Shulman DeMeo Asset Management LLC ETF holdings
Lake Success, NY
Reported $439.3M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$439.3M
ETFs held
35
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
82.1%
of $535.0M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $278.0M | 372,247 | −2,473 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $31.2M | 59,768 | −307 shares |
| QQQ | Invesco QQQ Trust | $31.2M | 42,319 | −280 shares |
| EFA | iShares MSCI EAFE ETF | $15.2M | 145,883 | +942 shares |
| IVV | iShares Core S&P 500 ETF | $14.5M | 19,410 | +16 shares |
| IJR | iShares Core S&P Small-Cap ETF | $12.8M | 86,405 | −360 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $12.6M | 17,873 | −94 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $6.7M | 35,055 | +50 shares |
| SDY | State Street SPDR S&P Dividend ETF | $6.3M | 41,726 | −1,306 shares |
| HDV | iShares Core High Dividend ETF | $4.5M | 163,436 | +129,535 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767070. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Shulman DeMeo Asset Management LLC own?
Shulman DeMeo Asset Management LLC reported 35 ETF positions worth $439.3M in its Form 13F for June 30, 2026. The largest was SPY, at $278.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.