Berman McAleer LLC: 13F holdings
CIK 20943322026Q2
| Positions | 175 |
|---|
| Reported value | $863.7m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 175 (+13 vs prior quarter) |
|---|
| Reported value | $863.7m (+17.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PRF INVESCO EXCHANGE TRADED FD T | 1,558,975 | $84.2m | 9.8% |
| AGOX STARBOARD INVT TR | 2,226,581 | $77.2m | 8.9% |
| DFAI DIMENSIONAL ETF TRUST | 1,823,537 | $75.2m | 8.7% |
| VOE VANGUARD INDEX FDS | 304,687 | $60.2m | 7.0% |
| IJR ISHARES TR | 401,722 | $59.6m | 6.9% |
| JGRO J P MORGAN EXCHANGE TRADED F | 457,566 | $45.1m | 5.2% |
| VTV VANGUARD INDEX FDS | 204,256 | $44.5m | 5.2% |
| FNDX SCHWAB STRATEGIC TR | 985,797 | $30.7m | 3.5% |
| SPLV INVESCO EXCH TRADED FD TR II | 402,028 | $30.1m | 3.5% |
| FENI FIDELITY COVINGTON TRUST | 676,597 | $27.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2094332")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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