0.0%	672 SH	New
ANALOG DEVICES INC	COM	$320K	0.0%Prev: 0.0%	1,179 SH	Increased
ANYWHERE REAL ESTATE INC	COM	$146K	0.0%Prev: 0.0%	10,291 SH	Decreased-10,291 SH
AON PLC	SHS CL A	$5.9M	0.8%Prev: 0.9%	16,613 SH	Decreased-1,516 SH
APPLE INC	COM	$8.9M	1.2%Prev: 1.2%	32,850 SH	Increased-1,857 SH
ARMADA HOFFLER PPTYS INC	COM	$6.8M	0.9%Prev: 1.0%	1,023,400 SH	Decreased
ASTRAZENECA PLC	SPONSORED ADR	$797K	0.1%Prev: 0.1%	8,672 SH	Increased+12 SH
AT&T INC	COM	$335K	0.0%Prev: 0.1%	13,467 SH	Decreased-4,972 SH
BANK AMERICA CORP	COM	$621K	0.1%Prev: 0.1%	11,282 SH	Decreased-2,072 SH
BENTLEY SYS INC	COM CL B	$256K	0.0%Prev: 0.0%	6,700 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.4%Prev: 0.4%	5,291 SH	Decreased-12 SH
BLACKSTONE INC	COM	$398K	0.1%Prev: 0.1%	2,580 SH	Decreased
BROADCOM INC	COM	$516K	0.1%Prev: 0.1%	1,492 SH	Increased-32 SH
CAPITAL ONE FINL CORP	COM	$620K	0.1%Prev: 0.1%	2,558 SH	Increased+6 SH
CHEVRON CORP NEW	COM	$517K	0.1%Prev: 0.1%	3,392 SH	Decreased+22 SH
CISCO SYS INC	COM	$852K	0.1%Prev: 0.1%	11,057 SH	Increased-1,140 SH
CITIGROUP INC	COM NEW	$336K	0.0%Prev: 0.0%	2,881 SH	Increased-49 SH
COCA COLA CO	COM	$1.6M	0.2%Prev: 0.2%	23,365 SH	Increased+218 SH
CONSTELLATION ENERGY CORP	COM	$408K	0.1%Prev: 0.1%	1,154 SH	Increased-40 SH
CUMMINS INC	COM	$796K	0.1%Prev: 0.1%	1,560 SH	Increased+3 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$68.4M	9.3%Prev: 8.8%	1,794,381 SH	Increased+66,137 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$630K	0.1%Prev: 0.1%	19,139 SH	Increased+7,794 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$367K	0.1%Prev: 0.0%	9,260 SH	Increased
DISNEY WALT CO	COM	$664K	0.1%Prev: 0.1%	5,840 SH	Increased+598 SH
DNP SELECT INCOME FD INC	COM	$178K	0.0%Prev: 0.0%	17,821 SH	Decreased
EA SERIES TRUST	ALPHA ARCH 1-3	$205K	0.0%	1,780 SH	New
ELI LILLY & CO	COM	$572K	0.1%Prev: 0.1%	532 SH	Increased+1 SH
EMERSON ELEC CO	COM	$753K	0.1%Prev: 0.1%	5,673 SH	Decreased-339 SH
EXXON MOBIL CORP	COM	$833K	0.1%Prev: 0.1%	6,919 SH	Increased+46 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$263K	0.0%	7,201 SH	New
FIDELITY COVINGTON TRUST	FIDELITY US MLTF	$11.1M	1.5%Prev: 1.5%	291,358 SH	Increased+14,518 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$7.5M	1.0%Prev: 0.8%	98,944 SH	Increased+40,325 SH
GE AEROSPACE	COM NEW	$893K	0.1%Prev: 0.1%	2,900 SH	Decreased-171 SH
GE VERNOVA INC	COM	$437K	0.1%Prev: 0.1%	668 SH	Decreased-43 SH
HECLA MNG CO	COM	$941K	0.1%Prev: 0.1%	49,021 SH	Increased
HOME DEPOT INC	COM	$2.3M	0.3%Prev: 0.4%	6,560 SH	Decreased-21 SH
IMMUNEERING CORP	CLASS A COM	$165K	0.0%Prev: 0.0%	25,000 SH	Decreased
INCYTE CORP	COM	$208K	0.0%	2,110 SH	New
INTEL CORP	COM	$239K	0.0%Prev: 0.0%	6,483 SH	Increased-57 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.2%Prev: 0.2%	4,720 SH	Increased-82 SH
INTUIT	COM	$268K	0.0%Prev: 0.0%	404 SH	Decreased+1 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$212K	0.0%Prev: 0.0%	4,572 SH	Increased
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$26.0M	3.6%Prev: 3.6%	364,106 SH	Increased+10,761 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$73.4M	10.0%Prev: 9.8%	1,565,303 SH	Increased+9,195 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$13.7M	1.9%Prev: 1.7%	71,526 SH	Increased+6,741 SH
INVESCO QQQ TR	UNIT SER 1	$353K	0.0%Prev: 0.0%	574 SH	Increased+23 SH
ISHARES INC	CORE MSCI EMKT	$2.3M	0.3%Prev: 0.3%	33,918 SH	Increased-55 SH
ISHARES TR	CORE 80/20 AGGRE	$750K	0.1%Prev: 0.1%	8,377 SH	Increased+3,872 SH
ISHARES TR	CORE MSCI EAFE	$15.0M	2.0%Prev: 2.1%	167,706 SH	Decreased-6,237 SH
ISHARES TR	CORE MSCI INTL	$932K	0.1%Prev: 0.1%	11,300 SH	Increased+2,920 SH
ISHARES TR	CORE S&P MCP ETF	$955K	0.1%Prev: 0.1%	14,463 SH	Increased+685 SH
ISHARES TR	CORE S&P SCP ETF	$48.8M	6.7%Prev: 6.7%	406,259 SH	Increased+4,883 SH
ISHARES TR	CORE S&P TTL STK	$1.9M	0.3%Prev: 0.3%	12,637 SH	Increased-175 SH
ISHARES TR	CORE S&P US VLU	$749K	0.1%Prev: 0.1%	7,308 SH	Decreased-461 SH
ISHARES TR	CORE S&P500 ETF	$3.7M	0.5%Prev: 0.5%	5,397 SH	Increased-75 SH
ISHARES TR	ESG OPTIMIZED	$1.3M	0.2%Prev: 0.2%	9,339 SH	Increased+92 SH
ISHARES TR	MSCI ACWI EX US	$229K	0.0%Prev: 0.0%	3,410 SH	Increased
ISHARES TR	MSCI EAFE ETF	$1.9M	0.3%Prev: 0.3%	19,318 SH	Increased-85 SH
ISHARES TR	MSCI EMG MKT ETF	$789K	0.1%Prev: 0.1%	14,420 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$2.6M	0.4%Prev: 0.4%	28,077 SH	Decreased-745 SH
ISHARES TR	RUS 1000 ETF	$2.2M	0.3%Prev: 0.3%	5,944 SH	Increased+18 SH
ISHARES TR	RUS 1000 GRW ETF	$6.0M	0.8%Prev: 1.0%	12,766 SH	Decreased-2,857 SH
ISHARES TR	RUS 1000 VAL ETF	$14.7M	2.0%Prev: 2.0%	69,831 SH	Increased-204 SH
ISHARES TR	RUS MD CP GR ETF	$500K	0.1%Prev: 0.1%	3,649 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$1.3M	0.2%Prev: 0.2%	10,145 SH	Decreased-974 SH
ISHARES TR	S&P 500 VAL ETF	$972K	0.1%Prev: 0.2%	4,582 SH	Decreased-3,500 SH
ISHARES TR	S&P MC 400GR ETF	$5.3M	0.7%Prev: 0.7%	54,251 SH	Increased+4,480 SH
ISHARES TR	S&P MC 400VL ETF	$1.7M	0.2%Prev: 0.2%	12,719 SH	Decreased-305 SH
ISHARES TR	SELECT DIVID ETF	$230K	0.0%Prev: 0.0%	1,628 SH	Decreased
ISHARES TR	U.S. TECH ETF	$354K	0.0%Prev: 0.0%	1,775 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$41.0M	5.6%Prev: 5.8%	441,743 SH	Decreased+2,575 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$804K	0.1%Prev: 0.1%	15,902 SH	Increased+1,000 SH
JOHNSON & JOHNSON	COM	$6.4M	0.9%Prev: 0.9%	30,748 SH	Increased-2,702 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.3%Prev: 0.3%	6,295 SH	Increased+191 SH
KENVUE INC	COM	$198K	0.0%Prev: 0.0%	11,500 SH	Increased-487 SH
LEIDOS HOLDINGS INC	COM	$284K	0.0%Prev: 0.0%	1,577 SH	Decreased-28 SH
LIONSGATE STUDIOS CORP	COM	$290K	0.0%Prev: 0.0%	31,804 SH	Increased
MASTERCARD INCORPORATED	CL A	$369K	0.1%Prev: 0.1%	647 SH	Increased+5 SH
MCCORMICK & CO INC	COM NON VTG	$614K	0.1%Prev: 0.1%	9,017 SH	Increased-93 SH
MCDONALDS CORP	COM	$273K	0.0%Prev: 0.0%	892 SH	Decreased-107 SH
MERCK & CO INC	COM	$332K	0.0%Prev: 0.0%	3,158 SH	Increased-386 SH
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.2%	1,706 SH	Decreased+6 SH
MICROSOFT CORP	COM	$6.8M	0.9%Prev: 1.1%	14,062 SH	Decreased-531 SH
MONDELEZ INTL INC	CL A	$272K	0.0%Prev: 0.0%	5,050 SH	Decreased+216 SH
MOTOROLA SOLUTIONS INC	COM NEW	$2.4M	0.3%Prev: 0.4%	6,254 SH	Decreased
NETFLIX INC	COM	$211K	0.0%Prev: 0.0%	2,250 SH	Decreased+2,025 SH
NEXTERA ENERGY INC	COM	$442K	0.1%Prev: 0.1%	5,507 SH	Increased+17 SH
NIO INC	SPON ADS	$128K	0.0%Prev: 0.0%	25,000 SH	Decreased
NORTHROP GRUMMAN CORP	COM	$818K	0.1%Prev: 0.1%	1,434 SH	Decreased+4 SH
NOVARTIS AG	SPONSORED ADR	$218K	0.0%Prev: 0.0%	1,581 SH	Increased
NVIDIA CORPORATION	COM	$2.0M	0.3%Prev: 0.3%	10,727 SH	Increased+8 SH
OLIN CORP	COM PAR $1	$380K	0.1%Prev: 0.1%	18,228 SH	Decreased
ONEOK INC NEW	COM	$337K	0.0%Prev: 0.0%	4,580 SH	Increased
ORACLE CORP	COM	$578K	0.1%Prev: 0.1%	2,968 SH	Decreased-250 SH
PAYPAL HLDGS INC	COM	$216K	0.0%Prev: 0.0%	3,700 SH	Decreased
PEPSICO INC	COM	$424K	0.1%Prev: 0.0%	2,956 SH	Increased+683 SH
PFIZER INC	COM	$252K	0.0%Prev: 0.0%	10,140 SH	Decreased+138 SH
PHILIP MORRIS INTL INC	COM	$481K	0.1%Prev: 0.1%	3,000 SH	Increased+35 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$1.1M	0.2%Prev: 0.0%	11,019 SH	Increased+8,330 SH
PRICE T ROWE GROUP INC	COM	$349K	0.0%Prev: 0.0%	3,405 SH	Decreased
PROCTER AND GAMBLE CO	COM	$905K	0.1%Prev: 0.1%	6,317 SH	Decreased-246 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$215K	0.0%Prev: 0.0%	2,673 SH	Decreased
QUALCOMM INC	COM	$200K	0.0%	1,172 SH	New
RTX CORPORATION	COM	$349K	0.0%Prev: 0.0%	1,905 SH	Increased-31 SH
S&P GLOBAL INC	COM	$216K	0.0%Prev: 0.0%	413 SH	Increased+2 SH
SBA COMMUNICATIONS CORP NEW	CL A	$743K	0.1%Prev: 0.1%	3,840 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$27.1M	3.7%Prev: 3.6%	996,745 SH	Increased+11,413 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$323K	0.0%Prev: 0.0%	12,012 SH	Increased
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$406K	0.1%Prev: 0.0%	1,475 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET TEC	$684K	0.1%	4,749 SH	New
SPDR GOLD TR	GOLD SHS	$240K	0.0%Prev: 0.0%	605 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$13.7M	1.9%Prev: 1.9%	20,158 SH	Decreased-479 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.2M	0.3%Prev: 0.3%	3,710 SH	Decreased-280 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.8M	0.4%	40,740 SH	New
STARBOARD INVT TR	ADAPTIVE ALPHA	$62.4M	8.5%Prev: 9.3%	2,185,884 SH	Decreased+10,982 SH
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.2M	0.2%Prev: 0.2%	25,875 SH	Increased
TESLA INC	COM	$519K	0.1%Prev: 0.1%	1,154 SH	Increased
TJX COS INC NEW	COM	$211K	0.0%	1,371 SH	New
TRANE TECHNOLOGIES PLC	SHS	$450K	0.1%Prev: 0.1%	1,157 SH	Decreased+3 SH
TRAVELERS COMPANIES INC	COM	$246K	0.0%Prev: 0.0%	848 SH	Increased
UNION PAC CORP	COM	$1.0M	0.1%Prev: 0.1%	4,362 SH	Decreased-23 SH
UNITED RENTALS INC	COM	$554K	0.1%Prev: 0.1%	684 SH	Decreased+2 SH
UNITEDHEALTH GROUP INC	COM	$294K	0.0%Prev: 0.0%	891 SH	Decreased+9 SH
VALERO ENERGY CORP	COM	$276K	0.0%Prev: 0.0%	1,693 SH	Decreased
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$10.5M	1.4%Prev: 1.4%	94,261 SH	Increased+3,115 SH
VANGUARD INDEX FDS	GROWTH ETF	$478K	0.1%Prev: 0.1%	980 SH	Increased
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.9M	0.5%	13,834 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$53.3M	7.3%Prev: 7.2%	300,489 SH	Increased+5,982 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$795K	0.1%Prev: 0.1%	8,979 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.7M	1.2%Prev: 1.2%	13,817 SH	Decreased-423 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$361K	0.0%Prev: 0.1%	1,706 SH	Increased-1 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.9M	1.5%Prev: 1.6%	42,161 SH	Decreased-2,163 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$15.1M	2.1%Prev: 1.9%	45,138 SH	Increased+2,857 SH
VANGUARD INDEX FDS	VALUE ETF	$39.0M	5.3%Prev: 5.3%	204,439 SH	Increased+2,989 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$657K	0.1%Prev: 0.1%	8,935 SH	Increased-100 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$910K	0.1%Prev: 0.1%	6,448 SH	Increased+259 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$525K	0.1%Prev: 0.1%	10,447 SH	Increased
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$902K	0.1%Prev: 0.1%	7,410 SH	Increased+710 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$548K	0.1%Prev: 0.1%	2,495 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$15.2M	2.1%Prev: 2.0%	201,874 SH	Increased+2,923 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$203K	0.0%Prev: 0.0%	516 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$302K	0.0%Prev: 0.0%	400 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$509K	0.1%Prev: 0.1%	12,499 SH	Decreased+63 SH
VERTEX PHARMACEUTICALS INC	COM	$253K	0.0%Prev: 0.0%	557 SH	Increased-40 SH
VISA INC	COM CL A	$2.1M	0.3%Prev: 0.3%	5,949 SH	Increased+206 SH
WALMART INC	COM	$1.1M	0.2%Prev: 0.2%	10,084 SH	Decreased-1,648 SH
WHIRLPOOL CORP	COM	$334K	0.0%Prev: 0.1%	4,634 SH	Decreased

Sold (vs prior filing)

ALLETE INC — $221K
AMERICAN CENTY ETF TR — $440K
COSTCO WHSL CORP NEW — $212K
ISHARES TR — $281K
ISHARES TR — $239K
SELECT SECTOR SPDR TR — $669K
SMITH MIDLAND CORP — $214K
SPDR SERIES TRUST — $875K
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $629K
STRYKER CORPORATION — $200K
TENABLE HLDGS INC — $210K
UBER TECHNOLOGIES INC — $215K

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