§ 13F · FUND PROFILE
Beckerman Institutional, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $170M (13F)Positions · 115Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 33K | $16M | 8.5% | +3% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 294K | $11M | 6.1% | +8% |
| 3 | DBND | DOUBLELINE ETF TRUST | 222K | $10M | 5.4% | +6% |
| 4 | IDEV | ISHARES TR | 92K | $8M | 4.1% | ±0% |
| 5 | GOOGL | ALPHABET INC | 23K | $7M | 3.5% | ±0% |
| 6 | FLXR | TCW ETF TRUST | 138K | $5M | 2.9% | +9% |
| 7 | LDUR | PIMCO ETF TR | 54K | $5M | 2.7% | −2% |
| 8 | DFAC | DIMENSIONAL ETF TRUST | 130K | $5M | 2.7% | +1% |
| 9 | GLDM | WORLD GOLD TR | 51K | $5M | 2.5% | −13% |
| 10 | SCHD | SCHWAB STRATEGIC TR | 141K | $4M | 2.3% | +10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BECKERMAN SIGNAL
AC read
Beckerman Institutional, LLC is a Other fund managing $170 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed