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: $733.0M160 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$235K	0.0%	1,620 SH
ABBOTT LABORATORIES	COM	$219K	0.0%	2,137 SH
ABBVIE INC	COM	$466K	0.1%	2,143 SH
ACUITY INC	COM	$414K	0.1%	1,478 SH
AFLAC INC	COM	$1.5M	0.2%	14,066 SH
AGILENT TECHNOLOGIES INC	COM	$285K	0.0%	2,500 SH
AH RLTY TR INC	COM	$5.6M	0.8%	1,023,400 SH
ALLSTATE CORP	COM	$337K	0.0%	1,626 SH
ALPHABET INC	CAP STK CL A	$1.8M	0.2%	6,105 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.3%	6,991 SH
ALTRIA GROUP INC	COM	$332K	0.0%	5,038 SH
AMAZON COM INC	COM	$5.4M	0.7%	25,906 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.0M	0.3%	23,509 SH
AMERICAN TOWER CORP	COM	$750K	0.1%	4,345 SH
AMGEN INC	COM	$233K	0.0%	662 SH
ANALOG DEVICES INC	COM	$375K	0.1%	1,179 SH
AON PLC	SHS CL A	$5.4M	0.7%	16,609 SH
APPLE INC	COM	$8.5M	1.2%	33,640 SH
APPLIED MATLS INC	COM	$403K	0.1%	1,180 SH
ASTRAZENECA PLC	ORD	$854K	0.1%	4,331 SH
AT&T INC	COM	$387K	0.1%	13,342 SH
BANK AMERICA CORP	COM	$554K	0.1%	11,357 SH
BENTLEY SYS INC	COM CL B	$235K	0.0%	6,700 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.6M	0.3%	5,331 SH
BGC GROUP INC	CL A	$98K	0.0%	10,000 SH
BLACKSTONE INC	COM	$296K	0.0%	2,577 SH
BROADCOM INC	COM	$539K	0.1%	1,741 SH
CAPITAL ONE FINL CORP	COM	$450K	0.1%	2,469 SH
CHEVRON CORPORATION	COM	$744K	0.1%	3,595 SH
CISCO SYS INC	COM	$861K	0.1%	11,101 SH
CITIGROUP INC	COM NEW	$351K	0.0%	3,095 SH
COCA COLA CO	COM	$1.8M	0.2%	23,014 SH
COMPASS INC	CL A	$108K	0.0%	14,777 SH
CONSTELLATION ENERGY CORP	COM	$330K	0.0%	1,181 SH
COSTCO WHOLESALE CORPORATION	COM	$275K	0.0%	276 SH
CUMMINS INC	COM	$839K	0.1%	1,560 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$71.3M	9.7%	1,830,009 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$793K	0.1%	23,554 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$360K	0.0%	9,260 SH
DISNEY WALT CO	COM	$560K	0.1%	5,811 SH
DNP SELECT INCOME FD INC	COM	$184K	0.0%	17,821 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$207K	0.0%	1,780 SH
ELI LILLY & CO	COM	$525K	0.1%	571 SH
EMERSON ELEC CO	COM	$743K	0.1%	5,668 SH
EXXON MOBIL CORP	COM	$1.2M	0.2%	6,986 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$982K	0.1%	26,406 SH
FIDELITY COVINGTON TRUST	FIDELITY US MLTF	$11.9M	1.6%	322,951 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$9.3M	1.3%	157,241 SH
GE AEROSPACE	COM NEW	$756K	0.1%	2,663 SH
GE VERNOVA INC	COM	$583K	0.1%	668 SH
GLOBAL X FDS	GLOBAL X COPPER	$212K	0.0%	2,775 SH
GLOBAL X FDS	GLOBAL X URANIUM	$216K	0.0%	4,450 SH
HECLA MINING COMPANY	COM	$261K	0.0%	14,034 SH
HOME DEPOT INC	COM	$2.2M	0.3%	6,658 SH
HONEYWELL INTL INC	COM	$231K	0.0%	1,020 SH
IMMUNEERING CORP	CLASS A COM	$132K	0.0%	25,000 SH
INTEL CORP	COM	$260K	0.0%	5,890 SH
INTERNATIONAL BUSINESS MACHS	COM	$973K	0.1%	4,016 SH
INVESCO EXCH TRADED FD TR II	S&P SMLCP LOW	$216K	0.0%	4,572 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$27.6M	3.8%	377,051 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$74.7M	10.2%	1,571,539 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$14.3M	2.0%	74,745 SH
INVESCO QQQ TR	UNIT SER 1	$352K	0.0%	609 SH
ISHARES INC	CORE MSCI EMKT	$2.3M	0.3%	33,312 SH
ISHARES TR	CORE 80/20 AGGRE	$652K	0.1%	7,372 SH
ISHARES TR	CORE MSCI EAFE	$14.7M	2.0%	162,376 SH
ISHARES TR	CORE MSCI INTL	$975K	0.1%	11,672 SH
ISHARES TR	CORE S&P MCP ETF	$987K	0.1%	14,613 SH
ISHARES TR	CORE S&P SCP ETF	$50.7M	6.9%	407,957 SH
ISHARES TR	CORE S&P TTL STK	$1.8M	0.2%	12,807 SH
ISHARES TR	CORE S&P US VLU	$756K	0.1%	7,389 SH
ISHARES TR	CORE S&P500 ETF	$3.6M	0.5%	5,489 SH
ISHARES TR	ESG OPTIMIZED	$1.2M	0.2%	9,339 SH
ISHARES TR	MSCI ACWI EX US	$233K	0.0%	3,410 SH
ISHARES TR	MSCI EAFE ETF	$2.0M	0.3%	20,878 SH
ISHARES TR	MSCI EMG MKT ETF	$809K	0.1%	14,240 SH
ISHARES TR	MSCI USA MIN VOL	$2.7M	0.4%	28,817 SH
ISHARES TR	RUS 1000 ETF	$2.1M	0.3%	5,819 SH
ISHARES TR	RUS 1000 GRW ETF	$5.3M	0.7%	12,358 SH
ISHARES TR	RUS 1000 VAL ETF	$14.6M	2.0%	68,311 SH
ISHARES TR	RUS MD CP GR ETF	$468K	0.1%	3,649 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.2%	10,145 SH
ISHARES TR	S&P 500 VAL ETF	$967K	0.1%	4,582 SH
ISHARES TR	S&P MC 400GR ETF	$5.2M	0.7%	51,376 SH
ISHARES TR	S&P MC 400VL ETF	$1.6M	0.2%	11,769 SH
ISHARES TR	SELECT DIVID ETF	$246K	0.0%	1,628 SH
ISHARES TR	U.S. TECH ETF	$322K	0.0%	1,775 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$38.3M	5.2%	453,276 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.2M	0.2%	24,072 SH
JOHNSON & JOHNSON	COM	$7.3M	1.0%	29,958 SH
JPMORGAN CHASE & CO	COM	$1.9M	0.3%	6,295 SH
KENVUE INC	COM	$198K	0.0%	11,500 SH
LAM RESEARCH CORP	COM NEW	$203K	0.0%	950 SH
LIONSGATE STUDIOS CORP	COM	$305K	0.0%	31,804 SH
LOCKHEED MARTIN CORP	COM	$223K	0.0%	369 SH
LOWES COS INC	COM	$225K	0.0%	953 SH
MASTERCARD INCORPORATED	CL A	$321K	0.0%	642 SH
MCCORMICK & CO INC	COM NON VTG	$354K	0.0%	7,017 SH
MCDONALDS CORP	COM	$265K	0.0%	853 SH
MERCK & CO INC	COM	$379K	0.1%	3,148 SH
META PLATFORMS INC	CL A	$1.0M	0.1%	1,796 SH
MICROSOFT CORP	COM	$4.7M	0.6%	12,610 SH
MONDELEZ INTL INC	CL A	$268K	0.0%	4,655 SH
MOTOROLA SOLUTIONS INC	COM NEW	$2.7M	0.4%	6,254 SH
NETFLIX INC.	COM	$216K	0.0%	2,250 SH
NEXTERA ENERGY INC	COM	$510K	0.1%	5,490 SH
NIO INC	SPON ADS	$151K	0.0%	25,000 SH
NORTHROP GRUMMAN CORP	COM	$981K	0.1%	1,438 SH
NVIDIA CORPORATION	COM	$1.7M	0.2%	9,899 SH
OLIN CORP	COM PAR $1	$542K	0.1%	18,228 SH
ONEOK INC NEW	COM	$414K	0.1%	4,580 SH
ORACLE CORP	COM	$428K	0.1%	2,910 SH
PFIZER INC	COM	$271K	0.0%	9,635 SH
PHILIP MORRIS INTL INC	COM	$491K	0.1%	2,969 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$842K	0.1%	8,369 SH
PRICE T ROWE GROUP INC	COM	$307K	0.0%	3,405 SH
PROCTER & GAMBLE CO	COM	$944K	0.1%	6,534 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$216K	0.0%	2,673 SH
RTX CORPORATION	COM	$367K	0.1%	1,905 SH
SBA COMMUNICATIONS CORP	CL A	$661K	0.1%	3,840 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$27.5M	3.8%	987,609 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$333K	0.0%	12,978 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$259K	0.0%	661 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$631K	0.1%	4,749 SH
SPDR GOLD TR	GOLD SHS	$321K	0.0%	745 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.9M	0.4%	40,239 SH
STARBOARD INVT TR	ADAPTIVE ALPHA	$59.5M	8.1%	2,236,468 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.1M	1.8%	20,167 SH
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.8M	0.2%	2,885 SH
T ROWE PRICE ETF INC	PRICE GRW STOCK	$1.0M	0.1%	25,875 SH
TESLA INC	COM	$599K	0.1%	1,611 SH
TJX COS INC NEW	COM	$218K	0.0%	1,365 SH
TRANE TECHNOLOGIES PLC	SHS	$481K	0.1%	1,154 SH
TRAVELERS COMPANIES INC	COM	$252K	0.0%	864 SH
UNION PAC CORP	COM	$1.1M	0.1%	4,395 SH
UNITED RENTALS INC	COM	$497K	0.1%	682 SH
UNITEDHEALTH GROUP INC	COM	$239K	0.0%	882 SH
VALERO ENERGY CORP	COM	$443K	0.1%	1,793 SH
VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$10.7M	1.5%	93,456 SH
VANGUARD INDEX FDS	GROWTH ETF	$428K	0.1%	980 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.5M	0.5%	13,644 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$56.4M	7.7%	306,169 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$743K	0.1%	8,379 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.3M	1.1%	13,922 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$371K	0.1%	1,706 SH
VANGUARD INDEX FDS	SMALL CP ETF	$10.8M	1.5%	41,371 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$13.9M	1.9%	43,391 SH
VANGUARD INDEX FDS	VALUE ETF	$40.2M	5.5%	204,647 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$671K	0.1%	8,935 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$876K	0.1%	6,331 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$521K	0.1%	10,447 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$840K	0.1%	7,661 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$537K	0.1%	2,495 SH
VANGUARD STAR FDS	VG TL INTL STK F	$15.6M	2.1%	202,512 SH
VANGUARD WORLD FD	INF TECH ETF	$279K	0.0%	400 SH
VERIZON COMMUNICATIONS INC	COM	$638K	0.1%	12,705 SH
VERTEX PHARMACEUTICALS INC	COM	$249K	0.0%	557 SH
VISA INC	COM CL A	$1.8M	0.3%	6,109 SH
WALMART INC	COM	$1.3M	0.2%	10,241 SH
WHIRLPOOL CORP	COM	$250K	0.0%	4,634 SH

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