Filed: 8/5/2025ACC: 0002043468-25-000004
📋 What this filing means
BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $150.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$150.6K
Total AUM (reported)
2.70M
Total Shares
Allocation by class
CL B NEW$15.1K10.1%
COM$11.8K7.8%
OPPORTUNISTIC CO$8.7K5.8%
INTL CORE EQT MK$7.4K4.9%
CORE MSCI INTL$7.4K4.9%
ENHNCD LW DUR AC$6.3K4.2%
US CORE EQUITY 2$4.3K2.8%
Portfolio Concentration
Top 3$31.3K20.8%
4–10$33.3K22.1%
11–25$34.3K22.8%
Rest$51.7K34.3%
Top 3 weight
20.8%
Top 10 weight
42.9%
Voting Authority Distribution
Total shares with voting rights: 2.70M
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
2.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings108
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.17K
TypeSH
Market value$15.1K
10.05%
Sole
0.00
Shared
0.00
None
31.17K
DOUBLELINE ETF TRUST
SOLEShares188.92K
TypeSH
Market value$8.7K
5.80%
Sole
0.00
Shared
0.00
None
188.92K
DIMENSIONAL ETF TRUST
SOLEShares215.47K
TypeSH
Market value$7.4K
4.95%
Sole
0.00
Shared
0.00
None
215.47K
ISHARES TR
SOLEShares97.28K
TypeSH
Market value$7.4K
4.91%
Sole
0.00
Shared
0.00
None
97.28K
PIMCO ETF TR
SOLEShares65.43K
TypeSH
Market value$6.3K
4.16%
Sole
0.00
Shared
0.00
None
65.43K
DIMENSIONAL ETF TRUST
SOLEShares118.99K
TypeSH
Market value$4.3K
2.83%
Sole
0.00
Shared
0.00
None
118.99K
WORLD GOLD TR
SOLEShares63.91K
TypeSH
Market value$4.2K
2.78%
Sole
0.00
Shared
0.00
None
63.91K
ALPHABET INC
SOLEShares22.47K
TypeSH
Market value$4.0K
2.63%
Sole
0.00
Shared
0.00
None
22.47K
TCW ETF TRUST
SOLEShares96.23K
TypeSH
Market value$3.8K
2.52%
Sole
0.00
Shared
0.00
None
96.23K
WISDOMTREE TR
SOLEShares61.26K
TypeSH
Market value$3.4K
2.25%
Sole
0.00
Shared
0.00
None
61.26K
VANGUARD INDEX FDS
SOLEShares11.27K
TypeSH
Market value$3.2K
2.09%
Sole
0.00
Shared
0.00
None
11.27K
SCHWAB STRATEGIC TR
SOLEShares114.44K
TypeSH
Market value$3.0K
2.01%
Sole
0.00
Shared
0.00
None
114.44K
SCHWAB STRATEGIC TR
SOLEShares115.75K
TypeSH
Market value$2.8K
1.87%
Sole
0.00
Shared
0.00
None
115.75K
ISHARES TR
SOLEShares27.15K
TypeSH
Market value$2.8K
1.86%
Sole
0.00
Shared
0.00
None
27.15K
DIMENSIONAL ETF TRUST
SOLEShares63.20K
TypeSH
Market value$2.7K
1.80%
Sole
0.00
Shared
0.00
None
63.20K
J P MORGAN EXCHANGE TRADED F
SOLEShares50.40K
TypeSH
Market value$2.3K
1.55%
Sole
0.00
Shared
0.00
None
50.40K
DIMENSIONAL ETF TRUST
SOLEShares41.23K
TypeSH
Market value$2.2K
1.48%
Sole
0.00
Shared
0.00
None
41.23K
BLACKROCK ETF TRUST II
SOLEShares41.18K
TypeSH
Market value$2.2K
1.44%
Sole
0.00
Shared
0.00
None
41.18K
FIDELITY COVINGTON TRUST
SOLEShares32.84K
TypeSH
Market value$2.1K
1.39%
Sole
0.00
Shared
0.00
None
32.84K
FIDELITY COMWLTH TR
SOLEShares24.22K
TypeSH
Market value$1.9K
1.29%
Sole
0.00
Shared
0.00
None
24.22K
ISHARES INC
SOLEShares29.98K
TypeSH
Market value$1.9K
1.26%
Sole
0.00
Shared
0.00
None
29.98K
META PLATFORMS INC
SOLEShares2.53K
TypeSH
Market value$1.9K
1.24%
Sole
0.00
Shared
0.00
None
2.53K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares35.58K
TypeSH
Market value$1.8K
1.18%
Sole
0.00
Shared
0.00
None
35.58K
SCHWAB STRATEGIC TR
SOLEShares41.76K
TypeSH
Market value$1.8K
1.18%
Sole
0.00
Shared
0.00
None
41.76K
ISHARES TR
SOLEShares26.64K
TypeSH
Market value$1.7K
1.13%
Sole
0.00
Shared
0.00
None
26.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.17K | SH | $15.1K 10.05% | 0.00 | 0.00 | 31.17K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC CO | 188.92K | SH | $8.7K 5.80% | 0.00 | 0.00 | 188.92K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 215.47K | SH | $7.4K 4.95% | 0.00 | 0.00 | 215.47K |
ISHARES TRSOLE | CORE MSCI INTL | 97.28K | SH | $7.4K 4.91% | 0.00 | 0.00 | 97.28K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 65.43K | SH | $6.3K 4.16% | 0.00 | 0.00 | 65.43K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 118.99K | SH | $4.3K 2.83% | 0.00 | 0.00 | 118.99K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 63.91K | SH | $4.2K 2.78% | 0.00 | 0.00 | 63.91K |
ALPHABET INCSOLE | CAP STK CL A | 22.47K | SH | $4.0K 2.63% | 0.00 | 0.00 | 22.47K |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 96.23K | SH | $3.8K 2.52% | 0.00 | 0.00 | 96.23K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 61.26K | SH | $3.4K 2.25% | 0.00 | 0.00 | 61.26K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.27K | SH | $3.2K 2.09% | 0.00 | 0.00 | 11.27K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 114.44K | SH | $3.0K 2.01% | 0.00 | 0.00 | 114.44K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 115.75K | SH | $2.8K 1.87% | 0.00 | 0.00 | 115.75K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 27.15K | SH | $2.8K 1.86% | 0.00 | 0.00 | 27.15K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 63.20K | SH | $2.7K 1.80% | 0.00 | 0.00 | 63.20K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 50.40K | SH | $2.3K 1.55% | 0.00 | 0.00 | 50.40K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 41.23K | SH | $2.2K 1.48% | 0.00 | 0.00 | 41.23K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 41.18K | SH | $2.2K 1.44% | 0.00 | 0.00 | 41.18K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 32.84K | SH | $2.1K 1.39% | 0.00 | 0.00 | 32.84K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 24.22K | SH | $1.9K 1.29% | 0.00 | 0.00 | 24.22K |
ISHARES INCSOLE | MSCI EMRG CHN | 29.98K | SH | $1.9K 1.26% | 0.00 | 0.00 | 29.98K |
META PLATFORMS INCSOLE | CL A | 2.53K | SH | $1.9K 1.24% | 0.00 | 0.00 | 2.53K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 35.58K | SH | $1.8K 1.18% | 0.00 | 0.00 | 35.58K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 41.76K | SH | $1.8K 1.18% | 0.00 | 0.00 | 41.76K |
ISHARES TRSOLE | CORE DIV GRWTH | 26.64K | SH | $1.7K 1.13% | 0.00 | 0.00 | 26.64K |
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