Filed: 5/5/2025ACC: 0002043468-25-000003
📋 What this filing means
BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $138.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$138.1K
Total AUM (reported)
2.51M
Total Shares
Allocation by class
CL B NEW$16.4K11.9%
COM$10.5K7.6%
OPPORTUNISTIC CO$8.1K5.9%
CORE MSCI INTL$6.8K4.9%
ENHNCD LW DUR AC$6.1K4.4%
INTL CORE EQT MK$5.8K4.2%
SPDR GLD MINIS$4.1K2.9%
Portfolio Concentration
Top 3$31.3K22.7%
4–10$28.8K20.9%
11–25$30.0K21.7%
Rest$48.0K34.7%
Top 3 weight
22.7%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 2.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole102
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings102
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares30.80K
TypeSH
Market value$16.4K
11.88%
Sole
0.00
Shared
0.00
None
30.80K
DOUBLELINE ETF TRUST
SOLEShares175.20K
TypeSH
Market value$8.1K
5.86%
Sole
0.00
Shared
0.00
None
175.20K
ISHARES TR
SOLEShares98.83K
TypeSH
Market value$6.8K
4.93%
Sole
0.00
Shared
0.00
None
98.83K
PIMCO ETF TR
SOLEShares63.84K
TypeSH
Market value$6.1K
4.44%
Sole
0.00
Shared
0.00
None
63.84K
DIMENSIONAL ETF TRUST
SOLEShares186.48K
TypeSH
Market value$5.8K
4.22%
Sole
0.00
Shared
0.00
None
186.48K
WORLD GOLD TR
SOLEShares65.80K
TypeSH
Market value$4.1K
2.95%
Sole
0.00
Shared
0.00
None
65.80K
DIMENSIONAL ETF TRUST
SOLEShares107.84K
TypeSH
Market value$3.6K
2.58%
Sole
0.00
Shared
0.00
None
107.84K
ALPHABET INC
SOLEShares22.54K
TypeSH
Market value$3.5K
2.52%
Sole
0.00
Shared
0.00
None
22.54K
SCHWAB STRATEGIC TR
SOLEShares104.89K
TypeSH
Market value$2.9K
2.12%
Sole
0.00
Shared
0.00
None
104.89K
WISDOMTREE TR
SOLEShares58.46K
TypeSH
Market value$2.8K
2.04%
Sole
0.00
Shared
0.00
None
58.46K
VANGUARD INDEX FDS
SOLEShares10.30K
TypeSH
Market value$2.7K
1.93%
Sole
0.00
Shared
0.00
None
10.30K
ISHARES TR
SOLEShares25.48K
TypeSH
Market value$2.6K
1.91%
Sole
0.00
Shared
0.00
None
25.48K
SCHWAB STRATEGIC TR
SOLEShares97.38K
TypeSH
Market value$2.4K
1.72%
Sole
0.00
Shared
0.00
None
97.38K
BLACKROCK ETF TRUST II
SOLEShares43.47K
TypeSH
Market value$2.3K
1.65%
Sole
0.00
Shared
0.00
None
43.47K
FIDELITY COVINGTON TRUST
SOLEShares32.57K
TypeSH
Market value$2.2K
1.61%
Sole
0.00
Shared
0.00
None
32.57K
J P MORGAN EXCHANGE TRADED F
SOLEShares45.94K
TypeSH
Market value$2.1K
1.53%
Sole
0.00
Shared
0.00
None
45.94K
DIMENSIONAL ETF TRUST
SOLEShares51.90K
TypeSH
Market value$2.0K
1.48%
Sole
0.00
Shared
0.00
None
51.90K
TCW ETF TRUST
SOLEShares51.13K
TypeSH
Market value$2.0K
1.45%
Sole
0.00
Shared
0.00
None
51.13K
DIMENSIONAL ETF TRUST
SOLEShares38.13K
TypeSH
Market value$2.0K
1.42%
Sole
0.00
Shared
0.00
None
38.13K
PGIM ETF TR
SOLEShares34.13K
TypeSH
Market value$1.7K
1.23%
Sole
0.00
Shared
0.00
None
34.13K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares33.63K
TypeSH
Market value$1.7K
1.22%
Sole
0.00
Shared
0.00
None
33.63K
ISHARES TR
SOLEShares26.79K
TypeSH
Market value$1.7K
1.20%
Sole
0.00
Shared
0.00
None
26.79K
FIDELITY COMWLTH TR
SOLEShares24.22K
TypeSH
Market value$1.6K
1.19%
Sole
0.00
Shared
0.00
None
24.22K
ISHARES INC
SOLEShares27.79K
TypeSH
Market value$1.5K
1.11%
Sole
0.00
Shared
0.00
None
27.79K
DIMENSIONAL ETF TRUST
SOLEShares38.82K
TypeSH
Market value$1.5K
1.08%
Sole
0.00
Shared
0.00
None
38.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 30.80K | SH | $16.4K 11.88% | 0.00 | 0.00 | 30.80K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC CO | 175.20K | SH | $8.1K 5.86% | 0.00 | 0.00 | 175.20K |
ISHARES TRSOLE | CORE MSCI INTL | 98.83K | SH | $6.8K 4.93% | 0.00 | 0.00 | 98.83K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 63.84K | SH | $6.1K 4.44% | 0.00 | 0.00 | 63.84K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 186.48K | SH | $5.8K 4.22% | 0.00 | 0.00 | 186.48K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 65.80K | SH | $4.1K 2.95% | 0.00 | 0.00 | 65.80K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 107.84K | SH | $3.6K 2.58% | 0.00 | 0.00 | 107.84K |
ALPHABET INCSOLE | CAP STK CL A | 22.54K | SH | $3.5K 2.52% | 0.00 | 0.00 | 22.54K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 104.89K | SH | $2.9K 2.12% | 0.00 | 0.00 | 104.89K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 58.46K | SH | $2.8K 2.04% | 0.00 | 0.00 | 58.46K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.30K | SH | $2.7K 1.93% | 0.00 | 0.00 | 10.30K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 25.48K | SH | $2.6K 1.91% | 0.00 | 0.00 | 25.48K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 97.38K | SH | $2.4K 1.72% | 0.00 | 0.00 | 97.38K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 43.47K | SH | $2.3K 1.65% | 0.00 | 0.00 | 43.47K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 32.57K | SH | $2.2K 1.61% | 0.00 | 0.00 | 32.57K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 45.94K | SH | $2.1K 1.53% | 0.00 | 0.00 | 45.94K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 51.90K | SH | $2.0K 1.48% | 0.00 | 0.00 | 51.90K |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 51.13K | SH | $2.0K 1.45% | 0.00 | 0.00 | 51.13K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 38.13K | SH | $2.0K 1.42% | 0.00 | 0.00 | 38.13K |
PGIM ETF TRSOLE | PGIM ULTRA SH BD | 34.13K | SH | $1.7K 1.23% | 0.00 | 0.00 | 34.13K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 33.63K | SH | $1.7K 1.22% | 0.00 | 0.00 | 33.63K |
ISHARES TRSOLE | CORE DIV GRWTH | 26.79K | SH | $1.7K 1.20% | 0.00 | 0.00 | 26.79K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 24.22K | SH | $1.6K 1.19% | 0.00 | 0.00 | 24.22K |
ISHARES INCSOLE | MSCI EMRG CHN | 27.79K | SH | $1.5K 1.11% | 0.00 | 0.00 | 27.79K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 38.82K | SH | $1.5K 1.08% | 0.00 | 0.00 | 38.82K |
Page 1 of 5
…