Investor
Beckerman Institutional, LLC
CIK 0002043468 · filed 2026-05-04 · SEC filing
13F book
$188.2M
Positions
121
7 new · 1 sold
Largest name
8.5%
Berkshire Hathaway Inc Del
Est. mark
−$1.26M
Price effect on 114 names still held. Flow $11.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 33.4K | $16M | 8.5% | −$756.9K | Added−$231.2K |
| Dimensional Etf Trust | — | 294.5K | $11.5M | 6.1% | $232.1K | Added$1.07M |
| Doubleline Etf Trust | — | 222.3K | $10.2M | 5.4% | −$116.8K | Added$419.8K |
| Ishares Tr | — | 92K | $7.69M | 4.1% | $100.1K | Added$110.8K |
| Alphabet Inc | — | 23.2K | $6.68M | 3.5% | −$589.4K | Added−$577.1K |
| Tcw Etf Trust | — | 138.2K | $5.43M | 2.9% | −$41.6K | Added$428.1K |
| Pimco Etf Tr | — | 53.9K | $5.16M | 2.7% | −$6.72K | Cut−$108K |
| Dimensional Etf Trust | — | 130.2K | $5.06M | 2.7% | −$93.7K | Added−$20.2K |
| World Gold Tr | — | 51.3K | $4.76M | 2.5% | $375.8K | Cut−$293.5K |
| Schwab Strategic Tr | — | 140.8K | $4.32M | 2.3% | $415.9K | Added$809.7K |
| Dimensional Etf Trust | — | 76.4K | $4.03M | 2.1% | $206.5K | Added$452.3K |
| Wisdomtree Tr | — | 64.9K | $3.9M | 2.1% | $185.8K | Cut$118.5K |
| Vanguard Instl Index Fd | — | 47.6K | $3.6M | 1.9% | $1.65K | Added$3.03M |
| Vanguard Index Fds | — | 12.4K | $3.55M | 1.9% | −$36.2K | Added$91.6K |
| Simplify Exchange Traded Fun | — | 64.9K | $3.21M | 1.7% | −$41.4K | Added$1.01M |
| Schwab Strategic Tr | — | 131.6K | $3.19M | 1.7% | −$12.6K | Added$111.2K |
| Ishares Inc | — | 36.9K | $2.9M | 1.5% | $203.3K | Added$433.5K |
| Dimensional Etf Trust | — | 46.1K | $2.88M | 1.5% | $129.4K | Added$233.2K |
| Ishares Tr | — | 27.7K | $2.86M | 1.5% | $28.3K | Added$77.6K |
| J P Morgan Exchange Traded F | — | 60.6K | $2.79M | 1.5% | −$13.3K | Added$10.3K |
| Pimco Etf Tr | — | 28.9K | $2.67M | 1.4% | −$13.1K | Added$1.14M |
| Blackrock Etf Trust Ii | — | 48.7K | $2.53M | 1.3% | −$37.7K | Added$158.3K |
| Fidelity Covington Trust | — | 34.4K | $2.42M | 1.3% | −$133K | Added−$103.3K |
| Schwab Strategic Tr | — | 50.7K | $2.37M | 1.3% | $57.8K | Added$195K |
| Dimensional Etf Trust | — | 67.6K | $2.29M | 1.2% | $83.5K | Added$178.9K |
| Fidelity Comwlth Tr | — | 23.8K | $2.02M | 1.1% | −$154.7K | Held |
| Fidelity Covington Trust | — | 70.1K | $1.89M | 1.0% | $1.29K | Added$131.5K |
| Ishares Tr | — | 26.8K | $1.88M | 1.0% | $20.2K | Added$32.6K |
| Ishares Tr | — | 8.44K | $1.85M | 1.0% | $34.3K | Cut$15K |
| Apple Inc. | AAPL | 6.97K | $1.77M | 0.9% | −$126K | Held |
| Pgim Etf Tr | — | 34.3K | $1.7M | 0.9% | −$3.09K | Cut−$18K |
| Bancroft Fd Ltd | — | 73.9K | $1.59M | 0.8% | −$41.4K | Added−$41.1K |
| Ishares Tr | — | 17.3K | $1.56M | 0.8% | $17.8K | Added$76.5K |
| Fidelity Covington Trust | — | 22.2K | $1.51M | 0.8% | −$114.4K | Cut−$136.4K |
| Dimensional Etf Trust | — | 33.4K | $1.51M | 0.8% | −$56.2K | Cut−$63.1K |
| Meta Platforms, Inc. | META | 2.5K | $1.43M | 0.8% | −$219.6K | Added−$215.6K |
| Ishares Tr | — | 11.2K | $1.39M | 0.7% | $45.9K | Added$57.5K |
| Jpmorgan Chase Finl Co Llc | — | 40.3K | $1.39M | 0.7% | $180K | Added$238.7K |
| Tri Contl Corp | — | 40K | $1.26M | 0.7% | −$42.8K | Cut−$59.4K |
| Microsoft Corp | MSFT | 3.25K | $1.2M | 0.6% | −$332K | Added−$212.8K |
| Wisdomtree Tr | — | 28.3K | $1.13M | 0.6% | $30.5K | Added$30.6K |
| J P Morgan Exchange Traded F | — | 18.4K | $1.04M | 0.6% | −$10.3K | Cut−$21.6K |
| Jpmorgan Chase & Co. | — | 3.4K | $1M | 0.5% | −$95.4K | Held |
| Spdr Series Trust | — | 20.4K | $985.6K | 0.5% | $25.7K | Added$161.5K |
| Vanguard Tax-Managed Fds | — | 14.7K | $945K | 0.5% | $23.7K | Held |
| Vanguard Index Fds | — | 2.92K | $937.6K | 0.5% | −$42.2K | Added−$40.6K |
| Spdr Series Trust | — | 12K | $915.3K | 0.5% | −$44K | Held |
| Spdr Series Trust | — | 9.56K | $904.6K | 0.5% | $34.5K | Held |
| Gabelli Global Small & Mid C | — | 57.5K | $864.1K | 0.5% | $1.15K | Cut−$19.2K |
| Vanguard Malvern Fds | — | 16.7K | $831.9K | 0.4% | $8.16K | Cut$6.33K |
| Ishares Tr | — | 5.8K | $825.8K | 0.4% | −$36.3K | Held |
| Pimco Etf Tr | — | 30.4K | $795.2K | 0.4% | −$14.6K | Held |
| Pimco Etf Tr | — | 15K | $781.3K | 0.4% | −$2.69K | Added$139.6K |
| Ishares Gold Tr | — | 8.64K | $761.7K | 0.4% | $60.4K | Cut$33.6K |
| Vanguard Index Fds | — | 1.27K | $758.8K | 0.4% | −$37.6K | Cut−$42K |
| Invesco Exch Traded Fd Tr Ii | — | 17.3K | $752.2K | 0.4% | $20.5K | Held |
| Vanguard Intl Equity Index F | — | 5.14K | $749.2K | 0.4% | $12.6K | Held |
| Pimco Etf Tr | — | 15.8K | $713.1K | 0.4% | −$2.37K | Held |
| Virtus Dividend Interest & P | — | 55.4K | $699K | 0.4% | −$15.5K | Cut−$20.9K |
| Ishares Tr | — | 7.61K | $688.8K | 0.4% | −$43.7K | Held |
| Pimco Etf Tr | — | 13.9K | $684.4K | 0.4% | −$12.3K | Added−$264 |
| Vaneck Etf Trust | — | 7.02K | $678.8K | 0.4% | −$48.2K | Held |
| Vanguard World Fd | — | 3.71K | $666.7K | 0.4% | −$51.1K | Held |
| Vanguard Index Fds | — | 3.02K | $656.7K | 0.3% | $16.5K | Held |
| Ishares Tr | — | 1K | $656.3K | 0.3% | −$25.2K | Added$110.7K |
| Ssga Active Etf Tr | — | 16.2K | $644.7K | 0.3% | −$8.45K | Cut−$17.1K |
| Capital Group New Geography | — | 20.3K | $641.5K | 0.3% | −$4.74K | Added$221.4K |
| Philip Morris Intl Inc | — | 3.81K | $629.8K | 0.3% | $18.8K | Held |
| Vanguard Index Fds | — | 1.96K | $584.8K | 0.3% | −$31.2K | Held |
| Franklin Templeton Etf Tr | — | 16.1K | $560.9K | 0.3% | $16.3K | Cut$9.17K |
| Vanguard Specialized Funds | — | 2.59K | $557.4K | 0.3% | −$12.2K | Held |
| Intercontinental Exchange In | — | 3.5K | $550.5K | 0.3% | −$16.4K | Held |
| Ishares Tr | — | 4.57K | $541.1K | 0.3% | $21.6K | Held |
| Goldman Sachs Etf Tr | — | 12.5K | $539.1K | 0.3% | $2.37K | Cut−$86.4K |
| Vanguard World Fd | — | 773 | $538.8K | 0.3% | −$43.2K | Held |
| Spdr Gold Tr | — | 1.25K | $537.9K | 0.3% | $42.5K | Cut$39.3K |
| Johnson & Johnson | JNJ | 2.19K | $536.5K | 0.3% | $82.3K | Held |
| Bank America Corp | — | 10.9K | $529.7K | 0.3% | −$67.9K | Held |
| Amazon Com Inc | AMZN | 2.53K | $526.1K | 0.3% | −$56.4K | Added−$51.4K |
| Pimco New York Munici Income Ii Cf | — | 75.7K | $518.6K | 0.3% | — | New |
| J P Morgan Exchange Traded F | — | 9.31K | $500.6K | 0.3% | −$2.8K | Added−$2.64K |
| Invesco Exchange Traded Fd T | — | 10K | $477K | 0.3% | $6.12K | Held |
| Coca Cola Co | KO | 6.24K | $474.8K | 0.3% | $38.3K | Held |
| Blackrock Esg Cap Allc Term | — | 34.6K | $469.7K | 0.3% | −$62.3K | Cut−$78.1K |
| Ishares Gold Tr | IAUM | 10K | $469K | 0.2% | $33.3K | Added$83.1K |
| Dimensional Etf Trust | — | 9.51K | $455.6K | 0.2% | −$2.13K | Added$28.5K |
| Vanguard Index Fds | — | 2.39K | $440.1K | 0.2% | $16.5K | Held |
| AbbVie Inc. | ABBV | 2.01K | $436.7K | 0.2% | −$22.1K | Held |
| Ishares Tr | — | 2.53K | $426.9K | 0.2% | $205 | Held |
| Pfizer Inc | PFE | 14.4K | $404.8K | 0.2% | $45.8K | Cut$39K |
| Ishares Inc | — | 5.71K | $398.1K | 0.2% | $13.6K | Added$35.6K |
| Alphabet Inc | — | 1.38K | $395.5K | 0.2% | −$37.1K | Added−$36.5K |
| Fidelity Covington Trust | — | 5.41K | $380K | 0.2% | −$40.8K | Cut−$54.7K |
| Goldman Sachs Group Inc | — | 445 | $376.6K | 0.2% | −$14.7K | Held |
| Vanguard Index Fds | — | 4.09K | $362.6K | 0.2% | $842 | Added$8.65K |
| Spdr Series Trust | — | 6.08K | $360.1K | 0.2% | $7.97K | Held |
| Salesforce, Inc. | CRM | 1.92K | $358.6K | 0.2% | −$82.2K | Added$80.4K |
| Ishares Tr | — | 4.1K | $355.4K | 0.2% | $8.2K | Held |
| Walmart Inc. | WMT | 2.8K | $347.8K | 0.2% | $36K | Cut$33.6K |
| Cisco Sys Inc | — | 4.41K | $342.2K | 0.2% | $2.47K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 11K | $319.8K | 0.2% | $6.4K | Added$14.1K |
| Altria Group, Inc. | MO | 4.84K | $319.5K | 0.2% | $40.3K | Held |
| Ishares Tr | — | 4K | $313.5K | 0.2% | $3.52K | Held |
| Visa Inc. | V | 1.02K | $309.5K | 0.2% | −$49.6K | Held |
| Royce Global Trust, Inc. | RGT | 22.9K | $305.4K | 0.2% | $3.25K | Added$136.4K |
| Vanguard Bd Index Fds | — | 3.89K | $305.1K | 0.2% | −$1.56K | Held |
| Spdr S&P 500 Etf Tr | — | 448 | $291.4K | 0.2% | −$14.1K | Held |
| Capital One Finl Corp | — | 1.55K | $282.9K | 0.1% | −$93K | Held |
| Intuitive Surgical Inc | ISRG | 584 | $269.2K | 0.1% | −$61.5K | Held |
| Proshares Tr | — | 6.94K | $263.1K | 0.1% | — | New |
| Spdr Series Trust | — | 992 | $251.9K | 0.1% | $12.4K | Added$16.3K |
| Invesco Qqq Tr | — | 411 | $236.2K | 0.1% | −$15.2K | Cut−$27.5K |
| Innovator Etfs Trust | — | 6.19K | $224.6K | 0.1% | −$3K | Held |
| Fedex Corp | FDX | 615 | $219.1K | 0.1% | — | New |
| Vanguard Index Fds | — | 1.11K | $217K | 0.1% | — | New |
| Blackstone Inc. | BX | 1.88K | $216.3K | 0.1% | −$73.6K | Held |
| At&T Inc | — | 7.3K | $211.6K | 0.1% | — | New |
| Netflix Inc | NFLX | 2.18K | $209.6K | 0.1% | — | New |
| Micron Technology Inc | MU | 614 | $207.4K | 0.1% | — | New |
| Ellsworth Growth & Income Fd | — | 12.8K | $142.7K | 0.1% | −$6.14K | Held |
| Tortoise Capital Series Trus | — | 11.2K | $116.5K | 0.1% | $15.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.