Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 115
- 0 vs. Q3 2025
- Portfolio value
- $178.1M
- +$8.22M (+4.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 11,172 | $101.0K | 0.1% | 00.0% | Unchanged | – |
| ECFEllsworth Growth & Income Fund Ltd | COM | 12,794 | $148.8K | 0.1% | 00.0% | Unchanged | History |
| RGTRoyce Global Trust, Inc. | COM | 12,891 | $169.0K | 0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 6,186 | $227.6K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 977 | $235.7K | 0.1% | 00.0% | Unchanged | – |
| PLTRPalantir Technologies Inc. | Stock | 1,349 | $239.8K | 0.1% | −5−0.4% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 431 | $263.7K | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 1,050 | $278.2K | 0.2% | +1,050 | New | History |
| MOAltria Group, Inc. | Stock | 4,841 | $279.1K | 0.2% | 00.0% | Unchanged | History |
| BXBlackstone Inc. | COM | 1,881 | $289.9K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 448 | $305.5K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G599 | NASDAQ BIOTECH | 10,765 | $305.7K | 0.2% | +166+1.6% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,891 | $306.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288273 | EAFE SML CP ETF | 3,998 | $310.0K | 0.2% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 2,820 | $314.2K | 0.2% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 584 | $330.8K | 0.2% | 00.0% | Unchanged | History |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $339.7K | 0.2% | −258−5.5% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,102 | $347.2K | 0.2% | +10.0% | Added | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $352.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,001 | $354.0K | 0.2% | 00.0% | Unchanged | – |
| VVisa Inc. | Stock | 1,024 | $359.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,393 | $362.5K | 0.2% | +10.0% | Added | – |
| PFEPfizer Inc | Stock | 14,692 | $365.8K | 0.2% | −2,845−16.2% | Reduced | History |
| COFCapital One Financial Corp | Stock | 1,551 | $375.9K | 0.2% | 00.0% | Unchanged | History |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 8,977 | $385.9K | 0.2% | +252+2.9% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 445 | $391.3K | 0.2% | −5−1.1% | Reduced | History |
| Capital Group New Geography14021N105 | SHS | 13,158 | $420.1K | 0.2% | +494+3.9% | Added | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $423.6K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $426.7K | 0.2% | −22−0.9% | Reduced | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,866 | $427.1K | 0.2% | −21−0.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,377 | $432.0K | 0.2% | 00.0% | Unchanged | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,591 | $434.7K | 0.2% | −82−1.4% | Reduced | – |
| KOCoca Cola Co | Stock | 6,243 | $436.4K | 0.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,195 | $454.2K | 0.3% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 2,008 | $458.8K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $470.9K | 0.3% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,259 | $498.6K | 0.3% | −10−0.8% | Reduced | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,308 | $503.3K | 0.3% | +5,071+119.7% | Added | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $519.5K | 0.3% | −40−0.9% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 797 | $545.7K | 0.3% | 00.0% | Unchanged | – |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 35,616 | $547.8K | 0.3% | −1,200−3.3% | Reduced | History |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,346 | $551.7K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 7,500 | $565.7K | 0.3% | 00.0% | Unchanged | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $566.9K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $569.7K | 0.3% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,502 | $577.5K | 0.3% | +136+5.7% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $582.0K | 0.3% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 10,866 | $597.6K | 0.3% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 3,809 | $611.0K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $616.1K | 0.3% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 14,568 | $625.5K | 0.4% | −79−0.5% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $640.2K | 0.4% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 12,245 | $641.8K | 0.4% | +5,097+71.3% | Added | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,442 | $661.8K | 0.4% | −204−1.2% | Reduced | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,617 | $684.7K | 0.4% | +13,617 | New | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,787 | $715.5K | 0.4% | −1,200−7.1% | Reduced | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $717.8K | 0.4% | 00.0% | Unchanged | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 55,843 | $719.8K | 0.4% | −312−0.6% | Reduced | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,019 | $727.0K | 0.4% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 8,969 | $728.1K | 0.4% | −867−8.8% | Reduced | History |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 17,344 | $731.7K | 0.4% | −55−0.3% | Reduced | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,607 | $732.5K | 0.4% | −400−5.0% | Reduced | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $736.6K | 0.4% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,277 | $800.7K | 0.4% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $809.7K | 0.5% | +405+1.4% | Added | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 17,588 | $824.2K | 0.5% | +1,174+7.2% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,691 | $825.5K | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $862.1K | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $870.0K | 0.5% | −115−1.2% | Reduced | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 58,885 | $883.3K | 0.5% | +942+1.6% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $921.2K | 0.5% | +100+0.7% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $959.3K | 0.5% | +108+0.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,917 | $978.1K | 0.5% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,574 | $1.06M | 0.6% | −973−5.0% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $1.10M | 0.6% | 00.0% | Unchanged | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 28,290 | $1.10M | 0.6% | −297−1.0% | Reduced | – |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 38,625 | $1.16M | 0.6% | +307+0.8% | Added | History |
| TYTRI-CONTINENTAL Corp | COM | 40,504 | $1.32M | 0.7% | −513−1.3% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,122 | $1.34M | 0.8% | −43−0.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 2,929 | $1.42M | 0.8% | +10.0% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,621 | $1.49M | 0.8% | −1,611−8.8% | Reduced | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 16,342 | $1.52M | 0.9% | +16,342 | New | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,574 | $1.57M | 0.9% | −249−0.7% | Reduced | – |
| BCVBancroft Fund Ltd | COM | 73,904 | $1.63M | 0.9% | −1,015−1.4% | Reduced | History |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,477 | $1.65M | 0.9% | −196−0.9% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 2,497 | $1.65M | 0.9% | −34−1.3% | Reduced | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,614 | $1.72M | 1.0% | −242−0.7% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 65,271 | $1.76M | 1.0% | +6,453+11.0% | Added | – |
| iShares Tr464288760 | US AER DEF ETF | 8,525 | $1.83M | 1.0% | +40.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,599 | $1.85M | 1.0% | +40.0% | Added | – |
| AAPLApple Inc. | Stock | 6,972 | $1.90M | 1.1% | 00.0% | Unchanged | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 64,750 | $2.11M | 1.2% | +1,921+3.1% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 47,800 | $2.18M | 1.2% | +1,064+2.3% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,834 | $2.18M | 1.2% | 00.0% | Unchanged | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 43,629 | $2.20M | 1.2% | 00.0% | Unchanged | – |
| iShares Flexible Income Active ETF092528603 | ETF | 44,897 | $2.37M | 1.3% | +1,743+4.0% | Added | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 33,994 | $2.47M | 1.4% | +1,909+5.9% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 33,935 | $2.52M | 1.4% | +88+0.3% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 44,469 | $2.65M | 1.5% | +1,176+2.7% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 60,124 | $2.78M | 1.6% | +6,135+11.4% | Added | – |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| TAT&T Inc. | Stock | 7,314 | $206.5K | 0.1% | History |
| CGCarlyle Group Inc. | COM | 3,291 | $206.3K | 0.1% | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 1,834 | $202.6K | 0.1% | – |