account_balance
Investment manager · 13F filer · SEC CIK 1767070
Shulman DeMeo Asset Management LLC
Reported value$505Mas of Sep 30, 2026
Positions144 4 new, 6 sold out
Top 10 weight80.1%SPY alone is 56%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
56.0%
DIASPDR Dow Jones Industrial Average ETF Trust
6.0%
AAPLApple Inc.
4.0%
IVViShares Tr
3.0%
EFAiShares Tr
2.9%
IJRiShares Tr
2.3%
MDYSPDR S&P Midcap 400 ETF Trust
2.3%
XLKSelect Sector SPDR Tr
1.4%
SDY1.2%
HDV
DVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 56.0% HeldDIA SPDR Dow Jones Industrial Average ETF Trust 6.0% HeldAAPL Apple Inc. 4.0% Held
IVV iShares Tr 3.0% Held
EFA iShares Tr 2.9% Held
IJR iShares Tr 2.3% Held
MDY SPDR S&P Midcap 400 ETF Trust 2.3% HeldXLK Select Sector SPDR Tr 1.4% Held
SDY SPDR Series Trust 1.2% Held
HDV iShares Tr 0.9% Trimmed −2%
DVY iShares Tr 0.8% Trimmed −2%
META Meta Platforms, Inc. 0.7% HeldWhat changed
Biggest moves since Jun 30, 2026
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