Beckerman Institutional, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Beckerman Institutional, LLC reported 115 stock positions worth $169.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.4% of the portfolio, followed by Doubleline Oppor Cor BND-Usd (DBND, 5.5%) and Dimensional International (DFAI, 5.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 3, added to 55 and reduced 34. The biggest buy was Alphabet Class A (GOOGL, shares +4%) and the biggest sale iShares Core MSCI Dev MKTS (IDEV, shares −2%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$169.9M (Q3 2025)
SEC Filing
0002043468-25-000006 ↗ filed Nov 6, 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 Q2 2025 Q3 2025: $169.9M $169.9M Q3 2025 Q4 2025: $178.1M Q4 2025 Q1 2026: $188.2M Q1 2026 Q2 2026: $210.2M Q2 2026

Holdings 115 stocks · $169.9M
BRK.B Berkshire Hathaway Inc. Class B 9.36% 31,637 $15.9M Add +1.5%
DBND Doubleline Oppor Cor BND-Usd 5.53% 201,856 $9.4M Add +6.8%
DFAI Dimensional International Co. 5.32% 248,522 $9.0M Add +15.3%
IDEV iShares Core MSCI Dev MKTS 4.51% 95,532 $7.7M Reduce -1.8%
LDUR PIMCO Enhanced Low Duration 3.82% 67,494 $6.5M Add +3.1%
GOOGL Alphabet Inc. Class A 3.34% 23,325 $5.7M Add +3.8%
GLDM SPDR Gold Minishares Trust 2.84% 63,111 $4.8M Reduce -1.3%
DFAC Dimensional US Core Equity 2 2.82% 123,996 $4.8M Add +4.2%
FLXR TCW Flexible Income ETF 2.77% 118,222 $4.7M Add +22.9%
DGS Wisdomtree Em Small Cap 2.17% 64,450 $3.7M Add +5.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.00% 11,580 $3.4M Add +2.8%
SCHD Schwab US DVD Equity ETF 1.95% 121,158 $3.3M Add +5.9%
DFIV Dimensional International Va 1.85% 68,120 $3.1M Add +7.8%
SCHO Schwab Short-Term US Treas 1.82% 126,705 $3.1M Add +9.5%
STIP iShares 0-5 Year Tips Bond E 1.67% 27,392 $2.8M Add +0.9%
DFAT Dimensional US Target Value 1.48% 43,293 $2.5M Add +5.0%
JPIE JPMorgan Income ETF 1.48% 53,989 $2.5M Add +7.1%
BINC iShares Flex I A ETF-Usd Inc. 1.35% 43,154 $2.3M Add +4.8%
FHLC Fidelity MSCI Health Care 1.33% 33,847 $2.3M Add +3.0%
MTBA Simplify MBS ETF 1.29% 43,629 $2.2M Add +22.6%
EMXC iShares MSCI Emr MRK Ex Chna 1.28% 32,085 $2.2M Add +7.0%
SCHC Schwab Intl Small-Cap Equity 1.25% 46,736 $2.1M Add +11.9%
ONEQ Fidelity Nasdaq Comp Indx 1.25% 23,834 $2.1M Reduce -1.6%
DFAE Dimensional Emerging Core Eq 1.17% 62,829 $2.0M Add +11.1%
META Meta Platforms Inc. Class A 1.09% 2,531 $1.9M Reduce -0.1%
DGRO iShares Core Dividend Growth 1.07% 26,595 $1.8M Reduce -0.2%
ITA iShares U.S. Aerospace & Def 1.05% 8,521 $1.8M Add +7.3%
AAPL Apple Inc. 1.05% 6,972 $1.8M Add +27.4%
PULS Pgim Ultra Short Bond ETF 1.02% 34,856 $1.7M Add +7.6%
BCV Bancroft Fund Ltd. 0.97% 74,919 $1.6M Reduce -1.1%
FREL Fidelity MSCI RL Est Indx 0.96% 58,818 $1.6M Add +18.1%
FCOM Fidelity MSCI Comm Serv Indx 0.95% 22,673 $1.6M Add +2.6%
IEFA iShares Core MSCI Eafe ETF 0.94% 18,232 $1.6M Reduce -5.6%
DFAU Dimensional US Core Equity M 0.91% 33,823 $1.5M Reduce -1.2%
MSFT Microsoft Corp. 0.89% 2,928 $1.5M Add +51.2%
TY Tri-Continental Corp. 0.82% 41,017 $1.4M Reduce -1.2%
IJR iShares Core S&P Small-Cap E 0.78% 11,165 $1.3M Reduce -6.9%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.67% 38,318 $1.1M Add +2.3%
JEPI JPMorgan Equity Premium Inco 0.66% 19,547 $1.1M Reduce -2.2%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.64% 28,587 $1.1M Reduce -3.0%
JPM JPMorgan Chase & Co. 0.63% 3,400 $1.1M Add +41.6%
VTI VG Morningstar TS MKT ETF-US 0.56% 2,917 $957K Add +11.7%
SPYM Ste STR SPDR PT S&P 500 ETF 0.55% 11,850 $928K Add +0.8%
VEA Vanguard Ftse Developed ETF 0.52% 14,648 $878K Add +0.0%
ITB iShares U.S. Home Constructi 0.51% 8,007 $859K Reduce -2.5%
SLYV SS SPDR S&P 600 SC Val ETF 0.51% 9,679 $858K Reduce -0.1%
VTIP Vanguard Short-Term Tips 0.50% 16,691 $845K Add +44.0%
ITOT iShares Core S&P Total U.S. 0.50% 5,798 $844K No change
GGZ Gabelli Global Small & M 0.49% 57,943 $837K Add +38.4%
PYLD PIMCO Multisector Bond Actv 0.47% 29,945 $804K Add +15.2%
VOO Vanguard S&P 500 ETF 0.46% 1,277 $782K Add +0.2%
MINO PIMCO Municipal Income Oppor 0.45% 16,987 $770K No change
SPSM SS SPDR P S&P 600 Small Cap 0.45% 16,414 $760K Add +102.3%
VSS Vanguard Ftse All Wo X-US SC 0.43% 5,139 $733K Reduce -0.0%
NFJ Virtus DVD Intrst & PRM STR 0.43% 56,155 $731K Reduce -3.3%
IAU iShares Gold Trust 0.42% 9,836 $716K Add +24.8%
PDN Inv Rafi Dev MKT US SM-Usdin 0.42% 17,399 $715K Reduce -10.7%
VOX Vanguard Communication Servi 0.41% 3,707 $696K Reduce -1.4%
MOAT Vaneck Morningstar Wide Moat 0.41% 7,019 $696K Reduce -4.3%
TOTL SS Doubleline TR Tact ETF 0.40% 16,646 $675K Reduce -8.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.37% 3,024 $631K Add +0.0%
PM Philip Morris International 0.36% 3,809 $618K No change
ECAT BlackRock ESG Cap All TRM TR 0.36% 36,816 $604K Reduce -5.4%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.35% 1,957 $602K No change
GSIE Goldman Sachs Activebeta Int 0.35% 14,647 $602K Reduce -6.8%
ICE Intercontinental Exchange Inc. 0.35% 3,500 $590K No change
VGT Vanguard Info Tech ETF 0.34% 773 $576K Add +0.1%
VBIL Vanguard 0-3M T-Bill ETF 0.33% 7,500 $567K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.33% 10,866 $561K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.33% 2,592 $559K Reduce -5.3%
IVV iShares Core S&P 500 ETF 0.31% 797 $533K Add +0.1%
FLGB Franklin Ftse United Kingdom 0.31% 16,346 $528K Reduce -0.1%
AMZN Amazon.com Inc. 0.31% 2,366 $520K Add +67.6%
IJS iShares S&P Small-Cap 600 Va 0.30% 4,608 $510K Reduce -1.9%
ABBV Abbvie Inc. 0.27% 2,008 $465K New
PRF Invesco Rafi US 1000 ETF 0.27% 10,036 $454K No change
GLD SPDR Gold Shares 0.27% 1,269 $451K Add +0.1%
PFE Pfizer Inc. 0.26% 17,537 $447K Add +0.5%
FNCL Fidelity MSCI Financial Indx 0.26% 5,673 $433K No change
DFNM Dimensional National Muni BD 0.25% 8,887 $426K Reduce -1.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.25% 2,390 $417K Add +0.1%
KO The Coca-Cola Co. 0.24% 6,243 $414K Add +26.8%
JNJ Johnson & Johnson 0.24% 2,195 $407K New
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.23% 12,664 $391K Add +17.8%
MUNI PIMCO Intermediate Municipal 0.22% 7,148 $374K Add +15.8%
IBB iShares Biotechnology ETF 0.22% 2,550 $368K Reduce -4.9%
VNQ Vanguard Real Estate ETF 0.22% 4,001 $366K Add +0.0%
GS Goldman Sachs Group Inc. 0.21% 450 $358K No change
IEMG iShares Core MSCI Emerging 0.21% 5,392 $355K Reduce -8.2%
V Visa Inc. Class A 0.21% 1,024 $350K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.20% 6,081 $348K No change
IXUS iShares Core Intl Stock ETF 0.20% 4,101 $339K Reduce -0.3%
IAUM iShares Gold Trust Micro 0.20% 8,725 $336K New
GOOG Alphabet Inc. Class C 0.20% 1,377 $335K Add +0.1%
COF Capital One Financial Corp. 0.19% 1,551 $330K Reduce -1.8%
BX Blackstone Inc. 0.19% 1,881 $321K New
MO Altria Group Inc. 0.19% 4,841 $320K No change
CSCO Cisco Systems Inc. 0.19% 4,668 $319K New
BSV Vanguard Short-Term Bond ETF 0.18% 3,891 $307K New
SCZ iShares MSCI Eafe Small-Cap 0.18% 3,998 $307K Reduce -0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.18% 448 $298K Add +1.1%
WMT Walmart Inc. 0.17% 2,820 $291K New
ISRG Intuitive Surgical Inc. 0.15% 584 $261K Reduce -3.3%
IBBQ Invesco Nasdaq Biotech ETF 0.15% 10,599 $258K New
QQQ Invesco QQQ Trust Series 1 0.15% 431 $258K Add +0.5%
PLTR Palantir Technologies Inc. Class A 0.15% 1,354 $247K Reduce -33.2%
XAR SS SPDR S&P Aerospace Def 0.14% 977 $230K No change
JBND JPMorgan Active Bond ETF 0.14% 4,237 $229K Add +0.1%
UFEB Innovator U.S. Equity Ultra 0.13% 6,186 $221K No change
T AT&T Inc. 0.12% 7,314 $207K Add +0.1%
CG The Carlyle Group Inc. 0.12% 3,291 $206K New
SHV iShares 0-1 Year Treasury Bo 0.12% 1,834 $203K Reduce -6.8%
RGT Royce Global Trust Inc. 0.10% 12,891 $167K No change
ECF Ellsworth Growth and Income 0.09% 12,794 $148K No change
TNGY Tortoise Energy ETF 0.06% 11,172 $101K No change

Portfolio Sells Q2 2025 → Q3 2025
IDEV iShares Core MSCI Dev MKTS Reduce -1.8% 4.51% −0.40
PNI PIMCO NY Muni Inc. II FND Sold out 0.00% −0.26
UCON First Trust Smith Unconstrai Sold out 0.00% −0.25
META Meta Platforms Inc. Class A Reduce -0.1% 1.09% −0.15
SYK Stryker Corp. Sold out 0.00% −0.13
IEFA iShares Core MSCI Eafe ETF Reduce -5.6% 0.94% −0.13
JEPI JPMorgan Equity Premium Inco Reduce -2.2% 0.66% −0.10
IJR iShares Core S&P Small-Cap E Reduce -6.9% 0.78% −0.09
TOTL SS Doubleline TR Tact ETF Reduce -8.7% 0.40% −0.09
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -10.7% 0.42% −0.08
DGRO iShares Core Dividend Growth Reduce -0.2% 1.07% −0.07
ISRG Intuitive Surgical Inc. Reduce -3.3% 0.15% −0.06
ECAT BlackRock ESG Cap All TRM TR Reduce -5.4% 0.36% −0.06
GSIE Goldman Sachs Activebeta Int Reduce -6.8% 0.35% −0.06
DFAU Dimensional US Core Equity M Reduce -1.2% 0.91% −0.05
TY Tri-Continental Corp. Reduce -1.2% 0.82% −0.05
NFJ Virtus DVD Intrst & PRM STR Reduce -3.3% 0.43% −0.05
MOAT Vaneck Morningstar Wide Moat Reduce -4.3% 0.41% −0.05
VIG Vanguard Dividend Apprec ETF Reduce -5.3% 0.33% −0.04
PLTR Palantir Technologies Inc. Class A Reduce -33.2% 0.15% −0.04
ONEQ Fidelity Nasdaq Comp Indx Reduce -1.6% 1.25% −0.04
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -3.0% 0.64% −0.04
DFNM Dimensional National Muni BD Reduce -1.9% 0.25% −0.03
COF Capital One Financial Corp. Reduce -1.8% 0.19% −0.03
VSS Vanguard Ftse All Wo X-US SC Reduce -0.0% 0.43% −0.03
SHV iShares 0-1 Year Treasury Bo Reduce -6.8% 0.12% −0.02
IEMG iShares Core MSCI Emerging Reduce -8.2% 0.21% −0.02
FLGB Franklin Ftse United Kingdom Reduce -0.1% 0.31% −0.02
VOX Vanguard Communication Servi Reduce -1.4% 0.41% −0.02
SCZ iShares MSCI Eafe Small-Cap Reduce -0.7% 0.18% −0.01
IXUS iShares Core Intl Stock ETF Reduce -0.3% 0.20% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -1.9% 0.30% −0.01
IBB iShares Biotechnology ETF Reduce -4.9% 0.22% −0.01
SLYV SS SPDR S&P 600 SC Val ETF Reduce -0.1% 0.51% −0.01
ITB iShares U.S. Home Constructi Reduce -2.5% 0.51% −0.00
BCV Bancroft Fund Ltd. Reduce -1.1% 0.97% +0.01
GLDM SPDR Gold Minishares Trust Reduce -1.3% 2.84% +0.06

Portfolio Buys Q2 2025 → Q3 2025
GOOGL Alphabet Inc. Class A Add +3.8% 3.34% +0.71
DFAI Dimensional International Co. Add +15.3% 5.32% +0.37
AAPL Apple Inc. Add +27.4% 1.05% +0.30
ABBV Abbvie Inc. New 0.27% +0.27
MSFT Microsoft Corp. Add +51.2% 0.89% +0.25
FLXR TCW Flexible Income ETF Add +22.9% 2.77% +0.25
JNJ Johnson & Johnson New 0.24% +0.24
SPSM SS SPDR P S&P 600 Small Cap Add +102.3% 0.45% +0.22
V Visa Inc. Class A New 0.21% +0.21
IAUM iShares Gold Trust Micro New 0.20% +0.20
BX Blackstone Inc. New 0.19% +0.19
CSCO Cisco Systems Inc. New 0.19% +0.19
BSV Vanguard Short-Term Bond ETF New 0.18% +0.18
WMT Walmart Inc. New 0.17% +0.17
JPM JPMorgan Chase & Co. Add +41.6% 0.63% +0.17
IBBQ Invesco Nasdaq Biotech ETF New 0.15% +0.15
GGZ Gabelli Global Small & M Add +38.4% 0.49% +0.12
CG The Carlyle Group Inc. New 0.12% +0.12
VTIP Vanguard Short-Term Tips Add +44.0% 0.50% +0.11
MTBA Simplify MBS ETF Add +22.6% 1.29% +0.11
AMZN Amazon.com Inc. Add +67.6% 0.31% +0.10
IAU iShares Gold Trust Add +24.8% 0.42% +0.10
DFAE Dimensional Emerging Core Eq Add +11.1% 1.17% +0.08
SCHC Schwab Intl Small-Cap Equity Add +11.9% 1.25% +0.07
FREL Fidelity MSCI RL Est Indx Add +18.1% 0.96% +0.07
ITA iShares U.S. Aerospace & Def Add +7.3% 1.05% +0.06
DFIV Dimensional International Va Add +7.8% 1.85% +0.05
VTI VG Morningstar TS MKT ETF-US Add +11.7% 0.56% +0.04
GOOG Alphabet Inc. Class C Add +0.1% 0.20% +0.04
CGNG Cap Group New Geography Eq Add +17.8% 0.23% +0.02
EMXC iShares MSCI Emr MRK Ex Chna Add +7.0% 1.28% +0.02
PYLD PIMCO Multisector Bond Actv Add +15.2% 0.47% +0.01
KO The Coca-Cola Co. Add +26.8% 0.24% +0.01
MUNI PIMCO Intermediate Municipal Add +15.8% 0.22% +0.01
GLD SPDR Gold Shares Add +0.1% 0.27% +0.01
DFAT Dimensional US Target Value Add +5.0% 1.48% +0.01
VGT Vanguard Info Tech ETF Add +0.1% 0.34% −0.00
FCOM Fidelity MSCI Comm Serv Indx Add +2.6% 0.95% −0.00
QQQ Invesco QQQ Trust Series 1 Add +0.5% 0.15% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.1% 0.18% −0.01
BAC Bank of America Corp. Add +0.0% 0.33% −0.01
IVV iShares Core S&P 500 ETF Add +0.1% 0.31% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.1% 0.25% −0.02
JBND JPMorgan Active Bond ETF Add +0.1% 0.14% −0.02
DFAC Dimensional US Core Equity 2 Add +4.2% 2.82% −0.02
PFE Pfizer Inc. Add +0.5% 0.26% −0.02
T AT&T Inc. Add +0.1% 0.12% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.0% 0.37% −0.02
VOO Vanguard S&P 500 ETF Add +0.2% 0.46% −0.02
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.8% 0.55% −0.02

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