Holders — by stockHoldings — by fund
Beckerman Institutional, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002043468
$210.2M
disclosed book value
124
positions
8.1%
largest position share
Positions, as of 2026-06-30
top 100 of 124 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 34,166 | $17.1M | 8.1% |
| 2 | DFAIDIMENSIONAL ETF TRUST | 313,991 | $13.0M | 6.2% |
| 3 | DBNDDOUBLELINE ETF TRUST | 235,558 | $10.7M | 5.1% |
| 4 | GOOGLALPHABET INC | 23,183 | $8.3M | 3.9% |
| 5 | IDEVISHARES TR | 91,459 | $8.1M | 3.9% |
| 6 | DFACDIMENSIONAL ETF TRUST | 140,672 | $6.2M | 3% |
| 7 | FLXRTCW ETF TRUST | 146,067 | $5.7M | 2.7% |
| 8 | LDURPIMCO ETF TR | 53,496 | $5.1M | 2.4% |
| 9 | SCHDSCHWAB STRATEGIC TR | 145,966 | $4.6M | 2.2% |
| 10 | VBILVANGUARD INSTL INDEX FD | 57,635 | $4.4M | 2.1% |
| 11 | VOVANGUARD INDEX FDS | 54,070 | $4.4M | 2.1% |
| 12 | DFIVDIMENSIONAL ETF TRUST | 80,389 | $4.3M | 2.1% |
| 13 | DGSWISDOMTREE TR | 63,195 | $4.1M | 1.9% |
| 14 | EMXCISHARES INC | 38,650 | $4.0M | 1.9% |
| 15 | GLDMWORLD GOLD TR | 48,362 | $3.8M | 1.8% |
| 16 | BONDPIMCO ETF TR | 40,972 | $3.8M | 1.8% |
| 17 | DFATDIMENSIONAL ETF TRUST | 47,386 | $3.3M | 1.6% |
| 18 | MTBASIMPLIFY EXCHANGE TRADED FUN | 65,670 | $3.2M | 1.5% |
| 19 | SCHOSCHWAB STRATEGIC TR | 130,698 | $3.2M | 1.5% |
| 20 | JPIEJ P MORGAN EXCHANGE TRADED F | 64,496 | $3.0M | 1.4% |
| 21 | STIPISHARES TR | 28,251 | $2.9M | 1.4% |
| 22 | DFAEDIMENSIONAL ETF TRUST | 71,491 | $2.9M | 1.4% |
| 23 | FHLCFIDELITY COVINGTON TRUST | 35,930 | $2.8M | 1.3% |
| 24 | BINCBLACKROCK ETF TRUST II | 51,301 | $2.7M | 1.3% |
| 25 | SCHCSCHWAB STRATEGIC TR | 55,563 | $2.7M | 1.3% |
| 26 | ONEQFIDELITY COMWLTH TR | 23,722 | $2.4M | 1.2% |
| 27 | FRELFIDELITY COVINGTON TRUST | 77,119 | $2.3M | 1.1% |
| 28 | DGROISHARES TR | 26,736 | $2.0M | 1% |
| 29 | AAPLAPPLE INC | 6,972 | $2.0M | 1% |
| 30 | ITAISHARES TR | 8,241 | $2.0M | 1% |
| 31 | BCVBANCROFT FD LTD | 72,888 | $1.9M | 0.9% |
| 32 | DFAUDIMENSIONAL ETF TRUST | 33,537 | $1.7M | 0.8% |
| 33 | PULSPGIM ETF TR | 34,314 | $1.7M | 0.8% |
| 34 | IJRISHARES TR | 11,215 | $1.7M | 0.8% |
| 35 | IEFAISHARES TR | 16,796 | $1.6M | 0.8% |
| 36 | FCOMFIDELITY COVINGTON TRUST | 22,122 | $1.5M | 0.7% |
| 37 | SPSMSPDR SERIES TRUST | 26,187 | $1.5M | 0.7% |
| 38 | NVDANVIDIA CORPORATION | 7,509 | $1.5M | 0.7% |
| 39 | AMJBJPMORGAN CHASE FINL CO LLC | 41,857 | $1.4M | 0.7% |
| 40 | METAMETA PLATFORMS INC | 2,528 | $1.4M | 0.7% |
| 41 | TYTRI CONTL CORP | 40,036 | $1.4M | 0.7% |
| 42 | XSOEWISDOMTREE TR | 27,879 | $1.4M | 0.7% |
| 43 | MSFTMICROSOFT CORP | 3,368 | $1.3M | 0.6% |
| 44 | JPMJPMORGAN CHASE & CO | 3,400 | $1.1M | 0.5% |
| 45 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 29,101 | $1.1M | 0.5% |
| 46 | VTIVANGUARD INDEX FDS | 2,922 | $1.1M | 0.5% |
| 47 | SPYMSPDR SERIES TRUST | 11,958 | $1.1M | 0.5% |
| 48 | VEAVANGUARD TAX-MANAGED FDS | 14,748 | $1.1M | 0.5% |
| 49 | SLYVSPDR SERIES TRUST | 9,564 | $1.0M | 0.5% |
| 50 | JEPIJ P MORGAN EXCHANGE TRADED F | 18,335 | $1.0M | 0.5% |
| 51 | MUNIPIMCO ETF TR | 18,346 | $964,999 | 0.5% |
| 52 | GGZGABELLI GLOBAL SMALL & MID C | 57,321 | $933,182 | 0.4% |
| 53 | ITOTISHARES TR | 5,636 | $925,828 | 0.4% |
| 54 | VOOVANGUARD INDEX FDS | 1,272 | $873,505 | 0.4% |
| 55 | VTIPVANGUARD MALVERN FDS | 16,654 | $836,529 | 0.4% |
| 56 | NFJVIRTUS DIVIDEND INTEREST & P | 54,945 | $834,614 | 0.4% |
| 57 | IVVISHARES TR | 1,096 | $820,742 | 0.4% |
| 58 | PYLDPIMCO ETF TR | 30,350 | $804,879 | 0.4% |
| 59 | VSSVANGUARD INTL EQUITY INDEX F | 5,139 | $792,894 | 0.4% |
| 60 | ITBISHARES TR | 7,111 | $742,938 | 0.4% |
| 61 | VGTVANGUARD WORLD FD | 6,178 | $738,414 | 0.4% |
| 62 | PDNINVESCO EXCH TRADED FD TR II | 16,354 | $735,680 | 0.4% |
| 63 | VBRVANGUARD INDEX FDS | 3,024 | $734,559 | 0.3% |
| 64 | MINOPIMCO ETF TR | 15,677 | $717,380 | 0.3% |
| 65 | MUMICRON TECHNOLOGY INC | 614 | $708,734 | 0.3% |
| 66 | MOATVANECK ETF TRUST | 6,773 | $704,224 | 0.3% |
| 67 | PMPHILIP MORRIS INTL INC | 3,809 | $689,087 | 0.3% |
| 68 | LONZPIMCO ETF TR | 13,860 | $683,436 | 0.3% |
| 69 | VOXVANGUARD WORLD FD | 3,707 | $681,902 | 0.3% |
| 70 | VVVANGUARD INDEX FDS | 1,957 | $673,032 | 0.3% |
| 71 | TOTLSSGA ACTIVE ETF TR | 16,195 | $639,209 | 0.3% |
| 72 | IAUISHARES GOLD TR | 8,431 | $636,654 | 0.3% |
| 73 | IJSISHARES TR | 4,568 | $624,419 | 0.3% |
| 74 | BACBANK OF AMER CORP | 10,767 | $613,452 | 0.3% |
| 75 | VIGVANGUARD SPECIALIZED FUNDS | 2,592 | $613,319 | 0.3% |
| 76 | RGTROYCE GLOBAL TRUST INC | 43,001 | $611,904 | 0.3% |
| 77 | AMZNAMAZON COM INC | 2,526 | $602,004 | 0.3% |
| 78 | GSIEGOLDMAN SACHS ETF TR | 12,500 | $571,251 | 0.3% |
| 79 | FLGBFRANKLIN TEMPLETON ETF TR | 16,135 | $569,411 | 0.3% |
| 80 | IEMGISHARES INC | 6,739 | $558,176 | 0.3% |
| 81 | JNJJOHNSON & JOHNSON | 2,195 | $557,374 | 0.3% |
| 82 | PNIPIMCO NEW YORK MUN FD II | 75,711 | $536,791 | 0.3% |
| 83 | ECATBLACKROCK ESG CAP ALLC TERM | 34,099 | $536,041 | 0.3% |
| 84 | CSCOCISCO SYS INC | 4,410 | $518,000 | 0.2% |
| 85 | ABBVABBVIE INC | 2,028 | $510,326 | 0.2% |
| 86 | KOCOCA COLA CO | 6,243 | $507,368 | 0.2% |
| 87 | JBNDJ P MORGAN EXCHANGE TRADED F | 9,314 | $498,297 | 0.2% |
| 88 | GOOGALPHABET INC | 1,371 | $484,311 | 0.2% |
| 89 | PFEPFIZER INC | 20,024 | $482,181 | 0.2% |
| 90 | IBBISHARES TR | 2,528 | $480,802 | 0.2% |
| 91 | VOEVANGUARD INDEX FDS | 2,390 | $471,869 | 0.2% |
| 92 | GLDSPDR GOLD TR | 1,251 | $460,474 | 0.2% |
| 93 | PRFINVESCO EXCHANGE TRADED FD T | 8,425 | $455,203 | 0.2% |
| 94 | GSGOLDMAN SACHS GROUP INC | 445 | $450,195 | 0.2% |
| 95 | ICEINTERCONTINENTAL EXCHANGE IN | 3,500 | $430,886 | 0.2% |
| 96 | AMDADVANCED MICRO DEVICES INC | 734 | $426,388 | 0.2% |
| 97 | DFNMDIMENSIONAL ETF TRUST | 8,698 | $420,418 | 0.2% |
| 98 | FNCLFIDELITY COVINGTON TRUST | 5,413 | $414,456 | 0.2% |
| 99 | IAUMISHARES GOLD TRUST MICRO | 10,342 | $413,791 | 0.2% |
| 100 | SPMDSPDR SERIES TRUST | 6,081 | $410,832 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.