Beckerman Institutional, LLC
- SEC CIK
- 0002043468
- Latest filing
- Aug 11, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 11, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 124
- +3 vs. Q1 2026
- Portfolio value
- $210.2M
- +$21.9M (+11.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 34,166 | $17.1M | 8.1% | +791+2.4% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 313,991 | $13.0M | 6.2% | +19,520+6.6% | Added | – |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 235,558 | $10.7M | 5.1% | +13,305+6.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 23,183 | $8.29M | 3.9% | −29−0.1% | Reduced | History |
| iShares Tr46435G326 | CORE MSCI INTL | 91,459 | $8.14M | 3.9% | −527−0.6% | Reduced | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 140,672 | $6.24M | 3.0% | +10,452+8.0% | Added | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 146,067 | $5.73M | 2.7% | +7,888+5.7% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 53,496 | $5.11M | 2.4% | −371−0.7% | Reduced | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 145,966 | $4.63M | 2.2% | +5,167+3.7% | Added | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 57,635 | $4.36M | 2.1% | +10,070+21.2% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 54,070 | $4.36M | 2.1% | +4,642+9.4% | AddedConverted for a 4-for-1 split | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 80,389 | $4.34M | 2.1% | +4,021+5.3% | Added | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 63,195 | $4.09M | 1.9% | −1,737−2.7% | Reduced | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 38,650 | $3.95M | 1.9% | +1,730+4.7% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 48,362 | $3.84M | 1.8% | −2,982−5.8% | Reduced | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 40,972 | $3.78M | 1.8% | +12,088+41.9% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 47,386 | $3.31M | 1.6% | +1,255+2.7% | Added | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 65,670 | $3.22M | 1.5% | +800+1.2% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 130,698 | $3.16M | 1.5% | −876−0.7% | Reduced | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 64,496 | $2.97M | 1.4% | +3,861+6.4% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,251 | $2.89M | 1.4% | +578+2.1% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 71,491 | $2.87M | 1.4% | +3,924+5.8% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 35,930 | $2.78M | 1.3% | +1,573+4.6% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 51,301 | $2.69M | 1.3% | +2,630+5.4% | Added | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 55,563 | $2.67M | 1.3% | +4,828+9.5% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,722 | $2.45M | 1.2% | −112−0.5% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 77,119 | $2.26M | 1.1% | +7,011+10.0% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,736 | $2.03M | 1.0% | −39−0.1% | Reduced | – |
| AAPLApple Inc. | Stock | 6,972 | $2.02M | 1.0% | 00.0% | Unchanged | History |
| iShares Tr464288760 | US AER DEF ETF | 8,241 | $2.00M | 1.0% | −194−2.3% | Reduced | – |
| BCVBancroft Fund Ltd | COM | 72,888 | $1.89M | 0.9% | −1,031−1.4% | Reduced | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,537 | $1.73M | 0.8% | +112+0.3% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,314 | $1.70M | 0.8% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,215 | $1.66M | 0.8% | 00.0% | Unchanged | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,796 | $1.62M | 0.8% | −474−2.7% | Reduced | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,122 | $1.54M | 0.7% | −55−0.2% | Reduced | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 26,187 | $1.51M | 0.7% | +5,789+28.4% | Added | – |
| NVDANVIDIA Corp | Stock | 7,509 | $1.50M | 0.7% | +7,509 | New | History |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 41,857 | $1.44M | 0.7% | +1,533+3.8% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,528 | $1.42M | 0.7% | +24+1.0% | Added | History |
| TYTRI-CONTINENTAL Corp | COM | 40,036 | $1.38M | 0.7% | +42+0.1% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,879 | $1.37M | 0.7% | −412−1.5% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 3,368 | $1.26M | 0.6% | +117+3.6% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $1.11M | 0.5% | 00.0% | Unchanged | History |
| Capital Group New Geography14021N105 | SHS | 29,101 | $1.09M | 0.5% | +8,780+43.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,922 | $1.08M | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $1.04M | 0.5% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,335 | $1.04M | 0.5% | −41−0.2% | Reduced | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 18,346 | $965.0K | 0.5% | +3,375+22.5% | Added | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 57,321 | $933.2K | 0.4% | −208−0.4% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 5,636 | $925.8K | 0.4% | −162−2.8% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,272 | $873.5K | 0.4% | +2+0.2% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,654 | $836.5K | 0.4% | 00.0% | Unchanged | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 54,945 | $834.6K | 0.4% | −484−0.9% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,096 | $820.7K | 0.4% | +91+9.1% | Added | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $804.9K | 0.4% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $792.9K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,111 | $742.9K | 0.4% | −496−6.5% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,178 | $738.4K | 0.4% | 00.0% | UnchangedConverted for a 8-for-1 split | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 16,354 | $735.7K | 0.4% | −990−5.7% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $734.6K | 0.3% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,677 | $717.4K | 0.3% | −110−0.7% | Reduced | – |
| MUMicron Technology Inc | Stock | 614 | $708.7K | 0.3% | 00.0% | Unchanged | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 6,773 | $704.2K | 0.3% | −246−3.5% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $689.1K | 0.3% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,860 | $683.4K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $681.9K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $673.0K | 0.3% | 00.0% | Unchanged | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,195 | $639.2K | 0.3% | −31−0.2% | Reduced | – |
| IAUiShares Gold Trust | ETF | 8,431 | $636.7K | 0.3% | −208−2.4% | Reduced | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $624.4K | 0.3% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 10,767 | $613.5K | 0.3% | −99−0.9% | Reduced | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $613.3K | 0.3% | 00.0% | Unchanged | – |
| RGTRoyce Global Trust, Inc. | COM | 43,001 | $611.9K | 0.3% | +20,148+88.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,526 | $602.0K | 0.3% | 00.0% | Unchanged | History |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 12,500 | $571.3K | 0.3% | 00.0% | Unchanged | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,135 | $569.4K | 0.3% | 00.0% | Unchanged | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,739 | $558.2K | 0.3% | +1,031+18.1% | Added | – |
| JNJJohnson & Johnson | Stock | 2,195 | $557.4K | 0.3% | 00.0% | Unchanged | History |
| PNIPIMCO New York Municipal Income Fund II | COM | 75,711 | $536.8K | 0.3% | 00.0% | Unchanged | History |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 34,099 | $536.0K | 0.3% | −490−1.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $518.0K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 2,028 | $510.3K | 0.2% | +20+1.0% | Added | History |
| KOCoca Cola Co | Stock | 6,243 | $507.4K | 0.2% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,314 | $498.3K | 0.2% | +30.0% | Added | – |
| GOOGAlphabet Inc. | Stock | 1,371 | $484.3K | 0.2% | −8−0.6% | Reduced | History |
| PFEPfizer Inc | Stock | 20,024 | $482.2K | 0.2% | +5,607+38.9% | Added | History |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $480.8K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $471.9K | 0.2% | 00.0% | Unchanged | – |
| GLDSPDR Gold Trust | ETF | 1,251 | $460.5K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 8,425 | $455.2K | 0.2% | −1,611−16.1% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 445 | $450.2K | 0.2% | 00.0% | Unchanged | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $430.9K | 0.2% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 734 | $426.4K | 0.2% | +734 | New | History |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,698 | $420.4K | 0.2% | −807−8.5% | Reduced | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,413 | $414.5K | 0.2% | 00.0% | Unchanged | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 10,342 | $413.8K | 0.2% | +299+3.0% | Added | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $410.8K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.