Beckerman Institutional, LLC

Est. AUM

$188.0M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.0M	33375	8.51%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$11.5M	294471	6.10%	SOLE
3	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$10.2M	222253	5.42%	SOLE
4	ISHARES TR	CORE MSCI INTL	$7.7M	91986	4.09%	SOLE
5	ALPHABET INC	CAP STK CL A	$6.7M	23212	3.55%	SOLE
6	TCW ETF TRUST	FLEXIBLE INCOME	$5.4M	138179	2.89%	SOLE
7	PIMCO ETF TR	ENHNCD LW DUR AC	$5.2M	53867	2.75%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.1M	130220	2.69%	SOLE
9	WORLD GOLD TR	SPDR GLD MINIS	$4.8M	51344	2.53%	SOLE
10	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.3M	140799	2.30%	SOLE
11	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.0M	76368	2.14%	SOLE
12	WISDOMTREE TR	EMG MKTS SMCAP	$3.9M	64932	2.08%	SOLE
13	VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.6M	47565	1.91%	SOLE
14	VANGUARD INDEX FDS	MID CAP ETF	$3.5M	12357	1.89%	SOLE
15	SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$3.2M	64870	1.71%	SOLE
16	SCHWAB STRATEGIC TR	SHT TM US TRES	$3.2M	131574	1.70%	SOLE
17	ISHARES INC	MSCI EMRG CHN	$2.9M	36920	1.55%	SOLE
18	DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.9M	46131	1.53%	SOLE
19	ISHARES TR	0-5 YR TIPS ETF	$2.9M	27673	1.52%	SOLE
20	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.8M	60635	1.49%	SOLE
21	PIMCO ETF TR	ACTIVE BD ETF	$2.7M	28884	1.42%	SOLE
22	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	48671	1.35%	SOLE
23	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$2.4M	34357	1.29%	SOLE
24	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.4M	50735	1.26%	SOLE
25	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.3M	67567	1.22%	SOLE
26	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$2.0M	23834	1.08%	SOLE
27	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.9M	70108	1.00%	SOLE
28	ISHARES TR	CORE DIV GRWTH	$1.9M	26775	1.00%	SOLE
29	ISHARES TR	US AER DEF ETF	$1.8M	8435	0.98%	SOLE
30	APPLE INC	COM	$1.8M	6972	0.94%	SOLE
31	PGIM ETF TR	PGIM ULTRA SH BD	$1.7M	34314	0.90%	SOLE
32	BANCROFT FD LTD	COM	$1.6M	73919	0.85%	SOLE
33	ISHARES TR	CORE MSCI EAFE	$1.6M	17270	0.83%	SOLE
34	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$1.5M	22177	0.80%	SOLE
35	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.5M	33425	0.80%	SOLE
36	META PLATFORMS INC	CL A	$1.4M	2504	0.76%	SOLE
37	ISHARES TR	CORE S&P SCP ETF	$1.4M	11215	0.74%	SOLE
38	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.4M	40324	0.74%	SOLE
39	TRI CONTL CORP	COM	$1.3M	39994	0.67%	SOLE
40	MICROSOFT CORP	COM	$1.2M	3251	0.64%	SOLE
41	WISDOMTREE TR	EM EX ST-OWNED	$1.1M	28291	0.60%	SOLE
42	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.0M	18376	0.55%	SOLE
43	JPMORGAN CHASE & CO	COM	$1.0M	3400	0.53%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$986K	20398	0.52%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$945K	14748	0.50%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$938K	2922	0.50%	SOLE
47	SPDR SERIES TRUST	STATE STREET SPD	$915K	11958	0.49%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$905K	9564	0.48%	SOLE
49	GABELLI GLOBAL SMALL & MID C	COM	$864K	57529	0.46%	SOLE
50	VANGUARD MALVERN FDS	STRM INFPROIDX	$832K	16654	0.44%	SOLE

1–50 of 120

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.