Beckerman Institutional, LLC
CIK: 0002043468Latest portfolio: $178.1M · Q4 2025
Holdings
115
Total Value
$178.1M
New Positions
114
Closed Positions
0
Top Holdings
View All 115 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,278 | $16.2M | 9.11% | NEW | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 273,063 | $10.4M | 5.84% | NEW | |
| 3 | DBNDDOUBLELINE ETF TRUST | 210,540 | $9.8M | 5.48% | NEW | |
| 4 | IDEVISHARES TR | 91,858 | $7.6M | 4.25% | NEW | |
| 5 | GOOGLALPHABET INC | 23,169 | $7.3M | 4.07% | NEW | |
| 6 | LDURPIMCO ETF TR | 54,923 | $5.3M | 2.96% | NEW | |
| 7 | DFACDIMENSIONAL ETF TRUST | 128,329 | $5.1M | 2.85% | NEW | |
| 8 | GLDMWORLD GOLD TR | 59,185 | $5.1M | 2.84% | NEW | |
| 9 | FLXRTCW ETF TRUST | 126,218 | $5.0M | 2.81% | NEW | |
| 10 | DGSWISDOMTREE TR | 66,107 | $3.8M | 2.12% | NEW | |
| 11 | DFIVDIMENSIONAL ETF TRUST | 71,711 | $3.6M | 2.01% | NEW | |
| 12 | SCHDSCHWAB STRATEGIC TR | 127,963 | $3.5M | 1.97% | NEW | |
| 13 | VOVANGUARD INDEX FDS | 11,912 | $3.5M | 1.94% | NEW | |
| 14 | SCHOSCHWAB STRATEGIC TR | 126,470 | $3.1M | 1.73% | NEW | |
| 15 | STIPISHARES TR | 27,196 | $2.8M | 1.56% | NEW | |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 60,124 | $2.8M | 1.56% | NEW | |
| 17 | DFATDIMENSIONAL ETF TRUST | 44,469 | $2.6M | 1.49% | NEW | |
| 18 | FHLCFIDELITY COVINGTON TRUST | 33,935 | $2.5M | 1.42% | NEW | |
| 19 | EMXCISHARES INC | 33,994 | $2.5M | 1.39% | NEW | |
| 20 | BINCBLACKROCK ETF TRUST II | 44,897 | $2.4M | 1.33% | NEW | |
| 21 | MTBASIMPLIFY EXCHANGE TRADED FUN | 43,629 | $2.2M | 1.23% | NEW | |
| 22 | ONEQFIDELITY COMWLTH TR | 23,834 | $2.2M | 1.22% | NEW | |
| 23 | SCHCSCHWAB STRATEGIC TR | 47,800 | $2.2M | 1.22% | NEW | |
| 24 | DFAEDIMENSIONAL ETF TRUST | 64,750 | $2.1M | 1.18% | NEW | |
| 25 | AAPLAPPLE INC | 6,972 | $1.9M | 1.06% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.040697617576527e+282T)
Technology0.0% ($5.052189516331415e+24T)
Unknown0.0% ($1622418301486728704.0T)
Healthcare0.0% ($458.5T)
Communication Services0.0% ($72.5T)
Consumer Defensive0.0% ($436.3B)
Consumer Cyclical0.0% ($577K)
Filing History
Fund Information
Beckerman Institutional, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $178.1M across 115 holdings. The largest position is BERKSHIRE HATHAWAY INC DEL (BRK/B), representing 9.1% of the portfolio. Compared to the previous quarter, the fund opened 115 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.