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Ashleigh Swayze

Berman Mcaleer Llc

Assets Managed
$863.662M
Holdings
175
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
17.84%(2Q avg: 9%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Berman Mcaleer Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 175 positions.

Assets under management

The assets under management (AUM) of Berman Mcaleer Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 863.662M in assets, with a quarterly growth rate of 17.84% and a 2-quarter average growth rate of 9%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased -0.79%
9.76%
$84.231M
1.559M shares@ $54.04 avg price
AGOX
Adaptive Alpha Opportunities
Recent Activity
Decreased -0.44%
8.94%
$77.173M
2.227M shares@ $34.67 avg price
DFAI
Dimensional International Co
Recent Activity
Decreased -0.35%
8.71%
$75.221M
1.824M shares@ $41.26 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -0.48%
6.98%
$60.206M
304,687 shares@ $197.61 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -1.52%
6.9%
$59.579M
401,722 shares@ $148.31 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 0.95%
5.23%
$45.111M
457,566 shares@ $98.6 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -0.19%
5.16%
$44.514M
204,256 shares@ $217.94 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -0.18%
3.55%
$30.658M
985,797 shares@ $31.11 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Increased 6.63%
3.49%
$30.112M
402,028 shares@ $74.9 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 2462.29%
3.15%
$27.152M
676,597 shares@ $40.14 avg price

1-10 of 175