DOSSIER · 13F-HR · Q1 2026

Beckerman Institutional, LLC

$188M in tracked AUM across 121 positions as of Q1 2026.

BI
CIK 0002043468 · last filed Mar 31, 2026
Total AUM
$188M
as of Q1 2026
Holdings
121
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Beckerman Institutional, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$16M33K8.5%
02
DFAI
DIMENSIONAL ETF TRUST
$11M294K6.1%
03
DBND
DOUBLELINE ETF TRUST
$10M222K5.4%
04
IDEV
ISHARES TR
$8M92K4.1%
05
GOOGL
ALPHABET INC
$7M23K3.5%
06
FLXR
TCW ETF TRUST
$5M138K2.9%
07
LDUR
PIMCO ETF TR
$5M54K2.7%
08
DFAC
DIMENSIONAL ETF TRUST
$5M130K2.7%
09
GLDM
WORLD GOLD TR
$5M51K2.5%
10
SCHD
SCHWAB STRATEGIC TR
$4M141K2.3%

Filing history

2026Q1Mar 31
$188M 5.7%
121 positionsView →
2025Q4Dec 31
$178M 4.8%
115 positionsView →
2025Q3Sep 30
$170M 12.8%
115 positionsView →
2025Q2Jun 30
$151M 9.0%
108 positionsLocked
2025Q1Mar 31
$138M 10.6%
102 positionsLocked
2024Q4Dec 31
$125M 5.2%
98 positionsLocked
2024Q3Sep 30
$119M
96 positionsLocked