13F Insight
DOSSIER · 13F-HR · Q3 2026

Beckerman Institutional, LLC

$213M in tracked AUM across 127 positions as of Q3 2026.

BI
CIK 0002043468 · last filed Sep 30, 2026
Total AUM
$213M
as of Q3 2026
Holdings
127
+3 QoQ
positions
Whale Score
50
50
tracked
Activity
81
+4 new, −1 sold
changes this Q
AI Analysis · Q3 2026

Beckerman Institutional, LLC filed its latest 13F-HR for Q3 2026. 81 position changes this quarter — 4 new, 1 exited, 34 added, 42 trimmed.

Quarter at a glance — Q3 2026

81 material changes this filing.

ADD
NVDANVIDIA CORPORATION
+8K sh
+$2M
1.7%
ADD
VBILVANGUARD INSTL INDEX FD
+9K sh
+$673K
2.4%
ADD
DFAIDIMENSIONAL ETF TRUST
+11K sh
+$493K
6.3%
ADD
DBNDDOUBLELINE ETF TRUST
+205 sh
$-488K
4.8%
TRIM
MSFTMICROSOFT CORP
-11 sh
+$465K
0.8%
NEW
PSUSPERSHING SQUARE USA LTD
+11K sh
+$407K
0.2%
TRIM
ITAISHARES TR
-519 sh
$-398K
0.8%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$17M34K8.0%02
DFAI
DIMENSIONAL ETF TRUST
$13M325K6.3%03
DBND
DOUBLELINE ETF TRUST
$10M236K4.8%04
IDEV
ISHARES TR
$8M91K3.9%05
GOOGL
ALPHABET INC
$8M23K3.7%06
DFAC
DIMENSIONAL ETF TRUST
$6M143K3.0%07
FLXR
TCW ETF TRUST
$6M149K2.7%08
VBIL
VANGUARD INSTL INDEX FD
$5M66K2.4%09
LDUR
PIMCO ETF TR
$5M53K2.3%10
SCHD
SCHWAB STRATEGIC TR
$5M147K2.2%

Filing history

2026Q3Sep 30
$213M▲ 1.1%
127 positionsView →2026Q2Jun 30
$210M▲ 11.7%
124 positionsView →2026Q1Mar 31
$188M▲ 5.7%
121 positionsView →2025Q4Dec 31
$178M▲ 4.8%
115 positionsView →2025Q3Sep 30
$170M▲ 12.8%
115 positionsLocked2025Q2Jun 30
$151M▲ 9.0%
108 positionsLocked2025Q1Mar 31
$138M▲ 10.6%
102 positionsLocked2024Q4Dec 31
$125M▲ 5.2%
98 positionsLocked2024Q3Sep 30
$119M—
96 positionsLocked