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 |
|---|---|---|---|---|---|---|---|
| iShares Flexible Income Active ETF092528603 | ETF | 51,301 | $2.69M | 1.3% | +2,630+5.4% | Added | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 35,930 | $2.78M | 1.3% | +1,573+4.6% | Added | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 71,491 | $2.87M | 1.4% | +3,924+5.8% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 28,251 | $2.89M | 1.4% | +578+2.1% | Added | – |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 64,496 | $2.97M | 1.4% | +3,861+6.4% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 130,698 | $3.16M | 1.5% | −876−0.7% | Reduced | – |
| Simplify Exchange Traded Fun82889N525 | MBS ETF | 65,670 | $3.22M | 1.5% | +800+1.2% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 47,386 | $3.31M | 1.6% | +1,255+2.7% | Added | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 40,972 | $3.78M | 1.8% | +12,088+41.9% | Added | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 48,362 | $3.84M | 1.8% | −2,982−5.8% | Reduced | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 38,650 | $3.95M | 1.9% | +1,730+4.7% | Added | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 63,195 | $4.09M | 1.9% | −1,737−2.7% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 80,389 | $4.34M | 2.1% | +4,021+5.3% | Added | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 54,070 | $4.36M | 2.1% | +4,642+9.4% | AddedConverted for a 4-for-1 split | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 57,635 | $4.36M | 2.1% | +10,070+21.2% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 145,966 | $4.63M | 2.2% | +5,167+3.7% | Added | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 53,496 | $5.11M | 2.4% | −371−0.7% | Reduced | – |
| TCW ETF Trust29287L700 | FLEXIBLE INCOME | 146,067 | $5.73M | 2.7% | +7,888+5.7% | Added | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 140,672 | $6.24M | 3.0% | +10,452+8.0% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 91,459 | $8.14M | 3.9% | −527−0.6% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 23,183 | $8.29M | 3.9% | −29−0.1% | Reduced | History |
| Doubleline ETF Trust25861R105 | OPPO CORE BD ETF | 235,558 | $10.7M | 5.1% | +13,305+6.0% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 313,991 | $13.0M | 6.2% | +19,520+6.6% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 34,166 | $17.1M | 8.1% | +791+2.4% | Added | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.