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CIK: 0002043468
Total reported value
$210.2M
$210.2M
115 檔
23.1%
According to the latest 13F quarterly dataset, Beckerman Institutional, LLC managed an equity portfolio of $210.2M at the end of Q3 2025, spanning 115 distinct U.S. exchange-listed positions.
In Q3 2025, Beckerman Institutional, LLC displayed an active expansion posture, initiating 14 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.36% | -0.37% | +1.51% | |
| 2 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.53% | -0.30% | +6.85% | |
| 3 | DFAI | Dimensional International Co | ETF-Other | 5.32% | +0.06% | +15.34% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.51% | -0.21% | -1.80% | |
| 5 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 3.82% | -0.31% | +3.15% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.34% | +0.39% | +3.82% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.84% | -0.70% | -1.25% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.82% | +0.28% | +4.21% | |
| 9 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.77% | -0.15% | +22.85% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.17% | -0.12% | +5.21% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.00% | +0.18% | +2.77% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.95% | -0.10% | +5.87% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 1.85% | -0.07% | +7.78% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.82% | -0.20% | +9.47% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.67% | -0.15% | +0.88% | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.48% | +0.05% | +5.01% | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.47% | -0.07% | +7.11% | |
| 18 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.35% | -0.06% | +4.80% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.33% | +0.04% | +3.05% | |
| 20 | MTBA | Simplify Mbs ETF | ETF-Other | 1.29% | -0.17% | +22.62% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.28% | +0.34% | +7.03% | |
| 22 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.25% | +0.01% | +11.93% | |
| 23 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.25% | +0.09% | -1.59% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.17% | +0.15% | +11.05% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | -0.08% | -0.08% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.07% | -0.04% | -0.18% | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.05% | -0.03% | +7.34% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 1.05% | +0.02% | +27.37% | |
| 29 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.02% | -0.09% | +7.63% | |
| 30 | BCV | Bancroft Fund LTD | Stock-Other | 0.97% | +0.05% | -1.13% | |
| 31 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.96% | +0.08% | +18.13% | |
| 32 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.95% | -0.07% | +2.56% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | -0.06% | -5.56% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.91% | +0.02% | -1.20% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.04% | +51.24% | |
| 36 | TY | Tri-continental CORP | Stock-Other | 0.82% | -0.01% | -1.16% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.78% | +0.05% | -6.94% | |
| 38 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.67% | -0.05% | +2.34% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.06% | -2.19% | |
| 40 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.64% | +0.05% | -3.02% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | — | +41.61% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | +0.01% | +11.72% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.01% | +0.84% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | — | +0.01% | |
| 45 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.51% | -0.02% | -2.53% | |
| 46 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.51% | +0.02% | -0.08% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.50% | -0.04% | +43.95% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | — | — | |
| 49 | GGZ | Gabelli Global Small & M | Stock-Other | 0.49% | -0.02% | +38.37% | |
| 50 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.47% | -0.04% | +15.24% |
According to official SEC Form 13F filings, Beckerman Institutional, LLC reported a total U.S. public equity portfolio value of $210.2M across 115 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, DBND, DFAI) accounted for 23.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPSM
市值: $760.3K
Top Position Liquidated / Trimmed
UCON
前期市值: $1.0M
During Q3 2025, Beckerman Institutional, LLC's top holdings by market value included BRK-B (9.4%)、DBND (5.5%)、DFAI (5.3%). The largest single position, BRK-B, represented 9.4% of total portfolio value.
In Q3 2025, Beckerman Institutional, LLC made 50 total portfolio adjustments, initiating 14 new buys, adding to 28 positions, trimming 5 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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