Berman McAleer LLC
CIK 2094332
13F filing for Q2 2026・No. 2,823
- Holdings
- US$863.66M
- Quarter change
- +US$130.69M
- Entries
- 175
- Net bought (estimate)
- +US$36.66M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 20
- Sold out 7
- Cut 50
- Added 74
- Corporate actions 0
- Unchanged 31
Largest holdings
175 stocks worth US$863.66M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Cut | 1,558,975 | US$84.23M | 9.75% |
| STARBOARD INVT TRADAPTIVE ALPHA | Cut | 2,226,581 | US$77.17M | 8.94% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Cut | 1,823,537 | US$75.22M | 8.71% |
| VANGUARD INDEX FDSMCAP VL IDXVIP | Cut | 304,687 | US$60.21M | 6.97% |
| ISHARES TRCORE S&P SCP ETF | Cut | 401,722 | US$59.58M | 6.90% |
| J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | Added | 457,566 | US$45.11M | 5.22% |
| VANGUARD INDEX FDSVALUE ETF | Cut | 204,256 | US$44.51M | 5.15% |
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 985,797 | US$30.66M | 3.55% |
| INVESCO EXCH TRADED FD TR IIS&P500 LOW VOL | Added | 402,028 | US$30.11M | 3.49% |
| FIDELITY COVINGTON TRUSTENHANCED INTL | Added | 676,597 | US$27.15M | 3.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.