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Portfolio (Quarterly) Guide ↗

Berman McAleer LLC

· CIK 0002094332
13F Portfolio $733M AUM 162 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 48 Added 47 Reduced 11 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FNDX SCHWAB STRATEGIC TR 987,609.0 $27.5M 3.75% -9K -0.9% $27.85 +9.1%
2 IEFA ISHARES TR 162,376.0 $14.7M 2.01% -5K -3.2% $90.53 +5.5%
3 IWD ISHARES TR 68,311.0 $14.6M 1.99% -2K -2.2% $213.67 +8.6%
4 VTI VANGUARD INDEX FDS 43,391.0 $13.9M 1.90% -2K -3.9% $320.81 +12.5%
5 VB VANGUARD INDEX FDS 41,371.0 $10.8M 1.48% -790.0 -1.9% $261.92 +6.5%
6 VIOO VANGUARD ADMIRAL FDS INC 93,456.0 $10.7M 1.46% -805.0 -0.8% $114.83 +7.0%
7 JNJ JOHNSON & JOHNSON Healthcare 29,958.0 $7.3M 1.00% -790.0 -2.6% $244.44 -5.2%
8 IWF ISHARES TR 12,358.0 $5.3M 0.72% -408.0 -3.2% $426.41 -71.1%
9 IJK ISHARES TR 51,376.0 $5.2M 0.70% -3K -5.3% $100.62 +8.2%
10 MSFT MICROSOFT CORP Technology 12,610.0 $4.7M 0.64% -1K -10.3% $370.17 +11.7%
11 VOT VANGUARD INDEX FDS 13,644.0 $3.5M 0.48% -190.0 -1.4% $257.35 +9.3%
12 IEMG ISHARES INC 33,312.0 $2.3M 0.32% -606.0 -1.8% $69.75 +13.0%
13 IWB ISHARES TR 5,819.0 $2.1M 0.28% -125.0 -2.1% $356.58 +12.2%
14 GOOG ALPHABET INC Communication Services 6,991.0 $2.0M 0.27% -195.0 -2.7% $286.87 +35.9%
15 AVDE AMERICAN CENTY ETF TR 23,509.0 $2.0M 0.27% -586.0 -2.4% $84.84 +5.4%
16 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 2,885.0 $1.8M 0.24% -825.0 -22.2% $616.76 +6.0%
17 GOOGL ALPHABET INC Communication Services 6,105.0 $1.8M 0.24% -105.0 -1.7% $287.57 +36.7%
18 KO COCA COLA CO Consumer Defensive 23,014.0 $1.8M 0.24% -351.0 -1.5% $76.05 +7.8%
19 NVDA NVIDIA CORPORATION Technology 9,899.0 $1.7M 0.24% -828.0 -7.7% $174.40 +27.5%
20 IJJ ISHARES TR 11,769.0 $1.6M 0.21% -950.0 -7.5% $132.50 +3.9%
Page 1 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 39.2%
Technology 19.7%
Healthcare 9.9%
Consumer Cyclical 8.2%
Industrials 6.1%
Communication Services 5.8%
Consumer Defensive 5.2%
Energy 2.5%
Utilities 1.5%
Real Estate 1.2%