13F Filings History of Beckerman Institutional, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $187,909,270
- Form 13F summary
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- Beckerman Institutional, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Beckerman Institutional, LLC reported 121 equity holdings with a total reported market value of $187,909,270 for Q1 2026. Top reported holdings included BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST, DOUBLELINE ETF TRUST, ISHARES TR, and ALPHABET INC.
- Largest 13F holdings
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BERKSHIRE HATHAWAY INC DEL DIMENSIONAL ETF TRUST DOUBLELINE ETF TRUST ISHARES TR ALPHABET INC TCW ETF TRUST PIMCO ETF TR WORLD GOLD TR SCHWAB STRATEGIC TR WISDOMTREE TR VANGUARD INSTL INDEX FD VANGUARD INDEX FDS
+3 more
SIMPLIFY EXCHANGE TRADED FUN ISHARES INC J P MORGAN EXCHANGE TRADED F - Manager signature
- Ashleigh Swayze - Counsel
- Manager location
- Ocean Grove, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$187,909,270
Quarter delta
n/a
Accepted
04 May 2026, 16:16
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 121 | $187,909,270 | $0 | $0 | $0 | BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST, DOUBLELINE ETF TRUST, ISHARES TR, ALPHABET INC | 13F-HR | 04 May 2026, 16:16 |