Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Beckerman Institutional, LLC (CIK 2043468) reported $188.2M across 121 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($16.0M, 8.50%), DFAI ($11.5M, 6.10%), DBND ($10.2M, 5.41%), IDEV ($7.7M, 4.08%), GOOGL ($6.7M, 3.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $16.0M | 8.50% | 33,375 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $11.5M | 6.10% | 294,471 | Added |
| 3 | DBND | DOUBLELINE ETF TRUST | $10.2M | 5.41% | 222,253 | Added |
| 4 | IDEV | ISHARES TR | $7.7M | 4.08% | 91,986 | Added |
| 5 | GOOGL | ALPHABET INC | $6.7M | 3.55% | 23,212 | Added |
| 6 | FLXR | TCW ETF TRUST | $5.4M | 2.88% | 138,179 | Added |
| 7 | LDUR | PIMCO ETF TR | $5.2M | 2.74% | 53,867 | Trimmed |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 2.69% | 130,220 | Added |
| 9 | GLDM | WORLD GOLD TR | $4.8M | 2.53% | 51,344 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $4.3M | 2.30% | 140,799 | Added |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.0M | 2.14% | 76,368 | Added |
| 12 | DGS | WISDOMTREE TR | $3.9M | 2.07% | 64,932 | Trimmed |
| 13 | VBIL | VANGUARD INSTL INDEX FD | $3.6M | 1.91% | 47,565 | Added |
| 14 | VO | VANGUARD INDEX FDS | $3.5M | 1.89% | 12,357 | Added |
| 15 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 1.70% | 64,870 | Added |
| 16 | SCHO | SCHWAB STRATEGIC TR | $3.2M | 1.70% | 131,574 | Added |
| 17 | EMXC | ISHARES INC | $2.9M | 1.54% | 36,920 | Added |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $2.9M | 1.53% | 46,131 | Added |
| 19 | STIP | ISHARES TR | $2.9M | 1.52% | 27,673 | Added |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $2.8M | 1.48% | 60,635 | Added |
| 21 | BOND | PIMCO ETF TR | $2.7M | 1.42% | 28,884 | Added |
| 22 | BINC | BLACKROCK ETF TRUST II | $2.5M | 1.34% | 48,671 | Added |
| 23 | FHLC | FIDELITY COVINGTON TRUST | $2.4M | 1.28% | 34,357 | Added |
| 24 | SCHC | SCHWAB STRATEGIC TR | $2.4M | 1.26% | 50,735 | Added |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $2.3M | 1.22% | 67,567 | Added |
Source: SEC Form 13F filings · as of 2026-03-31