Beckerman Institutional, LLC
- SEC CIK
- 0002043468
Holdings, Q2 2026
Positions as of Jun 30, 2026, filed Aug 11, 2026.SEC
- Positions
- 124
- +3 vs. Q1 2026
- Total value
- $210.17M
- +$21.94M (+11.7%) vs. Q1 2026
Compare with Q1 2026: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2026.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 34,166 | $17.1M | 8.13% | +791+2.4% | Added | View |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 313,991 | $12.95M | 6.16% | +19,520+6.6% | Added | – |
| DOUBLELINE ETF TRUST25861R105 | OPPO CORE BD ETF | 235,558 | $10.74M | 5.11% | +13,305+6.0% | Added | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 23,183 | $8.29M | 3.94% | −29−0.1% | Reduced | View |
| ISHARES TR46435G326 | CORE MSCI INTL | 91,459 | $8.14M | 3.87% | −527−0.6% | Reduced | – |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708 | ETF | 140,672 | $6.24M | 2.97% | +10,452+8.0% | Added | – |
| TCW ETF TRUST29287L700 | FLEXIBLE INCOME | 146,067 | $5.73M | 2.73% | +7,888+5.7% | Added | – |
| PIMCO ETF TR72201R718 | ENHNCD LW DUR AC | 53,496 | $5.11M | 2.43% | −371−0.7% | Reduced | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 145,966 | $4.63M | 2.20% | +5,167+3.7% | Added | – |
| VANGUARD INSTL INDEX FD922040845 | 0 3 MO TR BI ETF | 57,635 | $4.36M | 2.08% | +10,070+21.2% | Added | – |
| VANGUARD MORNINGSTAR MID-CAP ETF922908629 | ETF | 54,070 | $4.36M | 2.07% | +41,713+337.6% | Added | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 80,389 | $4.34M | 2.07% | +4,021+5.3% | Added | – |
| WISDOMTREE TR97717W281 | EMG MKTS SMCAP | 63,195 | $4.09M | 1.95% | −1,737−2.7% | Reduced | – |
| ISHARES INC46434G764 | MSCI EMRG CHN | 38,650 | $3.95M | 1.88% | +1,730+4.7% | Added | – |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 48,362 | $3.84M | 1.83% | −2,982−5.8% | Reduced | View |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775 | ETF | 40,972 | $3.78M | 1.80% | +12,088+41.9% | Added | – |
| DIMENSIONAL U.S. TARGETED VALUE ETF25434V609 | ETF | 47,386 | $3.31M | 1.58% | +1,255+2.7% | Added | – |
| SIMPLIFY EXCHANGE TRADED FUN82889N525 | MBS ETF | 65,670 | $3.22M | 1.53% | +800+1.2% | Added | – |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 130,698 | $3.16M | 1.50% | −876−0.7% | Reduced | – |
| J P MORGAN EXCHANGE TRADED F46641Q159 | INCOME ETF | 64,496 | $2.97M | 1.41% | +3,861+6.4% | Added | – |
| ISHARES TR46429B747 | 0-5 YR TIPS ETF | 28,251 | $2.89M | 1.37% | +578+2.1% | Added | – |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302 | ETF | 71,491 | $2.87M | 1.37% | +3,924+5.8% | Added | – |
| FIDELITY MSCI HEALTH CARE INDEX ETF316092600 | ETF | 35,930 | $2.78M | 1.32% | +1,573+4.6% | Added | – |
| ISHARES FLEXIBLE INCOME ACTIVE ETF092528603 | ETF | 51,301 | $2.69M | 1.28% | +2,630+5.4% | Added | – |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888 | ETF | 55,563 | $2.67M | 1.27% | +4,828+9.5% | Added | – |
| FIDELITY COMWLTH TR315912808 | NASDAQ COMPSIT | 23,722 | $2.45M | 1.17% | −112−0.5% | Reduced | – |
| FIDELITY COVINGTON TRUST316092857 | MSCI RL EST ETF | 77,119 | $2.26M | 1.08% | +7,011+10.0% | Added | – |
| ISHARES CORE DIVIDEND GROWTH ETF46434V621 | ETF | 26,736 | $2.03M | 0.96% | −39−0.1% | Reduced | – |
| AAPLAPPLE INC COM | Stock | 6,972 | $2.02M | 0.96% | 00.0% | Unchanged | View |
| ISHARES TR464288760 | US AER DEF ETF | 8,241 | $2M | 0.95% | −194−2.3% | Reduced | – |
| BCVBANCROFT FD LTD | COM | 72,888 | $1.89M | 0.90% | −1,031−1.4% | Reduced | View |
| DIMENSIONAL ETF TRUST25434V104 | US CORE EQT MKT | 33,537 | $1.73M | 0.82% | +112+0.3% | Added | – |
| PGIM ETF TR69344A107 | PGIM ULTRA SH BD | 34,314 | $1.7M | 0.81% | 00.0% | Unchanged | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 11,215 | $1.66M | 0.79% | 00.0% | Unchanged | – |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 16,796 | $1.62M | 0.77% | −474−2.7% | Reduced | – |
| FIDELITY COVINGTON TRUST316092873 | MSCI COMMNTN SVC | 22,122 | $1.54M | 0.73% | −55−0.2% | Reduced | – |
| STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853 | ETF | 26,187 | $1.51M | 0.72% | +5,789+28.4% | Added | – |
| NVDANVIDIA CORPORATION COM | Stock | 7,509 | $1.5M | 0.71% | +7,509 | New | View |
| AMJBALERIAN MLP ETN2044 | CAL LKD 44 ADDED | 41,857 | $1.44M | 0.69% | +1,533+3.8% | Added | View |
| METAMETA PLATFORMS INC CL A | Stock | 2,528 | $1.42M | 0.68% | +24+1.0% | Added | View |
| TYTRI CONTL CORP | COM | 40,036 | $1.38M | 0.66% | +42+0.1% | Added | View |
| WISDOMTREE TR97717X578 | EM EX ST-OWNED | 27,879 | $1.37M | 0.65% | −412−1.5% | Reduced | – |
| MSFTMICROSOFT CORP COM | Stock | 3,368 | $1.26M | 0.60% | +117+3.6% | Added | View |
| JPMJPMORGAN CHASE & CO COM | Stock | 3,400 | $1.11M | 0.53% | 00.0% | Unchanged | View |
| CAPITAL GROUP NEW GEOGRAPHY14021N105 | SHS | 29,101 | $1.09M | 0.52% | +8,780+43.2% | Added | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,922 | $1.08M | 0.51% | 00.0% | Unchanged | – |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854 | ETF | 11,958 | $1.05M | 0.50% | 00.0% | Unchanged | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 14,748 | $1.05M | 0.50% | 00.0% | Unchanged | – |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF78464A300 | ETF | 9,564 | $1.04M | 0.50% | 00.0% | Unchanged | – |
| J P MORGAN EXCHANGE TRADED F46641Q332 | EQUITY PREMIUM | 18,335 | $1.04M | 0.49% | −41−0.2% | Reduced | – |
| PIMCO ETF TR72201R866 | INTER MUN BD ACT | 18,346 | $965K | 0.46% | +3,375+22.5% | Added | – |
| GGZGABELLI GLOBAL SMALL & MID C | COM | 57,321 | $933.18K | 0.44% | −208−0.4% | Reduced | View |
| ISHARES TR464287150 | CORE S&P TTL STK | 5,636 | $925.83K | 0.44% | −162−2.8% | Reduced | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 1,272 | $873.51K | 0.42% | +2+0.2% | Added | – |
| VANGUARD MALVERN FDS922020805 | STRM INFPROIDX | 16,654 | $836.53K | 0.40% | 00.0% | Unchanged | – |
| NFJVIRTUS DIVIDEND INTEREST & P | COM | 54,945 | $834.61K | 0.40% | −484−0.9% | Reduced | View |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 1,096 | $820.74K | 0.39% | +91+9.1% | Added | – |
| PIMCO ETF TR72201R585 | MULTISECTOR BD | 30,350 | $804.88K | 0.38% | 00.0% | Unchanged | – |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 5,139 | $792.89K | 0.38% | 00.0% | Unchanged | – |
| ISHARES TR464288752 | US HOME CONS ETF | 7,111 | $742.94K | 0.35% | −496−6.5% | Reduced | – |
| VANGUARD INFORMATION TECHNOLOGY ETF92204A702 | ETF | 6,178 | $738.41K | 0.35% | +5,405+699.2% | Added | – |
| INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF46138E735 | ETF | 16,354 | $735.68K | 0.35% | −990−5.7% | Reduced | – |
| VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF922908611 | ETF | 3,024 | $734.56K | 0.35% | 00.0% | Unchanged | – |
| PIMCO ETF TR72201R635 | MUNI INCOME OPP | 15,677 | $717.38K | 0.34% | −110−0.7% | Reduced | – |
| MUMICRON TECHNOLOGY INC COM | Stock | 614 | $708.73K | 0.34% | 00.0% | Unchanged | View |
| VANECK MORNINGSTAR WIDE MOAT ETF92189F643 | ETF | 6,773 | $704.22K | 0.34% | −246−3.5% | Reduced | – |
| PMPHILIP MORRIS INTL INC COM | Stock | 3,809 | $689.09K | 0.33% | 00.0% | Unchanged | View |
| PIMCO ETF TR72201R627 | SR LN ACTIVE ETF | 13,860 | $683.44K | 0.33% | 00.0% | Unchanged | – |
| VANGUARD COMMUNICATION SERVICES ETF92204A884 | ETF | 3,707 | $681.9K | 0.32% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR LARGE-CAP ETF922908637 | ETF | 1,957 | $673.03K | 0.32% | 00.0% | Unchanged | – |
| SSGA ACTIVE ETF TR78467V848 | ST STR TOTAL ETF | 16,195 | $639.21K | 0.30% | −31−0.2% | Reduced | – |
| IAUISHARES GOLD TRUST | ETF | 8,431 | $636.65K | 0.30% | −208−2.4% | Reduced | View |
| ISHARES S&P SMALL-CAP 600 VALUE ETF464287879 | ETF | 4,568 | $624.42K | 0.30% | 00.0% | Unchanged | – |
| BACBANK OF AMER CORP COM | Stock | 10,767 | $613.45K | 0.29% | −99−0.9% | Reduced | View |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 2,592 | $613.32K | 0.29% | 00.0% | Unchanged | – |
| RGTROYCE GLOBAL VALUE TR INC | COM | 43,001 | $611.9K | 0.29% | +20,148+88.2% | Added | View |
| AMZNAMAZON COM INC COM | Stock | 2,526 | $602K | 0.29% | 00.0% | Unchanged | View |
| GOLDMAN SACHS ETF TR381430107 | ACTIVEBETA INT | 12,500 | $571.25K | 0.27% | 00.0% | Unchanged | – |
| FRANKLIN TEMPLETON ETF TR35473P678 | FTSE UNTD KGDM | 16,135 | $569.41K | 0.27% | 00.0% | Unchanged | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 6,739 | $558.18K | 0.27% | +1,031+18.1% | Added | – |
| JNJJOHNSON & JOHNSON COM | Stock | 2,195 | $557.37K | 0.27% | 00.0% | Unchanged | View |
| PNIPIMCO NEW YORK MUN FD II | COM | 75,711 | $536.79K | 0.26% | 00.0% | Unchanged | View |
| ECATBLACKROCK ESG CAP ALLC TERM | SHS BEN INT | 34,099 | $536.04K | 0.26% | −490−1.4% | Reduced | View |
| CSCOCISCO SYS INC COM | Stock | 4,410 | $518K | 0.25% | 00.0% | Unchanged | View |
| ABBVABBVIE INC COM | Stock | 2,028 | $510.33K | 0.24% | +20+1.0% | Added | View |
| KOCOCA COLA CO COM | Stock | 6,243 | $507.37K | 0.24% | 00.0% | Unchanged | View |
| J P MORGAN EXCHANGE TRADED F46654Q716 | ACTIVE BOND ETF | 9,314 | $498.3K | 0.24% | +30.0% | Added | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,371 | $484.31K | 0.23% | −8−0.6% | Reduced | View |
| PFEPFIZER INC COM | Stock | 20,024 | $482.18K | 0.23% | +5,607+38.9% | Added | View |
| ISHARES TR464287556 | ISHARES BIOTECH | 2,528 | $480.8K | 0.23% | 00.0% | Unchanged | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 2,390 | $471.87K | 0.22% | 00.0% | Unchanged | – |
| GLDSPDR GOLD SHARES | ETF | 1,251 | $460.47K | 0.22% | 00.0% | Unchanged | View |
| INVESCO EXCHANGE TRADED FD T46137V613 | RAFI US 1000 ETF | 8,425 | $455.2K | 0.22% | −1,611−16.1% | Reduced | – |
| GSGOLDMAN SACHS GROUP INC COM | Stock | 445 | $450.2K | 0.21% | 00.0% | Unchanged | View |
| ICEINTERCONTINENTAL EXCHANGE INC COM | Stock | 3,500 | $430.89K | 0.21% | 00.0% | Unchanged | View |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 734 | $426.39K | 0.20% | +734 | New | View |
| DIMENSIONAL ETF TRUST25434V849 | NATL MUN BD ETF | 8,698 | $420.42K | 0.20% | −807−8.5% | Reduced | – |
| FIDELITY MSCI FINANCIALS INDEX ETF316092501 | ETF | 5,413 | $414.46K | 0.20% | 00.0% | Unchanged | – |
| IAUMISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 10,342 | $413.79K | 0.20% | +299+3.0% | Added | View |
| STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847 | ETF | 6,081 | $410.83K | 0.20% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are no longer in this filing.
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Aug 11, 2026 | 124 | $210.17M | vs. Q1 2026 | SEC |
| Q1 2026 | May 4, 2026 | 121 | $188.22M | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 10, 2026 | 115 | $178.09M | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 6, 2025 | 115 | $169.88M | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 5, 2025 | 108 | $150.6M | vs. Q1 2025 | SEC |
| Q1 2025 | May 5, 2025 | 102 | $138.11M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 29, 2025 | 98 | $124.88M | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 1, 2024 | 96 | $118.74M | – | SEC |