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 $210.2M across 124 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRKB ($17.1M, 8.13%), DFAI ($13.0M, 6.16%), DBND ($10.7M, 5.11%), GOOGL ($8.3M, 3.94%), IDEV ($8.1M, 3.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $17.1M | 8.13% | 34,166 | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $13.0M | 6.16% | 313,991 | Added |
| 3 | DBND | DOUBLELINE ETF TRUST | $10.7M | 5.11% | 235,558 | Added |
| 4 | GOOGL | ALPHABET INC | $8.3M | 3.94% | 23,183 | Trimmed |
| 5 | IDEV | ISHARES TR | $8.1M | 3.87% | 91,459 | Trimmed |
| 6 | DFAC | DIMENSIONAL ETF TRUST | $6.2M | 2.97% | 140,672 | Added |
| 7 | FLXR | TCW ETF TRUST | $5.7M | 2.73% | 146,067 | Added |
| 8 | LDUR | PIMCO ETF TR | $5.1M | 2.43% | 53,496 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 2.20% | 145,966 | Added |
| 10 | VBIL | VANGUARD INSTL INDEX FD | $4.4M | 2.08% | 57,635 | Added |
| 11 | VO | VANGUARD INDEX FDS | $4.4M | 2.07% | 54,070 | Added |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $4.3M | 2.07% | 80,389 | Added |
| 13 | DGS | WISDOMTREE TR | $4.1M | 1.95% | 63,195 | Trimmed |
| 14 | EMXC | ISHARES INC | $4.0M | 1.88% | 38,650 | Added |
| 15 | GLDM | WORLD GOLD TR | $3.8M | 1.83% | 48,362 | Trimmed |
| 16 | BOND | PIMCO ETF TR | $3.8M | 1.80% | 40,972 | Added |
| 17 | DFAT | DIMENSIONAL ETF TRUST | $3.3M | 1.58% | 47,386 | Added |
| 18 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 1.53% | 65,670 | Added |
| 19 | SCHO | SCHWAB STRATEGIC TR | $3.2M | 1.50% | 130,698 | Trimmed |
| 20 | JPIE | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.41% | 64,496 | Added |
| 21 | STIP | ISHARES TR | $2.9M | 1.37% | 28,251 | Added |
| 22 | DFAE | DIMENSIONAL ETF TRUST | $2.9M | 1.37% | 71,491 | Added |
| 23 | FHLC | FIDELITY COVINGTON TRUST | $2.8M | 1.32% | 35,930 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.7M | 1.28% | 51,301 | Added |
| 25 | SCHC | SCHWAB STRATEGIC TR | $2.7M | 1.27% | 55,563 | Added |
Source: SEC Form 13F filings · as of 2026-06-30