Beckerman Institutional, LLC
13F Reported Value
ⓘ$210.2M
Holdings
124
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Beckerman Institutional, LLC disclosed 124 positions worth $210.2M in its Form 13F-HR for Q2 2026, led by $BRK.B (BERKSHIRE HATHAWAY INC) at 8.1% of the equity portfolio. During the quarter the fund opened 6 new positions and exited 3 — including a new stake in $NVDA and a full exit from $FDX. The portfolio is most concentrated in Other (74.5% of disclosed assets). All figures are sourced directly from Beckerman Institutional, LLC’s Form 13F-HR filing with the SEC under CIK 2043468.
AI Fund Analysis
Diversifying
$BRK-A
$GOOG$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 73.8#126
Quality
$17.1M34,166 sh DIMENSIONAL ETF TRUST - INTL CORE EQT MK
—Quality
$13.0M313,991 shDOUBLELINE ETF TRUST - OPPO CORE BD ETF
—Quality
$10.7M235,558 sh- 78.2
Quality
$8.3M23,183 sh ISHARES TR - CORE MSCI INTL
—Quality
$8.1M91,459 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$6.2M140,672 shTCW ETF TRUST - FLEXIBLE INCOME
—Quality
$5.7M146,067 shPIMCO ETF TR - ENHNCD LW DUR AC
—Quality
$5.1M53,496 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$4.6M145,966 shVANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
—Quality
$4.4M57,635 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8#126 | $17.1M | 34,166 |
| DIMENSIONAL ETF TRUST - INTL CORE EQT MK | — | $13.0M | 313,991 |
| DOUBLELINE ETF TRUST - OPPO CORE BD ETF | — | $10.7M | 235,558 |
| Alphabet Inc.$GOOG | 78.2 | $8.3M | 23,183 |
| ISHARES TR - CORE MSCI INTL | — | $8.1M | 91,459 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $6.2M | 140,672 |
| TCW ETF TRUST - FLEXIBLE INCOME | — | $5.7M | 146,067 |
| PIMCO ETF TR - ENHNCD LW DUR AC | — | $5.1M | 53,496 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $4.6M | 145,966 |
| VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | — | $4.4M | 57,635 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Beckerman Institutional, LLC's 124 positions.
Showing top 10 of 124 holdings.
Sector Allocation
Other
$156.6M
Financials
$31.9M
Technology
$17.5M
Healthcare
$1.8M
Consumer Staples
$1.5M
Consumer Discretionary
$913,859
Full Holdings — Beckerman Institutional, LLC (Q2 2026)
All 124 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $BRK.B | BERKSHIRE HATHAWAY INC | $17.1M | 8.1% | +2% | 73.8 |
| 2 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $13.0M | 6.2% | +7% | — |
| 3 | — | DOUBLELINE ETF TRUST - OPPO CORE BD ETF | $10.7M | 5.1% | +6% | — |
| 4 | $GOOG | Alphabet Inc. | $8.3M | 3.9% | -0% | 78.2 |
| 5 | — | ISHARES TR - CORE MSCI INTL | $8.1M | 3.9% | -1% | — |
| 6 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $6.2M | 3.0% | +8% | — |
| 7 | — | TCW ETF TRUST - FLEXIBLE INCOME | $5.7M | 2.7% | +6% | — |
| 8 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $5.1M | 2.4% | -1% | — |
| 9 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4.6M | 2.2% | +4% | — |
| 10 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $4.4M | 2.1% | +21% | — |
| 11 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.4M | 2.1% | +338% | — |
| 12 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | $4.3M | 2.1% | +5% | — |
| 13 |  $WT | WisdomTree, Inc. | $4.1M | 1.9% | -3% | 59.9 |
| 14 | — | ISHARES INC - MSCI EMRG CHN | $4.0M | 1.9% | +5% | — |
| 15 |  $GLDM | World Gold Trust | $3.8M | 1.8% | -6% | — |
| 16 | — | PIMCO ETF TR - ACTIVE BD ETF | $3.8M | 1.8% | +42% | — |
| 17 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $3.3M | 1.6% | +3% | — |
| 18 | — | SIMPLIFY EXCHANGE TRADED FUN - MBS ETF | $3.2M | 1.5% | +1% | — |
| 19 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $3.2M | 1.5% | -1% | — |
| 20 | — | J P MORGAN EXCHANGE TRADED F - INCOME ETF | $3.0M | 1.4% | +6% | — |
| 21 | — | ISHARES TR - 0-5 YR TIPS ETF | $2.9M | 1.4% | +2% | — |
| 22 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $2.9M | 1.4% | +6% | — |
| 23 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $2.8M | 1.3% | +5% | — |
| 24 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $2.7M | 1.3% | +5% | — |
| 25 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $2.7M | 1.3% | +10% | — |
| 26 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $2.4M | 1.2% | -0% | — |
| 27 | — | FIDELITY COVINGTON TRUST - MSCI RL EST ETF | $2.3M | 1.1% | +10% | — |
| 28 | — | ISHARES TR - CORE DIV GRWTH | $2.0M | 1.0% | -0% | — |
| 29 |  $AAPL | Apple Inc. | $2.0M | 1.0% | +0% | 76.4 |
| 30 | — | ISHARES TR - US AER DEF ETF | $2.0M | 0.9% | -2% | — |
| 31 |  $BCV | BANCROFT FUND LTD | $1.9M | 0.9% | -1% | — |
| 32 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $1.7M | 0.8% | +0% | — |
| 33 | — | PGIM ETF TR - PGIM ULTRA SH BD | $1.7M | 0.8% | +0% | — |
| 34 | — | ISHARES TR - CORE S&P SCP ETF | $1.7M | 0.8% | +0% | — |
| 35 | — | ISHARES TR - CORE MSCI EAFE | $1.6M | 0.8% | -3% | — |
| 36 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $1.5M | 0.7% | -0% | — |
| 37 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.5M | 0.7% | +28% | — |
| 38 |  $NVDA | NVIDIA CORP | $1.5M | 0.7% | NEW | 85.9 |
| 39 | — | JPMORGAN CHASE FINL CO LLC - CAL LKD 44 | $1.4M | 0.7% | +4% | — |
| 40 |  $META | Meta Platforms, Inc. | $1.4M | 0.7% | +1% | 79.6 |
| 41 |  $TY | TRI-CONTINENTAL Corp | $1.4M | 0.7% | +0% | — |
| 42 | — | WISDOMTREE TR - EM EX ST-OWNED | $1.4M | 0.7% | -1% | — |
| 43 |  $MSFT | MICROSOFT CORP | $1.3M | 0.6% | +4% | 79.8 |
| 44 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.5% | +0% | 70.7 |
| 45 | — | CAPITAL GROUP NEW GEOGRAPHY - SHS | $1.1M | 0.5% | +43% | — |
| 46 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.1M | 0.5% | +0% | — |
| 47 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.1M | 0.5% | +0% | — |
| 48 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.1M | 0.5% | +0% | — |
| 49 | — | SPDR SERIES TRUST - ST STR SP600SM C | $1.0M | 0.5% | +0% | — |
| 50 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1.0M | 0.5% | -0% | — |
| 51 | — | PIMCO ETF TR - INTER MUN BD ACT | $964,999 | 0.5% | +23% | — |
| 52 |  $GGZ | Gabelli Global Small & Mid Cap Value Trust | $933,182 | 0.4% | -0% | — |
| 53 | — | ISHARES TR - CORE S&P TTL STK | $925,828 | 0.4% | -3% | — |
| 54 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $873,505 | 0.4% | +0% | — |
| 55 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $836,529 | 0.4% | +0% | — |
| 56 |  $NFJ | Virtus Dividend, Interest & Premium Strategy Fund | $834,614 | 0.4% | -1% | — |
| 57 | — | ISHARES TR - CORE S&P500 ETF | $820,742 | 0.4% | +9% | — |
| 58 | — | PIMCO ETF TR - MULTISECTOR BD | $804,879 | 0.4% | +0% | — |
| 59 | — | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $792,894 | 0.4% | +0% | — |
| 60 | — | ISHARES TR - US HOME CONS ETF | $742,938 | 0.3% | -7% | — |
| 61 | — | VANGUARD WORLD FD - INF TECH ETF | $738,414 | 0.3% | +699% | — |
| 62 | — | INVESCO EXCH TRADED FD TR II - RAFI DVLPD MRKTS | $735,680 | 0.3% | -6% | — |
| 63 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $734,559 | 0.3% | +0% | — |
| 64 | — | PIMCO ETF TR - MUNI INCOME OPP | $717,380 | 0.3% | -1% | — |
| 65 |  $MU | MICRON TECHNOLOGY INC | $708,734 | 0.3% | +0% | 86.2 |
| 66 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $704,224 | 0.3% | -4% | — |
| 67 |  $PM | Philip Morris International Inc. | $689,087 | 0.3% | +0% | 75.9 |
| 68 | — | PIMCO ETF TR - SR LN ACTIVE ETF | $683,436 | 0.3% | +0% | — |
| 69 | — | VANGUARD WORLD FD - COMM SRVC ETF | $681,902 | 0.3% | +0% | — |
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $673,032 | 0.3% | +0% | — |
| 71 | — | SSGA ACTIVE ETF TR - ST STR TOTAL ETF | $639,209 | 0.3% | -0% | — |
| 72 |  $IAU | ISHARES GOLD TRUST | $636,654 | 0.3% | -2% | — |
| 73 | — | ISHARES TR - SP SMCP600VL ETF | $624,419 | 0.3% | +0% | — |
| 74 |  $BAC | BANK OF AMERICA CORP /DE/ | $613,452 | 0.3% | -1% | 67.6 |
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $613,319 | 0.3% | +0% | — |
| 76 |  $RGT | ROYCE GLOBAL TRUST, INC. | $611,904 | 0.3% | +88% | — |
| 77 |  $AMZN | AMAZON COM INC | $602,004 | 0.3% | +0% | 68.7 |
| 78 |  $GS | GOLDMAN SACHS GROUP INC | $571,251 | 0.3% | +0% | 73.5 |
| 79 | — | FRANKLIN TEMPLETON ETF TR - FTSE UNTD KGDM | $569,411 | 0.3% | +0% | — |
| 80 | — | ISHARES INC - CORE MSCI EMKT | $558,176 | 0.3% | +18% | — |
| 81 |  $JNJ | JOHNSON & JOHNSON | $557,374 | 0.3% | +0% | 69 |
| 82 |  $PNI | PIMCO NEW YORK MUNICIPAL INCOME FUND II | $536,791 | 0.3% | +0% | — |
| 83 |  $ECAT | BlackRock ESG Capital Allocation Term Trust | $536,041 | 0.3% | -1% | — |
| 84 |  $CSCO | CISCO SYSTEMS, INC. | $518,000 | 0.3% | +0% | 70.3 |
| 85 |  $ABBV | AbbVie Inc. | $510,326 | 0.2% | +1% | 72.6 |
| 86 |  $KO | COCA COLA CO | $507,368 | 0.2% | +0% | 69.5 |
| 87 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $498,297 | 0.2% | +0% | — |
| 88 |  $GOOGL | Alphabet Inc. | $484,311 | 0.2% | -1% | 78.2 |
| 89 |  $PFE | PFIZER INC | $482,181 | 0.2% | +39% | 62 |
| 90 | — | ISHARES TR - ISHARES BIOTECH | $480,802 | 0.2% | +0% | — |
| 91 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $471,869 | 0.2% | +0% | — |
| 92 |  $GLD | SPDR GOLD TRUST | $460,474 | 0.2% | +0% | — |
| 93 |  $IVZ | Invesco Ltd. | $455,203 | 0.2% | -16% | — |
| 94 | $GS | GOLDMAN SACHS GROUP INC | $450,195 | 0.2% | +0% | 73.5 |
| 95 |  $ICE | Intercontinental Exchange, Inc. | $430,886 | 0.2% | +0% | 73.7 |
| 96 |  $AMD | ADVANCED MICRO DEVICES INC | $426,388 | 0.2% | NEW | 79.8 |
| 97 | — | DIMENSIONAL ETF TRUST - NATL MUN BD ETF | $420,418 | 0.2% | -8% | — |
| 98 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $414,456 | 0.2% | +0% | — |
| 99 |  $IAUM | iShares Gold Trust Micro | $413,791 | 0.2% | +3% | — |
| 100 | — | SPDR SERIES TRUST - ST STR P400MID | $410,832 | 0.2% | +0% | — |
| 101 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $394,204 | 0.2% | +0% | — |
| 102 | — | ISHARES TR - CORE MSCI TOTAL | $388,808 | 0.2% | -1% | — |
| 103 | — | INVESCO EXCH TRADED FD TR II - NASDAQ BIOTECH | $374,138 | 0.2% | +4% | — |
| 104 |  $V | VISA INC. | $351,325 | 0.2% | +0% | 82.9 |
| 105 |  $MO | ALTRIA GROUP, INC. | $348,310 | 0.2% | +0% | 67.4 |
| 106 |  $SPY | SPDR S&P 500 ETF TRUST | $334,553 | 0.2% | +0% | — |
| 107 | — | ISHARES TR - EAFE SML CP ETF | $312,543 | 0.1% | -5% | — |
| 108 |  $WMT | Walmart Inc. | $311,855 | 0.1% | -2% | 60.2 |
| 109 |  $COF | CAPITAL ONE FINANCIAL CORP | $311,159 | 0.1% | +0% | 62.4 |
| 110 | $META | Meta Platforms, Inc. | $303,148 | 0.1% | +0% | 79.6 |
| 111 |  $CRM | Salesforce, Inc. | $302,185 | 0.1% | +0% | 77 |
| 112 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $301,355 | 0.1% | +0% | — |
| 113 | — | SPDR SERIES TRUST - ST STR SP AERO | $277,262 | 0.1% | -2% | — |
| 114 | — | VANGUARD INDEX FDS - VALUE ETF | $241,031 | 0.1% | +0% | — |
| 115 | — | INNOVATOR ETFS TRUST - US EQT ULTRA BFR | $239,090 | 0.1% | +0% | — |
| 116 | — | PROSHARES TR - SHOR S&P 500 NEW | $229,026 | 0.1% | +0% | — |
| 117 | — | FRANKLIN TEMPLETON ETF TR - INCOME FOCUS ETF | $225,270 | 0.1% | NEW | — |
| 118 |  $ISRG | INTUITIVE SURGICAL INC | $224,292 | 0.1% | -3% | 79.9 |
| 119 |  $DELL | Dell Technologies Inc. | $222,219 | 0.1% | NEW | 71.2 |
| 120 |  $BX | Blackstone Inc. | $221,808 | 0.1% | +0% | 74.4 |
| 121 | — | ISHARES TR - CORE S&P US GWT | $212,483 | 0.1% | NEW | — |
| 122 | — | ISHARES TR - SELECT DIVID ETF | $205,380 | 0.1% | NEW | — |
| 123 |  $ECF | ELLSWORTH GROWTH & INCOME FUND LTD | $169,009 | 0.1% | +0% | — |
| 124 | — | TORTOISE CAPITAL SERIES TRUS - ENERGY ETF | $108,480 | 0.1% | +0% | — |
New Positions (6)
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