Beckerman Institutional, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Beckerman Institutional, LLC reported 108 stock positions worth $150.6 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 10.1% of the portfolio, followed by Doubleline Oppor Cor BND-Usd (DBND, 5.8%) and Dimensional International (DFAI, 4.9%). Compared with Q1 2025, it opened 7 new positions, sold out of 1, added to 31 and reduced 45. The biggest buy was TCW Flexible Income ETF (FLXR, shares +88%) and the biggest sale First Trust Smith Unconstrai (UCON, shares −64%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$150.6M (Q2 2025)
SEC Filing
0002043468-25-000004 ↗ filed Aug 5, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $118.7M Q3 2024 Q4 2024: $124.9M Q4 2024 Q1 2025: $138.1M Q1 2025 Q2 2025: $150.6M $150.6M Q2 2025 Q3 2025: $169.9M Q3 2025 Q4 2025: $178.1M Q4 2025 Q1 2026: $188.2M Q1 2026 Q2 2026: $210.2M Q2 2026

Holdings 108 stocks · $150.6M
BRK.B Berkshire Hathaway Inc. Class B 10.05% 31,167 $15.1M Add +1.2%
DBND Doubleline Oppor Cor BND-Usd 5.80% 188,922 $8.7M Add +7.8%
DFAI Dimensional International Co. 4.95% 215,468 $7.4M Add +15.5%
IDEV iShares Core MSCI Dev MKTS 4.91% 97,283 $7.4M Reduce -1.6%
LDUR PIMCO Enhanced Low Duration 4.16% 65,433 $6.3M Add +2.5%
DFAC Dimensional US Core Equity 2 2.83% 118,989 $4.3M Add +10.3%
GLDM SPDR Gold Minishares Trust 2.78% 63,907 $4.2M Reduce -2.9%
GOOGL Alphabet Inc. Class A 2.63% 22,467 $4.0M Reduce -0.3%
FLXR TCW Flexible Income ETF 2.52% 96,235 $3.8M Add +88.2%
DGS Wisdomtree Em Small Cap 2.25% 61,258 $3.4M Add +4.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.09% 11,268 $3.2M Add +9.4%
SCHD Schwab US DVD Equity ETF 2.01% 114,440 $3.0M Add +9.1%
SCHO Schwab Short-Term US Treas 1.87% 115,746 $2.8M Add +18.9%
STIP iShares 0-5 Year Tips Bond E 1.86% 27,154 $2.8M Add +6.5%
DFIV Dimensional International Va 1.80% 63,204 $2.7M Add +21.8%
JPIE JPMorgan Income ETF 1.55% 50,404 $2.3M Add +9.7%
DFAT Dimensional US Target Value 1.48% 41,226 $2.2M Add +8.1%
BINC iShares Flex I A ETF-Usd Inc. 1.44% 41,176 $2.2M Reduce -5.3%
FHLC Fidelity MSCI Health Care 1.39% 32,844 $2.1M Add +0.8%
ONEQ Fidelity Nasdaq Comp Indx 1.29% 24,220 $1.9M No change
EMXC iShares MSCI Emr MRK Ex Chna 1.26% 29,977 $1.9M Add +7.9%
META Meta Platforms Inc. Class A 1.24% 2,533 $1.9M Add +1.8%
MTBA Simplify MBS ETF 1.18% 35,580 $1.8M Add +5.8%
SCHC Schwab Intl Small-Cap Equity 1.18% 41,755 $1.8M Add +11.2%
DGRO iShares Core Dividend Growth 1.13% 26,642 $1.7M Reduce -0.6%
DFAE Dimensional Emerging Core Eq 1.09% 56,577 $1.6M Add +10.1%
IEFA iShares Core MSCI Eafe ETF 1.07% 19,306 $1.6M Reduce -1.1%
PULS Pgim Ultra Short Bond ETF 1.07% 32,385 $1.6M Reduce -5.1%
ITA iShares U.S. Aerospace & Def 0.99% 7,938 $1.5M Reduce -0.8%
DFAU Dimensional US Core Equity M 0.96% 34,235 $1.4M Reduce -11.8%
FCOM Fidelity MSCI Comm Serv Indx 0.95% 22,107 $1.4M Reduce -4.9%
BCV Bancroft Fund Ltd. 0.95% 75,779 $1.4M Add +0.0%
FREL Fidelity MSCI RL Est Indx 0.89% 49,792 $1.3M Add +42.8%
TY Tri-Continental Corp. 0.87% 41,500 $1.3M Reduce -0.4%
IJR iShares Core S&P Small-Cap E 0.87% 11,998 $1.3M Reduce -8.8%
JEPI JPMorgan Equity Premium Inco 0.75% 19,984 $1.1M Reduce -8.8%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.75% 37,442 $1.1M Reduce -1.4%
AAPL Apple Inc. 0.75% 5,474 $1.1M Add +1.9%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.67% 29,478 $1.0M Reduce -0.2%
MSFT Microsoft Corp. 0.64% 1,936 $963K Add +2.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.57% 11,751 $854K No change
VEA Vanguard Ftse Developed ETF 0.55% 14,647 $835K Reduce -6.7%
VTI VG Morningstar TS MKT ETF-US 0.53% 2,611 $794K No change
ITOT iShares Core S&P Total U.S. 0.52% 5,798 $783K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.51% 9,687 $773K Reduce -8.8%
ITB iShares U.S. Home Constructi 0.51% 8,215 $765K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.50% 19,476 $758K Reduce -3.3%
MINO PIMCO Municipal Income Oppor 0.50% 16,987 $751K No change
TOTL SS Doubleline TR Tact ETF 0.49% 18,232 $731K Reduce -3.6%
VOO Vanguard S&P 500 ETF 0.48% 1,274 $724K No change
NFJ Virtus DVD Intrst & PRM STR 0.48% 58,070 $720K Reduce -1.7%
JPM JPMorgan Chase & Co. 0.46% 2,401 $696K Reduce -4.0%
PM Philip Morris International 0.46% 3,809 $694K No change
VSS Vanguard Ftse All Wo X-US SC 0.46% 5,140 $691K No change
PYLD PIMCO Multisector Bond Actv 0.46% 25,986 $690K Reduce -5.7%
MOAT Vaneck Morningstar Wide Moat 0.46% 7,338 $688K Reduce -4.0%
VOX Vanguard Communication Servi 0.43% 3,759 $643K No change
ICE Intercontinental Exchange Inc. 0.43% 3,500 $642K No change
ECAT BlackRock ESG Cap All TRM TR 0.41% 38,919 $625K Reduce -7.9%
GSIE Goldman Sachs Activebeta Int 0.41% 15,714 $623K Reduce -1.0%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.39% 3,023 $590K Reduce -2.6%
VTIP Vanguard Short-Term Tips 0.39% 11,595 $583K No change
VBIL Vanguard 0-3M T-Bill ETF 0.38% 7,500 $567K Reduce -26.8%
VIG Vanguard Dividend Apprec ETF 0.37% 2,736 $560K No change
GGZ Gabelli Global Small & M 0.37% 41,874 $558K Add +38.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.37% 1,957 $558K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 10,865 $514K Reduce -0.7%
VGT Vanguard Info Tech ETF 0.34% 772 $512K Reduce -1.9%
FLGB Franklin Ftse United Kingdom 0.33% 16,366 $501K Reduce -3.1%
IVV iShares Core S&P 500 ETF 0.33% 796 $494K No change
IAU iShares Gold Trust 0.33% 7,879 $491K Reduce -13.8%
IJS iShares S&P Small-Cap 600 Va 0.31% 4,696 $467K Reduce -1.2%
DFNM Dimensional National Muni BD 0.29% 9,057 $430K Add +2.3%
PRF Invesco Rafi US 1000 ETF 0.28% 10,036 $424K No change
PFE Pfizer Inc. 0.28% 17,444 $423K Reduce -1.1%
FNCL Fidelity MSCI Financial Indx 0.28% 5,673 $420K Reduce -0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.26% 2,388 $393K Reduce -13.0%
PNI PIMCO NY Muni Inc. II FND 0.26% 57,744 $388K Add +47.7%
GLD SPDR Gold Shares 0.26% 1,268 $387K Reduce -8.8%
UCON First Trust Smith Unconstrai 0.25% 15,007 $374K Reduce -63.6%
VNQ Vanguard Real Estate ETF 0.24% 4,000 $356K No change
IEMG iShares Core MSCI Emerging 0.23% 5,872 $352K Reduce -2.8%
KO The Coca-Cola Co. 0.23% 4,923 $348K No change
SPSM SS SPDR P S&P 600 Small Cap 0.23% 8,114 $346K New
IBB iShares Biotechnology ETF 0.23% 2,682 $339K Reduce -2.5%
COF Capital One Financial Corp. 0.22% 1,579 $336K Add +0.7%
SPMD SS SPDR P S&P 400 Midcap ETF 0.22% 6,081 $331K No change
ISRG Intuitive Surgical Inc. 0.22% 604 $328K No change
GS Goldman Sachs Group Inc. 0.21% 450 $319K Reduce -16.8%
IXUS iShares Core Intl Stock ETF 0.21% 4,113 $318K Reduce -3.5%
MUNI PIMCO Intermediate Municipal 0.21% 6,173 $317K New
AMZN Amazon.com Inc. 0.21% 1,412 $310K Add +2.1%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.21% 10,752 $310K New
SCZ iShares MSCI Eafe Small-Cap 0.19% 4,026 $293K Reduce -11.7%
MO Altria Group Inc. 0.19% 4,841 $284K No change
PLTR Palantir Technologies Inc. Class A 0.18% 2,026 $276K New
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 443 $274K Reduce -30.1%
GOOG Alphabet Inc. Class C 0.16% 1,376 $244K Reduce -7.7%
QQQ Invesco QQQ Trust Series 1 0.16% 429 $237K No change
JBND JPMorgan Active Bond ETF 0.15% 4,234 $227K Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.14% 1,968 $217K Reduce -6.2%
T AT&T Inc. 0.14% 7,310 $212K Add +0.1%
UFEB Innovator U.S. Equity Ultra 0.14% 6,186 $212K No change
XAR SS SPDR S&P Aerospace Def 0.14% 977 $206K New
SYK Stryker Corp. 0.13% 507 $201K New
RGT Royce Global Trust Inc. 0.10% 12,891 $155K No change
ECF Ellsworth Growth and Income 0.09% 12,794 $131K No change
TNGY Tortoise Energy ETF 0.07% 11,172 $102K New

Portfolio Sells Q1 2025 → Q2 2025
UCON First Trust Smith Unconstrai Reduce -63.6% 0.25% −0.49
BINC iShares Flex I A ETF-Usd Inc. Reduce -5.3% 1.44% −0.20
STOT SS DL St Dur TR Tact ETF Sold out 0.00% −0.19
VBIL Vanguard 0-3M T-Bill ETF Reduce -26.8% 0.38% −0.18
GLDM SPDR Gold Minishares Trust Reduce -2.9% 2.78% −0.17
PULS Pgim Ultra Short Bond ETF Reduce -5.1% 1.07% −0.16
JEPI JPMorgan Equity Premium Inco Reduce -8.8% 0.75% −0.15
AMJB Alerian MLP ETN2044 Reduce -1.4% 0.75% −0.14
IJR iShares Core S&P Small-Cap E Reduce -8.8% 0.87% −0.13
DFAU Dimensional US Core Equity M Reduce -11.8% 0.96% −0.12
SLYV SS SPDR S&P 600 SC Val ETF Reduce -8.8% 0.51% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -30.1% 0.18% −0.08
PYLD PIMCO Multisector Bond Actv Reduce -5.7% 0.46% −0.07
ECAT BlackRock ESG Cap All TRM TR Reduce -7.9% 0.41% −0.07
DGRO iShares Core Dividend Growth Reduce -0.6% 1.13% −0.07
TOTL SS Doubleline TR Tact ETF Reduce -3.6% 0.49% −0.07
IAU iShares Gold Trust Reduce -13.8% 0.33% −0.06
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -13.0% 0.26% −0.06
TY Tri-Continental Corp. Reduce -0.4% 0.87% −0.05
PFE Pfizer Inc. Reduce -1.1% 0.28% −0.04
NFJ Virtus DVD Intrst & PRM STR Reduce -1.7% 0.48% −0.04
GLD SPDR Gold Shares Reduce -8.8% 0.26% −0.03
MOAT Vaneck Morningstar Wide Moat Reduce -4.0% 0.46% −0.03
IBB iShares Biotechnology ETF Reduce -2.5% 0.23% −0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -2.6% 0.39% −0.03
IJS iShares S&P Small-Cap 600 Va Reduce -1.2% 0.31% −0.03
SHV iShares 0-1 Year Treasury Bo Reduce -6.2% 0.14% −0.02
VEA Vanguard Ftse Developed ETF Reduce -6.7% 0.55% −0.02
FLGB Franklin Ftse United Kingdom Reduce -3.1% 0.33% −0.02
IDEV iShares Core MSCI Dev MKTS Reduce -1.6% 4.91% −0.02
SCZ iShares MSCI Eafe Small-Cap Reduce -11.7% 0.19% −0.02
FNCL Fidelity MSCI Financial Indx Reduce -0.3% 0.28% −0.01
GOOG Alphabet Inc. Class C Reduce -7.7% 0.16% −0.01
IXUS iShares Core Intl Stock ETF Reduce -3.5% 0.21% −0.00
GS Goldman Sachs Group Inc. Reduce -16.8% 0.21% −0.00
IEMG iShares Core MSCI Emerging Reduce -2.8% 0.23% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -1.1% 1.07% +0.00
GSIE Goldman Sachs Activebeta Int Reduce -1.0% 0.41% +0.00
FCOM Fidelity MSCI Comm Serv Indx Reduce -4.9% 0.95% +0.00
BAC Bank of America Corp. Reduce -0.7% 0.34% +0.01
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -0.2% 0.67% +0.01
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -3.3% 0.50% +0.02
JPM JPMorgan Chase & Co. Reduce -4.0% 0.46% +0.02
VGT Vanguard Info Tech ETF Reduce -1.9% 0.34% +0.03
GOOGL Alphabet Inc. Class A Reduce -0.3% 2.63% +0.11
ITA iShares U.S. Aerospace & Def Reduce -0.8% 0.99% +0.11

Portfolio Buys Q1 2025 → Q2 2025
FLXR TCW Flexible Income ETF Add +88.2% 2.52% +1.07
DFAI Dimensional International Co. Add +15.5% 4.95% +0.73
DFIV Dimensional International Va Add +21.8% 1.80% +0.32
DFAC Dimensional US Core Equity 2 Add +10.3% 2.83% +0.26
SPSM SS SPDR P S&P 600 Small Cap New 0.23% +0.23
MUNI PIMCO Intermediate Municipal New 0.21% +0.21
CGNG Cap Group New Geography Eq New 0.21% +0.21
SCHC Schwab Intl Small-Cap Equity Add +11.2% 1.18% +0.21
META Meta Platforms Inc. Class A Add +1.8% 1.24% +0.20
DGS Wisdomtree Em Small Cap Add +4.8% 2.25% +0.20
FREL Fidelity MSCI RL Est Indx Add +42.8% 0.89% +0.20
PLTR Palantir Technologies Inc. Class A New 0.18% +0.18
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.4% 2.09% +0.17
SCHO Schwab Short-Term US Treas Add +18.9% 1.87% +0.16
EMXC iShares MSCI Emr MRK Ex Chna Add +7.9% 1.26% +0.15
XAR SS SPDR S&P Aerospace Def New 0.14% +0.14
SYK Stryker Corp. New 0.13% +0.13
MSFT Microsoft Corp. Add +2.2% 0.64% +0.12
DFAE Dimensional Emerging Core Eq Add +10.1% 1.09% +0.12
GGZ Gabelli Global Small & M Add +38.1% 0.37% +0.11
TNGY Tortoise Energy ETF New 0.07% +0.07
PNI PIMCO NY Muni Inc. II FND Add +47.7% 0.26% +0.06
DFAT Dimensional US Target Value Add +8.1% 1.48% +0.06
COF Capital One Financial Corp. Add +0.7% 0.22% +0.02
JPIE JPMorgan Income ETF Add +9.7% 1.55% +0.02
AMZN Amazon.com Inc. Add +2.1% 0.21% +0.02
BCV Bancroft Fund Ltd. Add +0.0% 0.95% −0.00
T AT&T Inc. Add +0.1% 0.14% −0.01
JBND JPMorgan Active Bond ETF Add +0.1% 0.15% −0.01
DFNM Dimensional National Muni BD Add +2.3% 0.29% −0.02
MTBA Simplify MBS ETF Add +5.8% 1.18% −0.04
STIP iShares 0-5 Year Tips Bond E Add +6.5% 1.86% −0.05
DBND Doubleline Oppor Cor BND-Usd Add +7.8% 5.80% −0.06
SCHD Schwab US DVD Equity ETF Add +9.1% 2.01% −0.11
AAPL Apple Inc. Add +1.9% 0.75% −0.12
FHLC Fidelity MSCI Health Care Add +0.8% 1.39% −0.22
LDUR PIMCO Enhanced Low Duration Add +2.5% 4.16% −0.27
BRK.B Berkshire Hathaway Inc. Class B Add +1.2% 10.05% −1.82

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 124$210.2MBRK.B, DFAI, DBND, GOOGL, IDEV
Q1 2026 121$188.2MBRK.B, DFAI, DBND, IDEV, GOOGL
Q4 2025 115$178.1MBRK.B, DFAI, DBND, IDEV, GOOGL
Q3 2025 115$169.9MBRK.B, DBND, DFAI, IDEV, LDUR
Q2 2025 108$150.6MBRK.B, DBND, DFAI, IDEV, LDUR
Q1 2025 102$138.1MBRK.B, DBND, IDEV, LDUR, DFAI
Q4 2024 98$124.9MBRK.B, DBND, IDEV, LDUR, DFAI
Q3 2024 96$118.7MBRK.B, IDEV, DBND, LDUR, DFAI