Beckerman Institutional, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Beckerman Institutional, LLC reported 121 stock positions worth $188.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.5% of the portfolio, followed by Dimensional International (DFAI, 6.1%) and Doubleline Oppor Cor BND-Usd (DBND, 5.4%). Compared with Q4 2025, it opened 7 new positions, sold out of 1, added to 48 and reduced 23. The biggest buy was Vanguard 0-3M T-Bill ETF (VBIL, shares +534%) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −13%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$188.2M (Q1 2026)
SEC Filing
0002043468-26-000002 ↗ filed May 4, 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 Q4 2025 Q1 2026: $188.2M $188.2M Q1 2026 Q2 2026: $210.2M Q2 2026

Holdings 121 stocks · $188.2M
BRK.B Berkshire Hathaway Inc. Class B 8.50% 33,375 $16.0M Add +3.4%
DFAI Dimensional International Co. 6.10% 294,471 $11.5M Add +7.8%
DBND Doubleline Oppor Cor BND-Usd 5.41% 222,253 $10.2M Add +5.6%
IDEV iShares Core MSCI Dev MKTS 4.08% 91,986 $7.7M Add +0.1%
GOOGL Alphabet Inc. Class A 3.55% 23,212 $6.7M Add +0.2%
FLXR TCW Flexible Income ETF 2.88% 138,179 $5.4M Add +9.5%
LDUR PIMCO Enhanced Low Duration 2.74% 53,867 $5.2M Reduce -1.9%
DFAC Dimensional US Core Equity 2 2.69% 130,220 $5.1M Add +1.5%
GLDM SPDR Gold Minishares Trust 2.53% 51,344 $4.8M Reduce -13.3%
SCHD Schwab US DVD Equity ETF 2.29% 140,799 $4.3M Add +10.0%
DFIV Dimensional International Va 2.14% 76,368 $4.0M Add +6.5%
DGS Wisdomtree Em Small Cap 2.07% 64,932 $3.9M Reduce -1.8%
VBIL Vanguard 0-3M T-Bill ETF 1.91% 47,565 $3.6M Add +534.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.89% 12,357 $3.5M Add +3.7%
MTBA Simplify MBS ETF 1.70% 64,870 $3.2M Add +48.7%
SCHO Schwab Short-Term US Treas 1.70% 131,574 $3.2M Add +4.0%
EMXC iShares MSCI Emr MRK Ex Chna 1.54% 36,920 $2.9M Add +8.6%
DFAT Dimensional US Target Value 1.53% 46,131 $2.9M Add +3.7%
STIP iShares 0-5 Year Tips Bond E 1.52% 27,673 $2.9M Add +1.8%
JPIE JPMorgan Income ETF 1.48% 60,635 $2.8M Add +0.8%
BOND PIMCO Active Bond Exchange-T 1.42% 28,884 $2.7M Add +76.8%
BINC iShares Flex I A ETF-Usd Inc. 1.34% 48,671 $2.5M Add +8.4%
FHLC Fidelity MSCI Health Care 1.28% 34,357 $2.4M Add +1.2%
SCHC Schwab Intl Small-Cap Equity 1.26% 50,735 $2.4M Add +6.1%
DFAE Dimensional Emerging Core Eq 1.22% 67,567 $2.3M Add +4.3%
ONEQ Fidelity Nasdaq Comp Indx 1.08% 23,834 $2.0M No change
FREL Fidelity MSCI RL Est Indx 1.00% 70,108 $1.9M Add +7.4%
DGRO iShares Core Dividend Growth 1.00% 26,775 $1.9M Add +0.7%
ITA iShares U.S. Aerospace & Def 0.98% 8,435 $1.8M Reduce -1.1%
AAPL Apple Inc. 0.94% 6,972 $1.8M No change
PULS Pgim Ultra Short Bond ETF 0.90% 34,314 $1.7M Reduce -0.9%
BCV Bancroft Fund Ltd. 0.85% 73,919 $1.6M Add +0.0%
IEFA iShares Core MSCI Eafe ETF 0.83% 17,270 $1.6M Add +3.9%
FCOM Fidelity MSCI Comm Serv Indx 0.80% 22,177 $1.5M Reduce -1.3%
DFAU Dimensional US Core Equity M 0.80% 33,425 $1.5M Reduce -0.4%
META Meta Platforms Inc. Class A 0.76% 2,504 $1.4M Add +0.3%
IJR iShares Core S&P Small-Cap E 0.74% 11,215 $1.4M Add +0.8%
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.74% 40,324 $1.4M Add +4.4%
TY Tri-Continental Corp. 0.67% 39,994 $1.3M Reduce -1.3%
MSFT Microsoft Corp. 0.64% 3,251 $1.2M Add +11.0%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.60% 28,291 $1.1M Add +0.0%
JEPI JPMorgan Equity Premium Inco 0.55% 18,376 $1.0M Reduce -1.1%
JPM JPMorgan Chase & Co. 0.53% 3,400 $1.0M No change
SPSM SS SPDR P S&P 600 Small Cap 0.52% 20,398 $986K Add +16.0%
VEA Vanguard Ftse Developed ETF 0.50% 14,748 $945K No change
VTI VG Morningstar TS MKT ETF-US 0.50% 2,922 $938K Add +0.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.49% 11,958 $915K No change
SLYV SS SPDR S&P 600 SC Val ETF 0.48% 9,564 $905K No change
GGZ Gabelli Global Small & M 0.46% 57,529 $864K Reduce -2.3%
VTIP Vanguard Short-Term Tips 0.44% 16,654 $832K Reduce -0.2%
ITOT iShares Core S&P Total U.S. 0.44% 5,798 $826K No change
PYLD PIMCO Multisector Bond Actv 0.42% 30,350 $795K No change
MUNI PIMCO Intermediate Municipal 0.42% 14,971 $781K Add +22.3%
IAU iShares Gold Trust 0.40% 8,639 $762K Reduce -3.7%
VOO Vanguard S&P 500 ETF 0.40% 1,270 $759K Reduce -0.6%
PDN Inv Rafi Dev MKT US SM-Usdin 0.40% 17,344 $752K No change
VSS Vanguard Ftse All Wo X-US SC 0.40% 5,139 $749K No change
MINO PIMCO Municipal Income Oppor 0.38% 15,787 $713K No change
NFJ Virtus DVD Intrst & PRM STR 0.37% 55,429 $699K Reduce -0.7%
ITB iShares U.S. Home Constructi 0.37% 7,607 $689K No change
LONZ PIMCO Senior Loan Active ETF 0.36% 13,860 $684K Add +1.8%
MOAT Vaneck Morningstar Wide Moat 0.36% 7,019 $679K No change
VOX Vanguard Communication Servi 0.35% 3,707 $667K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.35% 3,024 $657K No change
IVV iShares Core S&P 500 ETF 0.35% 1,005 $656K Add +26.1%
TOTL SS Doubleline TR Tact ETF 0.34% 16,226 $645K Reduce -1.3%
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.34% 20,321 $642K Add +54.4%
PM Philip Morris International 0.33% 3,809 $630K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.31% 1,957 $585K No change
FLGB Franklin Ftse United Kingdom 0.30% 16,135 $561K Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 0.30% 2,592 $557K No change
ICE Intercontinental Exchange Inc. 0.29% 3,500 $550K No change
IJS iShares S&P Small-Cap 600 Va 0.29% 4,568 $541K No change
GSIE Goldman Sachs Activebeta Int 0.29% 12,500 $539K Reduce -14.2%
VGT Vanguard Info Tech ETF 0.29% 773 $539K No change
GLD SPDR Gold Shares 0.29% 1,251 $538K Reduce -0.6%
JNJ Johnson & Johnson 0.28% 2,195 $536K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.28% 10,866 $530K No change
AMZN Amazon.com Inc. 0.28% 2,526 $526K Add +1.0%
PNI PIMCO NY Muni Inc. II FND 0.28% 75,711 $519K New
JBND JPMorgan Active Bond ETF 0.27% 9,311 $501K Add +0.0%
PRF Invesco Rafi US 1000 ETF 0.25% 10,036 $477K No change
KO The Coca-Cola Co. 0.25% 6,243 $475K No change
ECAT BlackRock ESG Cap All TRM TR 0.25% 34,589 $470K Reduce -2.9%
IAUM iShares Gold Trust Micro 0.25% 10,043 $469K Add +11.9%
DFNM Dimensional National Muni BD 0.24% 9,505 $456K Add +7.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.23% 2,390 $440K No change
ABBV Abbvie Inc. 0.23% 2,008 $437K No change
IBB iShares Biotechnology ETF 0.23% 2,528 $427K No change
PFE Pfizer Inc. 0.22% 14,417 $405K Reduce -1.9%
IEMG iShares Core MSCI Emerging 0.21% 5,708 $398K Add +5.8%
GOOG Alphabet Inc. Class C 0.21% 1,379 $395K Add +0.1%
FNCL Fidelity MSCI Financial Indx 0.20% 5,413 $380K Reduce -3.2%
GS Goldman Sachs Group Inc. 0.20% 445 $377K No change
VNQ Vanguard Real Estate ETF 0.19% 4,089 $363K Add +2.2%
SPMD SS SPDR P S&P 400 Midcap ETF 0.19% 6,081 $360K No change
CRM Salesforce Inc. 0.19% 1,921 $359K Add +83.0%
IXUS iShares Core Intl Stock ETF 0.19% 4,102 $355K No change
WMT Walmart Inc. 0.18% 2,798 $348K Reduce -0.8%
CSCO Cisco Systems Inc. 0.18% 4,410 $342K No change
IBBQ Invesco Nasdaq Biotech ETF 0.17% 11,030 $320K Add +2.5%
MO Altria Group Inc. 0.17% 4,841 $319K No change
SCZ iShares MSCI Eafe Small-Cap 0.17% 3,998 $313K No change
V Visa Inc. Class A 0.16% 1,024 $309K No change
RGT Royce Global Trust Inc. 0.16% 22,853 $305K Add +77.3%
BSV Vanguard Short-Term Bond ETF 0.16% 3,891 $305K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.15% 448 $291K No change
COF Capital One Financial Corp. 0.15% 1,551 $283K No change
ISRG Intuitive Surgical Inc. 0.14% 584 $269K No change
SH Proshares Short S&P500 0.14% 6,936 $263K New
XAR SS SPDR S&P Aerospace Def 0.13% 992 $252K Add +1.5%
QQQ Invesco QQQ Trust Series 1 0.13% 411 $236K Reduce -4.6%
UFEB Innovator U.S. Equity Ultra 0.12% 6,186 $225K No change
FDX FedEx Corp. 0.12% 615 $219K New
VTV Vanguard Mrngstr Val ETF-Aui 0.12% 1,106 $217K New
BX Blackstone Inc. 0.11% 1,881 $216K No change
T AT&T Inc. 0.11% 7,298 $212K New
NFLX Netflix Inc. 0.11% 2,180 $210K New
MU Micron Technology Inc. 0.11% 614 $207K New
ECF Ellsworth Growth and Income 0.08% 12,794 $143K No change
TNGY Tortoise Energy ETF 0.06% 11,172 $117K No change

Portfolio Sells Q4 2025 → Q1 2026
GLDM SPDR Gold Minishares Trust Reduce -13.3% 2.53% −0.31
LDUR PIMCO Enhanced Low Duration Reduce -1.9% 2.74% −0.22
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.13
FCOM Fidelity MSCI Comm Serv Indx Reduce -1.3% 0.80% −0.12
DFAU Dimensional US Core Equity M Reduce -0.4% 0.80% −0.08
TY Tri-Continental Corp. Reduce -1.3% 0.67% −0.07
GSIE Goldman Sachs Activebeta Int Reduce -14.2% 0.29% −0.06
PULS Pgim Ultra Short Bond ETF Reduce -0.9% 0.90% −0.06
ECAT BlackRock ESG Cap All TRM TR Reduce -2.9% 0.25% −0.06
DGS Wisdomtree Em Small Cap Reduce -1.8% 2.07% −0.05
ITA iShares U.S. Aerospace & Def Reduce -1.1% 0.98% −0.05
VOO Vanguard S&P 500 ETF Reduce -0.6% 0.40% −0.05
JEPI JPMorgan Equity Premium Inco Reduce -1.1% 0.55% −0.04
FNCL Fidelity MSCI Financial Indx Reduce -3.2% 0.20% −0.04
GGZ Gabelli Global Small & M Reduce -2.3% 0.46% −0.04
NFJ Virtus DVD Intrst & PRM STR Reduce -0.7% 0.37% −0.03
TOTL SS Doubleline TR Tact ETF Reduce -1.3% 0.34% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -4.6% 0.13% −0.02
VTIP Vanguard Short-Term Tips Reduce -0.2% 0.44% −0.02
FLGB Franklin Ftse United Kingdom Reduce -1.3% 0.30% −0.01
IAU iShares Gold Trust Reduce -3.7% 0.40% −0.00
GLD SPDR Gold Shares Reduce -0.6% 0.29% +0.01
WMT Walmart Inc. Reduce -0.8% 0.18% +0.01
PFE Pfizer Inc. Reduce -1.9% 0.22% +0.01

Portfolio Buys Q4 2025 → Q1 2026
VBIL Vanguard 0-3M T-Bill ETF Add +534.2% 1.91% +1.59
BOND PIMCO Active Bond Exchange-T Add +76.8% 1.42% +0.56
MTBA Simplify MBS ETF Add +48.7% 1.70% +0.47
SCHD Schwab US DVD Equity ETF Add +10.0% 2.29% +0.32
PNI PIMCO NY Muni Inc. II FND New 0.28% +0.28
DFAI Dimensional International Co. Add +7.8% 6.10% +0.25
EMXC iShares MSCI Emr MRK Ex Chna Add +8.6% 1.54% +0.16
SH Proshares Short S&P500 New 0.14% +0.14
DFIV Dimensional International Va Add +6.5% 2.14% +0.13
FDX FedEx Corp. New 0.12% +0.12
VTV Vanguard Mrngstr Val ETF-Aui New 0.12% +0.12
T AT&T Inc. New 0.11% +0.11
NFLX Netflix Inc. New 0.11% +0.11
MU Micron Technology Inc. New 0.11% +0.11
CGNG Cap Group New Geography Eq Add +54.4% 0.34% +0.10
AMJB Alerian MLP ETN2044 Add +4.4% 0.74% +0.09
FLXR TCW Flexible Income ETF Add +9.5% 2.88% +0.08
RGT Royce Global Trust Inc. Add +77.3% 0.16% +0.07
SPSM SS SPDR P S&P 600 Small Cap Add +16.0% 0.52% +0.06
MUNI PIMCO Intermediate Municipal Add +22.3% 0.42% +0.05
DFAT Dimensional US Target Value Add +3.7% 1.53% +0.04
IVV iShares Core S&P 500 ETF Add +26.1% 0.35% +0.04
SCHC Schwab Intl Small-Cap Equity Add +6.1% 1.26% +0.04
CRM Salesforce Inc. Add +83.0% 0.19% +0.03
IAUM iShares Gold Trust Micro Add +11.9% 0.25% +0.03
DFAE Dimensional Emerging Core Eq Add +4.3% 1.22% +0.03
FREL Fidelity MSCI RL Est Indx Add +7.4% 1.00% +0.02
BINC iShares Flex I A ETF-Usd Inc. Add +8.4% 1.34% +0.01
IEMG iShares Core MSCI Emerging Add +5.8% 0.21% +0.01
DFNM Dimensional National Muni BD Add +7.2% 0.24% +0.00
XAR SS SPDR S&P Aerospace Def Add +1.5% 0.13% +0.00
IBBQ Invesco Nasdaq Biotech ETF Add +2.5% 0.17% −0.00
IEFA iShares Core MSCI Eafe ETF Add +3.9% 0.83% −0.00
VNQ Vanguard Real Estate ETF Add +2.2% 0.19% −0.01
IJR iShares Core S&P Small-Cap E Add +0.8% 0.74% −0.01
JBND JPMorgan Active Bond ETF Add +0.0% 0.27% −0.02
XSOE Wisdmtree Emerg MKT Ex-St Ow Add +0.0% 0.60% −0.02
LONZ PIMCO Senior Loan Active ETF Add +1.8% 0.36% −0.02
GOOG Alphabet Inc. Class C Add +0.1% 0.21% −0.03
SCHO Schwab Short-Term US Treas Add +4.0% 1.70% −0.03
DGRO iShares Core Dividend Growth Add +0.7% 1.00% −0.04
STIP iShares 0-5 Year Tips Bond E Add +1.8% 1.52% −0.04
AMZN Amazon.com Inc. Add +1.0% 0.28% −0.04
VTI VG Morningstar TS MKT ETF-US Add +0.2% 0.50% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.7% 1.89% −0.06
BCV Bancroft Fund Ltd. Add +0.0% 0.85% −0.07
DBND Doubleline Oppor Cor BND-Usd Add +5.6% 5.41% −0.07
JPIE JPMorgan Income ETF Add +0.8% 1.48% −0.08
FHLC Fidelity MSCI Health Care Add +1.2% 1.28% −0.13
MSFT Microsoft Corp. Add +11.0% 0.64% −0.16

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