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 |
|---|---|---|---|---|---|---|---|
| Tortoise Capital Series Trus890930209 | ENERGY ETF | 11,172 | $108.5K | 0.1% | 00.0% | Unchanged | – |
| ECFEllsworth Growth & Income Fund Ltd | COM | 12,794 | $169.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Select Dividend ETF464287168 | ETF | 1,316 | $205.4K | 0.1% | +1,316 | New | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,130 | $212.5K | 0.1% | +1,130 | New | – |
| BXBlackstone Inc. | COM | 1,885 | $221.8K | 0.1% | +4+0.2% | Added | History |
| DELLDell Technologies Inc. | Stock | 515 | $222.2K | 0.1% | +515 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 564 | $224.3K | 0.1% | −20−3.4% | Reduced | History |
| Franklin Templeton ETF Tr35473P439 | INCOME FOCUS ETF | 7,807 | $225.3K | 0.1% | +7,807 | New | – |
| ProShares Tr74349Y753 | SHOR S&P 500 NEW | 6,936 | $229.0K | 0.1% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 6,186 | $239.1K | 0.1% | 00.0% | Unchanged | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,106 | $241.0K | 0.1% | 00.0% | Unchanged | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 977 | $277.3K | 0.1% | −15−1.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 411 | $301.4K | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 1,929 | $302.2K | 0.1% | +8+0.4% | Added | History |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,891 | $303.1K | 0.1% | 00.0% | Unchanged | – |
| COFCapital One Financial Corp | Stock | 1,551 | $311.2K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,753 | $311.9K | 0.1% | −45−1.6% | Reduced | History |
| iShares Tr464288273 | EAFE SML CP ETF | 3,799 | $312.5K | 0.1% | −199−5.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 448 | $334.6K | 0.2% | 00.0% | Unchanged | History |
| MOAltria Group, Inc. | Stock | 4,841 | $348.3K | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,024 | $351.3K | 0.2% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138G599 | NASDAQ BIOTECH | 11,456 | $374.1K | 0.2% | +426+3.9% | Added | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,074 | $388.8K | 0.2% | −28−0.7% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,089 | $394.2K | 0.2% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 6,081 | $410.8K | 0.2% | 00.0% | Unchanged | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 10,342 | $413.8K | 0.2% | +299+3.0% | Added | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,413 | $414.5K | 0.2% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V849 | NATL MUN BD ETF | 8,698 | $420.4K | 0.2% | −807−8.5% | Reduced | – |
| AMDAdvanced Micro Devices Inc | Stock | 734 | $426.4K | 0.2% | +734 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 3,500 | $430.9K | 0.2% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 445 | $450.2K | 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 | – |
| GLDSPDR Gold Trust | ETF | 1,251 | $460.5K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,390 | $471.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,528 | $480.8K | 0.2% | 00.0% | Unchanged | – |
| PFEPfizer Inc | Stock | 20,024 | $482.2K | 0.2% | +5,607+38.9% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,371 | $484.3K | 0.2% | −8−0.6% | Reduced | History |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 9,314 | $498.3K | 0.2% | +30.0% | Added | – |
| KOCoca Cola Co | Stock | 6,243 | $507.4K | 0.2% | 00.0% | Unchanged | History |
| ABBVAbbVie Inc. | Stock | 2,028 | $510.3K | 0.2% | +20+1.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 4,410 | $518.0K | 0.2% | 00.0% | Unchanged | History |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 34,099 | $536.0K | 0.3% | −490−1.4% | Reduced | History |
| PNIPIMCO New York Municipal Income Fund II | COM | 75,711 | $536.8K | 0.3% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,195 | $557.4K | 0.3% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,739 | $558.2K | 0.3% | +1,031+18.1% | Added | – |
| Franklin Templeton ETF Tr35473P678 | FTSE UNTD KGDM | 16,135 | $569.4K | 0.3% | 00.0% | Unchanged | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 12,500 | $571.3K | 0.3% | 00.0% | Unchanged | – |
| AMZNAmazon Com Inc | Stock | 2,526 | $602.0K | 0.3% | 00.0% | Unchanged | History |
| RGTRoyce Global Trust, Inc. | COM | 43,001 | $611.9K | 0.3% | +20,148+88.2% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,592 | $613.3K | 0.3% | 00.0% | Unchanged | – |
| BACBank of America Corp | Stock | 10,767 | $613.5K | 0.3% | −99−0.9% | Reduced | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 4,568 | $624.4K | 0.3% | 00.0% | Unchanged | – |
| IAUiShares Gold Trust | ETF | 8,431 | $636.7K | 0.3% | −208−2.4% | Reduced | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 16,195 | $639.2K | 0.3% | −31−0.2% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,957 | $673.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Communication Services ETF92204A884 | ETF | 3,707 | $681.9K | 0.3% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R627 | SR LN ACTIVE ETF | 13,860 | $683.4K | 0.3% | 00.0% | Unchanged | – |
| PMPhilip Morris International Inc. | Stock | 3,809 | $689.1K | 0.3% | 00.0% | Unchanged | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 6,773 | $704.2K | 0.3% | −246−3.5% | Reduced | – |
| MUMicron Technology Inc | Stock | 614 | $708.7K | 0.3% | 00.0% | Unchanged | History |
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 15,677 | $717.4K | 0.3% | −110−0.7% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 3,024 | $734.6K | 0.3% | 00.0% | Unchanged | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 16,354 | $735.7K | 0.4% | −990−5.7% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 6,178 | $738.4K | 0.4% | 00.0% | UnchangedConverted for a 8-for-1 split | – |
| iShares Tr464288752 | US HOME CONS ETF | 7,111 | $742.9K | 0.4% | −496−6.5% | Reduced | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,139 | $792.9K | 0.4% | 00.0% | Unchanged | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 30,350 | $804.9K | 0.4% | 00.0% | Unchanged | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,096 | $820.7K | 0.4% | +91+9.1% | Added | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 54,945 | $834.6K | 0.4% | −484−0.9% | Reduced | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 16,654 | $836.5K | 0.4% | 00.0% | Unchanged | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,272 | $873.5K | 0.4% | +2+0.2% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,636 | $925.8K | 0.4% | −162−2.8% | Reduced | – |
| GGZGabelli Global Small & Mid Cap Value Trust | COM | 57,321 | $933.2K | 0.4% | −208−0.4% | Reduced | History |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 18,346 | $965.0K | 0.5% | +3,375+22.5% | Added | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 18,335 | $1.04M | 0.5% | −41−0.2% | Reduced | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 9,564 | $1.04M | 0.5% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,748 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 11,958 | $1.05M | 0.5% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,922 | $1.08M | 0.5% | 00.0% | Unchanged | – |
| Capital Group New Geography14021N105 | SHS | 29,101 | $1.09M | 0.5% | +8,780+43.2% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,400 | $1.11M | 0.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 3,368 | $1.26M | 0.6% | +117+3.6% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 27,879 | $1.37M | 0.7% | −412−1.5% | Reduced | – |
| TYTRI-CONTINENTAL Corp | COM | 40,036 | $1.38M | 0.7% | +42+0.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,528 | $1.42M | 0.7% | +24+1.0% | Added | History |
| AMJBJPMorgan Chase & Co | CAL LKD 44 ADDED | 41,857 | $1.44M | 0.7% | +1,533+3.8% | Added | History |
| NVDANVIDIA Corp | Stock | 7,509 | $1.50M | 0.7% | +7,509 | New | History |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 26,187 | $1.51M | 0.7% | +5,789+28.4% | Added | – |
| Fidelity Covington Trust316092873 | MSCI COMMNTN SVC | 22,122 | $1.54M | 0.7% | −55−0.2% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,796 | $1.62M | 0.8% | −474−2.7% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,215 | $1.66M | 0.8% | 00.0% | Unchanged | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 34,314 | $1.70M | 0.8% | 00.0% | Unchanged | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 33,537 | $1.73M | 0.8% | +112+0.3% | Added | – |
| BCVBancroft Fund Ltd | COM | 72,888 | $1.89M | 0.9% | −1,031−1.4% | Reduced | History |
| iShares Tr464288760 | US AER DEF ETF | 8,241 | $2.00M | 1.0% | −194−2.3% | Reduced | – |
| AAPLApple Inc. | Stock | 6,972 | $2.02M | 1.0% | 00.0% | Unchanged | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 26,736 | $2.03M | 1.0% | −39−0.1% | Reduced | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 77,119 | $2.26M | 1.1% | +7,011+10.0% | Added | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 23,722 | $2.45M | 1.2% | −112−0.5% | Reduced | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 55,563 | $2.67M | 1.3% | +4,828+9.5% | Added | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.