Back to funds
View filing
Beckerman Institutional, LLC
hedge fundUpdated 33 days agoManaged by Beckerman Institutional, Llc • Latest filing Q2 2026
Portfolio value
$210.2M
Q2 2026
Filings
8
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
38.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 8 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2024 | $118.7M |
| Q4 2024 | $124.9M |
| Q1 2025 | $138.1M |
| Q2 2025 | $150.6M |
| Q3 2025 | $169.9M |
| Q4 2025 | $178.1M |
| Q1 2026 | $188.2M |
| Q2 2026 | $210.2M |
Top holdings
124 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $17.1M | 34.2K | 8.13% | — |
| 2 | C CRDO DIMENSIONAL ETF TRUST | $13M | 314.0K | 6.16% | — |
| 3 | D DSL DOUBLELINE ETF TRUST | $10.7M | 235.6K | 5.11% | — |
| 4 | G GOOGN ALPHABET INC | $8.3M | 23.2K | 3.94% | — |
| 5 | E ETHA ISHARES TR | $8.1M | 91.5K | 3.87% | — |
| 6 | ? N/A DIMENSIONAL ETF TRUST | $6.2M | 140.7K | 2.97% | — |
| 7 | ? N/A TCW ETF TRUST | $5.7M | 146.1K | 2.73% | — |
| 8 | P PDI PIMCO ETF TR | $5.1M | 53.5K | 2.43% | — |
| 9 | S SCHW-PJ SCHWAB STRATEGIC TR | $4.6M | 146.0K | 2.20% | — |
| 10 | V VGES VANGUARD INSTL INDEX FD | $4.4M | 57.6K | 2.08% | — |
| 11 | V VGES VANGUARD INDEX FDS | $4.4M | 54.1K | 2.07% | — |
| 12 | ? N/A DIMENSIONAL ETF TRUST | $4.3M | 80.4K | 2.07% | — |
| 13 | B BTCW WISDOMTREE TR | $4.1M | 63.2K | 1.95% | — |
| 14 | E ETHA ISHARES INC | $4M | 38.6K | 1.88% | — |
| 15 | G GLD WORLD GOLD TR | $3.8M | 48.4K | 1.83% | — |
| 16 | P PDI PIMCO ETF TR | $3.8M | 41.0K | 1.80% | — |
| 17 | ? N/A DIMENSIONAL ETF TRUST | $3.3M | 47.4K | 1.58% | — |
| 18 | ? N/A SIMPLIFY EXCHANGE TRADED FUN | $3.2M | 65.7K | 1.53% | — |
| 19 | S SCHW-PJ SCHWAB STRATEGIC TR | $3.2M | 130.7K | 1.50% | — |
| 20 | J JPM-PM J P MORGAN EXCHANGE TRADED F | $3M | 64.5K | 1.41% | — |