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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0002043468
Total reported value
$210.2M
$210.2M
121 檔
24.7%
According to the latest 13F quarterly dataset, Beckerman Institutional, LLC managed an equity portfolio of $210.2M at the end of Q1 2026, spanning 121 distinct U.S. exchange-listed positions.
In Q1 2026, Beckerman Institutional, LLC displayed an active expansion posture, initiating 7 new positions and adding to 48 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 | 8.50% | -0.37% | +3.40% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.10% | +0.06% | +7.84% | |
| 3 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.41% | -0.30% | +5.56% | |
| 4 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 4.08% | -0.21% | +0.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.55% | +0.39% | +0.19% | |
| 6 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.88% | -0.15% | +9.48% | |
| 7 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 2.74% | -0.31% | -1.92% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.69% | +0.28% | +1.47% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.53% | -0.70% | -13.25% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.30% | -0.10% | +10.03% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 2.14% | -0.07% | +6.49% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 2.07% | -0.12% | -1.78% | |
| 13 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.91% | +0.17% | +534.20% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.89% | +0.18% | +3.74% | |
| 15 | MTBA | Simplify Mbs ETF | ETF-Other | 1.70% | -0.17% | +48.69% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.70% | -0.20% | +4.04% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.54% | +0.34% | +8.61% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.53% | +0.05% | +3.74% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.52% | -0.15% | +1.75% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.48% | -0.07% | +0.85% | |
| 21 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.42% | +0.38% | +76.75% | |
| 22 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.34% | -0.06% | +8.41% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.28% | +0.04% | +1.24% | |
| 24 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.26% | +0.01% | +6.14% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.22% | +0.15% | +4.35% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.08% | +0.09% | — | |
| 27 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.00% | +0.08% | +7.41% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.00% | -0.04% | +0.66% | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.98% | -0.03% | -1.06% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.02% | — | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.90% | -0.09% | -0.87% | |
| 32 | BCV | Bancroft Fund LTD | Stock-Other | 0.85% | +0.05% | +0.02% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.83% | -0.06% | +3.90% | |
| 34 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.80% | -0.07% | -1.33% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.80% | +0.02% | -0.44% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.08% | +0.28% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.05% | +0.84% | |
| 38 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.74% | -0.05% | +4.40% | |
| 39 | TY | Tri-continental CORP | Stock-Other | 0.67% | -0.01% | -1.26% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.04% | +10.99% | |
| 41 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.60% | +0.05% | +0.00% | |
| 42 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.55% | -0.06% | -1.07% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | — | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.52% | +0.20% | +15.98% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | — | — | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.50% | +0.01% | +0.17% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.01% | — | |
| 48 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.48% | +0.02% | — | |
| 49 | GGZ | Gabelli Global Small & M | Stock-Other | 0.46% | -0.02% | -2.30% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.44% | -0.04% | -0.22% |
According to official SEC Form 13F filings, Beckerman Institutional, LLC reported a total U.S. public equity portfolio value of $210.2M across 121 disclosed positions in Q1 2026.
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 24.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
PNI
市值: $518.6K
Top Position Liquidated / Trimmed
PLTR
前期市值: $239.8K
During Q1 2026, Beckerman Institutional, LLC's top holdings by market value included BRK-B (8.5%)、DFAI (6.1%)、DBND (5.4%). The largest single position, BRK-B, represented 8.5% of total portfolio value.
In Q1 2026, Beckerman Institutional, LLC made 79 total portfolio adjustments, initiating 7 new buys, adding to 48 positions, trimming 23 holdings, and fully liquidating 1 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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