AI Portfolio Summary
In 2025 Q4, Beckerman Institutional, LLC maintained a portfolio of 118 distinct positions. They heavily accumulated shares in BERKSHIRE HATHAWAY I, increasing their position by 2.0%. Conversely, Beckerman Institutional, LLC completely exited their position in AT&T INC.
Total Positions
118
Quarter
2025 Q4
Top Holding
BRK/B (9.1%)
Top 10 Concentration
42.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 118
| 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 | 9.11% | 9.36% |
#1
Prev: #1
|
5.7 | 641 | 2.0% |
P
S
|
32,278 | $16,224,222 |
$467.73
+6.2%
|
2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 5.84% | 5.32% |
#2
1
Prev: #3
|
4.4 | 24,541 | 9.9% |
P
S
|
273,063 | $10,406,444 |
$32.27
+19.4%
|
2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
DBND
DOUBLELINE ETF ...
|
ETF | 5.48% | 5.53% |
#3
1
Prev: #2
|
4.2 | 8,684 | 4.3% |
P
S
|
210,540 | $9,761,577 |
$44.01
+4.5%
|
2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
IDEV
ISHARES TR
|
Bond/Debt | 4.25% | 4.51% |
#4
Prev: #4
|
1.7 | -3,674 | -3.8% |
P
S
|
91,858 | $7,576,392 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 4.07% | 3.34% |
#5
1
Prev: #6
|
1.6 | -156 | -0.7% |
P
S
|
23,169 | $7,252,331 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LDUR
PIMCO ETF TR
|
ETF | 2.96% | 3.82% |
#6
1
Prev: #5
|
1.2 | -12,571 | -18.6% |
P
S
|
54,923 | $5,269,422 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.85% | 2.82% |
#7
1
Prev: #8
|
3.2 | 4,333 | 3.5% |
P
S
|
128,329 | $5,080,543 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GLDM
WORLD GOLD TR
|
ETF | 2.84% | 2.84% |
#8
1
Prev: #7
|
1.2 | -3,926 | -6.2% |
P
S
|
59,185 | $5,052,627 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLXR
TCW ETF TRUST
|
ETF | 2.81% | 2.77% |
#9
Prev: #9
|
3.1 | 7,996 | 6.8% |
P
S
|
126,218 | $4,998,229 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGS
WISDOMTREE TR
|
ETF | 2.12% | 2.17% |
#10
Prev: #10
|
2.9 | 1,657 | 2.6% |
P
S
|
66,107 | $3,783,985 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.01% | 1.85% |
#11
2
Prev: #13
|
2.8 | 3,591 | 5.3% |
P
S
|
71,711 | $3,578,406 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 1.97% | 1.95% |
#12
Prev: #12
|
2.8 | 6,805 | 5.6% |
P
S
|
127,963 | $3,510,050 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VO
VANGUARD INDEX ...
|
ETF | 1.94% | 2.00% |
#13
2
Prev: #11
|
2.8 | 332 | 2.9% |
P
S
|
11,912 | $3,456,887 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.73% | 1.82% |
#14
Prev: #14
|
0.7 | -235 | -0.2% |
P
S
|
126,470 | $3,082,077 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STIP
ISHARES TR
|
ETF | 1.56% | 1.67% |
#15
Prev: #15
|
0.6 | -196 | -0.7% |
P
S
|
27,196 | $2,784,621 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 1.56% | 1.47% |
#16
1
Prev: #17
|
2.7 | 6,135 | 11.4% |
P
S
|
60,124 | $2,783,154 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.49% | 1.48% |
#17
1
Prev: #16
|
2.6 | 1,176 | 2.7% |
P
S
|
44,469 | $2,647,685 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FHLC
FIDELITY COVING...
|
ETF | 1.42% | 1.33% |
#18
1
Prev: #19
|
2.6 | 88 | 0.3% |
P
S
|
33,935 | $2,520,701 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMXC
ISHARES INC
|
ETF | 1.39% | 1.28% |
#19
2
Prev: #21
|
2.6 | 1,909 | 5.9% |
P
S
|
33,994 | $2,470,752 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.33% | 1.35% |
#20
2
Prev: #18
|
2.5 | 1,743 | 4.0% |
P
S
|
44,897 | $2,369,213 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 1.23% | 1.29% |
#21
1
Prev: #20
|
0.5 | no change | no change |
P
S
|
43,629 | $2,199,339 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ONEQ
FIDELITY COMWLT...
|
ETF | 1.22% | 1.25% |
#22
1
Prev: #23
|
0.5 | no change | no change |
P
S
|
23,834 | $2,178,482 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 1.22% | 1.25% |
#23
1
Prev: #22
|
2.5 | 1,064 | 2.3% |
P
S
|
47,800 | $2,176,321 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.18% | 1.17% |
#24
Prev: #24
|
2.5 | 1,921 | 3.1% |
P
S
|
64,750 | $2,108,916 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.06% | 1.05% |
#25
3
Prev: #28
|
0.4 | no change | no change |
P
S
|
6,972 | $1,895,474 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.00% | 0.12% |
Sold All 😨
(Was: #110) |
0.3 | -7,314 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CG
CARLYLE GROUP I...
|
Financial Services | 0.00% | 0.12% |
Sold All 😨
(Was: #111) |
0.3 | -3,291 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHV
ISHARES TR
|
ETF | 0.00% | 0.12% |
Sold All 😨
(Was: #112) |
0.3 | -1,834 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 118 holdings