Institutional Fund
Beckerman Institutional, LLC
Ocean Grove, NJCIK 20434685 filings on record
Portfolio Value
$188.22M
Q1 2026
Holdings
121
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+5.7%
from $178.09M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Berkshire Hathaway Inc Del8.5%
- Dimensional ETF Trust6.1%
- Doubleline ETF Trust5.4%
- Ishares Tr4.1%
- Alphabet Inc3.5%
- Tcw ETF Trust2.9%
- Other69.5%
Portfolio Holdings
121 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | 33.4K | $15.99M | 8.5% | +1.1K | Added |
| 2 | Dimensional ETF Trust | 294.5K | $11.47M | 6.1% | +21.4K | Added |
| 3 | Doubleline ETF Trust | 222.3K | $10.18M | 5.4% | +11.7K | Added |
| 4 | Ishares Tr | 92.0K | $7.69M | 4.1% | +128 | Added |
| 5 | Alphabet Inc | 23.2K | $6.68M | 3.5% | +43 | Added |
| 6 | Tcw ETF Trust | 138.2K | $5.43M | 2.9% | +12.0K | Added |
| 7 | Pimco ETF Tr | 53.9K | $5.16M | 2.7% | −1.1K | Reduced |
| 8 | Dimensional ETF Trust | 130.2K | $5.06M | 2.7% | +1.9K | Added |
| 9 | World Gold Tr | 51.3K | $4.76M | 2.5% | −7.8K | Reduced |
| 10 | Schwab Strategic Tr | 140.8K | $4.32M | 2.3% | +12.8K | Added |
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