Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Berman McAleer LLC (CIK 2094332) reported $733.0M across 162 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PRF ($74.7M, 10.19%), DFAI ($71.3M, 9.73%), AGOX ($59.5M, 8.12%), VOE ($56.4M, 7.70%), IJR ($50.7M, 6.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PRF | INVESCO EXCHANGE TRADED FD T | $74.7M | 10.19% | 1.6M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $71.3M | 9.73% | 1.8M | Added |
| 3 | AGOX | STARBOARD INVT TR | $59.5M | 8.12% | 2.2M | Added |
| 4 | VOE | VANGUARD INDEX FDS | $56.4M | 7.70% | 306,169 | Added |
| 5 | IJR | ISHARES TR | $50.7M | 6.92% | 407,957 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $40.2M | 5.48% | 204,647 | Added |
| 7 | JGRO | J P MORGAN EXCHANGE TRADED F | $38.3M | 5.23% | 453,276 | Added |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | $27.6M | 3.76% | 377,051 | Added |
| 9 | FNDX | SCHWAB STRATEGIC TR | $27.5M | 3.75% | 987,609 | Trimmed |
| 10 | VXUS | VANGUARD STAR FDS | $15.6M | 2.13% | 202,512 | Added |
| 11 | IEFA | ISHARES TR | $14.7M | 2.01% | 162,376 | Trimmed |
| 12 | IWD | ISHARES TR | $14.6M | 1.99% | 68,311 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $14.3M | 1.96% | 74,745 | Added |
| 14 | VTI | VANGUARD INDEX FDS | $13.9M | 1.90% | 43,391 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $13.1M | 1.79% | 20,167 | Added |
| 16 | FLRG | FIDELITY COVINGTON TRUST | $11.9M | 1.62% | 322,951 | Added |
| 17 | VB | VANGUARD INDEX FDS | $10.8M | 1.48% | 41,371 | Trimmed |
| 18 | VIOO | VANGUARD ADMIRAL FDS INC | $10.7M | 1.46% | 93,456 | Trimmed |
| 19 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $9.3M | 1.27% | 157,241 | Added |
| 20 | AAPL | APPLE INC | $8.5M | 1.16% | 33,640 | Added |
| 21 | VOO | VANGUARD INDEX FDS | $8.3M | 1.13% | 13,922 | Added |
| 22 | JNJ | JOHNSON & JOHNSON | $7.3M | 1.00% | 29,958 | Trimmed |
| 23 | AHH | AH RLTY TR INC | $5.6M | 0.77% | 1.0M | Hold |
| 24 | AMZN | AMAZON COM INC | $5.4M | 0.74% | 25,906 | Added |
| 25 | AON | AON PLC | $5.4M | 0.73% | 16,609 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31