# Beckerman Institutional, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2043468. Source: https://holderbook.com/funds/2043468-beckerman-institutional-llc/

- Reported value: $210.2M
- Positions: 124
- Weight of the ten largest: 39.6%
- Filed: 2026-08-11

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $17.1M | 34,166 | 8.1% | 8 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $13.0M | 313,991 | 6.2% | 8 |
| DOUBLELINE ETF TRUST | [DBND](https://holderbook.com/stocks/DBND/) | $10.7M | 235,558 | 5.1% | 8 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $8.3M | 23,183 | 3.9% | 8 |
| ISHARES TR | [IDEV](https://holderbook.com/stocks/IDEV/) | $8.1M | 91,459 | 3.9% | 8 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $6.2M | 140,672 | 3.0% | 8 |
| TCW ETF TRUST | [FLXR](https://holderbook.com/stocks/FLXR/) | $5.7M | 146,067 | 2.7% | 6 |
| PIMCO ETF TR | [LDUR](https://holderbook.com/stocks/LDUR/) | $5.1M | 53,496 | 2.4% | 8 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $4.6M | 145,966 | 2.2% | 8 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $4.4M | 57,635 | 2.1% | 6 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $4.4M | 54,070 | 2.1% | 8 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $4.3M | 80,389 | 2.1% | 8 |
| WISDOMTREE TR | [DGS](https://holderbook.com/stocks/DGS/) | $4.1M | 63,195 | 1.9% | 8 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $4.0M | 38,650 | 1.9% | 8 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $3.8M | 48,362 | 1.8% | 8 |
| PIMCO ETF TR | [BOND](https://holderbook.com/stocks/BOND/) | $3.8M | 40,972 | 1.8% | 3 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $3.3M | 47,386 | 1.6% | 8 |
| SIMPLIFY EXCHANGE TRADED FUN | [MTBA](https://holderbook.com/stocks/MTBA/) | $3.2M | 65,670 | 1.5% | 8 |
| SCHWAB STRATEGIC TR | [SCHO](https://holderbook.com/stocks/SCHO/) | $3.2M | 130,698 | 1.5% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JPIE](https://holderbook.com/stocks/JPIE/) | $3.0M | 64,496 | 1.4% | 8 |
| ISHARES TR | [STIP](https://holderbook.com/stocks/STIP/) | $2.9M | 28,251 | 1.4% | 8 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $2.9M | 71,491 | 1.4% | 8 |
| FIDELITY COVINGTON TRUST | [FHLC](https://holderbook.com/stocks/FHLC/) | $2.8M | 35,930 | 1.3% | 8 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $2.7M | 51,301 | 1.3% | 8 |
| SCHWAB STRATEGIC TR | [SCHC](https://holderbook.com/stocks/SCHC/) | $2.7M | 55,563 | 1.3% | 8 |
| FIDELITY COMWLTH TR | [ONEQ](https://holderbook.com/stocks/ONEQ/) | $2.4M | 23,722 | 1.2% | 8 |
| FIDELITY COVINGTON TRUST | [FREL](https://holderbook.com/stocks/FREL/) | $2.3M | 77,119 | 1.1% | 8 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $2.0M | 26,736 | 1.0% | 8 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.0M | 6,972 | 1.0% | 8 |
| ISHARES TR | [ITA](https://holderbook.com/stocks/ITA/) | $2.0M | 8,241 | 1.0% | 8 |
| BANCROFT FD LTD | [BCV](https://holderbook.com/stocks/BCV/) | $1.9M | 72,888 | 0.9% | 8 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $1.7M | 33,537 | 0.8% | 8 |
| PGIM ETF TR | [PULS](https://holderbook.com/stocks/PULS/) | $1.7M | 34,314 | 0.8% | 8 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.7M | 11,215 | 0.8% | 8 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $1.6M | 16,796 | 0.8% | 8 |
| FIDELITY COVINGTON TRUST | [FCOM](https://holderbook.com/stocks/FCOM/) | $1.5M | 22,122 | 0.7% | 8 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $1.5M | 26,187 | 0.7% | 5 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.5M | 7,509 | 0.7% | 1 |
| JPMORGAN CHASE FINL CO LLC | [AMJB](https://holderbook.com/stocks/AMJB/) | $1.4M | 41,857 | 0.7% | 8 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.4M | 2,528 | 0.7% | 8 |
| TRI CONTL CORP | [TY](https://holderbook.com/stocks/TY/) | $1.4M | 40,036 | 0.7% | 8 |
| WISDOMTREE TR | [XSOE](https://holderbook.com/stocks/XSOE/) | $1.4M | 27,879 | 0.7% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.3M | 3,368 | 0.6% | 8 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.1M | 3,400 | 0.5% | 8 |
| CAPITAL GROUP NEW GEOGRAPHY | [CGNG](https://holderbook.com/stocks/CGNG/) | $1.1M | 29,101 | 0.5% | 5 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.1M | 2,922 | 0.5% | 8 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $1.1M | 11,958 | 0.5% | 8 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.1M | 14,748 | 0.5% | 8 |
| SPDR SERIES TRUST | [SLYV](https://holderbook.com/stocks/SLYV/) | $1.0M | 9,564 | 0.5% | 8 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $1.0M | 18,335 | 0.5% | 8 |
| PIMCO ETF TR | [MUNI](https://holderbook.com/stocks/MUNI/) | $965.0K | 18,346 | 0.5% | 5 |
| GABELLI GLOBAL SMALL & MID C | [GGZ](https://holderbook.com/stocks/GGZ/) | $933.2K | 57,321 | 0.4% | 6 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $925.8K | 5,636 | 0.4% | 8 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $873.5K | 1,272 | 0.4% | 8 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $836.5K | 16,654 | 0.4% | 8 |
| VIRTUS DIVIDEND INTEREST & P | [NFJ](https://holderbook.com/stocks/NFJ/) | $834.6K | 54,945 | 0.4% | 8 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $820.7K | 1,096 | 0.4% | 8 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $804.9K | 30,350 | 0.4% | 8 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $792.9K | 5,139 | 0.4% | 8 |
| ISHARES TR | [ITB](https://holderbook.com/stocks/ITB/) | $742.9K | 7,111 | 0.4% | 8 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $738.4K | 6,178 | 0.4% | 8 |
| INVESCO EXCH TRADED FD TR II | [PDN](https://holderbook.com/stocks/PDN/) | $735.7K | 16,354 | 0.4% | 8 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $734.6K | 3,024 | 0.3% | 8 |
| PIMCO ETF TR | [MINO](https://holderbook.com/stocks/MINO/) | $717.4K | 15,677 | 0.3% | 8 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $708.7K | 614 | 0.3% | 2 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $704.2K | 6,773 | 0.3% | 8 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $689.1K | 3,809 | 0.3% | 8 |
| PIMCO ETF TR | [LONZ](https://holderbook.com/stocks/LONZ/) | $683.4K | 13,860 | 0.3% | 3 |
| VANGUARD WORLD FD | [VOX](https://holderbook.com/stocks/VOX/) | $681.9K | 3,707 | 0.3% | 8 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $673.0K | 1,957 | 0.3% | 8 |
| SSGA ACTIVE ETF TR | [TOTL](https://holderbook.com/stocks/TOTL/) | $639.2K | 16,195 | 0.3% | 8 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $636.7K | 8,431 | 0.3% | 8 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $624.4K | 4,568 | 0.3% | 8 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $613.5K | 10,767 | 0.3% | 8 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $613.3K | 2,592 | 0.3% | 8 |
| ROYCE GLOBAL TRUST INC | [RGT](https://holderbook.com/stocks/RGT/) | $611.9K | 43,001 | 0.3% | 8 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $602.0K | 2,526 | 0.3% | 8 |
| GOLDMAN SACHS ETF TR | [GSIE](https://holderbook.com/stocks/GSIE/) | $571.3K | 12,500 | 0.3% | 8 |
| FRANKLIN TEMPLETON ETF TR | [FLGB](https://holderbook.com/stocks/FLGB/) | $569.4K | 16,135 | 0.3% | 8 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $558.2K | 6,739 | 0.3% | 8 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $557.4K | 2,195 | 0.3% | 4 |
| PIMCO NEW YORK MUN FD II | [PNI](https://holderbook.com/stocks/PNI/) | $536.8K | 75,711 | 0.3% | 2 |
| BLACKROCK ESG CAP ALLC TERM | [ECAT](https://holderbook.com/stocks/ECAT/) | $536.0K | 34,099 | 0.3% | 8 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $518.0K | 4,410 | 0.2% | 4 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $510.3K | 2,028 | 0.2% | 4 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $507.4K | 6,243 | 0.2% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $498.3K | 9,314 | 0.2% | 8 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $484.3K | 1,371 | 0.2% | 8 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $482.2K | 20,024 | 0.2% | 8 |
| ISHARES TR | [IBB](https://holderbook.com/stocks/IBB/) | $480.8K | 2,528 | 0.2% | 8 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $471.9K | 2,390 | 0.2% | 8 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $460.5K | 1,251 | 0.2% | 8 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $455.2K | 8,425 | 0.2% | 8 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $450.2K | 445 | 0.2% | 8 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $430.9K | 3,500 | 0.2% | 8 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $426.4K | 734 | 0.2% | 1 |
| DIMENSIONAL ETF TRUST | [DFNM](https://holderbook.com/stocks/DFNM/) | $420.4K | 8,698 | 0.2% | 8 |
| FIDELITY COVINGTON TRUST | [FNCL](https://holderbook.com/stocks/FNCL/) | $414.5K | 5,413 | 0.2% | 8 |
| ISHARES GOLD TRUST MICRO | [IAUM](https://holderbook.com/stocks/IAUM/) | $413.8K | 10,342 | 0.2% | 4 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $410.8K | 6,081 | 0.2% | 8 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +6.6% | +14.8% | -8.2% | 100% |
| Q1 2026 | -0.7% | -4.6% | +3.9% | 100% |
| Q4 2025 | +2.7% | +2.4% | +0.3% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.0% | 100% |
| Q2 2025 | +4.4% | +10.5% | -6.0% | 100% |
| Q1 2025 | +2.1% | -4.6% | +6.6% | 100% |
| Q4 2024 | -2.3% | +2.1% | -4.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $210.2M | 124 |
| Q1 2026 | $188.2M | 121 |
| Q4 2025 | $178.1M | 115 |
| Q3 2025 | $169.9M | 115 |
| Q2 2025 | $150.6M | 108 |
| Q1 2025 | $138.1M | 102 |
| Q4 2024 | $124.9M | 98 |
| Q3 2024 | $118.7M | 96 |