Berman McAleer LLC — 13F holdings

Berman McAleer LLC reported 177 holdings worth $862M in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. PRF INVESCO EXCHANGE TRADED FD T — $84.1M (9.8%)
  2. DFAI DIMENSIONAL ETF TRUST — $75.2M (8.7%)
  3. AGOX STARBOARD INVT TR — $74.9M (8.7%)
  4. VOE VANGUARD INDEX FDS — $59.1M (6.9%)
  5. IJR ISHARES TR — $53.3M (6.2%)
  6. JGRO J P MORGAN EXCHANGE TRADED F — $45.5M (5.3%)
  7. VTV VANGUARD INDEX FDS — $43.7M (5.1%)
  8. FNDX SCHWAB STRATEGIC TR — $30.6M (3.6%)
  9. FENI FIDELITY COVINGTON TRUST — $29.4M (3.4%)
  10. SPLV INVESCO EXCH TRADED FD TR II — $26.7M (3.1%)