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Beckerman Institutional, LLC 13F holdings

Filed 2026-08-11 · Beckerman Institutional, LLC · 124 positions · $210.2M

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TickerCompanySharesValue% of portfolio
BRK-BBERKSHIRE HATHAWAY INC DEL34.2K$17.1M8.1%
DFAIDIMENSIONAL ETF TRUST314.0K$13.0M6.2%
DBNDDOUBLELINE ETF TRUST235.6K$10.7M5.1%
GOOGLALPHABET INC23.2K$8.3M3.9%
IDEVISHARES TR91.5K$8.1M3.9%
DFACDIMENSIONAL ETF TRUST140.7K$6.2M3.0%
FLXRTCW ETF TRUST146.1K$5.7M2.7%
LDURPIMCO ETF TR53.5K$5.1M2.4%
SCHDSCHWAB STRATEGIC TR146.0K$4.6M2.2%
VBILVANGUARD INSTL INDEX FD57.6K$4.4M2.1%
VOVANGUARD INDEX FDS54.1K$4.4M2.1%
DFIVDIMENSIONAL ETF TRUST80.4K$4.3M2.1%
DGSWISDOMTREE TR63.2K$4.1M1.9%
EMXCISHARES INC38.6K$4.0M1.9%
GLDMWORLD GOLD TR48.4K$3.8M1.8%
BONDPIMCO ETF TR41.0K$3.8M1.8%
DFATDIMENSIONAL ETF TRUST47.4K$3.3M1.6%
MTBASIMPLIFY EXCHANGE TRADED FUN65.7K$3.2M1.5%
SCHOSCHWAB STRATEGIC TR130.7K$3.2M1.5%
JPIEJ P MORGAN EXCHANGE TRADED F64.5K$3.0M1.4%
STIPISHARES TR28.3K$2.9M1.4%
DFAEDIMENSIONAL ETF TRUST71.5K$2.9M1.4%
FHLCFIDELITY COVINGTON TRUST35.9K$2.8M1.3%
BINCBLACKROCK ETF TRUST II51.3K$2.7M1.3%
SCHCSCHWAB STRATEGIC TR55.6K$2.7M1.3%
ONEQFIDELITY COMWLTH TR23.7K$2.4M1.2%
FRELFIDELITY COVINGTON TRUST77.1K$2.3M1.1%
DGROISHARES TR26.7K$2.0M1.0%
AAPLAPPLE INC7.0K$2.0M1.0%
ITAISHARES TR8.2K$2.0M1.0%
—BANCROFT FD LTD72.9K$1.9M0.9%
DFAUDIMENSIONAL ETF TRUST33.5K$1.7M0.8%
PULSPGIM ETF TR34.3K$1.7M0.8%
IJRISHARES TR11.2K$1.7M0.8%
IEFAISHARES TR16.8K$1.6M0.8%
FCOMFIDELITY COVINGTON TRUST22.1K$1.5M0.7%
SPSMSPDR SERIES TRUST26.2K$1.5M0.7%
NVDANVIDIA CORPORATION7.5K$1.5M0.7%
AMJBJPMORGAN CHASE FINL CO LLC41.9K$1.4M0.7%
METAMETA PLATFORMS INC2.5K$1.4M0.7%
TYTRI CONTL CORP40.0K$1.4M0.7%
XSOEWISDOMTREE TR27.9K$1.4M0.7%
MSFTMICROSOFT CORP3.4K$1.3M0.6%
JPMJPMORGAN CHASE & CO3.4K$1.1M0.5%
CGNGCAPITAL GROUP NEW GEOGRAPHY29.1K$1.1M0.5%
VTIVANGUARD INDEX FDS2.9K$1.1M0.5%
SPYMSPDR SERIES TRUST12.0K$1.1M0.5%
VEAVANGUARD TAX-MANAGED FDS14.7K$1.1M0.5%
SLYVSPDR SERIES TRUST9.6K$1.0M0.5%
JEPIJ P MORGAN EXCHANGE TRADED F18.3K$1.0M0.5%
MUNIPIMCO ETF TR18.3K$964,9990.5%
—GABELLI GLOBAL SMALL & MID C57.3K$933,1820.4%
ITOTISHARES TR5.6K$925,8280.4%
VOOVANGUARD INDEX FDS1.3K$873,5050.4%
VTIPVANGUARD MALVERN FDS16.7K$836,5290.4%
NFJVIRTUS DIVIDEND INTEREST & P54.9K$834,6140.4%
IVVISHARES TR1.1K$820,7420.4%
PYLDPIMCO ETF TR30.4K$804,8790.4%
VSSVANGUARD INTL EQUITY INDEX F5.1K$792,8940.4%
ITBISHARES TR7.1K$742,9380.4%
Top Fund Holdings
13F
Top Fund Holdings

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