Filed: 11/6/2025ACC: 0002043468-25-000006
📋 What this filing means
BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $169.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
115
Positions
$169.88M
Total AUM (reported)
2.83M
Total Shares
Allocation by class
CL B NEW$15.90M9.4%
COM$15.65M9.2%
OPPORTUNISTIC CO$9.39M5.5%
INTL CORE EQT MK$9.03M5.3%
CORE MSCI INTL$7.66M4.5%
ENHNCD LW DUR AC$6.49M3.8%
CAP STK CL A$5.67M3.3%
Portfolio Concentration
Top 3$34.33M20.2%
4–10$37.81M22.3%
11–25$37.81M22.3%
Rest$59.92M35.3%
Top 3 weight
20.2%
Top 10 weight
42.5%
Voting Authority Distribution
Total shares with voting rights: 2.83M
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
2.83M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole115
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings115
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares31.64K
TypeSH
Market value$15.90M
9.36%
Sole
0.00
Shared
0.00
None
31.64K
DOUBLELINE ETF TRUST
SOLEShares201.86K
TypeSH
Market value$9.39M
5.53%
Sole
0.00
Shared
0.00
None
201.86K
DIMENSIONAL ETF TRUST
SOLEShares248.52K
TypeSH
Market value$9.03M
5.32%
Sole
0.00
Shared
0.00
None
248.52K
ISHARES TR
SOLEShares95.53K
TypeSH
Market value$7.66M
4.51%
Sole
0.00
Shared
0.00
None
95.53K
PIMCO ETF TR
SOLEShares67.49K
TypeSH
Market value$6.49M
3.82%
Sole
0.00
Shared
0.00
None
67.49K
ALPHABET INC
SOLEShares23.32K
TypeSH
Market value$5.67M
3.34%
Sole
0.00
Shared
0.00
None
23.32K
WORLD GOLD TR
SOLEShares63.11K
TypeSH
Market value$4.82M
2.84%
Sole
0.00
Shared
0.00
None
63.11K
DIMENSIONAL ETF TRUST
SOLEShares124K
TypeSH
Market value$4.78M
2.82%
Sole
0.00
Shared
0.00
None
124K
TCW ETF TRUST
SOLEShares118.22K
TypeSH
Market value$4.71M
2.77%
Sole
0.00
Shared
0.00
None
118.22K
WISDOMTREE TR
SOLEShares64.45K
TypeSH
Market value$3.68M
2.17%
Sole
0.00
Shared
0.00
None
64.45K
VANGUARD INDEX FDS
SOLEShares11.58K
TypeSH
Market value$3.40M
2.00%
Sole
0.00
Shared
0.00
None
11.58K
SCHWAB STRATEGIC TR
SOLEShares121.16K
TypeSH
Market value$3.31M
1.95%
Sole
0.00
Shared
0.00
None
121.16K
DIMENSIONAL ETF TRUST
SOLEShares68.12K
TypeSH
Market value$3.14M
1.85%
Sole
0.00
Shared
0.00
None
68.12K
SCHWAB STRATEGIC TR
SOLEShares126.70K
TypeSH
Market value$3.09M
1.82%
Sole
0.00
Shared
0.00
None
126.70K
ISHARES TR
SOLEShares27.39K
TypeSH
Market value$2.83M
1.67%
Sole
0.00
Shared
0.00
None
27.39K
DIMENSIONAL ETF TRUST
SOLEShares43.29K
TypeSH
Market value$2.52M
1.48%
Sole
0.00
Shared
0.00
None
43.29K
J P MORGAN EXCHANGE TRADED F
SOLEShares53.99K
TypeSH
Market value$2.51M
1.47%
Sole
0.00
Shared
0.00
None
53.99K
BLACKROCK ETF TRUST II
SOLEShares43.15K
TypeSH
Market value$2.30M
1.35%
Sole
0.00
Shared
0.00
None
43.15K
FIDELITY COVINGTON TRUST
SOLEShares33.85K
TypeSH
Market value$2.26M
1.33%
Sole
0.00
Shared
0.00
None
33.85K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares43.63K
TypeSH
Market value$2.20M
1.29%
Sole
0.00
Shared
0.00
None
43.63K
ISHARES INC
SOLEShares32.09K
TypeSH
Market value$2.17M
1.28%
Sole
0.00
Shared
0.00
None
32.09K
SCHWAB STRATEGIC TR
SOLEShares46.74K
TypeSH
Market value$2.13M
1.25%
Sole
0.00
Shared
0.00
None
46.74K
FIDELITY COMWLTH TR
SOLEShares23.83K
TypeSH
Market value$2.12M
1.25%
Sole
0.00
Shared
0.00
None
23.83K
DIMENSIONAL ETF TRUST
SOLEShares62.83K
TypeSH
Market value$1.98M
1.17%
Sole
0.00
Shared
0.00
None
62.83K
META PLATFORMS INC
SOLEShares2.53K
TypeSH
Market value$1.86M
1.09%
Sole
0.00
Shared
0.00
None
2.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 31.64K | SH | $15.90M 9.36% | 0.00 | 0.00 | 31.64K |
DOUBLELINE ETF TRUSTSOLE | OPPORTUNISTIC CO | 201.86K | SH | $9.39M 5.53% | 0.00 | 0.00 | 201.86K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 248.52K | SH | $9.03M 5.32% | 0.00 | 0.00 | 248.52K |
ISHARES TRSOLE | CORE MSCI INTL | 95.53K | SH | $7.66M 4.51% | 0.00 | 0.00 | 95.53K |
PIMCO ETF TRSOLE | ENHNCD LW DUR AC | 67.49K | SH | $6.49M 3.82% | 0.00 | 0.00 | 67.49K |
ALPHABET INCSOLE | CAP STK CL A | 23.32K | SH | $5.67M 3.34% | 0.00 | 0.00 | 23.32K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 63.11K | SH | $4.82M 2.84% | 0.00 | 0.00 | 63.11K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 124K | SH | $4.78M 2.82% | 0.00 | 0.00 | 124K |
TCW ETF TRUSTSOLE | FLEXIBLE INCOME | 118.22K | SH | $4.71M 2.77% | 0.00 | 0.00 | 118.22K |
WISDOMTREE TRSOLE | EMG MKTS SMCAP | 64.45K | SH | $3.68M 2.17% | 0.00 | 0.00 | 64.45K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 11.58K | SH | $3.40M 2.00% | 0.00 | 0.00 | 11.58K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 121.16K | SH | $3.31M 1.95% | 0.00 | 0.00 | 121.16K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 68.12K | SH | $3.14M 1.85% | 0.00 | 0.00 | 68.12K |
SCHWAB STRATEGIC TRSOLE | SHT TM US TRES | 126.70K | SH | $3.09M 1.82% | 0.00 | 0.00 | 126.70K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 27.39K | SH | $2.83M 1.67% | 0.00 | 0.00 | 27.39K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 43.29K | SH | $2.52M 1.48% | 0.00 | 0.00 | 43.29K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 53.99K | SH | $2.51M 1.47% | 0.00 | 0.00 | 53.99K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 43.15K | SH | $2.30M 1.35% | 0.00 | 0.00 | 43.15K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 33.85K | SH | $2.26M 1.33% | 0.00 | 0.00 | 33.85K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | MBS ETF | 43.63K | SH | $2.20M 1.29% | 0.00 | 0.00 | 43.63K |
ISHARES INCSOLE | MSCI EMRG CHN | 32.09K | SH | $2.17M 1.28% | 0.00 | 0.00 | 32.09K |
SCHWAB STRATEGIC TRSOLE | INTL SCEQT ETF | 46.74K | SH | $2.13M 1.25% | 0.00 | 0.00 | 46.74K |
FIDELITY COMWLTH TRSOLE | NASDAQ COMPSIT | 23.83K | SH | $2.12M 1.25% | 0.00 | 0.00 | 23.83K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 62.83K | SH | $1.98M 1.17% | 0.00 | 0.00 | 62.83K |
META PLATFORMS INCSOLE | CL A | 2.53K | SH | $1.86M 1.09% | 0.00 | 0.00 | 2.53K |
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