Data as of Q4 2025 (Dec 31, 2025)

Beckerman Institutional, LLC

•CIK: 2043468•Filing: Q4 2025

**Beckerman Institutional, LLC** manages $178M across a diversified portfolio of 115 positions. The fund exhibits significant conviction in value and defensive growth, highlighted by a top holding in BRK/B at $16.2M. Notable allocations include DFAI ($10.4M), DBND ($9.8M), and IDEV ($7.6M). This concentrated approach suggests a focus on established, resilient market leaders.

Total AUM
$178.1M
QoQ Performance
+4.8%
Positions
69
Top 10 Concentration
42.3%
Latest Filing
Q4 2025

Top Holdings Allocation

BRK/B
DFAI
DBND
BRK/B9.1%
DFAI5.8%
DBND5.5%
IDEV4.3%
GOOGL4.1%
LDUR3.0%
DFAC2.9%
GLDM2.8%

📈 Biggest Buys

BOND
PIMCO ETF TR
NEW
0.9% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+9.9%
5.8% of portfolio
LONZ
PIMCO ETF TR
NEW
0.4% of portfolio
DBND
DOUBLELINE ETF TRUST
+4.3%
5.5% of portfolio
BRK/B
BERKSHIRE HATHAWAY INC DEL
+2.0%
9.1% of portfolio

📉 Biggest Sells

LDUR
PIMCO ETF TR
-18.6%
3.0% of portfolio
GLDM
WORLD GOLD TR
-6.2%
2.8% of portfolio
IDEV
ISHARES TR
-3.8%
4.3% of portfolio
IEFA
ISHARES TR
-8.8%
0.8% of portfolio
PFE
PFIZER INC
-16.2%
0.2% of portfolio

Sector Breakdown

Other79.3%
Financial10.7%
Technology7.4%
ETF0.9%
Healthcare0.7%
Consumer0.5%
Consumer Staples0.4%

🚪 Exited Positionssold since Q3 2025

T
AT&T INC
SOLD
$206.5K
CG
CARLYLE GROUP INC
SOLD
$206.3K
SHV
ISHARES TR
SOLD
$202.6K

Changes from Q3 2025

NEW3 new positions
↑34 increased
↓34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024

📌 Top Holdings

BRK/B9.1%
BERKSHIRE HATHAWAY INC DEL
$16.2M
DFAI5.8%
DIMENSIONAL ETF TRUST
$10.4M
DBND5.5%
DOUBLELINE ETF TRUST
$9.8M
IDEV4.3%
ISHARES TR
$7.6M
GOOGL4.1%
ALPHABET INC
$7.3M

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