Berman McAleer LLC
RIA/Wealth
Berman McAleer LLC is a RIA/Wealth based in Timonium, MD led by David Lee Berman, reporting $1.6B in AUM as of Q3 2025 with 86% ETF concentration, 62% concentrated in top 10 holdings, and minimal technology exposure.
CEODavid Lee Berman
- Portfolio Value
- $714.7M
- Positions
- 163
- Top Holding
- PRF at 9.84%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Berman McAleer LLC's portfolio (62.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $70.4M | 9.84% | +$70.4M New | — 1.6M shares | |
ETF ETF | $66.8M | 9.34% | +$66.8M New | — 2.2M shares | |
ETF ETF | $62.8M | 8.79% | +$62.8M New | — 1.7M shares | |
ETF ETF | $51.7M | 7.23% | +$51.7M New | — 294.5K shares | |
ETF ETF | $47.7M | 6.67% | +$47.7M New | — 401.4K shares | |
ETF ETF | $41.2M | 5.76% | +$41.2M New | — 439.2K shares | |
ETF ETF | $37.8M | 5.28% | +$37.8M New | — 201.5K shares | |
ETF ETF | $26.0M | 3.63% | +$26.0M New | — 353.3K shares | |
ETF ETF | $25.9M | 3.63% | +$25.9M New | — 985.3K shares | |
ETF ETF | $15.2M | 2.12% | +$15.2M New | — 173.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Berman McAleer LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Berman McAleer LLC
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