Beckerman Institutional, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), Beckerman Institutional, LLC reported 124 stock positions worth $210.2 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 8.1% of the portfolio, followed by Dimensional International (DFAI, 6.2%) and Doubleline Oppor Cor BND-Usd (DBND, 5.1%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 39 and reduced 33. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale SPDR Gold Minishares Trust (GLDM, shares −6%).

Most Recent 13F
Q2 2026
Location
OCEAN GROVE, NJ
CIK
0002043468
Portfolio Value
$210.2M (Q2 2026)
SEC Filing
0002043468-26-000003 ↗ filed Aug 11, 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 Q1 2026 Q2 2026: $210.2M $210.2M Q2 2026

Holdings 124 stocks · $210.2M
BRK.B Berkshire Hathaway Inc. Class B 8.13% 34,166 $17.1M Add +2.4%
DFAI Dimensional International Co. 6.16% 313,991 $13.0M Add +6.6%
DBND Doubleline Oppor Cor BND-Usd 5.11% 235,558 $10.7M Add +6.0%
GOOGL Alphabet Inc. Class A 3.94% 23,183 $8.3M Reduce -0.1%
IDEV iShares Core MSCI Dev MKTS 3.87% 91,459 $8.1M Reduce -0.6%
DFAC Dimensional US Core Equity 2 2.97% 140,672 $6.2M Add +8.0%
FLXR TCW Flexible Income ETF 2.73% 146,067 $5.7M Add +5.7%
LDUR PIMCO Enhanced Low Duration 2.43% 53,496 $5.1M Reduce -0.7%
SCHD Schwab US DVD Equity ETF 2.20% 145,966 $4.6M Add +3.7%
VBIL Vanguard 0-3M T-Bill ETF 2.08% 57,635 $4.4M Add +21.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.07% 54,070 $4.4M Add +9.4%
DFIV Dimensional International Va 2.07% 80,389 $4.3M Add +5.3%
DGS Wisdomtree Em Small Cap 1.95% 63,195 $4.1M Reduce -2.7%
EMXC iShares MSCI Emr MRK Ex Chna 1.88% 38,650 $4.0M Add +4.7%
GLDM SPDR Gold Minishares Trust 1.83% 48,362 $3.8M Reduce -5.8%
BOND PIMCO Active Bond Exchange-T 1.80% 40,972 $3.8M Add +41.9%
DFAT Dimensional US Target Value 1.58% 47,386 $3.3M Add +2.7%
MTBA Simplify MBS ETF 1.53% 65,670 $3.2M Add +1.2%
SCHO Schwab Short-Term US Treas 1.50% 130,698 $3.2M Reduce -0.7%
JPIE JPMorgan Income ETF 1.41% 64,496 $3.0M Add +6.4%
STIP iShares 0-5 Year Tips Bond E 1.37% 28,251 $2.9M Add +2.1%
DFAE Dimensional Emerging Core Eq 1.37% 71,491 $2.9M Add +5.8%
FHLC Fidelity MSCI Health Care 1.32% 35,930 $2.8M Add +4.6%
BINC iShares Flex I A ETF-Usd Inc. 1.28% 51,301 $2.7M Add +5.4%
SCHC Schwab Intl Small-Cap Equity 1.27% 55,563 $2.7M Add +9.5%
ONEQ Fidelity Nasdaq Comp Indx 1.17% 23,722 $2.4M Reduce -0.5%
FREL Fidelity MSCI RL Est Indx 1.08% 77,119 $2.3M Add +10.0%
DGRO iShares Core Dividend Growth 0.96% 26,736 $2.0M Reduce -0.1%
AAPL Apple Inc. 0.96% 6,972 $2.0M No change
ITA iShares U.S. Aerospace & Def 0.95% 8,241 $2.0M Reduce -2.3%
BCV Bancroft Fund Ltd. 0.90% 72,888 $1.9M Reduce -1.4%
DFAU Dimensional US Core Equity M 0.82% 33,537 $1.7M Add +0.3%
PULS Pgim Ultra Short Bond ETF 0.81% 34,314 $1.7M No change
IJR iShares Core S&P Small-Cap E 0.79% 11,215 $1.7M No change
IEFA iShares Core MSCI Eafe ETF 0.77% 16,796 $1.6M Reduce -2.7%
FCOM Fidelity MSCI Comm Serv Indx 0.73% 22,122 $1.5M Reduce -0.3%
SPSM SS SPDR P S&P 600 Small Cap 0.72% 26,187 $1.5M Add +28.4%
NVDA Nvidia Corp. 0.71% 7,509 $1.5M New
AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC 0.69% 41,857 $1.4M Add +3.8%
META Meta Platforms Inc. Class A 0.68% 2,528 $1.4M Add +1.0%
TY Tri-Continental Corp. 0.66% 40,036 $1.4M Add +0.1%
XSOE Wisdmtree Emerg MKT Ex-St Ow 0.65% 27,879 $1.4M Reduce -1.5%
MSFT Microsoft Corp. 0.60% 3,368 $1.3M Add +3.6%
JPM JPMorgan Chase & Co. 0.53% 3,400 $1.1M No change
CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY 0.52% 29,101 $1.1M Add +43.2%
VTI VG Morningstar TS MKT ETF-US 0.51% 2,922 $1.1M No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.50% 11,958 $1.1M No change
VEA Vanguard Ftse Developed ETF 0.50% 14,748 $1.1M No change
SLYV SS SPDR S&P 600 SC Val ETF 0.50% 9,564 $1.0M No change
JEPI JPMorgan Equity Premium Inco 0.49% 18,335 $1.0M Reduce -0.2%
MUNI PIMCO Intermediate Municipal 0.46% 18,346 $965K Add +22.5%
GGZ Gabelli Global Small & M 0.44% 57,321 $933K Reduce -0.4%
ITOT iShares Core S&P Total U.S. 0.44% 5,636 $926K Reduce -2.8%
VOO Vanguard S&P 500 ETF 0.42% 1,272 $874K Add +0.2%
VTIP Vanguard Short-Term Tips 0.40% 16,654 $837K No change
NFJ Virtus DVD Intrst & PRM STR 0.40% 54,945 $835K Reduce -0.9%
IVV iShares Core S&P 500 ETF 0.39% 1,096 $821K Add +9.1%
PYLD PIMCO Multisector Bond Actv 0.38% 30,350 $805K No change
VSS Vanguard Ftse All Wo X-US SC 0.38% 5,139 $793K No change
ITB iShares U.S. Home Constructi 0.35% 7,111 $743K Reduce -6.5%
VGT Vanguard Info Tech ETF 0.35% 6,178 $738K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.35% 16,354 $736K Reduce -5.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.35% 3,024 $735K No change
MINO PIMCO Municipal Income Oppor 0.34% 15,677 $717K Reduce -0.7%
MU Micron Technology Inc. 0.34% 614 $709K No change
MOAT Vaneck Morningstar Wide Moat 0.34% 6,773 $704K Reduce -3.5%
PM Philip Morris International 0.33% 3,809 $689K No change
LONZ PIMCO Senior Loan Active ETF 0.33% 13,860 $683K No change
VOX Vanguard Communication Servi 0.32% 3,707 $682K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.32% 1,957 $673K No change
TOTL SS Doubleline TR Tact ETF 0.30% 16,195 $639K Reduce -0.2%
IAU iShares Gold Trust 0.30% 8,431 $637K Reduce -2.4%
IJS iShares S&P Small-Cap 600 Va 0.30% 4,568 $624K No change
BAC Bank of America Corp. 0.29% 10,767 $613K Reduce -0.9%
VIG Vanguard Dividend Apprec ETF 0.29% 2,592 $613K No change
RGT Royce Global Trust Inc. 0.29% 43,001 $612K Add +88.2%
AMZN Amazon.com Inc. 0.29% 2,526 $602K No change
GSIE Goldman Sachs Activebeta Int 0.27% 12,500 $571K No change
FLGB Franklin Ftse United Kingdom 0.27% 16,135 $569K No change
IEMG iShares Core MSCI Emerging 0.27% 6,739 $558K Add +18.1%
JNJ Johnson & Johnson 0.27% 2,195 $557K No change
PNI PIMCO NY Muni Inc. II FND 0.26% 75,711 $537K No change
ECAT BlackRock ESG Cap All TRM TR 0.26% 34,099 $536K Reduce -1.4%
CSCO Cisco Systems Inc. 0.25% 4,410 $518K No change
ABBV Abbvie Inc. 0.24% 2,028 $510K Add +1.0%
KO The Coca-Cola Co. 0.24% 6,243 $507K No change
JBND JPMorgan Active Bond ETF 0.24% 9,314 $498K Add +0.0%
GOOG Alphabet Inc. Class C 0.23% 1,371 $484K Reduce -0.6%
PFE Pfizer Inc. 0.23% 20,024 $482K Add +38.9%
IBB iShares Biotechnology ETF 0.23% 2,528 $481K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.22% 2,390 $472K No change
GLD SPDR Gold Shares 0.22% 1,251 $460K No change
PRF Invesco Rafi US 1000 ETF 0.22% 8,425 $455K Reduce -16.1%
GS Goldman Sachs Group Inc. 0.21% 445 $450K No change
ICE Intercontinental Exchange Inc. 0.20% 3,500 $431K No change
AMD Advanced Micro Devices 0.20% 734 $426K New
DFNM Dimensional National Muni BD 0.20% 8,698 $420K Reduce -8.5%
FNCL Fidelity MSCI Financial Indx 0.20% 5,413 $414K No change
IAUM iShares Gold Trust Micro 0.20% 10,342 $414K Add +3.0%
SPMD SS SPDR P S&P 400 Midcap ETF 0.20% 6,081 $411K No change
VNQ Vanguard Real Estate ETF 0.19% 4,089 $394K No change
IXUS iShares Core Intl Stock ETF 0.18% 4,074 $389K Reduce -0.7%
IBBQ Invesco Nasdaq Biotech ETF 0.18% 11,456 $374K Add +3.9%
V Visa Inc. Class A 0.17% 1,024 $351K No change
MO Altria Group Inc. 0.17% 4,841 $348K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.16% 448 $335K No change
SCZ iShares MSCI Eafe Small-Cap 0.15% 3,799 $313K Reduce -5.0%
WMT Walmart Inc. 0.15% 2,753 $312K Reduce -1.6%
COF Capital One Financial Corp. 0.15% 1,551 $311K No change
BSV Vanguard Short-Term Bond ETF 0.14% 3,891 $303K No change
CRM Salesforce Inc. 0.14% 1,929 $302K Add +0.4%
QQQ Invesco QQQ Trust Series 1 0.14% 411 $301K No change
XAR SS SPDR S&P Aerospace Def 0.13% 977 $277K Reduce -1.5%
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 1,106 $241K No change
UFEB Innovator U.S. Equity Ultra 0.11% 6,186 $239K No change
SH Proshares Short S&P500 0.11% 6,936 $229K No change
INCM Franklin Income Focus ETF 0.11% 7,807 $225K New
ISRG Intuitive Surgical Inc. 0.11% 564 $224K Reduce -3.4%
DELL Dell Technologies -C 0.11% 515 $222K New
BX Blackstone Inc. 0.11% 1,885 $222K Add +0.2%
IUSG iShares Core S&P U.S. Growth 0.10% 1,130 $212K New
DVY iShares Select Dividend ETF 0.10% 1,316 $205K New
ECF Ellsworth Growth and Income 0.08% 12,794 $169K No change
TNGY Tortoise Energy ETF 0.05% 11,172 $108K No change

Portfolio Sells Q1 2026 → Q2 2026
GLDM SPDR Gold Minishares Trust Reduce -5.8% 1.83% −0.70
LDUR PIMCO Enhanced Low Duration Reduce -0.7% 2.43% −0.31
IDEV iShares Core MSCI Dev MKTS Reduce -0.6% 3.87% −0.21
SCHO Schwab Short-Term US Treas Reduce -0.7% 1.50% −0.20
DGS Wisdomtree Em Small Cap Reduce -2.7% 1.95% −0.13
FDX FedEx Corp. Sold out 0.00% −0.12
T AT&T Inc. Sold out 0.00% −0.11
NFLX Netflix Inc. Sold out 0.00% −0.11
IAU iShares Gold Trust Reduce -2.4% 0.30% −0.10
FCOM Fidelity MSCI Comm Serv Indx Reduce -0.3% 0.73% −0.07
JEPI JPMorgan Equity Premium Inco Reduce -0.2% 0.49% −0.06
IEFA iShares Core MSCI Eafe ETF Reduce -2.7% 0.77% −0.06
PDN Inv Rafi Dev MKT US SM-Usdin Reduce -5.7% 0.35% −0.05
DFNM Dimensional National Muni BD Reduce -8.5% 0.20% −0.04
TOTL SS Doubleline TR Tact ETF Reduce -0.2% 0.30% −0.04
MINO PIMCO Municipal Income Oppor Reduce -0.7% 0.34% −0.04
PRF Invesco Rafi US 1000 ETF Reduce -16.1% 0.22% −0.04
WMT Walmart Inc. Reduce -1.6% 0.15% −0.04
ISRG Intuitive Surgical Inc. Reduce -3.4% 0.11% −0.04
DGRO iShares Core Dividend Growth Reduce -0.1% 0.96% −0.03
ITA iShares U.S. Aerospace & Def Reduce -2.3% 0.95% −0.03
MOAT Vaneck Morningstar Wide Moat Reduce -3.5% 0.34% −0.03
SCZ iShares MSCI Eafe Small-Cap Reduce -5.0% 0.15% −0.02
GGZ Gabelli Global Small & M Reduce -0.4% 0.44% −0.02
ITB iShares U.S. Home Constructi Reduce -6.5% 0.35% −0.01
IXUS iShares Core Intl Stock ETF Reduce -0.7% 0.18% −0.00
XAR SS SPDR S&P Aerospace Def Reduce -1.5% 0.13% −0.00
ITOT iShares Core S&P Total U.S. Reduce -2.8% 0.44% +0.00
ECAT BlackRock ESG Cap All TRM TR Reduce -1.4% 0.26% +0.01
BAC Bank of America Corp. Reduce -0.9% 0.29% +0.01
GOOG Alphabet Inc. Class C Reduce -0.6% 0.23% +0.02
NFJ Virtus DVD Intrst & PRM STR Reduce -0.9% 0.40% +0.03
XSOE Wisdmtree Emerg MKT Ex-St Ow Reduce -1.5% 0.65% +0.05
BCV Bancroft Fund Ltd. Reduce -1.4% 0.90% +0.06
ONEQ Fidelity Nasdaq Comp Indx Reduce -0.5% 1.17% +0.09
GOOGL Alphabet Inc. Class A Reduce -0.1% 3.94% +0.40

Portfolio Buys Q1 2026 → Q2 2026
NVDA Nvidia Corp. New 0.71% +0.71
BOND PIMCO Active Bond Exchange-T Add +41.9% 1.80% +0.38
EMXC iShares MSCI Emr MRK Ex Chna Add +4.7% 1.88% +0.34
DFAC Dimensional US Core Equity 2 Add +8.0% 2.97% +0.28
AMD Advanced Micro Devices New 0.20% +0.20
SPSM SS SPDR P S&P 600 Small Cap Add +28.4% 0.72% +0.19
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.4% 2.07% +0.19
CGNG Cap Group New Geography Eq Add +43.2% 0.52% +0.18
VBIL Vanguard 0-3M T-Bill ETF Add +21.2% 2.08% +0.16
DFAE Dimensional Emerging Core Eq Add +5.8% 1.37% +0.15
RGT Royce Global Trust Inc. Add +88.2% 0.29% +0.13
INCM Franklin Income Focus ETF New 0.11% +0.11
DELL Dell Technologies -C New 0.11% +0.11
IUSG iShares Core S&P U.S. Growth New 0.10% +0.10
DVY iShares Select Dividend ETF New 0.10% +0.10
FREL Fidelity MSCI RL Est Indx Add +10.0% 1.08% +0.07
DFAI Dimensional International Co. Add +6.6% 6.16% +0.07
IEMG iShares Core MSCI Emerging Add +18.1% 0.27% +0.05
DFAT Dimensional US Target Value Add +2.7% 1.58% +0.05
MUNI PIMCO Intermediate Municipal Add +22.5% 0.46% +0.04
IVV iShares Core S&P 500 ETF Add +9.1% 0.39% +0.04
FHLC Fidelity MSCI Health Care Add +4.6% 1.32% +0.04
DFAU Dimensional US Core Equity M Add +0.3% 0.82% +0.02
PFE Pfizer Inc. Add +38.9% 0.23% +0.01
VOO Vanguard S&P 500 ETF Add +0.2% 0.42% +0.01
SCHC Schwab Intl Small-Cap Equity Add +9.5% 1.27% +0.01
ABBV Abbvie Inc. Add +1.0% 0.24% +0.01
IBBQ Invesco Nasdaq Biotech ETF Add +3.9% 0.18% +0.01
BX Blackstone Inc. Add +0.2% 0.11% −0.01
TY Tri-Continental Corp. Add +0.1% 0.66% −0.02
JBND JPMorgan Active Bond ETF Add +0.0% 0.24% −0.03
MSFT Microsoft Corp. Add +3.6% 0.60% −0.04
CRM Salesforce Inc. Add +0.4% 0.14% −0.05
IAUM iShares Gold Trust Micro Add +3.0% 0.20% −0.05
AMJB Alerian MLP ETN2044 Add +3.8% 0.69% −0.05
BINC iShares Flex I A ETF-Usd Inc. Add +5.4% 1.28% −0.07
JPIE JPMorgan Income ETF Add +6.4% 1.41% −0.07
DFIV Dimensional International Va Add +5.3% 2.07% −0.08
META Meta Platforms Inc. Class A Add +1.0% 0.68% −0.08
SCHD Schwab US DVD Equity ETF Add +3.7% 2.20% −0.09
STIP iShares 0-5 Year Tips Bond E Add +2.1% 1.37% −0.15
FLXR TCW Flexible Income ETF Add +5.7% 2.73% −0.16
MTBA Simplify MBS ETF Add +1.2% 1.53% −0.17
DBND Doubleline Oppor Cor BND-Usd Add +6.0% 5.11% −0.30
BRK.B Berkshire Hathaway Inc. Class B Add +2.4% 8.13% −0.36

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