Beckerman Institutional, LLC — 13F Holdings & Portfolio
CIK 2043468 · latest 13F-HR filed 2026-05-04
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.
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AUM
$188.2M
Long-equity book
Holdings
121
Distinct positions
Period
2026-03-31
Filed 2026-05-04
Q/Q Activity
+7 / −1 / ↑32 / ↓25
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INSTL INDEX FD$3.0M +536.0%
- PIMCO ETF TR$1.1M +75.2%
- DIMENSIONAL ETF TRUST$1.1M +10.2%
- SIMPLIFY EXCHANGE TRADED FUN$1.0M +45.9%
- SCHWAB STRATEGIC TR$809.7K +23.1%
Top Trims
- ALPHABET INC-$577.1K -8.0%
- WORLD GOLD TR-$293.5K -5.8%
- META PLATFORMS INC-$215.6K -13.1%
- MICROSOFT CORP-$212.8K -15.0%
- FIDELITY COMWLTH TR-$154.7K -7.1%
New Positions
- PIMCO NEW YORK MUN FD II$518.6K
- PROSHARES TR$263.1K
- FEDEX CORP$219.1K
- VANGUARD INDEX FDS$217.0K
- AT&T INC$211.6K
All Holdings
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 | $16.0M | 8.50% | 33,375 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFAI | 25434V203 | $11.5M | 6.10% | 294,471 | SH |
| 3 | DOUBLELINE ETF TRUST | DBND | 25861R105 | $10.2M | 5.41% | 222,253 | SH |
| 4 | ISHARES TR | IDEV | 46435G326 | $7.7M | 4.08% | 91,986 | SH |
| 5 | ALPHABET INC | GOOGL | 02079K305 | $6.7M | 3.55% | 23,212 | SH |
| 6 | TCW ETF TRUST | FLXR | 29287L700 | $5.4M | 2.88% | 138,179 | SH |
| 7 | PIMCO ETF TR | LDUR | 72201R718 | $5.2M | 2.74% | 53,867 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $5.1M | 2.69% | 130,220 | SH |
| 9 | WORLD GOLD TR | GLDM | 98149E303 | $4.8M | 2.53% | 51,344 | SH |
| 10 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $4.3M | 2.30% | 140,799 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFIV | 25434V807 | $4.0M | 2.14% | 76,368 | SH |
| 12 | WISDOMTREE TR | DGS | 97717W281 | $3.9M | 2.07% | 64,932 | SH |
| 13 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $3.6M | 1.91% | 47,565 | SH |
| 14 | VANGUARD INDEX FDS | VO | 922908629 | $3.5M | 1.89% | 12,357 | SH |
| 15 | SIMPLIFY EXCHANGE TRADED FUN | MTBA | 82889N525 | $3.2M | 1.70% | 64,870 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHO | 808524862 | $3.2M | 1.70% | 131,574 | SH |
| 17 | ISHARES INC | EMXC | 46434G764 | $2.9M | 1.54% | 36,920 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $2.9M | 1.53% | 46,131 | SH |
| 19 | ISHARES TR | STIP | 46429B747 | $2.9M | 1.52% | 27,673 | SH |
| 20 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $2.8M | 1.48% | 60,635 | SH |
| 21 | PIMCO ETF TR | BOND | 72201R775 | $2.7M | 1.42% | 28,884 | SH |
| 22 | BLACKROCK ETF TRUST II | BINC | 092528603 | $2.5M | 1.34% | 48,671 | SH |
| 23 | FIDELITY COVINGTON TRUST | FHLC | 316092600 | $2.4M | 1.28% | 34,357 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHC | 808524888 | $2.4M | 1.26% | 50,735 | SH |
| 25 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $2.3M | 1.22% | 67,567 | SH |
| 26 | FIDELITY COMWLTH TR | ONEQ | 315912808 | $2.0M | 1.08% | 23,834 | SH |
| 27 | FIDELITY COVINGTON TRUST | FREL | 316092857 | $1.9M | 1.00% | 70,108 | SH |
| 28 | ISHARES TR | DGRO | 46434V621 | $1.9M | 1.00% | 26,775 | SH |
| 29 | ISHARES TR | ITA | 464288760 | $1.8M | 0.98% | 8,435 | SH |
| 30 | APPLE INC | AAPL | 037833100 | $1.8M | 0.94% | 6,972 | SH |
| 31 | PGIM ETF TR | PULS | 69344A107 | $1.7M | 0.90% | 34,314 | SH |
| 32 | BANCROFT FD LTD | BCV | 059695106 | $1.6M | 0.85% | 73,919 | SH |
| 33 | ISHARES TR | IEFA | 46432F842 | $1.6M | 0.83% | 17,270 | SH |
| 34 | FIDELITY COVINGTON TRUST | FCOM | 316092873 | $1.5M | 0.80% | 22,177 | SH |
| 35 | DIMENSIONAL ETF TRUST | DFAU | 25434V104 | $1.5M | 0.80% | 33,425 | SH |
| 36 | META PLATFORMS INC | META | 30303M102 | $1.4M | 0.76% | 2,504 | SH |
| 37 | ISHARES TR | IJR | 464287804 | $1.4M | 0.74% | 11,215 | SH |
| 38 | JPMORGAN CHASE FINL CO LLC | AMJB | 48133Q309 | $1.4M | 0.74% | 40,324 | SH |
| 39 | TRI CONTL CORP | TY | 895436103 | $1.3M | 0.67% | 39,994 | SH |
| 40 | MICROSOFT CORP | MSFT | 594918104 | $1.2M | 0.64% | 3,251 | SH |
| 41 | WISDOMTREE TR | XSOE | 97717X578 | $1.1M | 0.60% | 28,291 | SH |
| 42 | J P MORGAN EXCHANGE TRADED F | JEPI | 46641Q332 | $1.0M | 0.55% | 18,376 | SH |
| 43 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.0M | 0.53% | 3,400 | SH |
| 44 | SPDR SERIES TRUST | SPSM | 78468R853 | $985.6K | 0.52% | 20,398 | SH |
| 45 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $945.0K | 0.50% | 14,748 | SH |
| 46 | VANGUARD INDEX FDS | VTI | 922908769 | $937.6K | 0.50% | 2,922 | SH |
| 47 | SPDR SERIES TRUST | SPYM | 78464A854 | $915.3K | 0.49% | 11,958 | SH |
| 48 | SPDR SERIES TRUST | SLYV | 78464A300 | $904.6K | 0.48% | 9,564 | SH |
| 49 | GABELLI GLOBAL SMALL & MID C | GGZ | 36249W104 | $864.1K | 0.46% | 57,529 | SH |
| 50 | VANGUARD MALVERN FDS | VTIP | 922020805 | $831.9K | 0.44% | 16,654 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-04 | $188.2M | 121 | 0002043468-26-000002 |
| 2025-12-31 | 2026-02-10 | $178.1M | 115 | 0002043468-26-000001 |