Funds › Beckerman Institutional, LLC
Beckerman Institutional, LLC
13F for Q3 2026, filed Nov 10, 2026. 127 positions worth $212.5M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc. Class B | 33,954 | $16.9M | 8.0% | -0.6% | 13F ↗ |
| 2 | Dimensional ETF Trust Intl Core Eqt Mk | 324,530 | $13.4M | 6.3% | +3.4% | 13F ↗ |
| 3 | Doubleline ETF Trust Oppo Core Bd Etf | 235,763 | $10.3M | 4.8% | +0.1% | 13F ↗ |
| 4 | iShares Tr Core Msci Intl | 91,458 | $8.2M | 3.9% | Unchanged | 13F ↗ |
| 5 | GOOGL Alphabet Inc. Class A | 23,074 | $7.9M | 3.7% | -0.5% | 13F ↗ |
| 6 | Dimensional ETF Trust Us Cor Equ 2 Etf | 143,244 | $6.4M | 3.0% | +1.8% | 13F ↗ |
| 7 | Tcw ETF Trust Flexible Income | 149,468 | $5.7M | 2.7% | +2.3% | 13F ↗ |
| 8 | Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 66,494 | $5.0M | 2.4% | +15.4% | 13F ↗ |
| 9 | Pimco ETF Tr Enhncd Lw Dur Ac | 52,991 | $5.0M | 2.3% | -0.9% | 13F ↗ |
| 10 | Schwab Strategic Tr Us Dividend Eq | 146,729 | $4.8M | 2.2% | +0.5% | 13F ↗ |
| 11 | Dimensional ETF Trust Internatnal Val | 78,909 | $4.4M | 2.1% | -1.8% | 13F ↗ |
| 12 | Vanguard Index Fds Mrngstr Mid Cap | 55,263 | $4.3M | 2.0% | +2.2% | 13F ↗ |
| 13 | Pimco ETF Tr Active Bd Etf | 45,432 | $4.0M | 1.9% | +10.9% | 13F ↗ |
| 14 | Wisdomtree Tr Emg Mkts Smcap | 62,289 | $3.9M | 1.9% | -1.4% | 13F ↗ |
| 15 | iShares Inc Msci Emrg Chn | 38,908 | $3.9M | 1.8% | +0.7% | 13F ↗ |
| 16 | GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 46,392 | $3.8M | 1.8% | -4.1% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 15,689 | $3.6M | 1.7% | +109% | 13F ↗ |
| 18 | Dimensional ETF Trust Us Targeted Vlu | 48,839 | $3.2M | 1.5% | +3.1% | 13F ↗ |
| 19 | Simplify Exchange Traded Fun Mbs Etf | 65,668 | $3.1M | 1.4% | Unchanged | 13F ↗ |
| 20 | Schwab Strategic Tr Sht Tm Us Tres | 127,913 | $3.1M | 1.4% | -2.1% | 13F ↗ |
| 21 | Fidelity Covington Trust | 36,208 | $3.0M | 1.4% | +0.8% | 13F ↗ |
| 22 | Dimensional ETF Trust Emgr Cre Eqt Mng | 74,070 | $2.9M | 1.4% | +3.6% | 13F ↗ |
| 23 | J P Morgan Exchange Traded F Income Etf | 64,491 | $2.9M | 1.4% | Unchanged | 13F ↗ |
| 24 | Schwab Strategic Tr Intl Sceqt Etf | 55,228 | $2.7M | 1.3% | -0.6% | 13F ↗ |
| 25 | BlackRock ETF Trust II Isha Flex In Etf | 53,421 | $2.7M | 1.3% | +4.1% | 13F ↗ |
| 26 | iShares Tr 0-5 Yr Tips Etf | 26,543 | $2.6M | 1.2% | -6.0% | 13F ↗ |
| 27 | Fidelity Comwlth Tr Nasdaq Compsit | 23,722 | $2.5M | 1.2% | Unchanged | 13F ↗ |
| 28 | AAPL Apple Inc. | 6,977 | $2.3M | 1.1% | +0.1% | 13F ↗ |
| 29 | Fidelity Covington Trust Msci Rl Est Etf | 77,331 | $2.1M | 1.0% | +0.3% | 13F ↗ |
| 30 | iShares Tr Core Div Grwth | 26,581 | $2.0M | 0.9% | -0.6% | 13F ↗ |
| 31 | META Meta Platforms, Inc. | 2,528 | $1.8M | 0.9% | Unchanged | 13F ↗ |
| 32 | Dimensional ETF Trust Us Core Eqt Mkt | 33,539 | $1.8M | 0.8% | Unchanged | 13F ↗ |
| 33 | MSFT Microsoft Corporation | 3,357 | $1.7M | 0.8% | -0.3% | 13F ↗ |
| 34 | BCV Bancroft Fund, Ltd. | 72,904 | $1.7M | 0.8% | Unchanged | 13F ↗ |
| 35 | Pgim ETF Tr Pgim Ultra Sh Bd | 32,409 | $1.6M | 0.8% | -5.6% | 13F ↗ |
| 36 | iShares Tr Us Aer Def Etf | 7,722 | $1.6M | 0.8% | -6.3% | 13F ↗ |
| 37 | Fidelity Covington Trust Msci Commntn Svc | 22,122 | $1.6M | 0.7% | Unchanged | 13F ↗ |
| 38 | iShares Tr Core Msci Eafe | 15,715 | $1.5M | 0.7% | -6.4% | 13F ↗ |
| 39 | iShares Tr Core S&P Scp Etf | 10,968 | $1.5M | 0.7% | -2.2% | 13F ↗ |
| 40 | AMJB JPMorgan Chase & Co. · Cal Lkd 44 | 42,793 | $1.5M | 0.7% | +2.2% | 13F ↗ |
| 41 | TY Tri Continental Corporation | 40,051 | $1.4M | 0.6% | Unchanged | 13F ↗ |
| 42 | Wisdomtree Tr Etf | 27,826 | $1.3M | 0.6% | -0.2% | 13F ↗ |
| 43 | Spdr Series Trust St Str SP600 Sml | 24,597 | $1.3M | 0.6% | -6.1% | 13F ↗ |
| 44 | Capital Group New Geography | 32,774 | $1.2M | 0.6% | +12.6% | 13F ↗ |
| 45 | Pimco ETF Tr Etf | 22,657 | $1.1M | 0.5% | +23.5% | 13F ↗ |
| 46 | JPM JPMorgan Chase & Co. | 3,400 | $1.1M | 0.5% | Unchanged | 13F ↗ |
| 47 | Spdr Series Trust St Str P500ETF | 12,366 | $1.1M | 0.5% | +3.4% | 13F ↗ |
| 48 | Vanguard Index Fds Mrngstr Ttl Stk | 2,953 | $1.1M | 0.5% | +1.1% | 13F ↗ |
| 49 | Vanguard Tax-Managed Fds | 14,713 | $1.0M | 0.5% | -0.2% | 13F ↗ |
| 50 | J P Morgan Exchange Traded F Equity Premium | 18,422 | $1.0M | 0.5% | +0.5% | 13F ↗ |
Changes since Q2 2026
4 new, 34 added to, 42 trimmed, 1 exited, 47 unchanged. By estimated dollars.
New positions (4)
Added to (34)
| NVDA NVIDIA Corporation | 15,689 | +109% | $1.9M |
| Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf | 66,494 | +15.4% | $670.8K |
| Dimensional ETF Trust Intl Core Eqt Mk | 324,530 | +3.4% | $436.6K |
| Pimco ETF Tr Active Bd Etf | 45,432 | +10.9% | $388.0K |
| Pimco ETF Tr Etf | 22,657 | +23.5% | $214.2K |
| Capital Group New Geography | 32,774 | +12.6% | $133.9K |
| Tcw ETF Trust Flexible Income | 149,468 | +2.3% | $129.0K |
| Dimensional ETF Trust Us Cor Equ 2 Etf | 143,244 | +1.8% | $114.3K |
| RGT Royce Global Trust, Inc. | 50,867 | +18.3% | $112.0K |
| BlackRock ETF Trust II Isha Flex In Etf | 53,421 | +4.1% | $107.7K |
Trimmed (42)
| NFJ Virtus Dividend, Interest & Premium Strategy Fund | 37,447 | -31.8% | -$263.3K |
| iShares Tr 0-5 Yr Tips Etf | 26,543 | -6.0% | -$170.3K |
| GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 46,392 | -4.1% | -$161.9K |
| CRM Salesforce, Inc. | 1,259 | -34.7% | -$153.8K |
| iShares Tr Core S&P500 Etf | 950 | -13.3% | -$111.8K |
| iShares Tr Us Aer Def Etf | 7,722 | -6.3% | -$107.5K |
| BRK-B Berkshire Hathaway Inc. Class B | 33,954 | -0.6% | -$105.6K |
| iShares Tr Core Msci Eafe | 15,715 | -6.4% | -$104.7K |
| Ssga Active ETF Tr Etf | 13,466 | -16.9% | -$102.1K |
| Pgim ETF Tr Pgim Ultra Sh Bd | 32,409 | -5.6% | -$94.2K |
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| iShares Tr Select Divid Etf | 1,316 | Exited | -$205.4K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 127 | $212.5M | Current | SEC ↗ |
| Q2 2026 | Aug 11, 2026 | 13F-HR | 124 | $210.2M | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 121 | $188.2M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 115 | $178.1M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 115 | $169.9M | Current | SEC ↗ |
| Q2 2025 | Aug 5, 2025 | 13F-HR | 108 | $150.6M * | Current | SEC ↗ |
| Q1 2025 | May 5, 2025 | 13F-HR | 102 | $138.1M * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer