Beckerman Institutional, LLC
CIK: 0002043468SEC EDGAR →
Portfolio Value
$178.1M
Holdings
115
As of
Q4 2025
New Positions
115
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 32,278 | $16.2M | 9.11% |
| 2 | DIMENSIONAL ETF TRUST | 273,063 | $10.4M | 5.84% |
| 3 | DOUBLELINE ETF TRUST | 210,540 | $9.8M | 5.48% |
| 4 | ISHARES TR | 91,858 | $7.6M | 4.25% |
| 5 | ALPHABET INC | 23,169 | $7.3M | 4.07% |
| 6 | PIMCO ETF TR | 54,923 | $5.3M | 2.96% |
| 7 | DIMENSIONAL ETF TRUST | 128,329 | $5.1M | 2.85% |
| 8 | WORLD GOLD TR | 59,185 | $5.1M | 2.84% |
| 9 | TCW ETF TRUST | 126,218 | $5.0M | 2.81% |
| 10 | WISDOMTREE TR | 66,107 | $3.8M | 2.12% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (115)
$16.2M · 32K shares
$10.4M · 273K shares
$9.8M · 211K shares
$7.6M · 92K shares
$7.3M · 23K shares
$5.3M · 55K shares
$5.1M · 128K shares
$5.1M · 59K shares
$5.0M · 126K shares
$3.8M · 66K shares
$3.6M · 72K shares
$3.5M · 128K shares
$3.5M · 12K shares
$3.1M · 126K shares
$2.8M · 27K shares
$2.8M · 60K shares
$2.6M · 44K shares
$2.5M · 34K shares
$2.5M · 34K shares
$2.4M · 45K shares
$2.2M · 44K shares
$2.2M · 24K shares
$2.2M · 48K shares
$2.1M · 65K shares
$1.9M · 7K shares
$1.8M · 27K shares
$1.8M · 9K shares
$1.8M · 65K shares
$1.7M · 35K shares
$1.6M · 2K shares
$1.6M · 22K shares
$1.6M · 74K shares
$1.6M · 34K shares
$1.5M · 16K shares
$1.5M · 17K shares
$1.4M · 3K shares
$1.3M · 11K shares
$1.3M · 41K shares
$1.2M · 39K shares
$1.1M · 28K shares
$1.1M · 3K shares
$1.1M · 19K shares
$978K · 3K shares
$959K · 12K shares
$921K · 15K shares
$883K · 59K shares
$870K · 10K shares
$862K · 6K shares
$825K · 17K shares
$824K · 18K shares
$809K · 30K shares
$800K · 1K shares
$736K · 5K shares
$732K · 8K shares
$731K · 17K shares
$728K · 9K shares
$726K · 7K shares
$719K · 56K shares
$717K · 4K shares
$715K · 16K shares
$684K · 14K shares
$661K · 16K shares
$641K · 12K shares
$640K · 3K shares
$625K · 15K shares
$616K · 2K shares
$610K · 4K shares
$597K · 11K shares
$582K · 773 shares
$577K · 3K shares
$569K · 3K shares
$566K · 4K shares
$565K · 8K shares
$551K · 16K shares
$547K · 36K shares
$545K · 797 shares
$519K · 5K shares
$503K · 9K shares
$498K · 1K shares
$470K · 10K shares
$458K · 2K shares
$454K · 2K shares
$436K · 6K shares
$434K · 6K shares
$431K · 1K shares
$427K · 9K shares
$426K · 3K shares
$423K · 2K shares
$420K · 13K shares
$391K · 445 shares
$385K · 9K shares
$375K · 2K shares
$365K · 15K shares
$362K · 5K shares
$359K · 1K shares
$353K · 4K shares
$352K · 6K shares
$347K · 4K shares
$339K · 4K shares
$330K · 584 shares
$314K · 3K shares
$309K · 4K shares
$306K · 4K shares
$305K · 448 shares
$305K · 11K shares
$289K · 2K shares
$279K · 5K shares
$278K · 1K shares
$263K · 431 shares
$239K · 1K shares
$235K · 977 shares
$227K · 6K shares
$169K · 13K shares
$148K · 13K shares
$100K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $131.5M | 73.8% |
| Unknown | 8 | $21.7M | 12.2% |
| Technology | 10 | $12.3M | 6.9% |
| Communication Services | 3 | $9.3M | 5.2% |
| Healthcare | 4 | $1.6M | 0.9% |
| Consumer Defensive | 3 | $1.0M | 0.6% |
| Consumer Cyclical | 1 | $577K | 0.3% |