Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 5, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 108
- +6 vs. Q1 2025
- Portfolio value
- $150.6M
- +$12.5M (+9.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 22,467 | $3.96M | 2.6% | −69−0.3% | Reduced | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 63,907 | $4.19M | 2.8% | −1,892−2.9% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 118,989 | $4.26M | 2.8% | +11,149+10.3% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 65,433 | $6.27M | 4.2% | +1,592+2.5% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 97,283 | $7.40M | 4.9% | −1,545−1.6% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 215,468 | $7.45M | 4.9% | +28,987+15.5% | Added | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 188,922 | $8.74M | 5.8% | +13,721+7.8% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 31,167 | $15.1M | 10.1% | +366+1.2% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 5,473 | $259.0K | 0.2% | – |