Berman McAleer LLC - Portfolio overview

Berman McAleer LLC has 178 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. PRF - INVESCO EXCHANGE TRADED FD T, 10.14%
2. DFAI - DIMENSIONAL ETF TRUST, 9.67%
3. AGOX - STARBOARD INVT TR, 8.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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