Beckerman Institutional, LLC holds a diversified book of 124 stocks worth $210.2M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Nvidia Corp and trimmed Alphabet Inc-CL A. Their largest long position is Berkshire Hathaway Inc-CL B at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
24% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Beckerman Institutional, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $396.7B |
| UBS Group AG | 80 / 80 | $104.3B |
| LPL Financial LLC | 80 / 80 | $77.2B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.5B |
| ROYAL BANK OF CANADA | 79 / 80 | $115.6B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $138.3B |
| BANK OF AMERICA CORP /DE/ | 77 / 80 | $304.9B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $79.7B |
Ranked by how many of Beckerman Institutional, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $17.1M | 34.2K | 8.1% | ▲+2.4% Added · +791 sh | |
| 2 | Dimensional ETF Trust INTL CORE EQT MK | $13.0M | 314.0K | 6.2% | ▲+6.6% Added · +20K sh | |
| 3 | Doubleline ETF Trust OPPO CORE BD ETF | $10.7M | 235.6K | 5.1% | ▲+6.0% Added · +13K sh | |
| 4 | Alphabet Inc CAP STK CL A | $8.3M | 23.2K | 3.9% | ▼−0.1% Reduced · −29 sh | |
| 5 | Ishares TR CORE MSCI INTL | $8.1M | 91.5K | 3.9% | ▼−0.6% Reduced · −527 sh | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $6.2M | 140.7K | 3.0% | ▲+8.0% Added · +10K sh | |
| 7 | TCW ETF Trust FLEXIBLE INCOME | $5.7M | 146.1K | 2.7% | ▲+5.7% Added · +8K sh | |
| 8 | Pimco ETF TR ENHNCD LW DUR AC | $5.1M | 53.5K | 2.4% | ▼−0.7% Reduced · −371 sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $4.6M | 146.0K | 2.2% | ▲+3.7% Added · +5K sh | |
| 10 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $4.4M | 57.6K | 2.1% | ▲+21% Added · +10K sh | |
| 11 | Vanguard Index FDS MID CAP ETF | $4.4M | 54.1K | 2.1% | ▲+338% Added · +42K sh | |
| 12 | Dimensional ETF Trust INTERNATNAL VAL | $4.3M | 80.4K | 2.1% | ▲+5.3% Added · +4K sh | |
| 13 | Wisdomtree TR EMG MKTS SMCAP | $4.1M | 63.2K | 1.9% | ▼−2.7% Reduced · −2K sh | |
| 14 | Ishares Inc MSCI EMRG CHN | $4.0M | 38.6K | 1.9% | ▲+4.7% Added · +2K sh | |
| 15 | World Gold TR SPDR GLD MINIS | $3.8M | 48.4K | 1.8% | ▼−5.8% Reduced · −3K sh | |
| 16 | Pimco ETF TR ACTIVE BD ETF | $3.8M | 41.0K | 1.8% | ▲+42% Added · +12K sh | |
| 17 | Dimensional ETF Trust US TARGETED VLU | $3.3M | 47.4K | 1.6% | ▲+2.7% Added · +1K sh | |
| 18 | Simplify Exchange Traded Fun MBS ETF | $3.2M | 65.7K | 1.5% | ▲+1.2% Added · +800 sh | |
| 19 | Schwab Strategic TR SHT TM US TRES | $3.2M | 130.7K | 1.5% | ▼−0.7% Reduced · −876 sh | |
| 20 | J P Morgan Exchange Traded F INCOME ETF | $3.0M | 64.5K | 1.4% | ▲+6.4% Added · +4K sh | |
| 21 | Ishares TR 0-5 YR TIPS ETF | $2.9M | 28.3K | 1.4% | ▲+2.1% Added · +578 sh | |
| 22 | Dimensional ETF Trust EMGR CRE EQT MNG | $2.9M | 71.5K | 1.4% | ▲+5.8% Added · +4K sh | |
| 23 | Fidelity Covington Trust MSCI HLTH CARE I | $2.8M | 35.9K | 1.3% | ▲+4.6% Added · +2K sh | |
| 24 | BlackRock ETF Trust II ISHA FLEX IN ETF | $2.7M | 51.3K | 1.3% | ▲+5.4% Added · +3K sh | |
| 25 | Schwab Strategic TR INTL SCEQT ETF | $2.7M | 55.6K | 1.3% | ▲+9.5% Added · +5K sh | |
| 26 | Fidelity Comwlth TR NASDAQ COMPSIT | $2.4M | 23.7K | 1.2% | ▼−0.5% Reduced · −112 sh | |
| 27 | Fidelity Covington Trust MSCI RL EST ETF | $2.3M | 77.1K | 1.1% | ▲+10% Added · +7K sh | |
| 28 | Ishares TR CORE DIV GRWTH | $2.0M | 26.7K | 1.0% | ▼−0.1% Reduced · −39 sh | |
| 29 | Apple Inc COM | $2.0M | 7.0K | 1.0% | —Held | |
| 30 | Ishares TR US AER DEF ETF | $2.0M | 8.2K | 1.0% | ▼−2.3% Reduced · −194 sh | |
| 31 | Bancroft FD Ltd COM | $1.9M | 72.9K | 0.9% | ▼−1.4% Reduced · −1K sh | |
| 32 | Dimensional ETF Trust US CORE EQT MKT | $1.7M | 33.5K | 0.8% | ▲+0.3% Added · +112 sh | |
| 33 | Pgim ETF TR PGIM ULTRA SH BD | $1.7M | 34.3K | 0.8% | —Held | |
| 34 | Ishares TR CORE S&P SCP ETF | $1.7M | 11.2K | 0.8% | —Held | |
| 35 | Ishares TR CORE MSCI EAFE | $1.6M | 16.8K | 0.8% | ▼−2.7% Reduced · −474 sh | |
| 36 | Fidelity Covington Trust MSCI COMMNTN SVC | $1.5M | 22.1K | 0.7% | ▼−0.2% Reduced · −55 sh | |
| 37 | SPDR Series Trust ST STR SP600 SML | $1.5M | 26.2K | 0.7% | ▲+28% Added · +6K sh | |
| 38 | Nvidia Corporation COM | $1.5M | 7.5K | 0.7% | ▲New New position | |
| 39 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $1.4M | 41.9K | 0.7% | ▲+3.8% Added · +2K sh | |
| 40 | Meta Platforms Inc CL A | $1.4M | 2.5K | 0.7% | ▲+0.9% Added · +24 sh | |
| 41 | Tri Contl Corp COM | $1.4M | 40.0K | 0.7% | ▲+0.1% Added · +42 sh | |
| 42 | Wisdomtree TR EM EX ST-OWNED | $1.4M | 27.9K | 0.7% | ▼−1.4% Reduced · −412 sh | |
| 43 | Microsoft Corp COM | $1.3M | 3.4K | 0.6% | ▲+3.6% Added · +117 sh | |
| 44 | JPMorgan Chase & Co COM | $1.1M | 3.4K | 0.5% | —Held | |
| 45 | Capital Group New Geography SHS | $1.1M | 29.1K | 0.5% | ▲+43% Added · +9K sh | |
| 46 | Vanguard Index FDS TOTAL STK MKT | $1.1M | 2.9K | 0.5% | —Held | |
| 47 | SPDR Series Trust ST STR P500ETF | $1.1M | 12.0K | 0.5% | —Held | |
| 48 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.1M | 14.7K | 0.5% | —Held | |
| 49 | SPDR Series Trust ST STR SP600SM C | $1.0M | 9.6K | 0.5% | —Held | |
| 50 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.0M | 18.3K | 0.5% | ▼−0.2% Reduced · −41 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2043468/holdings"
Use Arkolith to show Beckerman Institutional, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.