Berman Mc Aleer LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $715 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $70.4B, Starboard Invt Tr with a value of $66.8B, Dimensional ETF Tr with a value of $62.8B, Vanguard Mid Cap Value Index F with a value of $51.7B, and Ishares Core S&P Sm Cap ETF with a value of $47.7B.

Examining the 13F form we can see an increase of $715B in the current position value.

Berman Mc Aleer LLC is based out at Timonium, MD

Below you can find more details about Berman Mc Aleer LLC portfolio as well as his latest detailed transactions.

Portfolio value $715 Billion
ETFs: $568 Billion
Technology: $27.1 Billion
Financial Services: $18.5 Billion
Healthcare: $10 Billion
Consumer Cyclical: $9.62 Billion
Real Estate: $9.1 Billion
Industrials: $6.5 Billion
Communication Services: $6.46 Billion
Other: $10.5 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $715 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 164 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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