What does Beckerman Institutional, LLC hold?

Beckerman Institutional, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include BRK.B. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2043468.

What is Beckerman Institutional, LLC's AUM?

Beckerman Institutional, LLC reported approximately $210.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $303.3M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Beckerman Institutional, LLC's holdings?

All Beckerman Institutional, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2043468. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Beckerman Institutional, LLC's 13F data updated on 13F Pro?

Beckerman Institutional, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Beckerman Institutional, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2043468

Institutional-grade research for retail investors

Sector Allocation

Other74.5%$156.6M
Financials15.2%$31.9M
Technology8.3%$17.5M
Consumer Staples0.9%$1.9M
Healthcare0.8%$1.8M
Consumer Discretionary0.3%$602,004

AUM History

13fpro.ai/research/fund/beckerman-institutional-llc-2043468

Conviction and streaks

Diversifying · top 10 = 39.6%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$BRK-AConviction hold8.1% weight · held 7 quarters

$Conviction hold6.2% weight · held 7 quarters

$Conviction hold5.1% weight · held 7 quarters

$GOOGConviction hold3.9% weight · held 7 quarters

$Conviction hold3.9% weight · held 7 quarters

$BRK-AAccumulating+21% shares · 6 quarters running

$Accumulating+85% shares · 6 quarters running

$Accumulating+40% shares · 6 quarters running

$Accumulating+46% shares · 6 quarters running

$Accumulating+477% shares · 6 quarters running

$Trimming-24% shares · 6 quarters running

$ECATTrimming-34% shares · 6 quarters running

$GLDMTrimming-27% shares · 5 quarters running

$NFJTrimming-7% shares · 5 quarters running

$Trimming-14% shares · 5 quarters running

Largest positions — Q2 2026

BRK.B
$17.1M
DIMENSIONAL
$13.0M
DOUBLELINE
$10.7M
GOOGL
$8.3M
ISHARES
$8.1M
DIMENSIONAL
$6.2M
TCW
$5.7M
PIMCO
$5.1M
SCHWAB
$4.6M
VANGUARD
$4.4M
VANGUARD
$4.4M
DIMENSIONAL
$4.3M
WT
$4.1M
ISHARES
$4.0M
GLDM
$3.8M
PIMCO
$3.8M
DIMENSIONAL
$3.3M
SIMPLIFY
$3.2M
SCHWAB
$3.2M
J
$3.0M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/beckerman-institutional-llc-2043468

Beckerman Institutional, LLC 13F holdings — Q2 2026

$210.2M portfolio (+11.7% QoQ) · 124 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio

1
BERKSHIRE HATHAWAY INC
$BRK.B
$17.1M
8.1% of stocks
+2%This quarter—Since filed7+ qtrsHeld
AIQuality73.4#124Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
2
DIMENSIONAL ETF TRUST - INTL CORE EQT MK
$13.0M
6.2% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
3
DOUBLELINE ETF TRUST - OPPO CORE BD ETF
$10.7M
5.1% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Alphabet Inc.
$GOOGL
$8.3M
3.9% of stocks
-0.1%This quarter-7.6%Since filed7+ qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trial
5
ISHARES TR - CORE MSCI INTL
$8.1M
3.9% of stocks
-0.6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
DIMENSIONAL ETF TRUST - US COR EQU 2 ETF
$6.2M
3.0% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
7
TCW ETF TRUST - FLEXIBLE INCOME
$5.7M
2.7% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
8
PIMCO ETF TR - ENHNCD LW DUR AC
$5.1M
2.4% of stocks
-0.7%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$4.6M
2.2% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$4.4M
2.1% of stocks
+21%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	BERKSHIRE HATHAWAY INC$BRK.B	$17.1M	8.1%	+2%	—	7+ qtrsAdded 6 qtrs in a row	73.4#124	Estimated buy price is Pro: unlock with a free trial
2	DIMENSIONAL ETF TRUST - INTL CORE EQT MK	$13.0M	6.2%	+7%	—	—	—	—
3	DOUBLELINE ETF TRUST - OPPO CORE BD ETF	$10.7M	5.1%	+6%	—	—	—	—
4	Alphabet Inc.$GOOGL	$8.3M	3.9%	-0.1%	-7.6%	7+ qtrs	77.7#61	Estimated buy price is Pro: unlock with a free trial
5	ISHARES TR - CORE MSCI INTL	$8.1M	3.9%	-0.6%	—	—	—	—
6	DIMENSIONAL ETF TRUST - US COR EQU 2 ETF	$6.2M	3.0%	+8%	—	—	—	—
7	TCW ETF TRUST - FLEXIBLE INCOME	$5.7M	2.7%	+6%	—	—	—	—
8	PIMCO ETF TR - ENHNCD LW DUR AC	$5.1M	2.4%	-0.7%	—	—	—	—
9	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$4.6M	2.2%	+4%	—	—	—	—
10	VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF	$4.4M	2.1%	+21%	—	—	—	—

All holdings — Beckerman Institutional, LLC (Q2 2026)

Sort

124 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INDEX FDS - MID CAP ETFetf/fund	—	$4.4M	2.1%	54K	+338%	—	—	13F
12	—	DIMENSIONAL ETF TRUST - INTERNATNAL VALetf/fund	—	$4.3M	2.1%	80K	+5%	—	—	13F
13	$WT	WisdomTree, Inc.	Financials	$4.1M	1.9%	63K	-3%	7+ qtrsTrimmed 2 qtrs in a row	61.3	13F
14	—	ISHARES INC - MSCI EMRG CHNetf/fund	—	$4.0M	1.9%	39K	+5%	—	—	13F
15	$GLDM	World Gold Trustetf/fund	Financials	$3.8M	1.8%	48K	-6%	7+ qtrsTrimmed 5 qtrs in a row	—	13F
16	—	PIMCO ETF TR - ACTIVE BD ETFetf/fund	—	$3.8M	1.8%	41K	+42%	—	—	13F
17	—	DIMENSIONAL ETF TRUST - US TARGETED VLUetf/fund	—	$3.3M	1.6%	47K	+3%	—	—	13F
18	—	SIMPLIFY EXCHANGE TRADED FUN - MBS ETFetf/fund	—	$3.2M	1.5%	66K	+1%	—	—	13F
19	—	SCHWAB STRATEGIC TR - SHT TM US TRES	—	$3.2M	1.5%	131K	-0.7%	—	—	13F
20	—	J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund	—	$3.0M	1.4%	64K	+6%	—	—	13F
21	—	ISHARES TR - 0-5 YR TIPS ETFetf/fund	—	$2.9M	1.4%	28K	+2%	—	—	13F
22	—	DIMENSIONAL ETF TRUST - EMGR CRE EQT MNGetf/fund	—	$2.9M	1.4%	71K	+6%	—	—	13F
23	—	FIDELITY COVINGTON TRUST - MSCI HLTH CARE I	—	$2.8M	1.3%	36K	+5%	—	—	13F
24	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETFetf/fund	—	$2.7M	1.3%	51K	+5%	—	—	13F
25	—	SCHWAB STRATEGIC TR - INTL SCEQT ETFetf/fund	—	$2.7M	1.3%	56K	+10%	—	—	13F
26	—	FIDELITY COMWLTH TR - NASDAQ COMPSIT	—	$2.4M	1.2%	24K	-0.5%
27	—	FIDELITY COVINGTON TRUST - MSCI RL EST ETF	—	$2.3M	1.1%	77K	+10%
28	—	ISHARES TR - CORE DIV GRWTH	—	$2.0M	1.0%	27K	-0.1%
29	$AAPL	Apple Inc.	Technology	$2.0M	1.0%	6,972	—
30	—	ISHARES TR - US AER DEF ETF	—	$2.0M	0.9%	8,241	-2%
31	$BCV	BANCROFT FUND LTD	Other	$1.9M	0.9%	73K	-1%
32	—	DIMENSIONAL ETF TRUST - US CORE EQT MKT	—	$1.7M	0.8%	34K	+0.3%
33	—	PGIM ETF TR - PGIM ULTRA SH BD	—	$1.7M	0.8%	34K	—
34	—	ISHARES TR - CORE S&P SCP ETF	—	$1.7M	0.8%	11K	—
35	—	ISHARES TR - CORE MSCI EAFE	—	$1.6M	0.8%	17K	-3%
36	—	FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC	—	$1.5M	0.7%	22K	-0.2%
37	—	SPDR SERIES TRUST - ST STR SP600 SML	—	$1.5M	0.7%	26K	+28%
38	$NVDA	NVIDIA CORP	Technology	$1.5M	0.7%	7,509	New
39	—	JPMORGAN CHASE FINL CO LLC - CAL LKD 44	—	$1.4M	0.7%	42K	+4%
40	$META	Meta Platforms, Inc.	Technology	$1.4M	0.7%	2,528	+1.0%
41	$TY	TRI-CONTINENTAL Corp	Other	$1.4M	0.7%	40K	+0.1%
42	—	WISDOMTREE TR - EM EX ST-OWNED	—	$1.4M	0.7%	28K	-1%
43	$MSFT	MICROSOFT CORP	Technology	$1.3M	0.6%	3,368	+4%
44	$JPM	JPMORGAN CHASE & CO	Financials	$1.1M	0.5%	3,400	—
45	—	CAPITAL GROUP NEW GEOGRAPHY - SHS	—	$1.1M	0.5%	29K	+43%
46	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$1.1M	0.5%	2,922	—
47	—	SPDR SERIES TRUST - ST STR P500ETF	—	$1.1M	0.5%	12K	—
48	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$1.1M	0.5%	15K	—
49	—	SPDR SERIES TRUST - ST STR SP600SM C	—	$1.0M	0.5%	9,564	—
50	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$1.0M	0.5%	18K	-0.2%
51	—	PIMCO ETF TR - INTER MUN BD ACT	—	$965K	0.5%	18K	+23%
52	$GGZ	Gabelli Global Small & Mid Cap Value Trust	—	$933K	0.4%	57K	-0.4%
53	—	ISHARES TR - CORE S&P TTL STK	—	$926K	0.4%	5,636	-3%
54	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$874K	0.4%	1,272	+0.2%
55	—	VANGUARD MALVERN FDS - STRM INFPROIDX	—	$837K	0.4%	17K	—
56	$NFJ	Virtus Dividend, Interest & Premium Strategy Fund	Financials	$835K	0.4%	55K	-0.9%
57	—	ISHARES TR - CORE S&P500 ETF	—	$821K	0.4%	1,096	+9%
58	—	PIMCO ETF TR - MULTISECTOR BD	—	$805K	0.4%	30K	—
59	—	VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF	—	$793K	0.4%	5,139	—
60	—	ISHARES TR - US HOME CONS ETF	—	$743K	0.3%	7,111	-7%
61	—	VANGUARD WORLD FD - INF TECH ETF	—	$738K	0.3%	6,178	+699%
62	—	INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS	—	$736K	0.3%	16K	-6%
63	—	VANGUARD INDEX FDS - SM CP VAL ETF	—	$735K	0.3%	3,024	—
64	—	PIMCO ETF TR - MUNI INCOME OPP	—	$717K	0.3%	16K	-0.7%
65	$MU	MICRON TECHNOLOGY INC	Technology	$709K	0.3%	614	—
66	—	VANECK ETF TRUST - MRNGSTR WDE MOAT	—	$704K	0.3%	6,773	-4%
67	$PM	Philip Morris International Inc.	Consumer Staples	$689K	0.3%	3,809	—
68	—	PIMCO ETF TR - SR LN ACTIVE ETF	—	$683K	0.3%	14K	—
69	—	VANGUARD WORLD FD - COMM SRVC ETF	—	$682K	0.3%	3,707	—
70	—	VANGUARD INDEX FDS - LARGE CAP ETF	—	$673K	0.3%	1,957	—
71	—	SSGA ACTIVE ETF TR - ST STR TOTAL ETF	—	$639K	0.3%	16K	-0.2%
72	$IAU	ISHARES GOLD TRUST	Financials	$637K	0.3%	8,431	-2%
73	—	ISHARES TR - SP SMCP600VL ETF	—	$624K	0.3%	4,568	—
74	$BAC	BANK OF AMERICA CORP /DE/	Financials	$613K	0.3%	11K	-0.9%
75	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$613K	0.3%	2,592	—
76	$RGT	ROYCE GLOBAL TRUST, INC.	—	$612K	0.3%	43K	+88%
77	$AMZN	AMAZON COM INC	Consumer Discretionary	$602K	0.3%	2,526	—
78	$GS	GOLDMAN SACHS GROUP INC	Financials	$571K	0.3%	13K	—
79	—	FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM	—	$569K	0.3%	16K	—
80	—	ISHARES INC - CORE MSCI EMKT	—	$558K	0.3%	6,739	+18%
81	$JNJ	JOHNSON & JOHNSON	Healthcare	$557K	0.3%	2,195	—
82	$PNI	PIMCO NEW YORK MUNICIPAL INCOME FUND II	Other	$537K	0.3%	76K	—
83	$ECAT	BlackRock ESG Capital Allocation Term Trust	—	$536K	0.3%	34K	-1%
84	$CSCO	CISCO SYSTEMS, INC.	Technology	$518K	0.3%	4,410	—
85	$ABBV	AbbVie Inc.	Healthcare	$510K	0.2%	2,028	+1.0%
86	$KO	COCA COLA CO	Consumer Staples	$507K	0.2%	6,243	—
87	—	J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF	—	$498K	0.2%	9,314	+0.0%
88	$GOOG	Alphabet Inc.	Technology	$484K	0.2%	1,371	-0.6%
89	$PFE	PFIZER INC	Healthcare	$482K	0.2%	20K	+39%
90	—	ISHARES TR - ISHARES BIOTECH	—	$481K	0.2%	2,528	—
91	—	VANGUARD INDEX FDS - MCAP VL IDXVIP	—	$472K	0.2%	2,390	—
92	$GLD	SPDR GOLD TRUST	Financials	$460K	0.2%	1,251	—
93	$IVZ	Invesco Ltd.	Financials	$455K	0.2%	8,425	-16%
94	$GS	GOLDMAN SACHS GROUP INC	Financials	$450K	0.2%	445	—
95	$ICE	Intercontinental Exchange, Inc.	Financials	$431K	0.2%	3,500	—
96	$AMD	ADVANCED MICRO DEVICES INC	Technology	$426K	0.2%	734	New
97	—	DIMENSIONAL ETF TRUST - NATL MUN BD ETF	—	$420K	0.2%	8,698	-8%
98	—	FIDELITY COVINGTON TRUST - MSCI FINLS IDX	—	$414K	0.2%	5,413	—
99	$IAUM	iShares Gold Trust Micro	Financials	$414K	0.2%	10K	+3%
100	—	SPDR SERIES TRUST - ST STR P400MID	—	$411K	0.2%	6,081	—
101	—	VANGUARD INDEX FDS - REAL ESTATE ETF	—	$394K	0.2%	4,089	—
102	—	ISHARES TR - CORE MSCI TOTAL	—	$389K	0.2%	4,074	-0.7%
103	—	INVESCO EXCH TRADED FD TR II - NASDAQ BIOTECH	—	$374K	0.2%	11K	+4%
104	$V	VISA INC.	Financials	$351K	0.2%	1,024	—
105	$MO	ALTRIA GROUP, INC.	Consumer Staples	$348K	0.2%	4,841	—
106	$SPY	SPDR S&P 500 ETF TRUST	—	$335K	0.2%	448	—
107	—	ISHARES TR - EAFE SML CP ETF	—	$313K	0.1%	3,799	-5%
108	$WMT	Walmart Inc.	Consumer Staples	$312K	0.1%	2,753	-2%
109	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$311K	0.1%	1,551	—
110	$META	Meta Platforms, Inc.	Technology	$303K	0.1%	3,891	—
111	$CRM	Salesforce, Inc.	Technology	$302K	0.1%	1,929	+0.4%
112	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$301K	0.1%	411	—
113	—	SPDR SERIES TRUST - ST STR SP AERO	—	$277K	0.1%	977	-2%
114	—	VANGUARD INDEX FDS - VALUE ETF	—	$241K	0.1%	1,106	—
115	—	INNOVATOR ETFS TRUST - US EQT ULTRA BFR	—	$239K	0.1%	6,186	—
116	—	PROSHARES TR - SHOR S&P 500 NEW	—	$229K	0.1%	6,936	—
117	—	FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF	—	$225K	0.1%	7,807	New
118	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$224K	0.1%	564	-3%
119	$DELL	Dell Technologies Inc.	Technology	$222K	0.1%	515	New
120	$BX	Blackstone Inc.	Financials	$222K	0.1%	1,885	+0.2%
121	—	ISHARES TR - CORE S&P US GWT	—	$212K	0.1%	1,130	New
122	—	ISHARES TR - SELECT DIVID ETF	—	$205K	0.1%	1,316	New
123	$ECF	ELLSWORTH GROWTH & INCOME FUND LTD	Other	$169K	0.1%	13K	—
124	—	TORTOISE CAPITAL SERIES TRUS - ENERGY ETF	—	$108K	0.1%	11K	—

What changed in Q2 2026

Against the previous quarter's 13F: 6 new, 40 added to, 33 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (6)

$NVDANVIDIA CORP$1.5M
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$426K
first bought this quarter
FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF$225K
first bought this quarter
$DELLDell Technologies Inc.$222K
first bought this quarter
ISHARES TR - CORE S&P US GWT$212K
first bought this quarter
ISHARES TR - SELECT DIVID ETF$205K
first bought this quarter

Added to (40)

VANGUARD INDEX FDS - MID CAP ETF+338%
now $4.4M
PIMCO ETF TR - ACTIVE BD ETF+42%
now $3.8M
DIMENSIONAL ETF TRUST - INTL CORE EQT MK+7%
now $13.0M
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+21%
now $4.4M
VANGUARD WORLD FD - INF TECH ETF+699%
now $738K
DOUBLELINE ETF TRUST - OPPO CORE BD ETF+6%
now $10.7M

+34 more in the Excel export

Trimmed (33)

$GLDMWorld Gold Trust-6%
now $3.8M · held 7+ qtrs, 5 trims in a row
$WTWisdomTree, Inc.-3%
now $4.1M · held 7+ qtrs, 2 trims in a row
$IVZInvesco Ltd.-16%
now $455K · held 7+ qtrs
ISHARES TR - US HOME CONS ETF-7%
now $743K
ISHARES TR - US AER DEF ETF-2%
now $2.0M
ISHARES TR - CORE MSCI INTL-0.6%
now $8.1M

+27 more in the Excel export

Sold out (3)

$FDXFEDEX CORPwas $219K
held 1 qtr
$TAT&T INC.was $212K
held 1 qtr
$NFLXNETFLIX INCwas $210K
held 1 qtr

Firm AUM (Form ADV): $303.3M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Beckerman Institutional, LLC has filed, 7 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

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Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 27, 2026.

Average quality of Beckerman Institutional's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 13 of the 20 are scored)

Top 10 since filing

-3.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 5% over the last 4

Top 10 weight

40%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

94%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Beckerman Institutional, LLC disclosed 124 positions worth $210.2M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.1% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $NVDA and a full exit from $FDX. The portfolio is most concentrated in Other (74.5% of disclosed assets). All figures are sourced directly from Beckerman Institutional, LLC’s Form 13F-HR filing with the SEC under CIK 2043468.

Funds like this

managers whose biggest positions overlap Beckerman Institutional's

Greenline Partners, LLC$983.04M 13F book · 3 shared top holdingsGLDMIAUIAUM NOTTINGHAM ADVISORS, INC.$837.57M 13F book · 3 shared top holdingsGLDMIAUICE Accretive Wealth Partners, LLC$411.63M 13F book · 3 shared top holdingsGLDMPMIAU Compass Wealth Management, LLC/GA$250.87M 13F book · 4 shared top holdingsGLDMPMIAUMO AA Financial Advisors, LLC$840.20M 13F book · 3 shared top holdingsGLDMPMCRM Plum Street Advisors, LLC$313.15M 13F book · 3 shared top holdingsGLDMIAUIAUM

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AI-Powered Hedge Fund Analysis: Beckerman Institutional, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Beckerman Institutional, LLC (SEC CIK: 2043468), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Beckerman Institutional, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.