Beckerman Institutional, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The report lists 127 distinct securities held by the firm.
The portfolio is heavily weighted toward large-cap technology and exchange-traded funds (ETFs). Among the individual stock holdings, Berkshire Hathaway Inc. Class B is the largest, with 33,954 shares. Other significant individual positions include Alphabet Inc. Class A (23,074 shares), Apple Inc. (6,977 shares), and Microsoft Corporation (3,357 shares). The firm also holds substantial positions in NVIDIA Corporation (15,689 shares) and Meta Platforms Inc. Class A (2,528 shares).
A significant portion of the portfolio is allocated to various ETFs. The firm holds Dimensional ETF Trust funds, including the International Value ETF (78,909 shares) and the US Core Equity Market ETF (324,530 shares). It also holds shares in the PIMCO ETF Trust Active Bond ETF (45,432 shares) and the iShares Core MSCI Total International Stock ETF (91,458 shares). Other notable ETF holdings include the Vanguard S&P 500 ETF Shares (1,272 shares) and the SPDR Gold Trust (1,119 shares).
