AI Portfolio Summary
In 2026 Q1, Beckerman Institutional, LLC maintained a portfolio of 122 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 3.4%. The fund also reduced its exposure to WORLD GOLD TR by 13.2%.
Total Positions
122
Quarter
2026 Q1
Top Holding
BRK/B (8.5%)
Top 10 Concentration
40.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 122
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.50% | 9.11% |
#1
Prev: #1
|
5.9 | 1,097 | 3.4% |
P
S
|
33,375 | $15,992,973 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 6.10% | 5.84% |
#2
Prev: #2
|
5.9 | 21,408 | 7.8% |
P
S
|
294,471 | $11,472,568 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 5.41% | 5.48% |
#3
Prev: #3
|
5.2 | 11,713 | 5.6% |
P
S
|
222,253 | $10,181,347 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 4.08% | 4.25% |
#4
Prev: #4
|
2.6 | 128 | 0.1% |
P
S
|
91,986 | $7,687,213 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.55% | 4.07% |
#5
Prev: #5
|
2.4 | 43 | 0.2% |
P
S
|
23,212 | $6,675,273 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FLXR
TCW ETF TRUST
|
ETF | 2.88% | 2.81% |
#6
3
Prev: #9
|
3.2 | 11,961 | 9.5% |
P
S
|
138,179 | $5,426,291 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 2.74% | 2.96% |
#7
1
Prev: #6
|
1.6 | -1,056 | -1.9% |
P
S
|
53,867 | $5,161,391 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.69% | 2.85% |
#8
1
Prev: #7
|
1.6 | 1,891 | 1.5% |
P
S
|
130,220 | $5,060,347 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.53% | 2.84% |
#9
1
Prev: #8
|
1.5 | -7,841 | -13.2% |
P
S
|
51,344 | $4,759,078 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.30% | 1.97% |
#10
2
Prev: #12
|
2.9 | 12,836 | 10.0% |
P
S
|
140,799 | $4,319,748 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.14% | 2.01% |
#11
Prev: #11
|
2.9 | 4,657 | 6.5% |
P
S
|
76,368 | $4,030,695 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DGS
WISDOMTREE TR
|
ETF | 2.07% | 2.12% |
#12
2
Prev: #10
|
1.3 | -1,175 | -1.8% |
P
S
|
64,932 | $3,902,516 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 1.91% | 0.32% |
#13
60
Prev: #73
|
3.8 | 40,065 | 534.2% |
P
S
|
47,565 | $3,598,297 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.89% | 1.94% |
#14
1
Prev: #13
|
1.3 | 445 | 3.7% |
P
S
|
12,357 | $3,548,479 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 1.70% | 1.23% |
#15
6
Prev: #21
|
3.2 | 21,241 | 48.7% |
P
S
|
64,870 | $3,208,471 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.70% | 1.73% |
#16
2
Prev: #14
|
1.2 | 5,104 | 4.0% |
P
S
|
131,574 | $3,193,306 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
EMXC
ISHARES INC
|
ETF | 1.54% | 1.39% |
#17
2
Prev: #19
|
2.6 | 2,926 | 8.6% |
P
S
|
36,920 | $2,904,212 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.53% | 1.49% |
#18
1
Prev: #17
|
1.1 | 1,662 | 3.7% |
P
S
|
46,131 | $2,880,899 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
STIP
ISHARES TR
|
ETF | 1.52% | 1.56% |
#19
4
Prev: #15
|
1.1 | 477 | 1.8% |
P
S
|
27,673 | $2,862,237 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 1.48% | 1.56% |
#20
4
Prev: #16
|
1.1 | 511 | 0.8% |
P
S
|
60,635 | $2,793,423 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.42% | 0.85% |
#21
13
Prev: #34
|
3.6 | 12,542 | 76.7% |
P
S
|
28,884 | $2,665,420 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.34% | 1.33% |
#22
2
Prev: #20
|
2.5 | 3,774 | 8.4% |
P
S
|
48,671 | $2,527,504 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FHLC
FIDELITY COVING...
|
ETF | 1.28% | 1.42% |
#23
5
Prev: #18
|
1.0 | 422 | 1.2% |
P
S
|
34,357 | $2,417,373 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 1.26% | 1.22% |
#24
1
Prev: #23
|
2.5 | 2,935 | 6.1% |
P
S
|
50,735 | $2,371,346 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.22% | 1.18% |
#25
1
Prev: #24
|
1.0 | 2,817 | 4.4% |
P
S
|
67,567 | $2,287,847 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ONEQ
FIDELITY COMWLT...
|
ETF | 1.08% | 1.22% |
#26
4
Prev: #22
|
1.4 | no change | no change |
P
S
|
23,834 | $2,023,798 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FREL
FIDELITY COVING...
|
ETF | 1.00% | 0.99% |
#27
1
Prev: #28
|
2.4 | 4,837 | 7.4% |
P
S
|
70,108 | $1,886,602 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DGRO
ISHARES TR
|
Warrant | 1.00% | 1.04% |
#28
2
Prev: #26
|
0.9 | 176 | 0.7% |
P
S
|
26,775 | $1,878,995 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
ITA
ISHARES TR
|
ETF | 0.98% | 1.03% |
#29
2
Prev: #27
|
0.9 | -90 | -1.1% |
P
S
|
8,435 | $1,845,280 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AAPL
APPLE INC
|
Technology | 0.94% | 1.06% |
#30
5
Prev: #25
|
1.4 | no change | no change |
P
S
|
6,972 | $1,769,494 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.90% | 0.96% |
#31
2
Prev: #29
|
0.9 | -300 | -0.9% |
P
S
|
34,314 | $1,698,545 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
BCV
BANCROFT FD LTD
|
Financial Services | 0.85% | 0.92% |
#32
Prev: #32
|
0.8 | 15 | 0.0% |
P
S
|
73,919 | $1,592,209 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IEFA
ISHARES TR
|
ETF | 0.83% | 0.83% |
#33
2
Prev: #35
|
0.8 | 649 | 3.9% |
P
S
|
17,270 | $1,563,464 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
FCOM
FIDELITY COVING...
|
Bond/Debt | 0.80% | 0.92% |
#34
3
Prev: #31
|
0.8 | -300 | -1.3% |
P
S
|
22,177 | $1,510,699 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.80% | 0.88% |
#35
2
Prev: #33
|
0.8 | -149 | -0.4% |
P
S
|
33,425 | $1,508,111 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.76% | 0.93% |
#36
6
Prev: #30
|
0.8 | 7 | 0.3% |
P
S
|
2,504 | $1,432,538 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
IJR
ISHARES TR
|
ETF | 0.74% | 0.75% |
#37
Prev: #37
|
0.8 | 93 | 0.8% |
P
S
|
11,215 | $1,394,222 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
AMJB
JPMORGAN CHASE ...
|
Unknown | 0.74% | 0.65% |
#38
1
Prev: #39
|
0.8 | 1,699 | 4.4% |
P
S
|
40,324 | $1,393,991 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
TY
TRI CONTL CORP
|
Financial Services | 0.67% | 0.74% |
#39
1
Prev: #38
|
0.8 | -510 | -1.3% |
P
S
|
39,994 | $1,263,441 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.64% | 0.80% |
#40
4
Prev: #36
|
2.3 | 322 | 11.0% |
P
S
|
3,251 | $1,203,096 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
XSOE
WISDOMTREE TR
|
ETF | 0.60% | 0.62% |
#41
1
Prev: #40
|
0.7 | 1 | 0.0% |
P
S
|
28,291 | $1,134,377 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.55% | 0.60% |
#42
Prev: #42
|
0.7 | -198 | -1.1% |
P
S
|
18,376 | $1,041,561 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.62% |
#43
2
Prev: #41
|
1.2 | no change | no change |
P
S
|
3,400 | $1,000,342 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.52% | 0.46% |
#44
6
Prev: #50
|
2.2 | 2,810 | 16.0% |
P
S
|
20,398 | $985,632 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.50% | 0.52% |
#45
Prev: #45
|
1.2 | no change | no change |
P
S
|
14,748 | $944,987 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.50% | 0.55% |
#46
3
Prev: #43
|
0.7 | 5 | 0.2% |
P
S
|
2,922 | $937,561 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.49% | 0.54% |
#47
3
Prev: #44
|
1.2 | no change | no change |
P
S
|
11,958 | $915,266 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.48% | 0.49% |
#48
1
Prev: #47
|
1.2 | no change | no change |
P
S
|
9,564 | $904,559 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
GGZ
GABELLI GLOBAL ...
|
Financial Services | 0.46% | 0.50% |
#49
3
Prev: #46
|
0.7 | -1,356 | -2.3% |
P
S
|
57,529 | $864,088 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-04 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.44% | 0.46% |
#50
1
Prev: #49
|
0.7 | -37 | -0.2% |
P
S
|
16,654 | $831,867 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-04 |
Showing 1-50 of 122 holdings