Beckerman Institutional, LLC
13F Reported Value
ⓘ$188.2M
Holdings
121
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Beckerman Institutional, LLC disclosed 121 positions worth $188.2M in its Form 13F-HR for Q1 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.5% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 1 — including a new stake in $PNI and a full exit from $PLTR. The portfolio is most concentrated in Other (74.1% of disclosed assets). All figures are sourced directly from Beckerman Institutional, LLC’s Form 13F-HR filing with the SEC under CIK 2043468.
AI Fund Analysis
Diversifying
$BRK-A
$GOOG$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 64.5#634
Quality
$16.0M33,375 sh DIMENSIONAL ETF TRUST
—Quality
$11.5M294,471 shDOUBLELINE ETF TRUST
—Quality
$10.2M222,253 shISHARES TR
—Quality
$7.7M91,986 sh- 80.2
Quality
$6.7M23,212 sh TCW ETF TRUST
—Quality
$5.4M138,179 shPIMCO ETF TR
—Quality
$5.2M53,867 shDIMENSIONAL ETF TRUST
—Quality
$5.1M130,220 sh- —
Quality
$4.8M51,344 sh SCHWAB STRATEGIC TR
—Quality
$4.3M140,799 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 64.5#634 | $16.0M | 33,375 |
| DIMENSIONAL ETF TRUST | — | $11.5M | 294,471 |
| DOUBLELINE ETF TRUST | — | $10.2M | 222,253 |
| ISHARES TR | — | $7.7M | 91,986 |
| Alphabet Inc.$GOOG | 80.2 | $6.7M | 23,212 |
| TCW ETF TRUST | — | $5.4M | 138,179 |
| PIMCO ETF TR | — | $5.2M | 53,867 |
| DIMENSIONAL ETF TRUST | — | $5.1M | 130,220 |
 World Gold Trust$GLDM | — | $4.8M | 51,344 |
| SCHWAB STRATEGIC TR | — | $4.3M | 140,799 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beckerman Institutional, LLC's 121 positions.
Showing top 10 of 121 holdings.
Sector Allocation
Other
$139.5M
Financials
$31.4M
Technology
$12.7M
Healthcare
$1.6M
Consumer Staples
$1.4M
Consumer Discretionary
$873,844
Communication Services
$421,179
Industrials
$219,054
Full Holdings — Beckerman Institutional, LLC (Q1 2026)
All 121 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $16.0M | 8.5% | +3% | 64.5 |
| 2 | — | DIMENSIONAL ETF TRUST | $11.5M | 6.1% | +8% | — |
| 3 | — | DOUBLELINE ETF TRUST | $10.2M | 5.4% | +6% | — |
| 4 | — | ISHARES TR | $7.7M | 4.1% | +0% | — |
| 5 | $GOOG | Alphabet Inc. | $6.7M | 3.5% | +0% | 80.2 |
| 6 | — | TCW ETF TRUST | $5.4M | 2.9% | +9% | — |
| 7 | — | PIMCO ETF TR | $5.2M | 2.7% | -2% | — |
| 8 | — | DIMENSIONAL ETF TRUST | $5.1M | 2.7% | +1% | — |
| 9 | $GLDM | World Gold Trust | $4.8M | 2.5% | -13% | — |
| 10 | — | SCHWAB STRATEGIC TR | $4.3M | 2.3% | +10% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $4.0M | 2.1% | +6% | — |
| 12 |  $WT | WisdomTree, Inc. | $3.9M | 2.1% | -2% | 62.9 |
| 13 | — | VANGUARD INSTL INDEX FD | $3.6M | 1.9% | +534% | — |
| 14 | — | VANGUARD INDEX FDS | $3.5M | 1.9% | +4% | — |
| 15 | — | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 1.7% | +49% | — |
| 16 | — | SCHWAB STRATEGIC TR | $3.2M | 1.7% | +4% | — |
| 17 | — | ISHARES INC | $2.9M | 1.5% | +9% | — |
| 18 | — | DIMENSIONAL ETF TRUST | $2.9M | 1.5% | +4% | — |
| 19 | — | ISHARES TR | $2.9M | 1.5% | +2% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.5% | +1% | — |
| 21 | — | PIMCO ETF TR | $2.7M | 1.4% | +77% | — |
| 22 | — | BLACKROCK ETF TRUST II | $2.5M | 1.3% | +8% | — |
| 23 | — | FIDELITY COVINGTON TRUST | $2.4M | 1.3% | +1% | — |
| 24 | — | SCHWAB STRATEGIC TR | $2.4M | 1.3% | +6% | — |
| 25 | — | DIMENSIONAL ETF TRUST | $2.3M | 1.2% | +4% | — |
| 26 | — | FIDELITY COMWLTH TR | $2.0M | 1.1% | +0% | — |
| 27 | — | FIDELITY COVINGTON TRUST | $1.9M | 1.0% | +7% | — |
| 28 | — | ISHARES TR | $1.9M | 1.0% | +1% | — |
| 29 | — | ISHARES TR | $1.8M | 1.0% | -1% | — |
| 30 |  $AAPL | Apple Inc. | $1.8M | 0.9% | +0% | 76.1 |
| 31 | — | PGIM ETF TR | $1.7M | 0.9% | -1% | — |
| 32 |  $BCV | BANCROFT FUND LTD | $1.6M | 0.8% | +0% | — |
| 33 | — | ISHARES TR | $1.6M | 0.8% | +4% | — |
| 34 | — | FIDELITY COVINGTON TRUST | $1.5M | 0.8% | -1% | — |
| 35 | — | DIMENSIONAL ETF TRUST | $1.5M | 0.8% | -0% | — |
| 36 |  $META | Meta Platforms, Inc. | $1.4M | 0.8% | +0% | 80.9 |
| 37 | — | ISHARES TR | $1.4M | 0.7% | +1% | — |
| 38 | — | JPMORGAN CHASE FINL CO LLC | $1.4M | 0.7% | +4% | — |
| 39 |  $TY | TRI-CONTINENTAL Corp | $1.3M | 0.7% | -1% | — |
| 40 |  $MSFT | MICROSOFT CORP | $1.2M | 0.6% | +11% | 83.7 |
| 41 | — | WISDOMTREE TR | $1.1M | 0.6% | +0% | — |
| 42 | — | J P MORGAN EXCHANGE TRADED F | $1.0M | 0.6% | -1% | — |
| 43 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.5% | +0% | 35.6 |
| 44 | — | SPDR SERIES TRUST | $985,632 | 0.5% | +16% | — |
| 45 | — | VANGUARD TAX-MANAGED FDS | $944,987 | 0.5% | +0% | — |
| 46 | — | VANGUARD INDEX FDS | $937,561 | 0.5% | +0% | — |
| 47 | — | SPDR SERIES TRUST | $915,266 | 0.5% | +0% | — |
| 48 | — | SPDR SERIES TRUST | $904,559 | 0.5% | +0% | — |
| 49 |  $GGZ | Gabelli Global Small & Mid Cap Value Trust | $864,088 | 0.5% | -2% | — |
| 50 | — | VANGUARD MALVERN FDS | $831,867 | 0.4% | -0% | — |
| 51 | — | ISHARES TR | $825,810 | 0.4% | +0% | — |
| 52 | — | PIMCO ETF TR | $795,172 | 0.4% | +0% | — |
| 53 | — | PIMCO ETF TR | $781,337 | 0.4% | +22% | — |
| 54 |  $IAU | ISHARES GOLD TRUST | $761,660 | 0.4% | -4% | — |
| 55 | — | VANGUARD INDEX FDS | $758,787 | 0.4% | -1% | — |
| 56 | — | INVESCO EXCH TRADED FD TR II | $752,232 | 0.4% | +0% | — |
| 57 | — | VANGUARD INTL EQUITY INDEX F | $749,217 | 0.4% | +0% | — |
| 58 | — | PIMCO ETF TR | $713,099 | 0.4% | +0% | — |
| 59 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $698,962 | 0.4% | -1% | — |
| 60 | — | ISHARES TR | $688,793 | 0.4% | +0% | — |
| 61 | — | PIMCO ETF TR | $684,399 | 0.4% | +2% | — |
| 62 | — | VANECK ETF TRUST | $678,831 | 0.4% | +0% | — |
| 63 | — | VANGUARD WORLD FD | $666,667 | 0.3% | +0% | — |
| 64 | — | VANGUARD INDEX FDS | $656,749 | 0.3% | +0% | — |
| 65 | — | ISHARES TR | $656,347 | 0.3% | +26% | — |
| 66 | — | SSGA ACTIVE ETF TR | $644,651 | 0.3% | -1% | — |
| 67 | — | CAPITAL GROUP NEW GEOGRAPHY | $641,534 | 0.3% | +54% | — |
| 68 |  $PM | Philip Morris International Inc. | $629,780 | 0.3% | +0% | 80.5 |
| 69 | — | VANGUARD INDEX FDS | $584,849 | 0.3% | +0% | — |
| 70 | — | FRANKLIN TEMPLETON ETF TR | $560,855 | 0.3% | -1% | — |
| 71 | — | VANGUARD SPECIALIZED FUNDS | $557,435 | 0.3% | +0% | — |
| 72 |  $ICE | Intercontinental Exchange, Inc. | $550,480 | 0.3% | +0% | 73.8 |
| 73 | — | ISHARES TR | $541,134 | 0.3% | +0% | — |
| 74 |  $GS | GOLDMAN SACHS GROUP INC | $539,124 | 0.3% | -14% | — |
| 75 | — | VANGUARD WORLD FD | $538,771 | 0.3% | +0% | — |
| 76 |  $GLD | SPDR GOLD TRUST | $537,864 | 0.3% | -1% | — |
| 77 |  $JNJ | JOHNSON & JOHNSON | $536,460 | 0.3% | +0% | 72.8 |
| 78 |  $BAC | BANK OF AMERICA CORP /DE/ | $529,713 | 0.3% | +0% | 68.4 |
| 79 |  $AMZN | AMAZON COM INC | $526,055 | 0.3% | +1% | 74.6 |
| 80 |  $PNI | PIMCO NEW YORK MUNICIPAL INCOME FUND II | $518,621 | 0.3% | NEW | — |
| 81 | — | J P MORGAN EXCHANGE TRADED F | $500,644 | 0.3% | +0% | — |
| 82 |  $IVZ | Invesco Ltd. | $476,987 | 0.3% | +0% | — |
| 83 |  $KO | COCA COLA CO | $474,782 | 0.3% | +0% | 74 |
| 84 |  $ECAT | BlackRock ESG Capital Allocation Term Trust | $469,721 | 0.3% | -3% | — |
| 85 |  $IAUM | iShares Gold Trust Micro | $469,011 | 0.3% | +12% | — |
| 86 | — | DIMENSIONAL ETF TRUST | $455,574 | 0.2% | +7% | — |
| 87 | — | VANGUARD INDEX FDS | $440,063 | 0.2% | +0% | — |
| 88 |  $ABBV | AbbVie Inc. | $436,720 | 0.2% | +0% | 59.3 |
| 89 | — | ISHARES TR | $426,858 | 0.2% | +0% | — |
| 90 |  $PFE | PFIZER INC | $404,823 | 0.2% | -2% | 69 |
| 91 | — | ISHARES INC | $398,091 | 0.2% | +6% | — |
| 92 |  $GOOGL | Alphabet Inc. | $395,485 | 0.2% | +0% | 80.2 |
| 93 | — | FIDELITY COVINGTON TRUST | $380,028 | 0.2% | -3% | — |
| 94 | $GS | GOLDMAN SACHS GROUP INC | $376,582 | 0.2% | +0% | — |
| 95 | — | VANGUARD INDEX FDS | $362,608 | 0.2% | +2% | — |
| 96 | — | SPDR SERIES TRUST | $360,117 | 0.2% | +0% | — |
| 97 |  $CRM | Salesforce, Inc. | $358,573 | 0.2% | +83% | 75.2 |
| 98 | — | ISHARES TR | $355,365 | 0.2% | +0% | — |
| 99 |  $WMT | Walmart Inc. | $347,789 | 0.2% | -1% | 63.2 |
| 100 |  $CSCO | CISCO SYSTEMS, INC. | $342,172 | 0.2% | +0% | 72.3 |
| 101 | — | INVESCO EXCH TRADED FD TR II | $319,752 | 0.2% | +2% | — |
| 102 |  $MO | ALTRIA GROUP, INC. | $319,458 | 0.2% | +0% | 72.1 |
| 103 | — | ISHARES TR | $313,468 | 0.2% | +0% | — |
| 104 |  $V | VISA INC. | $309,493 | 0.2% | +0% | 83.5 |
| 105 |  $RGT | ROYCE GLOBAL TRUST, INC. | $305,362 | 0.2% | +77% | — |
| 106 | $META | Meta Platforms, Inc. | $305,093 | 0.2% | +0% | 80.9 |
| 107 |  $SPY | SPDR S&P 500 ETF TRUST | $291,354 | 0.1% | +0% | — |
| 108 |  $COF | CAPITAL ONE FINANCIAL CORP | $282,948 | 0.1% | +0% | 71 |
| 109 |  $ISRG | INTUITIVE SURGICAL INC | $269,218 | 0.1% | +0% | 81.4 |
| 110 | — | PROSHARES TR | $263,082 | 0.1% | NEW | — |
| 111 | — | SPDR SERIES TRUST | $251,950 | 0.1% | +2% | — |
| 112 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $236,197 | 0.1% | -5% | — |
| 113 | — | INNOVATOR ETFS TRUST | $224,552 | 0.1% | +0% | — |
| 114 |  $FDX | FEDEX CORP | $219,054 | 0.1% | NEW | 60.3 |
| 115 | — | VANGUARD INDEX FDS | $216,998 | 0.1% | -43% | — |
| 116 |  $BX | Blackstone Inc. | $216,296 | 0.1% | +0% | 68 |
| 117 |  $T | AT&T INC. | $211,570 | 0.1% | NEW | 71.9 |
| 118 |  $NFLX | NETFLIX INC | $209,609 | 0.1% | NEW | 86.7 |
| 119 |  $MU | MICRON TECHNOLOGY INC | $207,433 | 0.1% | NEW | 88.4 |
| 120 |  $ECF | ELLSWORTH GROWTH & INCOME FUND LTD | $142,654 | 0.1% | +0% | — |
| 121 | — | TORTOISE CAPITAL SERIES TRUS | $116,524 | 0.1% | +0% | — |
New Positions (6)
Exited Positions (1)
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