Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 4, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 121
- +6 vs. Q4 2025
- Portfolio value
- $188.2M
- +$10.1M (+5.7%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 11,172 | $116.5K | 0.1% | 00.0% | Unchanged | – |
| ECFEllsworth Growth & Income Fund Ltd | COM | 12,794 | $142.7K | 0.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 614 | $207.4K | 0.1% | +614 | New | History |
| NFLXNetflix Inc | Stock | 2,180 | $209.6K | 0.1% | +2,180 | New | History |
| TAT&T Inc. | Stock | 7,298 | $211.6K | 0.1% | +7,298 | New | History |
| BXBlackstone Inc. | COM | 1,881 | $216.3K | 0.1% | 00.0% | Unchanged | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,106 | $217.0K | 0.1% | +1,106 | New | – |
| FDXFedEx Corp | Stock | 615 | $219.1K | 0.1% | +615 | New | History |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 6,186 | $224.6K | 0.1% | 00.0% | Unchanged | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 411 | $236.2K | 0.1% | −20−4.6% | Reduced | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 992 | $251.9K | 0.1% | +15+1.5% | Added | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 6,936 | $263.1K | 0.1% | +6,936 | New | – |
| ISRGIntuitive Surgical Inc | COM NEW | 584 | $269.2K | 0.1% | 00.0% | Unchanged | History |
| COFCapital One Financial Corp | Stock | 1,551 | $282.9K | 0.2% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 448 | $291.4K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,891 | $305.1K | 0.2% | 00.0% | Unchanged | – |
| RGTRoyce Global Trust, Inc. | COM | 22,853 | $305.4K | 0.2% | +9,962+77.3% | Added | History |
| VVisa Inc. | Stock | 1,024 | $309.5K | 0.2% | 00.0% | Unchanged | History |
| iShares Tr464288273 | EAFE SML CP ETF | 3,998 | $313.5K | 0.2% | 00.0% | Unchanged | – |
| MOAltria Group, Inc. | Stock | 4,841 | $319.5K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G599 | NASDAQ BIOTECH | 11,030 | $319.8K | 0.2% | +265+2.5% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $342.2K | 0.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,798 | $347.8K | 0.2% | −22−0.8% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,102 | $355.4K | 0.2% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 1,921 | $358.6K | 0.2% | +871+83.0% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $360.1K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,089 | $362.6K | 0.2% | +88+2.2% | Added | – |
| GSGoldman Sachs Group Inc | Stock | 445 | $376.6K | 0.2% | 00.0% | Unchanged | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,413 | $380.0K | 0.2% | −178−3.2% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,379 | $395.5K | 0.2% | +2+0.1% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,708 | $398.1K | 0.2% | +315+5.8% | Added | – |
| PFEPfizer Inc | Stock | 14,417 | $404.8K | 0.2% | −275−1.9% | Reduced | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $426.9K | 0.2% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 2,008 | $436.7K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $440.1K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 9,505 | $455.6K | 0.2% | +639+7.2% | Added | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 10,043 | $469.0K | 0.2% | +1,066+11.9% | Added | History |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 34,589 | $469.7K | 0.2% | −1,027−2.9% | Reduced | History |
| KOCoca Cola Co | Stock | 6,243 | $474.8K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 10,036 | $477.0K | 0.3% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,311 | $500.6K | 0.3% | +30.0% | Added | – |
| PNIPIMCO New York Municipal Income Fund II | COM | 75,711 | $518.6K | 0.3% | +75,711 | New | History |
| AMZNAmazon Com Inc | Stock | 2,526 | $526.1K | 0.3% | +24+1.0% | Added | History |
| BACBank of America Corp | Stock | 10,866 | $529.7K | 0.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,195 | $536.5K | 0.3% | 00.0% | Unchanged | History |
| GLDSPDR Gold Trust | ETF | 1,251 | $537.9K | 0.3% | −8−0.6% | Reduced | History |
| Vanguard Information Technology ETF92204A702 | ETF | 773 | $538.8K | 0.3% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 12,500 | $539.1K | 0.3% | −2,068−14.2% | Reduced | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $541.1K | 0.3% | 00.0% | Unchanged | – |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $550.5K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $557.4K | 0.3% | 00.0% | Unchanged | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,135 | $560.9K | 0.3% | −211−1.3% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $584.8K | 0.3% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $629.8K | 0.3% | 00.0% | Unchanged | History |
| Capital Group New Geography14021N105 | SHS | 20,321 | $641.5K | 0.3% | +7,163+54.4% | Added | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,226 | $644.7K | 0.3% | −216−1.3% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,005 | $656.3K | 0.3% | +208+26.1% | Added | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $656.7K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $666.7K | 0.4% | 00.0% | Unchanged | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 7,019 | $678.8K | 0.4% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,860 | $684.4K | 0.4% | +243+1.8% | Added | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,607 | $688.8K | 0.4% | 00.0% | Unchanged | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 55,429 | $699.0K | 0.4% | −414−0.7% | Reduced | History |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,787 | $713.1K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $749.2K | 0.4% | 00.0% | Unchanged | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 17,344 | $752.2K | 0.4% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,270 | $758.8K | 0.4% | −7−0.5% | Reduced | – |
| IAUiShares Gold Trust | ETF | 8,639 | $761.7K | 0.4% | −330−3.7% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 14,971 | $781.3K | 0.4% | +2,726+22.3% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $795.2K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,798 | $825.8K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,654 | $831.9K | 0.4% | −37−0.2% | Reduced | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 57,529 | $864.1K | 0.5% | −1,356−2.3% | Reduced | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $904.6K | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $915.3K | 0.5% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,922 | $937.6K | 0.5% | +5+0.2% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $945.0K | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 20,398 | $985.6K | 0.5% | +2,810+16.0% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $1.00M | 0.5% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,376 | $1.04M | 0.6% | −198−1.1% | Reduced | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 28,291 | $1.13M | 0.6% | +10.0% | Added | – |
| MSFTMicrosoft Corp | Stock | 3,251 | $1.20M | 0.6% | +322+11.0% | Added | History |
| TYTRI-CONTINENTAL Corp | COM | 39,994 | $1.26M | 0.7% | −510−1.3% | Reduced | History |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 40,324 | $1.39M | 0.7% | +1,699+4.4% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,215 | $1.39M | 0.7% | +93+0.8% | Added | – |
| METAMeta Platforms, Inc. | Stock | 2,504 | $1.43M | 0.8% | +7+0.3% | Added | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,425 | $1.51M | 0.8% | −149−0.4% | Reduced | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,177 | $1.51M | 0.8% | −300−1.3% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 17,270 | $1.56M | 0.8% | +649+3.9% | Added | – |
| BCVBancroft Fund Ltd | COM | 73,919 | $1.59M | 0.8% | +150.0% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,314 | $1.70M | 0.9% | −300−0.9% | Reduced | – |
| AAPLApple Inc. | Stock | 6,972 | $1.77M | 0.9% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 8,435 | $1.85M | 1.0% | −90−1.1% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,775 | $1.88M | 1.0% | +176+0.7% | Added | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 70,108 | $1.89M | 1.0% | +4,837+7.4% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,834 | $2.02M | 1.1% | 00.0% | Unchanged | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 67,567 | $2.29M | 1.2% | +2,817+4.4% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 50,735 | $2.37M | 1.3% | +2,935+6.1% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 34,357 | $2.42M | 1.3% | +422+1.2% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 48,671 | $2.53M | 1.3% | +3,774+8.4% | Added | – |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.