Beckerman Institutional, LLC

Open in PORT →← all managers

CIK 2043468

13F portfolio (2026-Q1)

$188M

Positions

121

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

121

Top 5

27.6%

Top 10

40.8%

Effective N

38.3

HHI

0.026

This quarter

7 new · 0 exit →

By sector

Unclassified80.8%

Financials10.2%

Communication Services4.7%

Information Technology2.1%

Health Care0.9%

Consumer Staples0.8%

Consumer Discretionary0.5%

Industrials0.1%

By market cap

Unknown80.8%

Mega (>$200B)17.7%

Large ($10–200B)1.5%

By region

Other80.8%

North America19.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	89.25%	94
Software & IT Services	4.52%	3
Technology Hardware & Equipment	1.12%	2
Banks	0.96%	3
Software	0.83%	2
Pharmaceuticals & Biotechnology	0.73%	3
Capital Markets	0.61%	3
Tobacco	0.50%	2
Specialty Retail	0.46%	2
Beverages	0.25%	1
Commercial Services & Supplies	0.16%	1
Health Care Equipment & Supplies	0.14%	1
Airlines	0.12%	1
Diversified Telecommunication Services	0.11%	1
Media & Entertainment	0.11%	1
Semiconductors & Semiconductor Equipment	0.11%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BRK.B	BERKSHIRE HATHAWAY INC	Financials	8.50%
2	DFAI	DIMENSIONAL ETF TRUST	Unclassified	6.10%
3	DBND	DOUBLELINE ETF TRUST	Unclassified	5.41%
4	IDEV	ISHARES TR	Unclassified	4.08%
5	GOOGL	Alphabet Inc.	Communication Services	3.55%
6	FLXR	TCW ETF TRUST	Unclassified	2.88%
7	LDUR	PIMCO ETF TR	Unclassified	2.74%
8	DFAC	DIMENSIONAL ETF TRUST	Unclassified	2.69%
9	GLDM	WORLD GOLD TR	Unclassified	2.53%
10	SCHD	SCHWAB STRATEGIC TR	Unclassified	2.30%

28/121 names classified · sector 19.2% of weight · industry 10.8% · mkt cap 19.2%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 7 quarters

FinancialsBRK.B, JPM, ICE, BAC, COF · other

Communication ServicesGOOGL, META, GOOG, T, NFLX

Information TechnologyAAPL, MSFT, PLTR, CSCO, CRM · other

Consumer StaplesPM, KO, MO

Health CarePFE, ISRG, JNJ, ABBV, SYK

Consumer DiscretionaryAMZN, WMT

Industrials

UnclassifiedDBND, DFAI, IDEV, LDUR, DFAC · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 19.2% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 11% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (27 classified)Beckerman Institutional, LLC centroid (Large Core)

Communication ServicesInformation TechnologyFinancialsHealth CareConsumer StaplesConsumer DiscretionaryIndustrials

Style box summary for Beckerman Institutional, LLC: centroid Large Core. Heaviest cells: Large Growth 7.4%, Large Core 1.8%, Large Value 1.5%.

Classified: 10.8% of book weight (27/121 names) · unclassified 89.2%: BRK.B, DFAI, DBND, IDEV, FLXR, LDUR, DFAC, GLDM, SCHD, DFIV +84 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 121 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BRK.BBERKSHIRE HATHAWAY INC DEL	33,375	$16M	8.5%	ADD 3%
2	DFAIDIMENSIONAL ETF TRUST	294,471	$11M	6.1%	ADD 8%
3	DBNDDOUBLELINE ETF TRUST	222,253	$10M	5.4%	ADD 6%
4	IDEVISHARES TR	91,986	$8M	4.1%	HOLD
5	GOOGLALPHABET INC	23,212	$7M	3.5%	HOLD
6	FLXRTCW ETF TRUST	138,179	$5M	2.9%	ADD 9%
7	LDURPIMCO ETF TR	53,867	$5M	2.7%	HOLD
8	DFACDIMENSIONAL ETF TRUST	130,220	$5M	2.7%	HOLD
9	GLDMWORLD GOLD TR	51,344	$5M	2.5%	TRIM −13%
10	SCHDSCHWAB STRATEGIC TR	140,799	$4M	2.3%	ADD 10%
11	DFIVDIMENSIONAL ETF TRUST	76,368	$4M	2.1%	ADD 6%
12	DGSWISDOMTREE TR	64,932	$4M	2.1%	HOLD
13	VBILVANGUARD INSTL INDEX FD	47,565	$4M	1.9%	ADD 534%
14	VOVANGUARD INDEX FDS	12,357	$4M	1.9%	ADD 4%
15	MTBASIMPLIFY EXCHANGE TRADED FUN	64,870	$3M	1.7%	ADD 49%
16	SCHOSCHWAB SHORT-TERM US TREASURY ETF	131,574	$3M	1.7%	ADD 4%
17	EMXCISHARES INC	36,920	$3M	1.5%	ADD 9%
18	DFATDIMENSIONAL ETF TRUST	46,131	$3M	1.5%	ADD 4%
19	STIPISHARES TR	27,673	$3M	1.5%	HOLD
20	JPIEJ P MORGAN EXCHANGE TRADED F	60,635	$3M	1.5%	HOLD
21	BONDPIMCO ETF TR	28,884	$3M	1.4%	ADD 77%
22	BINCBLACKROCK ETF TRUST II	48,671	$3M	1.3%	ADD 8%
23	FHLCFIDELITY COVINGTON TRUST	34,357	$2M	1.3%	HOLD
24	SCHCSCHWAB STRATEGIC TR	50,735	$2M	1.3%	ADD 6%
25	DFAEDIMENSIONAL ETF TRUST	67,567	$2M	1.2%	ADD 4%
26	ONEQFIDELITY COMWLTH TR	23,834	$2M	1.1%	HOLD
27	FRELFIDELITY COVINGTON TRUST	70,108	$2M	1.0%	ADD 7%
28	DGROISHARES CORE DIVIDEND GROWTH ETF	26,775	$2M	1.0%	HOLD
29	ITAIShares U.S. Aerospace & Defense ETF	8,435	$2M	1.0%	HOLD
30	AAPLAPPLE INC	6,972	$2M	0.9%	HOLD
31	PULSPGIM ETF TR	34,314	$2M	0.9%	HOLD
32	BCVBANCROFT FD LTD	73,919	$2M	0.8%	HOLD
33	IEFAISHARES TR	17,270	$2M	0.8%	ADD 4%
34	FCOMFIDELITY COVINGTON TRUST	22,177	$2M	0.8%	HOLD
35	DFAUDIMENSIONAL ETF TRUST	33,425	$2M	0.8%	HOLD
36	METAMETA PLATFORMS INC	2,504	$1M	0.8%	HOLD
37	IJRISHARES TR	11,215	$1M	0.7%	HOLD
38	AMJBJPMORGAN CHASE FINL CO LLC	40,324	$1M	0.7%	ADD 4%
39	TYTRI CONTL CORP	39,994	$1M	0.7%	HOLD
40	MSFTMICROSOFT CORP	3,251	$1M	0.6%	ADD 11%
41	XSOEWISDOMTREE TR	28,291	$1M	0.6%	HOLD
42	JEPIJPMorgan Equity Premium Income ETF	18,376	$1M	0.6%	HOLD
43	JPMJPMORGAN CHASE & CO	3,400	$1M	0.5%	HOLD
44	SPSMSPDR SERIES TRUST	20,398	$985,632	0.5%	ADD 16%
45	VEAVANGUARD TAX-MANAGED FDS	14,748	$944,987	0.5%	HOLD
46	VTIVANGUARD INDEX FDS	2,922	$937,561	0.5%	HOLD
47	SPYMSPDR SERIES TRUST	11,958	$915,266	0.5%	HOLD
48	SLYVSPDR SERIES TRUST	9,564	$904,559	0.5%	HOLD
49	GGZGABELLI GLOBAL SMALL & MID C	57,529	$864,088	0.5%	TRIM −2%
50	VTIPVANGUARD MALVERN FDS	16,654	$831,867	0.4%	HOLD
51	ITOTISHARES TR	5,798	$825,810	0.4%	HOLD
52	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	30,350	$795,172	0.4%	HOLD
53	MUNIPIMCO Intermediate Muni Bd Actv - ETF	14,971	$781,337	0.4%	ADD 22%
54	IAUISHARES GOLD TR	8,639	$761,660	0.4%	TRIM −4%
55	VOOVANGUARD INDEX FDS	1,270	$758,787	0.4%	HOLD
56	PDNINVESCO EXCH TRADED FD TR II	17,344	$752,232	0.4%	HOLD
57	VSSVANGUARD INTL EQUITY INDEX F	5,139	$749,217	0.4%	HOLD
58	MINOPIMCO ETF TR	15,787	$713,099	0.4%	HOLD
59	NFJVIRTUS DIVIDEND INTEREST & P	55,429	$698,962	0.4%	HOLD
60	ITBISHARES TR	7,607	$688,793	0.4%	HOLD
61	LONZPIMCO ETF TR	13,860	$684,399	0.4%	HOLD
62	MOATVANECK ETF TRUST	7,019	$678,831	0.4%	HOLD
63	VOXVANGUARD WORLD FD	3,707	$666,667	0.4%	HOLD
64	VBRVANGUARD INDEX FDS	3,024	$656,749	0.3%	HOLD
65	IVVISHARES TR	1,005	$656,347	0.3%	ADD 26%
66	TOTLSSGA ACTIVE ETF TR	16,226	$644,651	0.3%	HOLD
67	CGNGCAPITAL GROUP NEW GEOGRAPHY	20,321	$641,534	0.3%	ADD 54%
68	PMPHILIP MORRIS INTL INC	3,809	$629,780	0.3%	HOLD
69	VVVANGUARD INDEX FDS	1,957	$584,849	0.3%	HOLD
70	FLGBFRANKLIN TEMPLETON ETF TR	16,135	$560,855	0.3%	HOLD
71	VIGVANGUARD SPECIALIZED FUNDS	2,592	$557,435	0.3%	HOLD
72	ICEINTERCONTINENTAL EXCHANGE IN	3,500	$550,480	0.3%	HOLD
73	IJSISHARES TR	4,568	$541,134	0.3%	HOLD
74	GSIEGoldman Sachs ActiveBeta Int'l Eq ETF	12,500	$539,124	0.3%	TRIM −14%
75	VGTVANGUARD WORLD FD	773	$538,771	0.3%	HOLD
76	GLDSPDR GOLD TR	1,251	$537,864	0.3%	HOLD
77	JNJJOHNSON & JOHNSON	2,195	$536,460	0.3%	HOLD
78	BACBANK AMERICA CORP	10,866	$529,713	0.3%	HOLD
79	AMZNAMAZON COM INC	2,526	$526,055	0.3%	HOLD
80	PNIPIMCO NEW YORK MUN FD II	75,711	$518,621	0.3%	NEW
81	JBNDJ P MORGAN EXCHANGE TRADED F	9,311	$500,644	0.3%	HOLD
82	PRFINVESCO EXCHANGE TRADED FD T	10,036	$476,987	0.3%	HOLD
83	KOCOCA COLA CO	6,243	$474,782	0.3%	HOLD
84	ECATBLACKROCK ESG CAP ALLC TERM	34,589	$469,721	0.2%	TRIM −3%
85	IAUMISHARES GOLD TR	10,043	$469,011	0.2%	ADD 12%
86	DFNMDIMENSIONAL ETF TRUST	9,505	$455,574	0.2%	ADD 7%
87	VOEVANGUARD INDEX FDS	2,390	$440,063	0.2%	HOLD
88	ABBVABBVIE INC	2,008	$436,720	0.2%	HOLD
89	IBBISHARES TR	2,528	$426,858	0.2%	HOLD
90	PFEPFIZER INC	14,417	$404,823	0.2%	HOLD
91	IEMGISHARES INC	5,708	$398,091	0.2%	ADD 6%
92	GOOGALPHABET INC	1,379	$395,485	0.2%	HOLD
93	FNCLFIDELITY COVINGTON TRUST	5,413	$380,028	0.2%	TRIM −3%
94	GSGOLDMAN SACHS GROUP INC	445	$376,582	0.2%	HOLD
95	VNQVANGUARD INDEX FDS	4,089	$362,608	0.2%	ADD 2%
96	SPMDSPDR SERIES TRUST	6,081	$360,117	0.2%	HOLD
97	CRMSALESFORCE INC	1,921	$358,573	0.2%	ADD 83%
98	IXUSISHARES TR	4,102	$355,365	0.2%	HOLD
99	WMTWALMART INC	2,798	$347,789	0.2%	HOLD
100	CSCOCISCO SYS INC	4,410	$342,172	0.2%	HOLD
101	IBBQINVESCO EXCH TRADED FD TR II	11,030	$319,752	0.2%	ADD 2%
102	MOALTRIA GROUP INC	4,841	$319,458	0.2%	HOLD
103	SCZISHARES TR	3,998	$313,468	0.2%	HOLD
104	VVISA INC	1,024	$309,493	0.2%	HOLD
105	RGTROYCE GLOBAL TRUST INC	22,853	$305,362	0.2%	ADD 77%
106	BSVVANGUARD BD INDEX FDS	3,891	$305,093	0.2%	HOLD
107	SPYSTATE STR SPDR S&P 500 ETF T	448	$291,354	0.2%	HOLD
108	COFCAPITAL ONE FINL CORP	1,551	$282,948	0.2%	HOLD
109	ISRGINTUITIVE SURGICAL INC	584	$269,218	0.1%	HOLD
110	SHPROSHARES TR	6,936	$263,082	0.1%	NEW
111	XARSPDR SERIES TRUST	992	$251,950	0.1%	HOLD
112	QQQINVESCO QQQ TR	411	$236,197	0.1%	TRIM −5%
113	UFEBINNOVATOR ETFS TRUST	6,186	$224,552	0.1%	HOLD
114	FDXFEDEX CORP	615	$219,054	0.1%	NEW
115	VTVVANGUARD INDEX FDS	1,106	$216,998	0.1%	NEW
116	BXBLACKSTONE INC	1,881	$216,296	0.1%	HOLD
117	TAT&T INC	7,298	$211,570	0.1%	NEW
118	NFLXNETFLIX INC	2,180	$209,609	0.1%	NEW
119	MUMICRON TECHNOLOGY INC	614	$207,433	0.1%	NEW
120	ECFELLSWORTH GROWTH & INCOME FD	12,794	$142,654	0.1%	HOLD
121	TNGYTORTOISE CAPITAL SERIES TRUS	11,172	$116,524	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BRK.BBERKSHIRE HATHAWAY INC DEL

28K

31K

32K

33K

$16M

DFAIDIMENSIONAL ETF TRUST

170K

186K

215K

249K

273K

294K

$11M

DBNDDOUBLELINE ETF TRUST

168K

175K

189K

202K

211K

222K

$10M

IDEVISHARES TR

94K

99K

97K

96K

92K

$8M

GOOGLALPHABET INC

21K

23K

22K

23K

$7M

FLXRTCW ETF TRUST

—

51K

96K

118K

126K

138K

$5M

LDURPIMCO ETF TR

61K

64K

65K

67K

55K

54K

$5M

DFACDIMENSIONAL ETF TRUST

108K

119K

124K

128K

130K

$5M

GLDMWORLD GOLD TR

62K

66K

64K

63K

59K

51K

$5M

SCHDSCHWAB STRATEGIC TR

100K

105K

114K

121K

128K

141K

$4M

DFIVDIMENSIONAL ETF TRUST

33K

52K

63K

68K

72K

76K

$4M

DGSWISDOMTREE TR

55K

58K

61K

64K

66K

65K

$4M

VBILVANGUARD INSTL INDEX FD

—

10K

48K

$4M

VOVANGUARD INDEX FDS

10K

11K

12K

$4M

MTBASIMPLIFY EXCHANGE TRADED FUN

31K

34K

36K

44K

65K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Beckerman Institutional, LLC