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 |
|---|---|---|---|---|---|---|---|
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 27,196 | $2.78M | 1.6% | −196−0.7% | Reduced | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 126,470 | $3.08M | 1.7% | −235−0.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,912 | $3.46M | 1.9% | +332+2.9% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 127,963 | $3.51M | 2.0% | +6,805+5.6% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 71,711 | $3.58M | 2.0% | +3,591+5.3% | Added | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 66,107 | $3.78M | 2.1% | +1,657+2.6% | Added | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 126,218 | $5.00M | 2.8% | +7,996+6.8% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 59,185 | $5.05M | 2.8% | −3,926−6.2% | Reduced | History |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 128,329 | $5.08M | 2.9% | +4,333+3.5% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 54,923 | $5.27M | 3.0% | −12,571−18.6% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 23,169 | $7.25M | 4.1% | −156−0.7% | Reduced | History |
| iShares Tr46435G326 | CORE MSCI INTL | 91,858 | $7.58M | 4.3% | −3,674−3.8% | Reduced | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 210,540 | $9.76M | 5.5% | +8,684+4.3% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 273,063 | $10.4M | 5.8% | +24,541+9.9% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 32,278 | $16.2M | 9.1% | +641+2.0% | Added | History |
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% | – |