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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, DBND, DFAI, IDEV, LDUR, and represent 28.54% of Beckerman Institutional's stock portfolio.
Added to shares of these 10 stocks: DFAI, FLXR, DBND, MSFT, ABBV, JNJ, MTBA, SPSM, AAPL, V.
Started 10 new stock positions in BX, IBBQ, V, CG, CSCO, BSV, WMT, IAUM, JNJ, ABBV.
Reduced shares in these 10 stocks: , UCON, SYK, IDEV, PLTR, IJR, IEFA, PDN, TOTL, GLDM.
Sold out of its positions in UCON, PNI, SYK.
Beckerman Institutional was a net buyer of stock by $11M.
Beckerman Institutional has $170M in assets under management (AUM), dropping by 12.80%.
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 September 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)	9.4	$16M		32k	502.73	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	5.5	$9.4M	+6%	202k	46.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	5.3	$9.0M	+15%	249k	36.35	View chart
Ishares Tr Core Msci Intl (IDEV)	4.5	$7.7M		96k	80.17	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	3.8	$6.5M	+3%	68k	96.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.3	$5.7M	+3%	23k	243.12	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.8	$4.8M		63k	76.45	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.8	$4.8M	+4%	124k	38.57	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.8	$4.7M	+22%	118k	39.80	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.2	$3.7M	+5%	65k	57.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$3.4M	+2%	12k	293.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$3.3M	+5%	121k	27.30	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	1.8	$3.1M	+7%	68k	46.12	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.8	$3.1M	+9%	127k	24.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.7	$2.8M		27k	103.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$2.5M	+5%	43k	58.21	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$2.5M	+7%	54k	46.41	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.4	$2.3M	+4%	43k	53.24	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.3	$2.3M	+3%	34k	66.87	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.3	$2.2M	+22%	44k	50.35	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$2.2M	+7%	32k	67.51	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$2.1M	+11%	47k	45.51	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.3	$2.1M		24k	89.13	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$2.0M	+11%	63k	31.53	View chart
Meta Platforms Cl A (META)	1.1	$1.9M		2.5k	734.32	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$1.8M		27k	68.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$1.8M	+7%	8.5k	209.27	View chart
Apple (AAPL)	1.0	$1.8M	+27%	7.0k	254.64	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$1.7M	+7%	35k	49.83	View chart
Bancroft Fund (BCV)	1.0	$1.6M		75k	21.88	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.0	$1.6M	+18%	59k	27.81	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.9	$1.6M	+2%	23k	70.97	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$1.6M	-5%	18k	87.31	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.9	$1.5M		34k	45.76	View chart
Microsoft Corporation (MSFT)	0.9	$1.5M	+51%	2.9k	517.75	View chart
Tri-Continental Corporation (TY)	0.8	$1.4M		41k	34.00	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.3M	-6%	11k	118.84	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.7	$1.1M	+2%	38k	29.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.1M	-2%	20k	57.10	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$1.1M	-3%	29k	37.94	View chart
JPMorgan Chase & Co. (JPM)	0.6	$1.1M	+41%	3.4k	315.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$957k	+11%	2.9k	328.22	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.5	$928k		12k	78.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$878k		15k	59.92	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.5	$859k	-2%	8.0k	107.25	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.5	$858k		9.7k	88.65	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.5	$845k	+43%	17k	50.63	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$845k		5.8k	145.65	View chart
Gabelli mutual funds - (GGZ)	0.5	$837k	+38%	58k	14.45	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.5	$804k	+15%	30k	26.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$782k		1.3k	612.30	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.5	$770k		17k	45.31	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.4	$760k	+102%	16k	46.32	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$733k		5.1k	142.55	View chart
Nfj Dividend Interest (NFJ)	0.4	$731k	-3%	56k	13.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$716k	+24%	9.8k	72.77	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.4	$715k	-10%	17k	41.11	View chart
Vanguard World Comm Srvc Etf (VOX)	0.4	$696k		3.7k	187.73	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$696k	-4%	7.0k	99.12	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$675k	-8%	17k	40.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$631k		3.0k	208.64	View chart
Philip Morris International (PM)	0.4	$618k		3.8k	162.20	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.4	$604k	-5%	37k	16.40	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$603k		2.0k	307.86	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.4	$602k	-6%	15k	41.11	View chart
Intercontinental Exchange (ICE)	0.3	$590k		3.5k	168.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$576k		773.00	745.71	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$567k		7.5k	75.62	View chart
Bank of America Corporation (BAC)	0.3	$561k		11k	51.59	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$559k	-5%	2.6k	215.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$533k		797.00	668.90	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$528k		16k	32.31	View chart
Amazon (AMZN)	0.3	$520k	+67%	2.4k	219.60	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$510k		4.6k	110.60	View chart
Abbvie (ABBV)	0.3	$465k	NEW	2.0k	231.54	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$454k		10k	45.21	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$451k		1.3k	355.19	View chart
Pfizer (PFE)	0.3	$447k		18k	25.48	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$433k		5.7k	76.35	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.3	$426k		8.9k	47.98	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$417k		2.4k	174.43	View chart
Coca-Cola Company (KO)	0.2	$414k	+26%	6.2k	66.32	View chart
Johnson & Johnson (JNJ)	0.2	$407k	NEW	2.2k	185.39	View chart
Capital Group New Geography SHS (CGNG)	0.2	$391k	+17%	13k	30.90	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$374k	+15%	7.1k	52.28	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$368k	-4%	2.6k	144.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$366k		4.0k	91.40	View chart
Goldman Sachs (GS)	0.2	$359k		450.00	796.60	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$355k	-8%	5.4k	65.92	View chart
Visa Com Cl A (V)	0.2	$350k	NEW	1.0k	341.38	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$348k		6.1k	57.19	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$339k		4.1k	82.59	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$336k	NEW	8.7k	38.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$335k		1.4k	243.47	View chart
Capital One Financial (COF)	0.2	$330k		1.6k	212.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$321k	NEW	1.9k	170.85	View chart
Altria (MO)	0.2	$320k		4.8k	66.06	View chart
Cisco Systems (CSCO)	0.2	$319k	NEW	4.7k	68.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$307k	NEW	3.9k	78.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$307k		4.0k	76.72	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$298k		448.00	666.18	View chart
Wal-Mart Stores (WMT)	0.2	$291k	NEW	2.8k	103.08	View chart
Intuitive Surgical Com New (ISRG)	0.2	$261k	-3%	584.00	447.23	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.2	$258k	NEW	11k	24.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$258k		431.00	597.84	View chart
Palantir Technologies Cl A (PLTR)	0.1	$247k	-33%	1.4k	182.47	View chart
Spdr Series Trust Aerospace Def (XAR)	0.1	$230k		977.00	234.96	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.1	$230k		4.2k	54.16	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$221k		6.2k	35.79	View chart
At&t (T)	0.1	$207k		7.3k	28.24	View chart
Carlyle Group (CG)	0.1	$206k	NEW	3.3k	62.70	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$203k	-6%	1.8k	110.48	View chart
Royce Global Value Tr (RGT)	0.1	$167k		13k	12.95	View chart
Ellsworth Fund (ECF)	0.1	$148k		13k	11.60	View chart
Tortoise Capital Series Trus Energy Fd (TNGY)	0.1	$101k		11k	9.07	View chart

Past Filings by Beckerman Institutional

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

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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