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Shulman DeMeo Asset Management LLC - Portfolio Stock Holdings

Shulman DeMeo Asset Management LLC disclosed 150 stock positions in a recent SEC 13F filing. $499,137,583 of stock holdings were filed, with the largest holdings including SPY, DIA, and AAPL. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $815,352,776 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

150

Est. Stock Holding Value:

$499,137,583

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Shulman DeMeo Asset Management LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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