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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 27.63% of Beckerman Institutional's stock portfolio.
Added to shares of these 10 stocks: VBIL, BOND, MTBA, DFAI, DBND, BRK.B, PNI, FLXR, SCHD, SH.
Started 7 new stock positions in T, NFLX, PNI, FDX, VTV, MU, SH.
Reduced shares in these 10 stocks: GLDM, PLTR, LDUR, GSIE, DGS, IAU, FCOM, GGZ, ITA, TY.
Sold out of its position in PLTR.
Beckerman Institutional was a net buyer of stock by $11M.
Beckerman Institutional has $188M in assets under management (AUM), dropping by 5.69%.
Central Index Key (CIK): 0002043468

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Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 121 positions in its portfolio as reported in the March 2026 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)	8.5	$16M	+3%	33k	479.19	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.1	$12M	+7%	295k	38.96	View chart
Doubleline Etf Trust Opportunistic Co (DBND)	5.4	$10M	+5%	222k	45.81	View chart
Ishares Tr Core Msci Intl (IDEV)	4.1	$7.7M		92k	83.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.5	$6.7M		23k	287.58	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.9	$5.4M	+9%	138k	39.27	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	2.7	$5.2M		54k	95.82	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.7	$5.1M		130k	38.86	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.5	$4.8M	-13%	51k	92.69	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.3	$4.3M	+10%	141k	30.68	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$4.0M	+6%	76k	52.78	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	2.1	$3.9M		65k	60.10	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	1.9	$3.6M	+534%	48k	75.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$3.5M	+3%	12k	287.16	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.7	$3.2M	+48%	65k	49.46	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.7	$3.2M	+4%	132k	24.27	View chart
Ishares Msci Emrg Chn (EMXC)	1.5	$2.9M	+8%	37k	78.66	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.5	$2.9M	+3%	46k	62.45	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$2.9M		28k	103.43	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.5	$2.8M		61k	46.07	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$2.7M	+76%	29k	92.28	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.3	$2.5M	+8%	49k	51.93	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.3	$2.4M		34k	70.36	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$2.4M	+6%	51k	46.74	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.2	$2.3M	+4%	68k	33.86	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.1	$2.0M		24k	84.91	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.0	$1.9M	+7%	70k	26.91	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$1.9M		27k	70.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$1.8M		8.4k	218.76	View chart
Apple (AAPL)	0.9	$1.8M		7.0k	253.80	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$1.7M		34k	49.50	View chart
Bancroft Fund (BCV)	0.8	$1.6M		74k	21.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.6M	+3%	17k	90.53	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.8	$1.5M		22k	68.12	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$1.5M		33k	45.12	View chart
Meta Platforms Cl A (META)	0.8	$1.4M		2.5k	572.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.4M		11k	124.32	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.7	$1.4M	+4%	40k	34.57	View chart
Tri-Continental Corporation (TY)	0.7	$1.3M		40k	31.59	View chart
Microsoft Corporation (MSFT)	0.6	$1.2M	+10%	3.3k	370.07	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.6	$1.1M		28k	40.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.0M		18k	56.68	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.0M		3.4k	294.22	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$986k	+15%	20k	48.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$945k		15k	64.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$938k		2.9k	320.86	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$915k		12k	76.54	View chart
Spdr Series Trust State Street Spd (SLYV)	0.5	$905k		9.6k	94.58	View chart
Gabelli mutual funds - (GGZ)	0.5	$864k	-2%	58k	15.02	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$832k		17k	49.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$826k		5.8k	142.43	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$795k		30k	26.20	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$781k	+22%	15k	52.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$762k	-3%	8.6k	88.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$759k		1.3k	597.47	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.4	$752k		17k	43.37	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$749k		5.1k	145.79	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.4	$713k		16k	45.17	View chart
Nfj Dividend Interest (NFJ)	0.4	$699k		55k	12.61	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$689k		7.6k	90.55	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.4	$684k		14k	49.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$679k		7.0k	96.71	View chart
Vanguard World Comm Srvc Etf (VOX)	0.4	$667k		3.7k	179.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$657k		3.0k	217.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$656k	+26%	1.0k	653.08	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.3	$645k		16k	39.73	View chart
Capital Group New Geography SHS (CGNG)	0.3	$642k	+54%	20k	31.57	View chart
Philip Morris International (PM)	0.3	$630k		3.8k	165.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$585k		2.0k	298.85	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$561k		16k	34.76	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$557k		2.6k	215.06	View chart
Intercontinental Exchange (ICE)	0.3	$551k		3.5k	157.28	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$541k		4.6k	118.46	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$539k	-14%	13k	43.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$539k		773.00	696.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$538k		1.3k	429.95	View chart
Johnson & Johnson (JNJ)	0.3	$537k		2.2k	244.40	View chart
Bank of America Corporation (BAC)	0.3	$530k		11k	48.75	View chart
Amazon (AMZN)	0.3	$526k		2.5k	208.26	View chart
Pimco NY Muni Income Fund II (PNI)	0.3	$519k	NEW	76k	6.85	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.3	$501k		9.3k	53.77	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.3	$477k		10k	47.53	View chart
Coca-Cola Company (KO)	0.3	$475k		6.2k	76.05	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.2	$470k	-2%	35k	13.58	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.2	$469k	+11%	10k	46.70	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$456k	+7%	9.5k	47.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$440k		2.4k	184.13	View chart
Abbvie (ABBV)	0.2	$437k		2.0k	217.49	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$427k		2.5k	168.85	View chart
Pfizer (PFE)	0.2	$405k		14k	28.08	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$398k	+5%	5.7k	69.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$396k		1.4k	286.79	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$380k	-3%	5.4k	70.21	View chart
Goldman Sachs (GS)	0.2	$377k		445.00	846.25	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$363k	+2%	4.1k	88.68	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$360k		6.1k	59.22	View chart
salesforce (CRM)	0.2	$359k	+82%	1.9k	186.66	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$355k		4.1k	86.63	View chart
Wal-Mart Stores (WMT)	0.2	$348k		2.8k	124.30	View chart
Cisco Systems (CSCO)	0.2	$342k		4.4k	77.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.2	$320k	+2%	11k	28.99	View chart
Altria (MO)	0.2	$320k		4.8k	65.99	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$314k		4.0k	78.41	View chart
Visa Com Cl A (V)	0.2	$310k		1.0k	302.24	View chart
Royce Global Value Tr (RGT)	0.2	$305k	+77%	23k	13.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$305k		3.9k	78.41	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$291k		448.00	650.34	View chart
Capital One Financial (COF)	0.2	$283k		1.6k	182.43	View chart
Intuitive Surgical Com New (ISRG)	0.1	$269k		584.00	460.99	View chart
Proshares Tr Short S&p 500 Ne (SH)	0.1	$263k	NEW	6.9k	37.93	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$252k		992.00	253.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$236k	-4%	411.00	574.69	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$225k		6.2k	36.30	View chart
FedEx Corporation (FDX)	0.1	$219k	NEW	615.00	356.19	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$217k	NEW	1.1k	196.20	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$216k		1.9k	114.99	View chart
At&t (T)	0.1	$212k	NEW	7.3k	28.99	View chart
Netflix (NFLX)	0.1	$210k	NEW	2.2k	96.15	View chart
Micron Technology (MU)	0.1	$207k	NEW	614.00	337.84	View chart
Ellsworth Fund (ECF)	0.1	$143k		13k	11.15	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$117k		11k	10.43	View chart

Past Filings by Beckerman Institutional

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

Beckerman Institutional 2026 Q1 filed May 4, 2026
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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