BECKERMAN INSTITUTIONAL, LLC

Filed: 2/10/2026ACC: 0002043468-26-000001

📋 What this filing means

BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 115 equity positions with a total reported market value of $178.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

115

Positions

$178.09M

Total AUM (reported)

2.91M

Total Shares

Allocation by class

CL B NEW$16.22M9.1%

COM$15.62M8.8%

INTL CORE EQT MK$10.41M5.8%

OPPORTUNISTIC CO$9.76M5.5%

CORE MSCI INTL$7.58M4.3%

CAP STK CL A$7.25M4.1%

ENHNCD LW DUR AC$5.27M3.0%

Portfolio Concentration

Top 3$36.39M20.4%

4–10$39.01M21.9%

11–25$39.76M22.3%

Rest$62.92M35.3%

Top 3 weight

20.4%

Top 10 weight

42.3%

Voting Authority Distribution

Total shares with voting rights: 2.91M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.91M

% 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

SOLE

CL B NEW

Shares32.28K

TypeSH

Market value$16.22M

9.11%

Sole

0.00

Shared

0.00

None

32.28K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares273.06K

TypeSH

Market value$10.41M

5.84%

Sole

0.00

Shared

0.00

None

273.06K

DOUBLELINE ETF TRUST

SOLE

OPPORTUNISTIC CO

Shares210.54K

TypeSH

Market value$9.76M

5.48%

Sole

0.00

Shared

0.00

None

210.54K

ISHARES TR

SOLE

CORE MSCI INTL

Shares91.86K

TypeSH

Market value$7.58M

4.25%

Sole

0.00

Shared

0.00

None

91.86K

ALPHABET INC

SOLE

CAP STK CL A

Shares23.17K

TypeSH

Market value$7.25M

4.07%

Sole

0.00

Shared

0.00

None

23.17K

PIMCO ETF TR

SOLE

ENHNCD LW DUR AC

Shares54.92K

TypeSH

Market value$5.27M

2.96%

Sole

0.00

Shared

0.00

None

54.92K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares128.33K

TypeSH

Market value$5.08M

2.85%

Sole

0.00

Shared

0.00

None

128.33K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares59.19K

TypeSH

Market value$5.05M

2.84%

Sole

0.00

Shared

0.00

None

59.19K

TCW ETF TRUST

SOLE

FLEXIBLE INCOME

Shares126.22K

TypeSH

Market value$5.00M

2.81%

Sole

0.00

Shared

0.00

None

126.22K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares66.11K

TypeSH

Market value$3.78M

2.12%

Sole

0.00

Shared

0.00

None

66.11K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares71.71K

TypeSH

Market value$3.58M

2.01%

Sole

0.00

Shared

0.00

None

71.71K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares127.96K

TypeSH

Market value$3.51M

1.97%

Sole

0.00

Shared

0.00

None

127.96K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares11.91K

TypeSH

Market value$3.46M

1.94%

Sole

0.00

Shared

0.00

None

11.91K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares126.47K

TypeSH

Market value$3.08M

1.73%

Sole

0.00

Shared

0.00

None

126.47K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares27.20K

TypeSH

Market value$2.78M

1.56%

Sole

0.00

Shared

0.00

None

27.20K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares60.12K

TypeSH

Market value$2.78M

1.56%

Sole

0.00

Shared

0.00

None

60.12K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares44.47K

TypeSH

Market value$2.65M

1.49%

Sole

0.00

Shared

0.00

None

44.47K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares33.94K

TypeSH

Market value$2.52M

1.42%

Sole

0.00

Shared

0.00

None

33.94K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares33.99K

TypeSH

Market value$2.47M

1.39%

Sole

0.00

Shared

0.00

None

33.99K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares44.90K

TypeSH

Market value$2.37M

1.33%

Sole

0.00

Shared

0.00

None

44.90K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MBS ETF

Shares43.63K

TypeSH

Market value$2.20M

1.23%

Sole

0.00

Shared

0.00

None

43.63K

FIDELITY COMWLTH TR

SOLE

NASDAQ COMPSIT

Shares23.83K

TypeSH

Market value$2.18M

1.22%

Sole

0.00

Shared

0.00

None

23.83K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares47.80K

TypeSH

Market value$2.18M

1.22%

Sole

0.00

Shared

0.00

None

47.80K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares64.75K

TypeSH

Market value$2.11M

1.18%

Sole

0.00

Shared

0.00

None

64.75K

APPLE INC

SOLE

COM

Shares6.97K

TypeSH

Market value$1.90M

1.06%

Sole

0.00

Shared

0.00

None

6.97K

Issuer	Class	Shares	Type	Value / Portfolio %	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	32.28K	SH	$16.22M 9.11%	32.28K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	273.06K	SH	$10.41M 5.84%	273.06K
DOUBLELINE ETF TRUSTSOLE	OPPORTUNISTIC CO	210.54K	SH	$9.76M 5.48%	210.54K
ISHARES TRSOLE	CORE MSCI INTL	91.86K	SH	$7.58M 4.25%	91.86K
ALPHABET INCSOLE	CAP STK CL A	23.17K	SH	$7.25M 4.07%	23.17K
PIMCO ETF TRSOLE	ENHNCD LW DUR AC	54.92K	SH	$5.27M 2.96%	54.92K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	128.33K	SH	$5.08M 2.85%	128.33K
WORLD GOLD TRSOLE	SPDR GLD MINIS	59.19K	SH	$5.05M 2.84%	59.19K
TCW ETF TRUSTSOLE	FLEXIBLE INCOME	126.22K	SH	$5.00M 2.81%	126.22K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	66.11K	SH	$3.78M 2.12%	66.11K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	71.71K	SH	$3.58M 2.01%	71.71K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	127.96K	SH	$3.51M 1.97%	127.96K
VANGUARD INDEX FDSSOLE	MID CAP ETF	11.91K	SH	$3.46M 1.94%	11.91K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	126.47K	SH	$3.08M 1.73%	126.47K
ISHARES TRSOLE	0-5 YR TIPS ETF	27.20K	SH	$2.78M 1.56%	27.20K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	60.12K	SH	$2.78M 1.56%	60.12K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	44.47K	SH	$2.65M 1.49%	44.47K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	33.94K	SH	$2.52M 1.42%	33.94K
ISHARES INCSOLE	MSCI EMRG CHN	33.99K	SH	$2.47M 1.39%	33.99K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	44.90K	SH	$2.37M 1.33%	44.90K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MBS ETF	43.63K	SH	$2.20M 1.23%	43.63K
FIDELITY COMWLTH TRSOLE	NASDAQ COMPSIT	23.83K	SH	$2.18M 1.22%	23.83K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	47.80K	SH	$2.18M 1.22%	47.80K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	64.75K	SH	$2.11M 1.18%	64.75K
APPLE INCSOLE	COM	6.97K	SH	$1.90M 1.06%	6.97K

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