Beckerman Institutional, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Beckerman Institutional, LLC reported 115 stock positions worth $178.1 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 9.1% of the portfolio, followed by Dimensional International (DFAI, 5.8%) and Doubleline Oppor Cor BND-Usd (DBND, 5.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 3, added to 34 and reduced 34. The biggest buy was a new position in PIMCO Active Bond Exchange-T (BOND) and the biggest sale PIMCO Enhanced Low Duration (LDUR, shares −19%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$178.1M (Q4 2025)
SEC Filing
0002043468-26-000001 ↗ filed Feb 10, 2026

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 Q3 2025 Q4 2025: $178.1M $178.1M Q4 2025 Q1 2026: $188.2M Q1 2026 Q2 2026: $210.2M Q2 2026

Holdings 115 stocks · $178.1M
BRK.B Berkshire Hathaway Inc. Class B 9.11% 32,278 $16.2M Add +2.0%
DFAI Dimensional International Co. 5.84% 273,063 $10.4M Add +9.9%
DBND Doubleline Oppor Cor BND-Usd 5.48% 210,540 $9.8M Add +4.3%
IDEV iShares Core MSCI Dev MKTS 4.25% 91,858 $7.6M Reduce -3.9%
GOOGL Alphabet Inc. Class A 4.07% 23,169 $7.3M Reduce -0.7%
LDUR PIMCO Enhanced Low Duration 2.96% 54,923 $5.3M Reduce -18.6%
DFAC Dimensional US Core Equity 2 2.85% 128,329 $5.1M Add +3.5%
GLDM SPDR Gold Minishares Trust 2.84% 59,185 $5.1M Reduce -6.2%
FLXR TCW Flexible Income ETF 2.81% 126,218 $5.0M Add +6.8%
DGS Wisdomtree Em Small Cap 2.12% 66,107 $3.8M Add +2.6%
DFIV Dimensional International Va 2.01% 71,711 $3.6M Add +5.3%
SCHD Schwab US DVD Equity ETF 1.97% 127,963 $3.5M Add +5.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.94% 11,912 $3.5M Add +2.9%
SCHO Schwab Short-Term US Treas 1.73% 126,470 $3.1M Reduce -0.2%
STIP iShares 0-5 Year Tips Bond E 1.56% 27,196 $2.8M Reduce -0.7%
JPIE JPMorgan Income ETF 1.56% 60,124 $2.8M Add +11.4%
DFAT Dimensional US Target Value 1.49% 44,469 $2.6M Add +2.7%
FHLC Fidelity MSCI Health Care 1.42% 33,935 $2.5M Add +0.3%
EMXC iShares MSCI Emr MRK Ex Chna 1.39% 33,994 $2.5M Add +6.0%
BINC iShares Flex I A ETF-Usd Inc. 1.33% 44,897 $2.4M Add +4.0%
MTBA Simplify MBS ETF 1.24% 43,629 $2.2M No change
ONEQ Fidelity Nasdaq Comp Indx 1.22% 23,834 $2.2M No change
SCHC Schwab Intl Small-Cap Equity 1.22% 47,800 $2.2M Add +2.3%
DFAE Dimensional Emerging Core Eq 1.18% 64,750 $2.1M Add +3.1%
AAPL Apple Inc. 1.06% 6,972 $1.9M No change
DGRO iShares Core Dividend Growth 1.04% 26,599 $1.8M Add +0.0%
ITA iShares U.S. Aerospace & Def 1.03% 8,525 $1.8M Add +0.1%
FREL Fidelity MSCI RL Est Indx 0.99% 65,271 $1.8M Add +11.0%
PULS Pgim Ultra Short Bond ETF 0.96% 34,614 $1.7M Reduce -0.7%
META Meta Platforms Inc. Class A 0.93% 2,497 $1.6M Reduce -1.3%
FCOM Fidelity MSCI Comm Serv Indx 0.92% 22,477 $1.6M Reduce -0.9%
BCV Bancroft Fund Ltd. 0.92% 73,904 $1.6M Reduce -1.4%
DFAU Dimensional US Core Equity M 0.88% 33,574 $1.6M Reduce -0.7%
BOND PIMCO Active Bond Exchange-T 0.85% 16,342 $1.5M New
IEFA iShares Core MSCI Eafe ETF 0.83% 16,621 $1.5M Reduce -8.8%
MSFT Microsoft Corp. 0.80% 2,929 $1.4M Add +0.0%
IJR iShares Core S&P Small-Cap E 0.75% 11,122 $1.3M Reduce -0.4%
TY Tri-Continental Corp. 0.74% 40,504 $1.3M Reduce -1.3%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.65% 38,625 $1.2M Add +0.8%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.62% 28,290 $1.1M Reduce -1.0%
JPM JPMorgan Chase & Co. 0.62% 3,400 $1.1M No change
JEPI JPMorgan Equity Premium Inco 0.60% 18,574 $1.1M Reduce -5.0%
VTI VG Morningstar TS MKT ETF-US 0.55% 2,917 $978K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.54% 11,958 $959K Add +0.9%
VEA Vanguard Ftse Developed ETF 0.52% 14,748 $921K Add +0.7%
GGZ Gabelli Global Small & M 0.50% 58,885 $883K Add +1.6%
SLYV SS SPDR S&P 600 SC Val ETF 0.49% 9,564 $870K Reduce -1.2%
ITOT iShares Core S&P Total U.S. 0.48% 5,798 $862K No change
VTIP Vanguard Short-Term Tips 0.46% 16,691 $826K No change
SPSM SS SPDR P S&P 600 Small Cap 0.46% 17,588 $824K Add +7.2%
PYLD PIMCO Multisector Bond Actv 0.45% 30,350 $810K Add +1.4%
VOO Vanguard S&P 500 ETF 0.45% 1,277 $801K No change
VSS Vanguard Ftse All Wo X-US SC 0.41% 5,139 $737K No change
ITB iShares U.S. Home Constructi 0.41% 7,607 $733K Reduce -5.0%
PDN Inv Rafi Dev MKT US SM-Usdin 0.41% 17,344 $732K Reduce -0.3%
IAU iShares Gold Trust 0.41% 8,969 $728K Reduce -8.8%
MOAT Vaneck Morningstar Wide Moat 0.41% 7,019 $727K No change
NFJ Virtus DVD Intrst & PRM STR 0.40% 55,843 $720K Reduce -0.6%
VOX Vanguard Communication Servi 0.40% 3,707 $718K No change
MINO PIMCO Municipal Income Oppor 0.40% 15,787 $715K Reduce -7.1%
LONZ PIMCO Senior Loan Active ETF 0.38% 13,617 $685K New
TOTL SS Doubleline TR Tact ETF 0.37% 16,442 $662K Reduce -1.2%
MUNI PIMCO Intermediate Municipal 0.36% 12,245 $642K Add +71.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.36% 3,024 $640K No change
GSIE Goldman Sachs Activebeta Int 0.35% 14,568 $626K Reduce -0.5%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.35% 1,957 $616K No change
PM Philip Morris International 0.34% 3,809 $611K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.34% 10,866 $598K No change
VGT Vanguard Info Tech ETF 0.33% 773 $582K No change
AMZN Amazon.com Inc. 0.32% 2,502 $577K Add +5.8%
VIG Vanguard Dividend Apprec ETF 0.32% 2,592 $570K No change
ICE Intercontinental Exchange Inc. 0.32% 3,500 $567K No change
VBIL Vanguard 0-3M T-Bill ETF 0.32% 7,500 $566K No change
FLGB Franklin Ftse United Kingdom 0.31% 16,346 $552K No change
ECAT BlackRock ESG Cap All TRM TR 0.31% 35,616 $548K Reduce -3.3%
IVV iShares Core S&P 500 ETF 0.31% 797 $546K No change
IJS iShares S&P Small-Cap 600 Va 0.29% 4,568 $520K Reduce -0.9%
JBND JPMorgan Active Bond ETF 0.28% 9,308 $503K Add +119.7%
GLD SPDR Gold Shares 0.28% 1,259 $499K Reduce -0.8%
PRF Invesco Rafi US 1000 ETF 0.26% 10,036 $471K No change
ABBV Abbvie Inc. 0.26% 2,008 $459K No change
JNJ Johnson & Johnson 0.26% 2,195 $454K No change
KO The Coca-Cola Co. 0.25% 6,243 $436K No change
FNCL Fidelity MSCI Financial Indx 0.24% 5,591 $435K Reduce -1.4%
GOOG Alphabet Inc. Class C 0.24% 1,377 $432K No change
DFNM Dimensional National Muni BD 0.24% 8,866 $427K Reduce -0.2%
IBB iShares Biotechnology ETF 0.24% 2,528 $427K Reduce -0.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.24% 2,390 $424K No change
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.24% 13,158 $420K Add +3.9%
GS Goldman Sachs Group Inc. 0.22% 445 $391K Reduce -1.1%
IAUM iShares Gold Trust Micro 0.22% 8,977 $386K Add +2.9%
COF Capital One Financial Corp. 0.21% 1,551 $376K No change
PFE Pfizer Inc. 0.21% 14,692 $366K Reduce -16.2%
IEMG iShares Core MSCI Emerging 0.20% 5,393 $362K Add +0.0%
V Visa Inc. Class A 0.20% 1,024 $359K No change
VNQ Vanguard Real Estate ETF 0.20% 4,001 $354K No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.20% 6,081 $352K No change
IXUS iShares Core Intl Stock ETF 0.19% 4,102 $347K Add +0.0%
CSCO Cisco Systems Inc. 0.19% 4,410 $340K Reduce -5.5%
ISRG Intuitive Surgical Inc. 0.19% 584 $331K No change
WMT Walmart Inc. 0.18% 2,820 $314K No change
SCZ iShares MSCI Eafe Small-Cap 0.17% 3,998 $310K No change
BSV Vanguard Short-Term Bond ETF 0.17% 3,891 $307K No change
IBBQ Invesco Nasdaq Biotech ETF 0.17% 10,765 $306K Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.17% 448 $306K No change
BX Blackstone Inc. 0.16% 1,881 $290K No change
MO Altria Group Inc. 0.16% 4,841 $279K No change
CRM Salesforce Inc. 0.16% 1,050 $278K New
QQQ Invesco QQQ Trust Series 1 0.15% 431 $264K No change
PLTR Palantir Technologies Inc. Class A 0.13% 1,349 $240K Reduce -0.4%
XAR SS SPDR S&P Aerospace Def 0.13% 977 $236K No change
UFEB Innovator U.S. Equity Ultra 0.13% 6,186 $228K No change
RGT Royce Global Trust Inc. 0.09% 12,891 $169K No change
ECF Ellsworth Growth and Income 0.08% 12,794 $149K No change
TNGY Tortoise Energy ETF 0.06% 11,172 $101K No change

Portfolio Sells Q3 2025 → Q4 2025
LDUR PIMCO Enhanced Low Duration Reduce -18.6% 2.96% −0.86
IDEV iShares Core MSCI Dev MKTS Reduce -3.9% 4.25% −0.25
META Meta Platforms Inc. Class A Reduce -1.3% 0.93% −0.17
T AT&T Inc. Sold out 0.00% −0.12
CG The Carlyle Group Inc. Sold out 0.00% −0.12
SHV iShares 0-1 Year Treasury Bo Sold out 0.00% −0.12
STIP iShares 0-5 Year Tips Bond E Reduce -0.7% 1.56% −0.10
IEFA iShares Core MSCI Eafe ETF Reduce -8.8% 0.83% −0.10
ITB iShares U.S. Home Constructi Reduce -5.0% 0.41% −0.09
SCHO Schwab Short-Term US Treas Reduce -0.2% 1.73% −0.09
TY Tri-Continental Corp. Reduce -1.3% 0.74% −0.08
JEPI JPMorgan Equity Premium Inco Reduce -5.0% 0.60% −0.06
PULS Pgim Ultra Short Bond ETF Reduce -0.7% 0.96% −0.06
PFE Pfizer Inc. Reduce -16.2% 0.21% −0.06
MINO PIMCO Municipal Income Oppor Reduce -7.1% 0.40% −0.05
BCV Bancroft Fund Ltd. Reduce -1.4% 0.92% −0.05
ECAT BlackRock ESG Cap All TRM TR Reduce -3.3% 0.31% −0.05
IJR iShares Core S&P Small-Cap E Reduce -0.4% 0.75% −0.03
DFAU Dimensional US Core Equity M Reduce -0.7% 0.88% −0.03
TOTL SS Doubleline TR Tact ETF Reduce -1.2% 0.37% −0.03
NFJ Virtus DVD Intrst & PRM STR Reduce -0.6% 0.40% −0.03
FCOM Fidelity MSCI Comm Serv Indx Reduce -0.9% 0.92% −0.02
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -1.0% 0.62% −0.02
SLYV SS SPDR S&P 600 SC Val ETF Reduce -1.2% 0.49% −0.02
IAU iShares Gold Trust Reduce -8.8% 0.41% −0.01
DFNM Dimensional National Muni BD Reduce -0.2% 0.24% −0.01
FNCL Fidelity MSCI Financial Indx Reduce -1.4% 0.24% −0.01
PLTR Palantir Technologies Inc. Class A Reduce -0.4% 0.13% −0.01
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -0.3% 0.41% −0.01
IJS iShares S&P Small-Cap 600 Va Reduce -0.9% 0.29% −0.01
GSIE Goldman Sachs Activebeta Int Reduce -0.5% 0.35% −0.00
GLDM SPDR Gold Minishares Trust Reduce -6.2% 2.84% −0.00
CSCO Cisco Systems Inc. Reduce -5.5% 0.19% +0.00
GS Goldman Sachs Group Inc. Reduce -1.1% 0.22% +0.01
GLD SPDR Gold Shares Reduce -0.8% 0.28% +0.01
IBB iShares Biotechnology ETF Reduce -0.9% 0.24% +0.02
GOOGL Alphabet Inc. Class A Reduce -0.7% 4.07% +0.73

Portfolio Buys Q3 2025 → Q4 2025
BOND PIMCO Active Bond Exchange-T New 0.85% +0.85
DFAI Dimensional International Co. Add +9.9% 5.84% +0.53
LONZ PIMCO Senior Loan Active ETF New 0.38% +0.38
DFIV Dimensional International Va Add +5.3% 2.01% +0.16
CRM Salesforce Inc. New 0.16% +0.16
JBND JPMorgan Active Bond ETF Add +119.7% 0.28% +0.15
MUNI PIMCO Intermediate Municipal Add +71.3% 0.36% +0.14
EMXC iShares MSCI Emr MRK Ex Chna Add +6.0% 1.39% +0.11
JPIE JPMorgan Income ETF Add +11.4% 1.56% +0.09
FHLC Fidelity MSCI Health Care Add +0.3% 1.42% +0.08
DFAC Dimensional US Core Equity 2 Add +3.5% 2.85% +0.04
FLXR TCW Flexible Income ETF Add +6.8% 2.81% +0.04
SCHD Schwab US DVD Equity ETF Add +5.6% 1.97% +0.02
FREL Fidelity MSCI RL Est Indx Add +11.0% 0.99% +0.02
IBBQ Invesco Nasdaq Biotech ETF Add +1.6% 0.17% +0.02
IAUM iShares Gold Trust Micro Add +2.9% 0.22% +0.02
AMZN Amazon.com Inc. Add +5.8% 0.32% +0.02
DFAE Dimensional Emerging Core Eq Add +3.1% 1.18% +0.02
SPSM SS SPDR P S&P 600 Small Cap Add +7.2% 0.46% +0.02
CGNG Cap Group New Geography Eq Add +3.9% 0.24% +0.01
DFAT Dimensional US Target Value Add +2.7% 1.49% +0.00
GGZ Gabelli Global Small & M Add +1.6% 0.50% +0.00
VEA Vanguard Ftse Developed ETF Add +0.7% 0.52% +0.00
IXUS iShares Core Intl Stock ETF Add +0.0% 0.19% −0.00
IEMG iShares Core MSCI Emerging Add +0.0% 0.20% −0.01
SPYM Ste STR SPDR PT S&P 500 ETF Add +0.9% 0.54% −0.01
AMJB Alerian MLP ETN2044 Add +0.8% 0.65% −0.02
PYLD PIMCO Multisector Bond Actv Add +1.4% 0.45% −0.02
ITA iShares U.S. Aerospace & Def Add +0.1% 1.03% −0.02
BINC iShares Flex I A ETF-Usd Inc. Add +4.0% 1.33% −0.02
DGRO iShares Core Dividend Growth Add +0.0% 1.04% −0.03
SCHC Schwab Intl Small-Cap Equity Add +2.3% 1.22% −0.03
DGS Wisdomtree Em Small Cap Add +2.6% 2.12% −0.04
DBND Doubleline Oppor Cor BND-Usd Add +4.3% 5.48% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +2.9% 1.94% −0.06
MSFT Microsoft Corp. Add +0.0% 0.80% −0.10
BRK.B Berkshire Hathaway Inc. Class B Add +2.0% 9.11% −0.25

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