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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, GOOGL, IDEV, and represent 27.22% of Beckerman Institutional's stock portfolio.
Added to shares of these 10 stocks: VO, NVDA, BOND, DFAI, VBIL, VGT, DBND, DFAC, AMD, BRK.B.
Started 6 new stock positions in INCM, AMD, DELL, IUSG, DVY, NVDA.
Reduced shares in these 10 stocks: GLDM, , , NFLX, DGS, PRF, ITB, ITA, IDEV, IEFA.
Sold out of its positions in T, FDX, NFLX.
Beckerman Institutional was a net buyer of stock by $13M.
Beckerman Institutional has $210M in assets under management (AUM), dropping by 11.66%.
Central Index Key (CIK): 0002043468

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Positions held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beckerman Institutional

Beckerman Institutional holds 124 positions in its portfolio as reported in the June 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)	8.1	$17M	+2%	34k	500.38	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	6.2	$13M	+6%	314k	41.25	View chart
Doubleline Etf Trust Oppo Core Bd Etf (DBND)	5.1	$11M	+5%	236k	45.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.9	$8.3M		23k	357.39	View chart
Ishares Tr Core Msci Intl (IDEV)	3.9	$8.1M		92k	89.01	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	3.0	$6.2M	+8%	141k	44.36	View chart
Tcw Etf Trust Flexible Income (FLXR)	2.7	$5.7M	+5%	146k	39.21	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	2.4	$5.1M		54k	95.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.2	$4.6M	+3%	146k	31.71	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	2.1	$4.4M	+21%	58k	75.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.1	$4.4M	+337%	54k	80.57	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.1	$4.3M	+5%	80k	54.02	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	1.9	$4.1M	-2%	63k	64.71	View chart
Ishares Msci Emrg Chn (EMXC)	1.9	$4.0M	+4%	39k	102.30	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.8	$3.8M	-5%	48k	79.42	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.8	$3.8M	+41%	41k	92.21	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.6	$3.3M	+2%	47k	69.90	View chart
Simplify Exchange Traded Fun Mbs Etf (MTBA)	1.5	$3.2M		66k	49.07	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.5	$3.2M		131k	24.14	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$3.0M	+6%	65k	46.05	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.4	$2.9M	+2%	28k	102.16	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$2.9M	+5%	72k	40.21	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	1.3	$2.8M	+4%	36k	77.25	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.3	$2.7M	+5%	51k	52.34	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	1.3	$2.7M	+9%	56k	48.12	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	1.2	$2.4M		24k	103.22	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	1.1	$2.3M	+10%	77k	29.30	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$2.0M		27k	75.79	View chart
Apple (AAPL)	1.0	$2.0M		7.0k	289.37	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.0	$2.0M	-2%	8.2k	242.44	View chart
Bancroft Fund (BCV)	0.9	$1.9M		73k	25.99	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$1.7M		34k	51.69	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$1.7M		34k	49.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.7M		11k	148.32	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.8	$1.6M	-2%	17k	96.58	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.7	$1.5M		22k	69.48	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.7	$1.5M	+28%	26k	57.67	View chart
NVIDIA Corporation (NVDA)	0.7	$1.5M	NEW	7.5k	200.09	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	0.7	$1.4M	+3%	42k	34.49	View chart
Meta Platforms Cl A (META)	0.7	$1.4M		2.5k	563.27	View chart
Tri-Continental Corporation (TY)	0.7	$1.4M		40k	34.42	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.7	$1.4M		28k	49.18	View chart
Microsoft Corporation (MSFT)	0.6	$1.3M	+3%	3.4k	372.92	View chart
JPMorgan Chase & Co. (JPM)	0.5	$1.1M		3.4k	327.40	View chart
Capital Group New Geography SHS (CGNG)	0.5	$1.1M	+43%	29k	37.46	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$1.1M		2.9k	370.10	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$1.1M		12k	87.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$1.1M		15k	71.25	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	0.5	$1.0M		9.6k	109.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$1.0M		18k	56.48	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.5	$965k	+22%	18k	52.60	View chart
Gabelli mutual funds - (GGZ)	0.4	$933k		57k	16.28	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$926k	-2%	5.6k	164.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$874k		1.3k	686.72	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.4	$837k		17k	50.23	View chart
Nfj Dividend Interest (NFJ)	0.4	$835k		55k	15.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$821k	+9%	1.1k	748.85	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.4	$805k		30k	26.52	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.4	$793k		5.1k	154.29	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$743k	-6%	7.1k	104.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$738k	+699%	6.2k	119.52	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PDN)	0.4	$736k	-5%	16k	44.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$735k		3.0k	242.91	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.3	$717k		16k	45.76	View chart
Micron Technology (MU)	0.3	$709k		614.00	1154.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$704k	-3%	6.8k	103.98	View chart
Philip Morris International (PM)	0.3	$689k		3.8k	180.91	View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ)	0.3	$683k		14k	49.31	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$682k		3.7k	183.95	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$673k		2.0k	343.91	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.3	$639k		16k	39.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$637k	-2%	8.4k	75.51	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$624k		4.6k	136.69	View chart
Bank of America Corporation (BAC)	0.3	$614k		11k	56.98	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$613k		2.6k	236.62	View chart
Royce Global Value Tr (RGT)	0.3	$612k	+88%	43k	14.23	View chart
Amazon (AMZN)	0.3	$602k		2.5k	238.32	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.3	$571k		13k	45.70	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$569k		16k	35.29	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$558k	+18%	6.7k	82.83	View chart
Johnson & Johnson (JNJ)	0.3	$557k		2.2k	253.93	View chart
Pimco NY Muni Income Fund II (PNI)	0.3	$537k		76k	7.09	View chart
Blackrock Esg Cap Allc Term Shs Ben Int (ECAT)	0.3	$536k		34k	15.72	View chart
Cisco Systems (CSCO)	0.2	$518k		4.4k	117.46	View chart
Abbvie (ABBV)	0.2	$510k		2.0k	251.64	View chart
Coca-Cola Company (KO)	0.2	$507k		6.2k	81.27	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.2	$498k		9.3k	53.50	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$484k		1.4k	353.25	View chart
Pfizer (PFE)	0.2	$482k	+38%	20k	24.08	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$481k		2.5k	190.19	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$472k		2.4k	197.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$461k		1.3k	368.08	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$455k	-16%	8.4k	54.03	View chart
Goldman Sachs (GS)	0.2	$450k		445.00	1011.67	View chart
Intercontinental Exchange (ICE)	0.2	$431k		3.5k	123.11	View chart
Advanced Micro Devices (AMD)	0.2	$426k	NEW	734.00	580.91	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.2	$420k	-8%	8.7k	48.34	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.2	$415k		5.4k	76.57	View chart
Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM)	0.2	$414k	+2%	10k	40.01	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$411k		6.1k	67.56	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$394k		4.1k	96.41	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$389k		4.1k	95.44	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq Biotech (IBBQ)	0.2	$374k	+3%	12k	32.66	View chart
Visa Com Cl A (V)	0.2	$351k		1.0k	343.09	View chart
Altria (MO)	0.2	$348k		4.8k	71.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$335k		448.00	746.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$313k	-4%	3.8k	82.27	View chart
Wal-Mart Stores (WMT)	0.1	$312k		2.8k	113.28	View chart
Capital One Financial (COF)	0.1	$311k		1.6k	200.62	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$303k		3.9k	77.91	View chart
salesforce (CRM)	0.1	$302k		1.9k	156.65	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$301k		411.00	733.22	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$277k		977.00	283.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$241k		1.1k	217.93	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$239k		6.2k	38.65	View chart
Proshares Tr Shor S&p 500 New (SH)	0.1	$229k		6.9k	33.02	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.1	$225k	NEW	7.8k	28.85	View chart
Intuitive Surgical Com New (ISRG)	0.1	$224k	-3%	564.00	397.68	View chart
Dell Technologies CL C (DELL)	0.1	$222k	NEW	515.00	431.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$222k		1.9k	117.67	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$213k	NEW	1.1k	188.04	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$205k	NEW	1.3k	156.06	View chart
Ellsworth Fund (ECF)	0.1	$169k		13k	13.21	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$109k		11k	9.71	View chart

Past Filings by Beckerman Institutional

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

Beckerman Institutional 2026 Q2 filed Aug. 11, 2026
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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