account_balance

Investment manager · 13F filer · SEC CIK 2043468

Beckerman Institutional, LLC

Reported value$213Mas of Sep 30, 2026
Positions127 4 new, 1 sold out
Top 10 weight39.3%BRK-B alone is 8%
FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 8.0% Held
DFAI Dimensional ETF Trust 6.3% Added +3%
DBND Doubleline ETF Trust 4.8% Held
IDEV iShares Tr 3.9% Held
GOOGL Alphabet Inc. 3.7% Held
DFAC Dimensional ETF Trust 3.0% Held
FLXR TCW ETF Trust 2.7% Added +2%
VBIL Vanguard Instl Index Fd 2.4% Added +15%
LDUR Pimco ETF Tr 2.3% Held
SCHD Schwab Strategic Tr 2.2% Held
DFIV Dimensional ETF Trust 2.1% Held
VO Vanguard Index FDS 2.0% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Aug 11, 2026 filing
add_circleNew
arrow_upwardAdded
  • NVDA +109%
  • MUNI +23%
  • RGT +18%
  • VBIL +15%
arrow_downwardTrimmed
  • NFJ −32%
  • TOTL −17%
  • IEMG −15%
  • IVV −13%
remove_circleSold out
  • DVY $205K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist