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Ashleigh Swayze

Beckerman Institutional, Llc

Assets Managed
$188.222M
Holdings
121
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
5.69%(2Q avg: 5.27%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Beckerman Institutional, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 121 positions.

Assets under management

The assets under management (AUM) of Beckerman Institutional, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 188.222M in assets, with a quarterly growth rate of 5.69% and a 2-quarter average growth rate of 5.27%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 3.4%
8.5%
$15.993M
33,375 shares@ $479.2 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 7.84%
6.1%
$11.473M
294,471 shares@ $38.96 avg price
DBND
Doubleline Opport Bnd Etf
Recent Activity
Increased 5.57%
5.41%
$10.181M
222,253 shares@ $45.81 avg price
IDEV
Ishares Core Msci Dev Mkts
Recent Activity
Increased 0.14%
4.09%
$7.687M
91,986 shares@ $83.57 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 0.19%
3.55%
$6.675M
23,212 shares@ $287.58 avg price
FLXR
Tcw Flexible Income Etf
Recent Activity
Increased 9.48%
2.89%
$5.426M
138,179 shares@ $39.28 avg price
LDUR
Pimco Enhanced Low Duration
Recent Activity
Decreased -1.92%
2.75%
$5.161M
53,867 shares@ $95.82 avg price
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.48%
2.69%
$5.06M
130,220 shares@ $38.86 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -13.24%
2.53%
$4.759M
51,344 shares@ $92.7 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 10.04%
2.3%
$4.32M
140,799 shares@ $30.69 avg price

1-10 of 121