Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 115
- +7 vs. Q2 2025
- Portfolio value
- $169.9M
- +$19.3M (+12.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,392 | $2.83M | 1.7% | +238+0.9% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 126,705 | $3.09M | 1.8% | +10,959+9.5% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 68,120 | $3.14M | 1.8% | +4,916+7.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 121,158 | $3.31M | 1.9% | +6,718+5.9% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,580 | $3.40M | 2.0% | +312+2.8% | Added | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 64,450 | $3.68M | 2.2% | +3,192+5.2% | Added | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 118,222 | $4.71M | 2.8% | +21,987+22.8% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 123,996 | $4.78M | 2.8% | +5,007+4.2% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 63,111 | $4.82M | 2.8% | −796−1.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 23,325 | $5.67M | 3.3% | +858+3.8% | Added | History |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 67,494 | $6.49M | 3.8% | +2,061+3.1% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 95,532 | $7.66M | 4.5% | −1,751−1.8% | Reduced | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 248,522 | $9.03M | 5.3% | +33,054+15.3% | Added | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 201,856 | $9.39M | 5.5% | +12,934+6.8% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 31,637 | $15.9M | 9.4% | +470+1.5% | Added | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| PNIPIMCO New York Municipal Income Fund II | COM | 57,744 | $388.0K | 0.3% | History |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 15,007 | $374.0K | 0.2% | – |
| SYKStryker Corp | Stock | 507 | $201.0K | 0.1% | History |