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Beckerman Institutional Portfolio holdings

AUM $188M
1-Year Est. Return 15.07%
This Fund
S&P 500
This Quarter Est. Return
+3.07%
1 Year Est. Return
+15.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$178M
AUM Growth
+$8.22M
Cap. Flow
+$3.57M
Cap. Flow %
2.01%
Top 10 Hldgs %
42.34%
Holding
118
New
3
Increased
34
Reduced
34
Closed
3

Top Buys

Rank Stock Value
1
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.53M
2
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$910K
3
LONZ icon
PIMCO Senior Loan Active Exchange-Traded Fund
LONZ
+$689K
4
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$404K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$319K

Top Sells

Rank Stock Value
1
LDUR icon
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
+$1.21M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$323K
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$299K
4
T icon
AT&T
T
+$207K
5
CG icon
Carlyle Group
CG
+$206K

Sector Composition

Rank Sector Weight
1 Financials 11.92%
2 Communication Services 5.24%
3 Technology 2.34%
4 Consumer Staples 0.92%
5 Healthcare 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$16.2M 9.11%
32,278
+641
+2% +$319K
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$17B
$10.4M 5.84%
273,063
+24,541
+10% +$910K
DBND icon
3
DoubleLine Opportunistic Bond ETF
DBND
$738M
$9.76M 5.48%
210,540
+8,684
+4% +$404K
IDEV icon
4
iShares Core MSCI International Developed Markets ETF
IDEV
$30.8B
$7.58M 4.25%
91,858
-3,674
-4% -$299K
GOOGL icon
5
Alphabet (Google) Class A
GOOGL
$4.3T
$7.25M 4.07%
23,169
-156
-0.7% -$44.6K
LDUR icon
6
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.37B
$5.27M 2.96%
54,923
-12,571
-19% -$1.21M
DFAC icon
7
Dimensional US Core Equity 2 ETF
DFAC
$47.4B
$5.08M 2.85%
128,329
+4,333
+3% +$169K
GLDM icon
8
SPDR Gold MiniShares Trust
GLDM
$27.1B
$5.05M 2.84%
59,185
-3,926
-6% -$323K
FLXR
9
TCW Flexible Income ETF
FLXR
$3.41B
$5M 2.81%
126,218
+7,996
+7% +$317K
DGS icon
10
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
$3.78M 2.12%
66,107
+1,657
+3% +$94.2K
DFIV icon
11
Dimensional International Value ETF
DFIV
$20.4B
$3.58M 2.01%
71,711
+3,591
+5% +$171K
SCHD icon
12
Schwab US Dividend Equity ETF
SCHD
$100B
$3.51M 1.97%
127,963
+6,805
+6% +$185K
VO icon
13
Vanguard Mid-Cap ETF
VO
$105B
$3.46M 1.94%
47,648
+1,328
+3% +$96.6K
SCHO icon
14
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$3.08M 1.73%
126,470
-235
-0.2% -$5.73K
STIP icon
15
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$2.78M 1.56%
27,196
-196
-0.7% -$20.2K
JPIE icon
16
JPMorgan Income ETF
JPIE
$10B
$2.78M 1.56%
60,124
+6,135
+11% +$284K
DFAT icon
17
Dimensional US Targeted Value ETF
DFAT
$14.3B
$2.65M 1.49%
44,469
+1,176
+3% +$68.6K
FHLC icon
18
Fidelity MSCI Health Care Index ETF
FHLC
$3.21B
$2.52M 1.42%
33,935
+88
+0.3% +$6.34K
EMXC icon
19
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.3B
$2.47M 1.39%
33,994
+1,909
+6% +$135K
BINC icon
20
BlackRock Flexible Income ETF
BINC
$16.1B
$2.37M 1.33%
44,897
+1,743
+4% +$92.5K
MTBA icon
21
Simplify MBS ETF
MTBA
$1.53B
$2.2M 1.24%
43,629
– –
ONEQ icon
22
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.4B
$2.18M 1.22%
23,834
– –
SCHC icon
23
Schwab International Small-Cap Equity ETF
SCHC
$5.31B
$2.18M 1.22%
47,800
+1,064
+2% +$48.2K
DFAE icon
24
Dimensional Emerging Core Equity Market ETF
DFAE
$9.21B
$2.11M 1.18%
64,750
+1,921
+3% +$61.8K
AAPL icon
25
Apple
AAPL
$4.8T
$1.9M 1.06%
6,972
– –
1
2 3 4 5

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AWP
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KFS
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Beckerman Institutional's Q4 2025 Portfolio in Review

As of Q4 2025, Beckerman Institutional held 118 positions worth $178M, up 4.8% from $170M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Beckerman Institutional's Q4 2025 filing shows 3 new, 34 increased, 34 reduced and 3 closed positions. Its largest new stake was PIMCO Active Bond Exchange-Traded Fund: 16,342 shares worth $1.52M. The largest sale was PIMCO Enhanced Low Duration Active Exchange-Traded Fund, an estimated $1.21M.

By sector, the portfolio is most concentrated in Financials at 12% of assets, down from 12% a quarter earlier, followed by Communication Services and Technology.

  • Beckerman Institutional's largest Q4 2025 buy was PIMCO Active Bond Exchange-Traded Fund: 16,342 shares worth $1.52M.
  • Beckerman Institutional added most to Dimensional International Core Equity Market ETF in Q4 2025, an estimated $910K increase.
  • Beckerman Institutional's biggest Q4 2025 reduction was PIMCO Enhanced Low Duration Active Exchange-Traded Fund, cutting an estimated $1.21M.
  • Beckerman Institutional fully exited AT&T in Q4 2025, selling an estimated $207K.
  • Beckerman Institutional's ten largest holdings make up 42% of its $178M portfolio in Q4 2025.
  • Beckerman Institutional opened 3 new positions and closed 3 in Q4 2025.
  • Beckerman Institutional's portfolio value rose 4.8% quarter-over-quarter to $178M.

Based on Beckerman Institutional's 13F filing for Q4 2025, filed 10 Feb 2026.