BI

Beckerman Institutional, LLC

Diversified strategySector-focusedMomentum follower

Total reported value

$188.2M

Reporting period: 2026-03-31 · Number of holdings: 121

Beckerman Institutional, LLC disclosed 121 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $188.2M and a quarterly turnover rate of 9.8%.

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Personality snowflake

Concentration
10.43
Portfolio Stability
9.84
Momentum/Contrarian
100
Sector conviction
100
Diversification
100
Sizing Uniformity
85.26

Recent moves

  • Add VBIL

    +534.2%　$3.0M

  • Trim BRK-B

    +3.4%　-$231.2K

  • Add BOND

    +76.7%　$1.1M

  • Trim GOOGL

    +0.2%　-$577.1K

  • Add MTBA

    +48.7%　$1.0M

  • Add SCHD

    +10.0%　$809.7K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1BRK-BBerkshire Hathaway Inc-cl BStock-Other8.50%-0.61%+3.40%
2DFAIDimensional International CoETF-Other6.10%+0.26%+7.84%
3DBNDDoubleline Oppor Cor Bnd-usdETF-Other5.41%-0.07%+5.56%
4IDEVIshares Core Msci Dev MktsETF-Other4.08%-0.17%+0.14%
5GOOGLAlphabet Inc-cl AStock-Comm Services3.55%-0.52%+0.19%
6FLXRTcw Flexible Income ETFETF-Other2.88%+0.07%+9.48%
7LDURPimco Enhanced Low DurationETF-Other2.74%-0.22%-1.92%
8DFACDimensional US Core Equity 2ETF-Other2.69%—+1.47%
9GLDMSpdr Gold Minishares TrustETF-Commodities2.53%-0.31%-13.25%
10SCHDSchwab US Dvd Equity ETFETF-Other2.30%+0.33%+10.03%
11DFIVDimensional International VaETF-Other2.14%+0.13%+6.49%
12DGSWisdomtree Em Small CapETF-Small Cap2.07%-0.05%-1.78%
13VBILVanguard 0-3m T-bill ETFETF-Other1.91%+1.59%+534.20%
14VOVanguard Mid-cap ETFETF-Other1.89%-0.05%+3.74%
15MTBASimplify Mbs ETFETF-Other1.70%+0.46%+48.69%
16SCHOSchwab Short-term US TreasETF-Other1.70%-0.03%+4.04%
17EMXCIshares Msci Emr Mrk Ex ChnaETF-Other1.54%+0.15%+8.61%
18DFATDimensional US Target ValueETF-Other1.53%+0.04%+3.74%
19STIPIshares 0-5 Year Tips Bond EETF-Other1.52%-0.04%+1.75%
20JPIEJpmorgan Income ETFETF-Other1.48%—+0.85%
21BONDPimco Active Bond Exchange-tETF-Other1.42%+0.57%+76.75%
22BINCIshares Flex I A Etf-usd INCETF-Other1.34%+0.01%+8.41%
23FHLCFidelity Msci Health CareETF-Other1.28%-0.14%+1.24%
24SCHCSchwab Intl Small-cap EquityETF-Other1.26%+0.04%+6.14%
25DFAEDimensional Emerging Core EqETF-Emerging Markets1.22%+0.04%+4.35%
26ONEQFidelity Nasdaq Comp IndxETF-Tech1.08%-0.14%—
27FRELFidelity Msci Rl Est IndxETF-Other1.00%+0.01%+7.41%
28DGROIshares Core Dividend GrowthETF-Other1.00%—+0.66%
29ITAIshares U.s. Aerospace & DefETF-Other0.98%—-1.06%
30AAPLApple INCStock-Tech0.94%-0.12%—
31PULSPgim Ultra Short Bond ETFETF-Other0.90%—-0.87%
32BCVBancroft Fund LTDStock-Other0.85%—+0.02%
33IEFAIshares Core Msci Eafe ETFETF-Other0.83%—+3.90%
34FCOMFidelity Msci Comm Serv IndxETF-Other0.80%-0.12%-1.33%
35DFAUDimensional US Core Equity METF-Other0.80%—-0.44%
36METAMeta Platforms Inc-class AStock-Comm Services0.76%-0.17%+0.28%
37IJRIshares Core S&p Small-cap EETF-Small Cap0.74%—+0.84%
38AMJBAlerian Mlp Etn2044ETF-Other0.74%+0.09%+4.40%
39TYTri-continental CORPStock-Other0.67%—-1.26%
40MSFTMicrosoft CORPStock-Tech0.64%-0.16%+10.99%
41XSOEWisdmtree Emerg Mkt Ex-st OwETF-Other0.60%—+0.00%
42JEPIJpmorgan Equity Premium IncoETF-Other0.55%—-1.07%
43JPMJpmorgan Chase & CoStock-Financials0.53%-0.09%—
44SPSMSs Spdr P S&p 600 Small CapETF-Small Cap0.52%+0.06%+15.98%
45VEAVanguard Ftse Developed ETFETF-Other0.50%——
46VTIVanguard Total Stock Mkt ETFETF-Other0.50%—+0.17%
47SPYMSte Str Spdr Pt S&p 500 ETFETF-Large Cap & Growth0.49%——
48SLYVSs Spdr S&p 600 Sc Val ETFETF-Other0.48%——
49GGZGabelli Global Small & MStock-Other0.46%—-2.30%
50VTIPVanguard Short-term TipsETF-Other0.44%—-0.22%
1–50 of 121

Holding changes this quarter

Beckerman Institutional, LLC's most significant position changes for 2026-03-31: New buy: Pimco Ny Muni INC Ii Fnd (PNI); New buy: Proshares Short S&p500 (SH); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Fedex CORP (FDX); New buy: Vanguard Value ETF (VTV).

Position changes disclosed by Beckerman Institutional, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VBILVanguard 0-3m T-bill ETF+1.6%+534.20%Add
2BONDPimco Active Bond Exchange-t+0.6%+76.75%Add
3MTBASimplify Mbs ETF+0.5%+48.69%Add
4SCHDSchwab US Dvd Equity ETF+0.3%+10.03%Add
5DFAIDimensional International Co+0.3%+7.84%Add
6EMXCIshares Msci Emr Mrk Ex Chna+0.2%+8.61%Add
7DFIVDimensional International Va+0.1%+6.49%Add
8CGNGCap Group New Geography Eq+0.1%+54.44%Add
9AMJBAlerian Mlp Etn2044+0.1%+4.40%Add
10FLXRTcw Flexible Income ETF+0.1%+9.48%Add
11RGTRoyce Global Trust INC+0.1%+77.28%Add
12SPSMSs Spdr P S&p 600 Small Cap+0.1%+15.98%Add
13MUNIPimco Intermediate Municipal+0.1%+22.26%Add
14DFATDimensional US Target Value0%+3.74%Add
15SCHCSchwab Intl Small-cap Equity0%+6.14%Add
16DFAEDimensional Emerging Core Eq0%+4.35%Add
17IVVIshares Core S&p 500 ETF0%+26.10%Add
18IAUMIshares Gold Trust Micro0%+11.87%Add
19CRMSalesforce INC0%+82.95%Add
20JNJJohnson & Johnson0%—Unchanged
21BINCIshares Flex I A Etf-usd INC0%+8.41%Add
22FRELFidelity Msci Rl Est Indx0%+7.41%Add
23SCHOSchwab Short-term US Treas0%+4.04%Add
24STIPIshares 0-5 Year Tips Bond E0%+1.75%Add
25DGSWisdomtree Em Small Cap-0.1%-1.78%Trim
26VOVanguard Mid-cap ETF-0.1%+3.74%Add
27COFCapital One Financial CORP-0.1%—Unchanged
28GSIEGoldman Sachs Activebeta Int-0.1%-14.20%Trim
29ECATBlackrock Esg Cap All Trm Tr-0.1%-2.88%Trim
30DBNDDoubleline Oppor Cor Bnd-usd-0.1%+5.56%Add
31JPMJpmorgan Chase & Co-0.1%—Unchanged
32FCOMFidelity Msci Comm Serv Indx-0.1%-1.33%Trim
33AAPLApple INC-0.1%—Unchanged
34ONEQFidelity Nasdaq Comp Indx-0.1%—Unchanged
35FHLCFidelity Msci Health Care-0.1%+1.24%Add
36MSFTMicrosoft CORP-0.2%+10.99%Add
37METAMeta Platforms Inc-class A-0.2%+0.28%Add
38IDEVIshares Core Msci Dev Mkts-0.2%+0.14%Add
39LDURPimco Enhanced Low Duration-0.2%-1.92%Trim
40GLDMSpdr Gold Minishares Trust-0.3%-13.25%Trim
41GOOGLAlphabet Inc-cl A-0.5%+0.19%Add
42BRK-BBerkshire Hathaway Inc-cl B-0.6%+3.40%Add
43PNIPimco Ny Muni INC Ii Fnd—NEWNew buy
44SHProshares Short S&p500—NEWNew buy
45PLTRPalantir Technologies Inc-a—EXITSold out
46FDXFedex CORP—NEWNew buy
47VTVVanguard Value ETF—NEWNew buy
48TAt&t INC—NEWNew buy
49NFLXNetflix INC—NEWNew buy
50MUMicron Technology INC—NEWNew buy

FAQ

What is Beckerman Institutional, LLC and what type of investor is it?
Beckerman Institutional, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $188.2M, spread across 121 disclosed positions.
What are Beckerman Institutional, LLC's largest equity positions?
Based on the latest 13F filing, Beckerman Institutional, LLC's top holdings by market value are: 1. Berkshire Hathaway Inc-cl B (BRK-B) — $16.0M (8.5%) 2. Dimensional International Co (DFAI) — $11.5M (6.1%) 3. Doubleline Oppor Cor Bnd-usd (DBND) — $10.2M (5.4%) 4. Ishares Core Msci Dev Mkts (IDEV) — $7.7M (4.1%) 5. Alphabet Inc-cl A (GOOGL) — $6.7M (3.5%)
What changes did Beckerman Institutional, LLC make in its most recent portfolio filing?
In the latest reported quarter, Beckerman Institutional, LLC made 45 notable position adjustments: 7 new positions were initiated, 31 existing holdings were added to, 6 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Pimco Ny Muni INC Ii Fnd (PNI); New buy: Proshares Short S&p500 (SH); Sold out: Palantir Technologies Inc-a (PLTR); New buy: Fedex CORP (FDX); New buy: Vanguard Value ETF (VTV)
What sectors does Beckerman Institutional, LLC focus on?
Beckerman Institutional, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 53.2% • Communication Services: 24.6% • Information Technology: 10.7% • Consumer Staples: 4.9% • Health Care: 4.5% • Consumer Discretionary: 1.4%

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