Investor
Beckerman Institutional, LLC
CIK 0002043468 · filed 2026-02-10 · SEC filing
13F book
$178.1M
Positions
115
Largest name
9.1%
Berkshire Hathaway Inc Del
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del | — | 32.3K | $16.2M | 9.1% | — | Held |
| Dimensional Etf Trust | — | 273.1K | $10.4M | 5.8% | — | Held |
| Doubleline Etf Trust | — | 210.5K | $9.76M | 5.5% | — | Held |
| Ishares Tr | — | 91.9K | $7.58M | 4.3% | — | Held |
| Alphabet Inc | — | 23.2K | $7.25M | 4.1% | — | Held |
| Pimco Etf Tr | — | 54.9K | $5.27M | 3.0% | — | Held |
| Dimensional Etf Trust | — | 128.3K | $5.08M | 2.9% | — | Held |
| World Gold Tr | — | 59.2K | $5.05M | 2.8% | — | Held |
| Tcw Etf Trust | — | 126.2K | $5M | 2.8% | — | Held |
| Wisdomtree Tr | — | 66.1K | $3.78M | 2.1% | — | Held |
| Dimensional Etf Trust | — | 71.7K | $3.58M | 2.0% | — | Held |
| Schwab Strategic Tr | — | 128K | $3.51M | 2.0% | — | Held |
| Vanguard Index Fds | — | 11.9K | $3.46M | 1.9% | — | Held |
| Schwab Strategic Tr | — | 126.5K | $3.08M | 1.7% | — | Held |
| Ishares Tr | — | 27.2K | $2.78M | 1.6% | — | Held |
| J P Morgan Exchange Traded F | — | 60.1K | $2.78M | 1.6% | — | Held |
| Dimensional Etf Trust | — | 44.5K | $2.65M | 1.5% | — | Held |
| Fidelity Covington Trust | — | 33.9K | $2.52M | 1.4% | — | Held |
| Ishares Inc | — | 34K | $2.47M | 1.4% | — | Held |
| Blackrock Etf Trust Ii | — | 44.9K | $2.37M | 1.3% | — | Held |
| Simplify Exchange Traded Fun | — | 43.6K | $2.2M | 1.2% | — | Held |
| Fidelity Comwlth Tr | — | 23.8K | $2.18M | 1.2% | — | Held |
| Schwab Strategic Tr | — | 47.8K | $2.18M | 1.2% | — | Held |
| Dimensional Etf Trust | — | 64.8K | $2.11M | 1.2% | — | Held |
| Apple Inc. | AAPL | 6.97K | $1.9M | 1.1% | — | Held |
| Ishares Tr | — | 26.6K | $1.85M | 1.0% | — | Held |
| Ishares Tr | — | 8.53K | $1.83M | 1.0% | — | Held |
| Fidelity Covington Trust | — | 65.3K | $1.76M | 1.0% | — | Held |
| Pgim Etf Tr | — | 34.6K | $1.72M | 1.0% | — | Held |
| Meta Platforms, Inc. | META | 2.5K | $1.65M | 0.9% | — | Held |
| Fidelity Covington Trust | — | 22.5K | $1.65M | 0.9% | — | Held |
| Bancroft Fd Ltd | — | 73.9K | $1.63M | 0.9% | — | Held |
| Dimensional Etf Trust | — | 33.6K | $1.57M | 0.9% | — | Held |
| Pimco Etf Tr | — | 16.3K | $1.52M | 0.9% | — | Held |
| Ishares Tr | — | 16.6K | $1.49M | 0.8% | — | Held |
| Microsoft Corp | MSFT | 2.93K | $1.42M | 0.8% | — | Held |
| Ishares Tr | — | 11.1K | $1.34M | 0.8% | — | Held |
| Tri Contl Corp | — | 40.5K | $1.32M | 0.7% | — | Held |
| Jpmorgan Chase Finl Co Llc | — | 38.6K | $1.16M | 0.6% | — | Held |
| Wisdomtree Tr | — | 28.3K | $1.1M | 0.6% | — | Held |
| Jpmorgan Chase & Co. | — | 3.4K | $1.1M | 0.6% | — | Held |
| J P Morgan Exchange Traded F | — | 18.6K | $1.06M | 0.6% | — | Held |
| Vanguard Index Fds | — | 2.92K | $978.1K | 0.5% | — | Held |
| Spdr Series Trust | — | 12K | $959.3K | 0.5% | — | Held |
| Vanguard Tax-Managed Fds | — | 14.7K | $921.2K | 0.5% | — | Held |
| Gabelli Global Small & Mid C | — | 58.9K | $883.3K | 0.5% | — | Held |
| Spdr Series Trust | — | 9.56K | $870K | 0.5% | — | Held |
| Ishares Tr | — | 5.8K | $862.1K | 0.5% | — | Held |
| Vanguard Malvern Fds | — | 16.7K | $825.5K | 0.5% | — | Held |
| Spdr Series Trust | — | 17.6K | $824.2K | 0.5% | — | Held |
| Pimco Etf Tr | — | 30.4K | $809.7K | 0.5% | — | Held |
| Vanguard Index Fds | — | 1.28K | $800.7K | 0.4% | — | Held |
| Vanguard Intl Equity Index F | — | 5.14K | $736.6K | 0.4% | — | Held |
| Ishares Tr | — | 7.61K | $732.5K | 0.4% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 17.3K | $731.7K | 0.4% | — | Held |
| Ishares Gold Tr | — | 8.97K | $728.1K | 0.4% | — | Held |
| Vaneck Etf Trust | — | 7.02K | $727K | 0.4% | — | Held |
| Virtus Dividend Interest & P | — | 55.8K | $719.8K | 0.4% | — | Held |
| Vanguard World Fd | — | 3.71K | $717.8K | 0.4% | — | Held |
| Pimco Etf Tr | — | 15.8K | $715.5K | 0.4% | — | Held |
| Pimco Etf Tr | — | 13.6K | $684.7K | 0.4% | — | Held |
| Ssga Active Etf Tr | — | 16.4K | $661.8K | 0.4% | — | Held |
| Pimco Etf Tr | — | 12.2K | $641.8K | 0.4% | — | Held |
| Vanguard Index Fds | — | 3.02K | $640.2K | 0.4% | — | Held |
| Goldman Sachs Etf Tr | — | 14.6K | $625.5K | 0.4% | — | Held |
| Vanguard Index Fds | — | 1.96K | $616.1K | 0.3% | — | Held |
| Philip Morris Intl Inc | — | 3.81K | $611K | 0.3% | — | Held |
| Bank America Corp | — | 10.9K | $597.6K | 0.3% | — | Held |
| Vanguard World Fd | — | 773 | $582K | 0.3% | — | Held |
| Amazon Com Inc | AMZN | 2.5K | $577.5K | 0.3% | — | Held |
| Vanguard Specialized Funds | — | 2.59K | $569.7K | 0.3% | — | Held |
| Intercontinental Exchange In | — | 3.5K | $566.9K | 0.3% | — | Held |
| Vanguard Instl Index Fd | — | 7.5K | $565.7K | 0.3% | — | Held |
| Franklin Templeton Etf Tr | — | 16.3K | $551.7K | 0.3% | — | Held |
| Blackrock Esg Cap Allc Term | — | 35.6K | $547.8K | 0.3% | — | Held |
| Ishares Tr | — | 797 | $545.7K | 0.3% | — | Held |
| Ishares Tr | — | 4.57K | $519.5K | 0.3% | — | Held |
| J P Morgan Exchange Traded F | — | 9.31K | $503.3K | 0.3% | — | Held |
| Spdr Gold Tr | — | 1.26K | $498.6K | 0.3% | — | Held |
| Invesco Exchange Traded Fd T | — | 10K | $470.9K | 0.3% | — | Held |
| AbbVie Inc. | ABBV | 2.01K | $458.8K | 0.3% | — | Held |
| Johnson & Johnson | JNJ | 2.19K | $454.2K | 0.3% | — | Held |
| Coca Cola Co | KO | 6.24K | $436.4K | 0.2% | — | Held |
| Fidelity Covington Trust | — | 5.59K | $434.7K | 0.2% | — | Held |
| Alphabet Inc | — | 1.38K | $432K | 0.2% | — | Held |
| Dimensional Etf Trust | — | 8.87K | $427.1K | 0.2% | — | Held |
| Ishares Tr | — | 2.53K | $426.7K | 0.2% | — | Held |
| Vanguard Index Fds | — | 2.39K | $423.6K | 0.2% | — | Held |
| Capital Group New Geography | — | 13.2K | $420.1K | 0.2% | — | Held |
| Goldman Sachs Group Inc | — | 445 | $391.3K | 0.2% | — | Held |
| Ishares Gold Tr | IAUM | 8.98K | $385.9K | 0.2% | — | Held |
| Capital One Finl Corp | — | 1.55K | $375.9K | 0.2% | — | Held |
| Pfizer Inc | PFE | 14.7K | $365.8K | 0.2% | — | Held |
| Ishares Inc | — | 5.39K | $362.5K | 0.2% | — | Held |
| Visa Inc. | V | 1.02K | $359.1K | 0.2% | — | Held |
| Vanguard Index Fds | — | 4K | $354K | 0.2% | — | Held |
| Spdr Series Trust | — | 6.08K | $352.2K | 0.2% | — | Held |
| Ishares Tr | — | 4.1K | $347.2K | 0.2% | — | Held |
| Cisco Sys Inc | — | 4.41K | $339.7K | 0.2% | — | Held |
| Intuitive Surgical Inc | ISRG | 584 | $330.8K | 0.2% | — | Held |
| Walmart Inc. | WMT | 2.82K | $314.2K | 0.2% | — | Held |
| Ishares Tr | — | 4K | $310K | 0.2% | — | Held |
| Vanguard Bd Index Fds | — | 3.89K | $306.6K | 0.2% | — | Held |
| Invesco Exch Traded Fd Tr Ii | — | 10.8K | $305.7K | 0.2% | — | Held |
| Spdr S&P 500 Etf Tr | — | 448 | $305.5K | 0.2% | — | Held |
| Blackstone Inc. | BX | 1.88K | $289.9K | 0.2% | — | Held |
| Altria Group, Inc. | MO | 4.84K | $279.1K | 0.2% | — | Held |
| Salesforce, Inc. | CRM | 1.05K | $278.2K | 0.2% | — | Held |
| Invesco Qqq Tr | — | 431 | $263.7K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.35K | $239.8K | 0.1% | — | Held |
| Spdr Series Trust | — | 977 | $235.7K | 0.1% | — | Held |
| Innovator Etfs Trust | — | 6.19K | $227.6K | 0.1% | — | Held |
| Royce Global Trust, Inc. | RGT | 12.9K | $169K | 0.1% | — | Held |
| Ellsworth Growth & Income Fd | — | 12.8K | $148.8K | 0.1% | — | Held |
| Tortoise Capital Series Trus | — | 11.2K | $101K | 0.1% | — | Held |
Positions as of Q4 2025. 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.