Beckerman Institutional, LLC
Holdings as of 2026-06-30, filed 2026-08-11
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 42 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
124
Value reported by manager
$210.2M
Sum of our stored positions
$210.2M
should match the line above
Disclosure lag
42 d
quarter end to filing
Top 5 concentration
27.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
124 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $17.1M | 34,166 | — | 084670702 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $13M | 313,991 | — | 25434V203 |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | $10.7M | 235,558 | — | 25861R105 |
| ALPHABET INC | CAP STK CL A | $8.3M | 23,183 | — | 02079K305 |
| ISHARES TR | CORE MSCI INTL | $8.1M | 91,459 | — | 46435G326 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $6.2M | 140,672 | — | 25434V708 |
| TCW ETF TRUST | FLEXIBLE INCOME | $5.7M | 146,067 | — | 29287L700 |
| PIMCO ETF TR | ENHNCD LW DUR AC | $5.1M | 53,496 | — | 72201R718 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.6M | 145,966 | — | 808524797 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $4.4M | 57,635 | — | 922040845 |
| VANGUARD INDEX FDS | MID CAP ETF | $4.4M | 54,070 | — | 922908629 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.3M | 80,389 | — | 25434V807 |
| WISDOMTREE TR | EMG MKTS SMCAP | $4.1M | 63,195 | — | 97717W281 |
| ISHARES INC | MSCI EMRG CHN | $4M | 38,650 | — | 46434G764 |
| WORLD GOLD TR | SPDR GLD MINIS | $3.8M | 48,362 | — | 98149E303 |
| PIMCO ETF TR | ACTIVE BD ETF | $3.8M | 40,972 | — | 72201R775 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.3M | 47,386 | — | 25434V609 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $3.2M | 65,670 | — | 82889N525 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.2M | 130,698 | — | 808524862 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $3M | 64,496 | — | 46641Q159 |
| ISHARES TR | 0-5 YR TIPS ETF | $2.9M | 28,251 | — | 46429B747 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.9M | 71,491 | — | 25434V302 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $2.8M | 35,930 | — | 316092600 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.7M | 51,301 | — | 092528603 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.7M | 55,563 | — | 808524888 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $2.4M | 23,722 | — | 315912808 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $2.3M | 77,119 | — | 316092857 |
| ISHARES TR | CORE DIV GRWTH | $2M | 26,736 | — | 46434V621 |
| APPLE INC | COM | $2M | 6,972 | — | 037833100 |
| ISHARES TR | US AER DEF ETF | $2M | 8,241 | — | 464288760 |
| BANCROFT FD LTD | COM | $1.9M | 72,888 | — | 059695106 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.7M | 33,537 | — | 25434V104 |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.7M | 34,314 | — | 69344A107 |
| ISHARES TR | CORE S&P SCP ETF | $1.7M | 11,215 | — | 464287804 |
| ISHARES TR | CORE MSCI EAFE | $1.6M | 16,796 | — | 46432F842 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $1.5M | 22,122 | — | 316092873 |
| SPDR SERIES TRUST | ST STR SP600 SML | $1.5M | 26,187 | — | 78468R853 |
| NVIDIA CORPORATION | COM | $1.5M | 7,509 | — | 67066G104 |
| JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | $1.4M | 41,857 | — | 48133Q309 |
| META PLATFORMS INC | CL A | $1.4M | 2,528 | — | 30303M102 |
| TRI CONTL CORP | COM | $1.4M | 40,036 | — | 895436103 |
| WISDOMTREE TR | EM EX ST-OWNED | $1.4M | 27,879 | — | 97717X578 |
| MICROSOFT CORP | COM | $1.3M | 3,368 | — | 594918104 |
| JPMORGAN CHASE & CO | COM | $1.1M | 3,400 | — | 46625H100 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $1.1M | 29,101 | — | 14021N105 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1M | 2,922 | — | 922908769 |
| SPDR SERIES TRUST | ST STR P500ETF | $1.1M | 11,958 | — | 78464A854 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1M | 14,748 | — | 921943858 |
| SPDR SERIES TRUST | ST STR SP600SM C | $1M | 9,564 | — | 78464A300 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1M | 18,335 | — | 46641Q332 |
| PIMCO ETF TR | INTER MUN BD ACT | $965K | 18,346 | — | 72201R866 |
| GABELLI GLOBAL SMALL & MID C | COM | $933.2K | 57,321 | — | 36249W104 |
| ISHARES TR | CORE S&P TTL STK | $925.8K | 5,636 | — | 464287150 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $873.5K | 1,272 | — | 922908363 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $836.5K | 16,654 | — | 922020805 |
| VIRTUS DIVIDEND INTEREST & P | COM | $834.6K | 54,945 | — | 92840R101 |
| ISHARES TR | CORE S&P500 ETF | $820.7K | 1,096 | — | 464287200 |
| PIMCO ETF TR | MULTISECTOR BD | $804.9K | 30,350 | — | 72201R585 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $792.9K | 5,139 | — | 922042718 |
| ISHARES TR | US HOME CONS ETF | $742.9K | 7,111 | — | 464288752 |
| VANGUARD WORLD FD | INF TECH ETF | $738.4K | 6,178 | — | 92204A702 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $735.7K | 16,354 | — | 46138E735 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $734.6K | 3,024 | — | 922908611 |
| PIMCO ETF TR | MUNI INCOME OPP | $717.4K | 15,677 | — | 72201R635 |
| MICRON TECHNOLOGY INC | COM | $708.7K | 614 | — | 595112103 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $704.2K | 6,773 | — | 92189F643 |
| PHILIP MORRIS INTL INC | COM | $689.1K | 3,809 | — | 718172109 |
| PIMCO ETF TR | SR LN ACTIVE ETF | $683.4K | 13,860 | — | 72201R627 |
| VANGUARD WORLD FD | COMM SRVC ETF | $681.9K | 3,707 | — | 92204A884 |
| VANGUARD INDEX FDS | LARGE CAP ETF | $673K | 1,957 | — | 922908637 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | $639.2K | 16,195 | — | 78467V848 |
| ISHARES GOLD TR | ISHARES NEW | $636.7K | 8,431 | — | 464285204 |
| ISHARES TR | SP SMCP600VL ETF | $624.4K | 4,568 | — | 464287879 |
| BANK OF AMER CORP | COM | $613.5K | 10,767 | — | 060505104 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $613.3K | 2,592 | — | 921908844 |
| ROYCE GLOBAL TRUST INC | COM | $611.9K | 43,001 | — | 78081T104 |
| AMAZON COM INC | COM | $602K | 2,526 | — | 023135106 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $571.3K | 12,500 | — | 381430107 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | $569.4K | 16,135 | — | 35473P678 |
| ISHARES INC | CORE MSCI EMKT | $558.2K | 6,739 | — | 46434G103 |
| JOHNSON & JOHNSON | COM | $557.4K | 2,195 | — | 478160104 |
| PIMCO NEW YORK MUN FD II | COM | $536.8K | 75,711 | — | 72200Y102 |
| BLACKROCK ESG CAP ALLC TERM | SHS BEN INT | $536K | 34,099 | — | 09262F100 |
| CISCO SYS INC | COM | $518K | 4,410 | — | 17275R102 |
| ABBVIE INC | COM | $510.3K | 2,028 | — | 00287Y109 |
| COCA COLA CO | COM | $507.4K | 6,243 | — | 191216100 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $498.3K | 9,314 | — | 46654Q716 |
| ALPHABET INC | CAP STK CL C | $484.3K | 1,371 | — | 02079K107 |
| PFIZER INC | COM | $482.2K | 20,024 | — | 717081103 |
| ISHARES TR | ISHARES BIOTECH | $480.8K | 2,528 | — | 464287556 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $471.9K | 2,390 | — | 922908512 |
| SPDR GOLD TR | GOLD SHS | $460.5K | 1,251 | — | 78463V107 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $455.2K | 8,425 | — | 46137V613 |
| GOLDMAN SACHS GROUP INC | COM | $450.2K | 445 | — | 38141G104 |
| INTERCONTINENTAL EXCHANGE IN | COM | $430.9K | 3,500 | — | 45866F104 |
| ADVANCED MICRO DEVICES INC | COM | $426.4K | 734 | — | 007903107 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $420.4K | 8,698 | — | 25434V849 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $414.5K | 5,413 | — | 316092501 |
| ISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | $413.8K | 10,342 | — | 46436F103 |
| SPDR SERIES TRUST | ST STR P400MID | $410.8K | 6,081 | — | 78464A847 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $394.2K | 4,089 | — | 922908553 |
| ISHARES TR | CORE MSCI TOTAL | $388.8K | 4,074 | — | 46432F834 |
| INVESCO EXCH TRADED FD TR II | NASDAQ BIOTECH | $374.1K | 11,456 | — | 46138G599 |
| VISA INC | COM CL A | $351.3K | 1,024 | — | 92826C839 |
| ALTRIA GROUP INC | COM | $348.3K | 4,841 | — | 02209S103 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $334.6K | 448 | — | 78462F103 |
| ISHARES TR | EAFE SML CP ETF | $312.5K | 3,799 | — | 464288273 |
| WALMART INC | COM | $311.9K | 2,753 | — | 931142103 |
| CAPITAL ONE FINL CORP | COM | $311.2K | 1,551 | — | 14040H105 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $303.1K | 3,891 | — | 921937827 |
| SALESFORCE INC | COM | $302.2K | 1,929 | — | 79466L302 |
| INVESCO QQQ TR | UNIT SER 1 | $301.4K | 411 | — | 46090E103 |
| SPDR SERIES TRUST | ST STR SP AERO | $277.3K | 977 | — | 78464A631 |
| VANGUARD INDEX FDS | VALUE ETF | $241K | 1,106 | — | 922908744 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $239.1K | 6,186 | — | 45782C425 |
| PROSHARES TR | SHOR S&P 500 NEW | $229K | 6,936 | — | 74349Y753 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $225.3K | 7,807 | — | 35473P439 |
| INTUITIVE SURGICAL INC | COM NEW | $224.3K | 564 | — | 46120E602 |
| DELL TECHNOLOGIES INC | CL C | $222.2K | 515 | — | 24703L202 |
| BLACKSTONE INC | COM | $221.8K | 1,885 | — | 09260D107 |
| ISHARES TR | CORE S&P US GWT | $212.5K | 1,130 | — | 464287671 |
| ISHARES TR | SELECT DIVID ETF | $205.4K | 1,316 | — | 464287168 |
| ELLSWORTH GROWTH & INCOME FD | COM | $169K | 12,794 | — | 289074106 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $108.5K | 11,172 | — | 890930209 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-11