Beckerman Institutional, LLC — 13F Holdings & Portfolio
CIK 2043468 · latest 13F-HR filed 2026-08-11
Beckerman Institutional, LLC manages $210.2M in 13F-reported U.S. long-equity assets across 124 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (8.13%), DFAI (6.16%), DBND (5.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 3, added to 79, and trimmed 11.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1A
OCEAN GROVE, NJ 07756
$210.2M
Long-equity book
124
Distinct positions
2026-06-30
Filed 2026-08-11
+6 / −3 / ↑79 / ↓11
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$1.6M +24.1%
- DIMENSIONAL ETF TRUST$1.5M +12.9%
- DIMENSIONAL ETF TRUST$1.2M +23.3%
- PIMCO ETF TR$1.1M +41.7%
- BERKSHIRE HATHAWAY INC DEL$1.1M +6.9%
Top Trims
- WORLD GOLD TR-$918.1K -19.3%
- ISHARES GOLD TR-$125.0K -16.4%
- INTERCONTINENTAL EXCHANGE IN-$119.6K -21.7%
- SPDR GOLD TR-$77.4K -14.4%
- SALESFORCE INC-$56.4K -15.7%
New Positions
- NVIDIA CORPORATION$1.5M
- ADVANCED MICRO DEVICES INC$426.4K
- FRANKLIN TEMPLETON ETF TR$225.3K
- DELL TECHNOLOGIES INC$222.2K
- ISHARES TR$212.5K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $17.1M | 8.13% | 34,166 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $13.0M | 6.16% | 313,991 | SH |
| 3 | DOUBLELINE ETF TRUST | DBND | 25861R105 | $10.7M | 5.11% | 235,558 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $8.3M | 3.94% | 23,183 | SH |
| 5 | ISHARES TR | IDEV | 46435G326 | $8.1M | 3.87% | 91,459 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $6.2M | 2.97% | 140,672 | SH |
| 7 | TCW ETF TRUST | FLXR | 29287L700 | $5.7M | 2.73% | 146,067 | SH |
| 8 | PIMCO ETF TR | LDUR | 72201R718 | $5.1M | 2.43% | 53,496 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.6M | 2.20% | 145,966 | SH |
| 10 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $4.4M | 2.08% | 57,635 | SH |
| 11 | VANGUARD INDEX FDS | VO | 922908629 | $4.4M | 2.07% | 54,070 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $4.3M | 2.07% | 80,389 | SH |
| 13 | WISDOMTREE TR | DGS | 97717W281 | $4.1M | 1.95% | 63,195 | SH |
| 14 | ISHARES INC | EMXC | 46434G764 | $4.0M | 1.88% | 38,650 | SH |
| 15 | WORLD GOLD TR | GLDM | 98149E303 | $3.8M | 1.83% | 48,362 | SH |
| 16 | PIMCO ETF TR | BOND | 72201R775 | $3.8M | 1.80% | 40,972 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $3.3M | 1.58% | 47,386 | SH |
| 18 | SIMPLIFY EXCHANGE TRADED FUN | MTBA | 82889N525 | $3.2M | 1.53% | 65,670 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $3.2M | 1.50% | 130,698 | SH |
| 20 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $3.0M | 1.41% | 64,496 | SH |
| 21 | ISHARES TR | STIP | 46429B747 | $2.9M | 1.37% | 28,251 | SH |
| 22 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $2.9M | 1.37% | 71,491 | SH |
| 23 | FIDELITY COVINGTON TRUST | FHLC | 316092600 | $2.8M | 1.32% | 35,930 | SH |
| 24 | BLACKROCK ETF TRUST II | BINC | 092528603 | $2.7M | 1.28% | 51,301 | SH |
| 25 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $2.7M | 1.27% | 55,563 | SH |
| 26 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $2.4M | 1.17% | 23,722 | SH |
| 27 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $2.3M | 1.08% | 77,119 | SH |
| 28 | ISHARES TR | DGRO | 46434V621 | $2.0M | 0.96% | 26,736 | SH |
| 29 | APPLE INC | AAPL | 037833100 | $2.0M | 0.96% | 6,972 | SH |
| 30 | ISHARES TR | ITA | 464288760 | $2.0M | 0.95% | 8,241 | SH |
| 31 | BANCROFT FD LTD | BCV | 059695106 | $1.9M | 0.90% | 72,888 | SH |
| 32 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $1.7M | 0.82% | 33,537 | SH |
| 33 | PGIM ETF TR | PULS | 69344A107 | $1.7M | 0.81% | 34,314 | SH |
| 34 | ISHARES TR | IJR | 464287804 | $1.7M | 0.79% | 11,215 | SH |
| 35 | ISHARES TR | IEFA | 46432F842 | $1.6M | 0.77% | 16,796 | SH |
| 36 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $1.5M | 0.73% | 22,122 | SH |
| 37 | SPDR SERIES TRUST | SPSM | 78468R853 | $1.5M | 0.72% | 26,187 | SH |
| 38 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.5M | 0.71% | 7,509 | SH |
| 39 | JPMORGAN CHASE FINL CO LLC | AMJB | 48133Q309 | $1.4M | 0.69% | 41,857 | SH |
| 40 | META PLATFORMS INC | META | 30303M102 | $1.4M | 0.68% | 2,528 | SH |
| 41 | TRI CONTL CORP | TY | 895436103 | $1.4M | 0.66% | 40,036 | SH |
| 42 | WISDOMTREE TR | XSOE | 97717X578 | $1.4M | 0.65% | 27,879 | SH |
| 43 | MICROSOFT CORP | MSFT | 594918104 | $1.3M | 0.60% | 3,368 | SH |
| 44 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.1M | 0.53% | 3,400 | SH |
| 45 | CAPITAL GROUP NEW GEOGRAPHY | CGNG | 14021N105 | $1.1M | 0.52% | 29,101 | SH |
| 46 | VANGUARD INDEX FDS | VTI | 922908769 | $1.1M | 0.51% | 2,922 | SH |
| 47 | SPDR SERIES TRUST | SPYM | 78464A854 | $1.1M | 0.50% | 11,958 | SH |
| 48 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $1.1M | 0.50% | 14,748 | SH |
| 49 | SPDR SERIES TRUST | SLYV | 78464A300 | $1.0M | 0.50% | 9,564 | SH |
| 50 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $1.0M | 0.49% | 18,335 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-11 | $210.2M | 124 | 0002043468-26-000003 |
| 2026-03-31 | 2026-05-04 | $188.2M | 121 | 0002043468-26-000002 |
| 2025-12-31 | 2026-02-10 | $178.1M | 115 | 0002043468-26-000001 |