13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002043468
Total reported value
$210.2M
$210.2M
115 檔
24.4%
As reported in its official Q4 2025 Form 13F filing, Beckerman Institutional, LLC's tracked investment portfolio stood at $210.2M with 115 total positions.
In Q4 2025, Beckerman Institutional, LLC displayed an active expansion posture, initiating 3 new positions and adding to 25 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 | 9.11% | -0.37% | +2.03% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 5.84% | +0.06% | +9.87% | |
| 3 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.48% | -0.30% | +4.30% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.25% | -0.21% | -3.85% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.07% | +0.39% | -0.67% | |
| 6 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 2.96% | -0.31% | -18.63% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.85% | +0.28% | +3.49% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.84% | -0.70% | -6.22% | |
| 9 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.81% | -0.15% | +6.76% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.12% | -0.12% | +2.57% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.01% | -0.07% | +5.27% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.97% | -0.10% | +5.62% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.94% | +0.18% | +2.87% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.73% | -0.20% | -0.19% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.56% | -0.15% | -0.72% | |
| 16 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.56% | -0.07% | +11.36% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.49% | +0.05% | +2.72% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.42% | +0.04% | +0.26% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.39% | +0.34% | +5.95% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.33% | -0.06% | +4.04% | |
| 21 | MTBA | Simplify Mbs ETF | ETF-Other | 1.23% | -0.17% | — | |
| 22 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.22% | +0.09% | — | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.22% | +0.01% | +2.28% | |
| 24 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.18% | +0.15% | +3.06% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.06% | +0.02% | — | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.04% | -0.04% | +0.01% | |
| 27 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.03% | -0.03% | +0.05% | |
| 28 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.99% | +0.08% | +10.97% | |
| 29 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.96% | -0.09% | -0.69% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.93% | -0.08% | -1.34% | |
| 31 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.92% | -0.07% | -0.86% | |
| 32 | BCV | Bancroft Fund LTD | Stock-Other | 0.92% | +0.05% | -1.35% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.88% | +0.02% | -0.74% | |
| 34 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.85% | +0.38% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.06% | -8.84% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.80% | -0.04% | +0.03% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | +0.05% | -0.39% | |
| 38 | TY | Tri-continental CORP | Stock-Other | 0.74% | -0.01% | -1.25% | |
| 39 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.65% | -0.05% | +0.80% | |
| 40 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.62% | +0.05% | -1.04% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | — | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.06% | -4.98% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.01% | — | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.01% | +0.91% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.52% | — | +0.68% | |
| 46 | GGZ | Gabelli Global Small & M | Stock-Other | 0.50% | -0.02% | +1.63% | |
| 47 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.49% | +0.02% | -1.19% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | — | — | |
| 49 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.46% | -0.04% | — | |
| 50 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.46% | +0.20% | +7.15% |
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 Q4 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, DFAI, DBND) accounted for 24.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
BOND
市值: $1.5M
Top Position Liquidated / Trimmed
T
前期市值: $206.5K
During Q4 2025, Beckerman Institutional, LLC's top holdings by market value included BRK-B (9.1%)、DFAI (5.8%)、DBND (5.5%). The largest single position, BRK-B, represented 9.1% of total portfolio value.
In Q4 2025, Beckerman Institutional, LLC made 45 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 14 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.