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Beckerman Institutional

Latest statistics and disclosures from Beckerman Institutional's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.B, DFAI, DBND, IDEV, GOOGL, and represent 28.76% of Beckerman Institutional's stock portfolio.
Added to shares of these 10 stocks: BOND, DFAI, LONZ, DBND, BRK.B, FLXR, JPIE, CRM, JBND, MUNI.
Started 3 new stock positions in BOND, CRM, LONZ.
Reduced shares in these 10 stocks: LDUR, GLDM, IDEV, , CG, SHV, IEFA, PFE, IAU, JEPI.
Sold out of its positions in T, CG, SHV.
Beckerman Institutional was a net buyer of stock by $3.6M.
Beckerman Institutional has $178M in assets under management (AUM), dropping by 4.84%.
Central Index Key (CIK): 0002043468

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Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 115 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	9.1	$16M	+2%	32k	502.64	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.8	$10M	+9%	273k	38.11	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	5.5	$9.8M	+4%	211k	46.36	View chart
Ishares Tr Core Msci Intl (IDEV)	4.3	$7.6M	-3%	92k	82.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	4.1	$7.3M		23k	313.02	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	3.0	$5.3M	-18%	55k	95.94	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$5.1M	+3%	128k	39.59	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.8	$5.1M	-6%	59k	85.37	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.8	$5.0M	+6%	126k	39.60	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.1	$3.8M	+2%	66k	57.24	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$3.6M	+5%	72k	49.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.0	$3.5M	+5%	128k	27.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$3.5M	+2%	12k	290.20	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$3.1M		127k	24.37	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.6	$2.8M		27k	102.39	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.6	$2.8M	+11%	60k	46.29	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$2.6M	+2%	45k	59.54	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.4	$2.5M		34k	74.28	View chart
Ishares Msci Emrg Chn (EMXC)	1.4	$2.5M	+5%	34k	72.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$2.4M	+4%	45k	52.77	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.2	$2.2M		44k	50.41	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.2	$2.2M		24k	91.40	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.2	$2.2M	+2%	48k	45.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$2.1M	+3%	65k	32.57	View chart
Apple (AAPL)	1.1	$1.9M		7.0k	271.87	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.8M		27k	69.42	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$1.8M		8.5k	214.70	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.0	$1.8M	+10%	65k	26.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$1.7M		35k	49.59	View chart
Meta Platforms Cl A (META)	0.9	$1.6M		2.5k	660.04	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.9	$1.6M		23k	73.28	View chart
Bancroft Fund (BCV)	0.9	$1.6M		74k	22.10	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$1.6M		34k	46.80	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.9	$1.5M	NEW	16k	93.08	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.5M	-8%	17k	89.46	View chart
Microsoft Corporation (MSFT)	0.8	$1.4M		2.9k	483.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M		11k	120.19	View chart
Tri-Continental Corporation (TY)	0.7	$1.3M		41k	32.66	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.6	$1.2M		39k	29.91	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$1.1M		28k	39.02	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.1M		3.4k	322.28	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.1M	-4%	19k	57.24	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$978k		2.9k	335.32	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$959k		12k	80.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$921k		15k	62.47	View chart
Gabelli mutual funds - (GGZ)	0.5	$883k		59k	15.00	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$870k		9.6k	90.97	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$862k		5.8k	148.69	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$826k		17k	49.46	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$824k	+7%	18k	46.86	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$810k		30k	26.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$801k		1.3k	627.05	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$737k		5.1k	143.33	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$733k	-4%	7.6k	96.30	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.4	$732k		17k	42.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$728k	-8%	9.0k	81.17	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$727k		7.0k	103.57	View chart
Nfj Dividend Interest (NFJ)	0.4	$720k		56k	12.89	View chart
Vanguard World Comm Srvc Etf (VOX)	0.4	$718k		3.7k	193.63	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$716k	-7%	16k	45.32	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.4	$685k	NEW	14k	50.28	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.4	$662k		16k	40.25	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$642k	+71%	12k	52.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$640k		3.0k	211.72	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$626k		15k	42.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$616k		2.0k	314.80	View chart
Philip Morris International (PM)	0.3	$611k		3.8k	160.40	View chart
Bank of America Corporation (BAC)	0.3	$598k		11k	55.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$582k		773.00	752.92	View chart
Amazon (AMZN)	0.3	$578k	+5%	2.5k	230.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$570k		2.6k	219.78	View chart
Intercontinental Exchange (ICE)	0.3	$567k		3.5k	161.96	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$566k		7.5k	75.43	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$552k		16k	33.75	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.3	$548k	-3%	36k	15.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$546k		797.00	684.66	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$520k		4.6k	113.73	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$503k	+119%	9.3k	54.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$499k		1.3k	396.00	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$471k		10k	46.92	View chart
Abbvie (ABBV)	0.3	$459k		2.0k	228.49	View chart
Johnson & Johnson (JNJ)	0.3	$454k		2.2k	206.92	View chart
Coca-Cola Company (KO)	0.2	$436k		6.2k	69.91	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$435k		5.6k	77.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$432k		1.4k	313.71	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$427k		8.9k	48.17	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$427k		2.5k	168.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$424k		2.4k	177.22	View chart
Capital Group New Geography SHS (CGNG)	0.2	$420k	+3%	13k	31.93	View chart
Goldman Sachs (GS)	0.2	$391k		445.00	879.27	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$386k	+2%	9.0k	42.99	View chart
Capital One Financial (COF)	0.2	$376k		1.6k	242.36	View chart
Pfizer (PFE)	0.2	$366k	-16%	15k	24.90	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$363k		5.4k	67.21	View chart
Visa Com Cl A (V)	0.2	$359k		1.0k	350.71	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$354k		4.0k	88.47	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$352k		6.1k	57.91	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$347k		4.1k	84.63	View chart
Cisco Systems (CSCO)	0.2	$340k	-5%	4.4k	77.03	View chart
Intuitive Surgical Com New (ISRG)	0.2	$331k		584.00	566.36	View chart
Wal-Mart Stores (WMT)	0.2	$314k		2.8k	111.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$310k		4.0k	77.53	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$307k		3.9k	78.81	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.2	$306k		11k	28.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$306k		448.00	681.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$290k		1.9k	154.14	View chart
Altria (MO)	0.2	$279k		4.8k	57.66	View chart
salesforce (CRM)	0.2	$278k	NEW	1.1k	264.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$264k		431.00	611.77	View chart
Palantir Technologies Cl A (PLTR)	0.1	$240k		1.3k	177.80	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$236k		977.00	241.24	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$228k		6.2k	36.78	View chart
Royce Global Value Tr (RGT)	0.1	$169k		13k	13.11	View chart
Ellsworth Fund (ECF)	0.1	$149k		13k	11.63	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$101k		11k	9.04	View chart

Past Filings by Beckerman Institutional

SEC 13F filings are viewable for Beckerman Institutional going back to 2024

Beckerman Institutional 2025 Q4 filed Feb. 10, 2026
Beckerman Institutional 2025 Q3 filed Nov. 6, 2025
Beckerman Institutional 2025 Q2 filed Aug. 5, 2025
Beckerman Institutional 2025 Q1 filed May 5, 2025
Beckerman Institutional 2024 Q4 filed Jan. 29, 2025
Beckerman Institutional 2024 Q3 filed Nov. 1, 2024

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