BECKERMAN INSTITUTIONAL, LLC

Filed: 5/4/2026ACC: 0002043468-26-000002

📋 What this filing means

BECKERMAN INSTITUTIONAL, LLC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $188.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121

Positions

$188.22M

Total AUM (reported)

3.18M

Total Shares

Allocation by class

COM$16.54M8.8%

CL B NEW$15.99M8.5%

INTL CORE EQT MK$11.47M6.1%

OPPORTUNISTIC CO$10.18M5.4%

CORE MSCI INTL$7.69M4.1%

CAP STK CL A$6.68M3.5%

FLEXIBLE INCOME$5.43M2.9%

Portfolio Concentration

Top 3$37.65M20.0%

4–10$39.09M20.8%

11–25$45.19M24.0%

Rest$66.29M35.2%

Top 3 weight

20.0%

Top 10 weight

40.8%

Voting Authority Distribution

Total shares with voting rights: 3.18M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.18M

% of voting shares100.0%

Investment Discretion (by position count)

Sole121

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings121

Rows:

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares33.38K

TypeSH

Market value$15.99M

8.50%

Sole

0.00

Shared

0.00

None

33.38K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares294.47K

TypeSH

Market value$11.47M

6.10%

Sole

0.00

Shared

0.00

None

294.47K

DOUBLELINE ETF TRUST

SOLE

OPPORTUNISTIC CO

Shares222.25K

TypeSH

Market value$10.18M

5.41%

Sole

0.00

Shared

0.00

None

222.25K

ISHARES TR

SOLE

CORE MSCI INTL

Shares91.99K

TypeSH

Market value$7.69M

4.08%

Sole

0.00

Shared

0.00

None

91.99K

ALPHABET INC

SOLE

CAP STK CL A

Shares23.21K

TypeSH

Market value$6.68M

3.55%

Sole

0.00

Shared

0.00

None

23.21K

TCW ETF TRUST

SOLE

FLEXIBLE INCOME

Shares138.18K

TypeSH

Market value$5.43M

2.88%

Sole

0.00

Shared

0.00

None

138.18K

PIMCO ETF TR

SOLE

ENHNCD LW DUR AC

Shares53.87K

TypeSH

Market value$5.16M

2.74%

Sole

0.00

Shared

0.00

None

53.87K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares130.22K

TypeSH

Market value$5.06M

2.69%

Sole

0.00

Shared

0.00

None

130.22K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares51.34K

TypeSH

Market value$4.76M

2.53%

Sole

0.00

Shared

0.00

None

51.34K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares140.80K

TypeSH

Market value$4.32M

2.30%

Sole

0.00

Shared

0.00

None

140.80K

DIMENSIONAL ETF TRUST

SOLE

INTERNATNAL VAL

Shares76.37K

TypeSH

Market value$4.03M

2.14%

Sole

0.00

Shared

0.00

None

76.37K

WISDOMTREE TR

SOLE

EMG MKTS SMCAP

Shares64.93K

TypeSH

Market value$3.90M

2.07%

Sole

0.00

Shared

0.00

None

64.93K

VANGUARD INSTL INDEX FD

SOLE

0-3 MO TREAS BIL

Shares47.56K

TypeSH

Market value$3.60M

1.91%

Sole

0.00

Shared

0.00

None

47.56K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares12.36K

TypeSH

Market value$3.55M

1.89%

Sole

0.00

Shared

0.00

None

12.36K

SIMPLIFY EXCHANGE TRADED FUN

SOLE

MBS ETF

Shares64.87K

TypeSH

Market value$3.21M

1.70%

Sole

0.00

Shared

0.00

None

64.87K

SCHWAB STRATEGIC TR

SOLE

SHT TM US TRES

Shares131.57K

TypeSH

Market value$3.19M

1.70%

Sole

0.00

Shared

0.00

None

131.57K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares36.92K

TypeSH

Market value$2.90M

1.54%

Sole

0.00

Shared

0.00

None

36.92K

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares46.13K

TypeSH

Market value$2.88M

1.53%

Sole

0.00

Shared

0.00

None

46.13K

ISHARES TR

SOLE

0-5 YR TIPS ETF

Shares27.67K

TypeSH

Market value$2.86M

1.52%

Sole

0.00

Shared

0.00

None

27.67K

J P MORGAN EXCHANGE TRADED F

SOLE

INCOME ETF

Shares60.63K

TypeSH

Market value$2.79M

1.48%

Sole

0.00

Shared

0.00

None

60.63K

PIMCO ETF TR

SOLE

ACTIVE BD ETF

Shares28.88K

TypeSH

Market value$2.67M

1.42%

Sole

0.00

Shared

0.00

None

28.88K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares48.67K

TypeSH

Market value$2.53M

1.34%

Sole

0.00

Shared

0.00

None

48.67K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares34.36K

TypeSH

Market value$2.42M

1.28%

Sole

0.00

Shared

0.00

None

34.36K

SCHWAB STRATEGIC TR

SOLE

INTL SCEQT ETF

Shares50.73K

TypeSH

Market value$2.37M

1.26%

Sole

0.00

Shared

0.00

None

50.73K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares67.57K

TypeSH

Market value$2.29M

1.22%

Sole

0.00

Shared

0.00

None

67.57K

Issuer	Class	Shares	Type	Value / Portfolio %	None
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	33.38K	SH	$15.99M 8.50%	33.38K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	294.47K	SH	$11.47M 6.10%	294.47K
DOUBLELINE ETF TRUSTSOLE	OPPORTUNISTIC CO	222.25K	SH	$10.18M 5.41%	222.25K
ISHARES TRSOLE	CORE MSCI INTL	91.99K	SH	$7.69M 4.08%	91.99K
ALPHABET INCSOLE	CAP STK CL A	23.21K	SH	$6.68M 3.55%	23.21K
TCW ETF TRUSTSOLE	FLEXIBLE INCOME	138.18K	SH	$5.43M 2.88%	138.18K
PIMCO ETF TRSOLE	ENHNCD LW DUR AC	53.87K	SH	$5.16M 2.74%	53.87K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	130.22K	SH	$5.06M 2.69%	130.22K
WORLD GOLD TRSOLE	SPDR GLD MINIS	51.34K	SH	$4.76M 2.53%	51.34K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	140.80K	SH	$4.32M 2.30%	140.80K
DIMENSIONAL ETF TRUSTSOLE	INTERNATNAL VAL	76.37K	SH	$4.03M 2.14%	76.37K
WISDOMTREE TRSOLE	EMG MKTS SMCAP	64.93K	SH	$3.90M 2.07%	64.93K
VANGUARD INSTL INDEX FDSOLE	0-3 MO TREAS BIL	47.56K	SH	$3.60M 1.91%	47.56K
VANGUARD INDEX FDSSOLE	MID CAP ETF	12.36K	SH	$3.55M 1.89%	12.36K
SIMPLIFY EXCHANGE TRADED FUNSOLE	MBS ETF	64.87K	SH	$3.21M 1.70%	64.87K
SCHWAB STRATEGIC TRSOLE	SHT TM US TRES	131.57K	SH	$3.19M 1.70%	131.57K
ISHARES INCSOLE	MSCI EMRG CHN	36.92K	SH	$2.90M 1.54%	36.92K
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	46.13K	SH	$2.88M 1.53%	46.13K
ISHARES TRSOLE	0-5 YR TIPS ETF	27.67K	SH	$2.86M 1.52%	27.67K
J P MORGAN EXCHANGE TRADED FSOLE	INCOME ETF	60.63K	SH	$2.79M 1.48%	60.63K
PIMCO ETF TRSOLE	ACTIVE BD ETF	28.88K	SH	$2.67M 1.42%	28.88K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	48.67K	SH	$2.53M 1.34%	48.67K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	34.36K	SH	$2.42M 1.28%	34.36K
SCHWAB STRATEGIC TRSOLE	INTL SCEQT ETF	50.73K	SH	$2.37M 1.26%	50.73K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	67.57K	SH	$2.29M 1.22%	67.57K

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