Q3 2026 13F · SEC CIK 1767070

Shulman DeMeo Asset Management LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $505.4M
Reported positions: 144
Top holdings a year, 3 yrs: +19.4%
Assets under management: $815.4M

Shulman DeMeo Asset Management LLC is a wealth manager that reported 144 positions worth $505.4M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 56.0%), Spdr Dow Jones Indl Average (DIA, 6.0%), Apple Inc (AAPL, 4.0%). A portfolio copying its top holdings returned 19.4% a year over the last 3 years, against 20.4% for the S&P 500.

Shulman DeMeo Asset Management LLC holdings largest 50 of 144 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Shulman DeMeo Asset Management LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	56.0%	52.0%	365,374	-1.8%	$283.1M
DIASpdr Dow Jones Indl Average	6.0%	5.8%	58,960	-1.4%	$30.2M
AAPLApple Inc	4.0%	3.4%	61,220	-1.3%	$20.4M
IVVIshares Tr	3.0%	2.7%	19,397	-0.1%	$15.1M
EFAIshares Tr	3.0%	2.8%	143,310	-1.8%	$14.9M
IJRIshares Tr	2.3%	2.4%	85,239	-1.3%	$11.8M
MDYState Str Spdr S&p Midcap 40	2.3%	2.4%	17,627	-1.4%	$11.8M
XLKSelect Sector Spdr Tr	1.4%	1.2%	35,006	-0.1%	$7.0M
SDYSpdr Ser Tr	1.2%	1.2%	41,078	-1.6%	$6.1M
HDVIshares Tr	0.9%	0.8%	160,037	-2.1%	$4.5M
DVYIshares Tr	0.8%	0.8%	27,939	-2.3%	$4.3M
METAMeta Platforms Inc	0.7%	0.5%	4,919	-1.7%	$3.6M
PFFIshares Tr	0.6%	0.6%	108,314	-2.1%	$3.2M
IYJIshares U.s. Industrials ETF	0.6%	0.6%	18,979	-0.1%	$3.0M
WSMWilliams Sonoma Inc	0.6%	0.6%	12,218	-6.0%	$2.9M
PSKSpdr Series Trust	0.6%	0.6%	99,834	-5.3%	$2.8M
SPXXNuveen S&p 500 Dynamic Overw	0.6%	0.5%	150,411	-0.8%	$2.8M
MSFTMicrosoft Corp	0.5%	0.3%	4,577	-1.3%	$2.4M
QCOMQualcomm Inc	0.4%	0.4%	12,483	-3.4%	$2.3M
WDCWestern Digital Corp Com	0.4%	0.6%	5,047	-1.5%	$2.2M
JNJJohnson & Johnson	0.4%	0.4%	8,004	-1.6%	$2.0M
LLYEli Lilly & Co	0.4%	0.4%	1,631	-0.6%	$1.9M
WMTWalmart Inc	0.4%	0.4%	17,304	-4.7%	$1.8M
CVXChevron Corporation	0.3%	0.3%	8,248	-1.7%	$1.7M
IBMInternational Business Machs	0.3%	0.4%	7,320	-7.1%	$1.6M
MSMorgan Stanley	0.3%	0.3%	7,864	-5.0%	$1.5M
IBBIshares Tr	0.3%	0.3%	7,182	-0.3%	$1.5M
KOCoca Cola Co	0.3%	0.3%	17,230	-2.6%	$1.5M
HDHome Depot Inc	0.3%	0.3%	5,294	+0.1%	$1.5M
GOOGLAlphabet Inc	0.3%	0.3%	4,289	-2.7%	$1.5M
ICEIntercontinental Exchange Inc	0.3%	0.2%	8,996	-10.2%	$1.4M
QQQXNuveen Nasdaq 100 Dynamic Ov	0.3%	0.2%	44,082	-0.2%	$1.3M
JPMJpmorgan Chase & Co	0.3%	0.2%	3,800	-0.4%	$1.3M
APOApollo Global Management Inc	0.2%	0.2%	10,831	-0.7%	$1.2M
BDJBlackrock Enhanced Equity Di	0.2%	0.2%	128,926	-0.1%	$1.2M
AMZNAmazon Com Inc	0.2%	0.2%	4,717	+0.0%	$1.2M
BNYBank of Ny Mellon Corp	0.2%	0.2%	7,096	+0.1%	$1.0M
DELLDell Technologies Inc	0.2%	0.2%	1,840	-7.4%	$1.0M
XLUSelect Sector Spdr Tr	0.2%	0.2%	25,320	-0.2%	$1.0M
CSCOCisco Sys Inc	0.2%	0.2%	8,388	-4.6%	$946K
PGXInvesco Exch Traded Fd Tr II	0.2%	0.2%	93,378	-6.1%	$940K
SPYGState Street Spdr Portfolio S&p 500 Grow	0.2%	0.2%	7,404	-1.7%	$931K
DNPDnp Select Income Fd Inc	0.2%	0.2%	91,753	-0.1%	$870K
TXNTexas Instrs Inc	0.2%	0.2%	2,911	-6.8%	$858K
MRKMerck & Co Inc	0.2%	0.1%	6,030	-2.1%	$841K
LMTLockheed Martin Corp	0.2%	0.2%	1,618	-3.2%	$820K
VZVerizon Communications Inc	0.2%	—	17,348	—	$795K
METMetlife Inc	0.1%	—	7,818	—	$757K
IVEIshares Tr	0.1%	—	3,259	—	$751K
EDConsolidated Edison Inc	0.1%	0.1%	7,221	+0.1%	$746K

What Shulman DeMeo Asset Management LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

ICE Intercontinental Exchange Inc-10.2% shares
DELL Dell Technologies Inc-7.4% shares
IBM International Business Machs-7.1% shares
TXN Texas Instrs Inc-6.8% shares
PGX Invesco Exch Traded Fd Tr II-6.1% shares
WSM Williams Sonoma Inc-6.0% shares
PSK Spdr Series Trust-5.3% shares
MS Morgan Stanley-5.0% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.5% /yr; S&P 500 +20.1%
3 years: +19.4% /yr; S&P 500 +20.4%
5 years: +10.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$505.4M	144
Q2 2026	$535.0M	146
Q1 2026	$470.9M	140
Q4 2025	$441.0M	119
Q3 2025	$435.0M	120
Q2 2025	$403.9M	118
Q1 2025	$356.1M	116
Q4 2024	$370.6M	118
Q3 2024	$407.5M	132
Q2 2024	$383.0M	129
Q1 2024	$377.6M	134
Q4 2023	$352.7M	135

Questions about Shulman DeMeo Asset Management LLC's portfolio

What stocks does Shulman DeMeo Asset Management LLC own?

Shulman DeMeo Asset Management LLC's latest 13F, for Q3 2026 and filed Oct 9, 2026, lists 144 positions worth $505.4M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 56.0%, Spdr Dow Jones Indl Average (DIA) at 6.0%, Apple Inc (AAPL) at 4.0%, Ishares Tr (IVV) at 3.0% and Ishares Tr (EFA) at 3.0%.

What did Shulman DeMeo Asset Management LLC buy last quarter?

Shulman DeMeo Asset Management LLC opened no new positions and grew none by more than 5% among its largest holdings in Q3 2026.

What did Shulman DeMeo Asset Management LLC sell last quarter?

In Q3 2026, Shulman DeMeo Asset Management LLC cut from its top 50 Invesco Qqq Tr (QQQ), cut from its top 50 Disney Walt Co (DIS), cut from its top 50 Southern Co (SO), Intercontinental Exchange Inc (ICE) (-10.2% shares), Dell Technologies Inc (DELL) (-7.4% shares) and International Business Machs (IBM) (-7.1% shares), compared with its Q2 2026 filing.

How has Shulman DeMeo Asset Management LLC's portfolio performed?

A portfolio copying Shulman DeMeo Asset Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.5% against +20.1%. Over 5 years: +10.8% a year against +11.6%.

When is Shulman DeMeo Asset Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Shulman DeMeo Asset Management LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Shulman DeMeo Asset Management LLC manage?

Shulman DeMeo Asset Management LLC reported $815.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $505.4M.