Beckerman Institutional, LLC

Name: Beckerman Institutional, LLC: Form 13F holdings for the quarter ended 2026-06-30
Creator: Listed

An institutional investment manager in OCEAN GROVE, NJ. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 11, 2026. SEC CIK 2043468.

Share this page

Link

Story card, 1080 × 1920

Reported value$210.2m
Positions124

Holdings: 124 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

Beckerman Institutional, LLC, holdings
Issuer	Class	CUSIP	Reported value$m	Weight	Shares	Change on the quarter before
Berkshire Hathaway Inc DelBRK-B	CL B NEW	084670702	17.1	8.1%	34,166	Added+791
Dimensional ETF Trust	INTL CORE EQT MK	25434V203	13.0	6.2%	313,991	Added+19,520
Doubleline ETF Trust	OPPO CORE BD ETF	25861R105	10.7	5.1%	235,558	Added+13,305
Alphabet IncGOOGL	CAP STK CL A	02079K305	8.3	3.9%	23,183	Reduced−29
Ishares TR	CORE MSCI INTL	46435G326	8.1	3.9%	91,459	Reduced−527
Dimensional ETF Trust	US COR EQU 2 ETF	25434V708	6.2	3.0%	140,672	Added+10,452
TCW ETF Trust	FLEXIBLE INCOME	29287L700	5.7	2.7%	146,067	Added+7,888
Pimco ETF TR	ENHNCD LW DUR AC	72201R718	5.1	2.4%	53,496	Reduced−371
Schwab Strategic TR	US DIVIDEND EQ	808524797	4.6	2.2%	145,966	Added+5,167
Vanguard Instl Index FD	0 3 MO TR BI ETF	922040845	4.4	2.1%	57,635	Added+10,070
Vanguard Index FDS	MID CAP ETF	922908629	4.4	2.1%	54,070	Added+41,713
Dimensional ETF Trust	INTERNATNAL VAL	25434V807	4.3	2.1%	80,389	Added+4,021
Wisdomtree TR	EMG MKTS SMCAP	97717W281	4.1	1.9%	63,195	Reduced−1,737
Ishares Inc	MSCI EMRG CHN	46434G764	4.0	1.9%	38,650	Added+1,730
World Gold TRGLDM	SPDR GLD MINIS	98149E303	3.8	1.8%	48,362	Reduced−2,982
Pimco ETF TR	ACTIVE BD ETF	72201R775	3.8	1.8%	40,972	Added+12,088
Dimensional ETF Trust	US TARGETED VLU	25434V609	3.3	1.6%	47,386	Added+1,255
Simplify Exchange Traded Fun	MBS ETF	82889N525	3.2	1.5%	65,670	Added+800
Schwab Strategic TR	SHT TM US TRES	808524862	3.2	1.5%	130,698	Reduced−876
J P Morgan Exchange Traded F	INCOME ETF	46641Q159	3.0	1.4%	64,496	Added+3,861
Ishares TR	0-5 YR TIPS ETF	46429B747	2.9	1.4%	28,251	Added+578
Dimensional ETF Trust	EMGR CRE EQT MNG	25434V302	2.9	1.4%	71,491	Added+3,924
Fidelity Covington Trust	MSCI HLTH CARE I	316092600	2.8	1.3%	35,930	Added+1,573
Blackrock ETF Trust II	ISHA FLEX IN ETF	092528603	2.7	1.3%	51,301	Added+2,630
Schwab Strategic TR	INTL SCEQT ETF	808524888	2.7	1.3%	55,563	Added+4,828
Fidelity Comwlth TR	NASDAQ COMPSIT	315912808	2.4	1.2%	23,722	Reduced−112
Fidelity Covington Trust	MSCI RL EST ETF	316092857	2.3	1.1%	77,119	Added+7,011
Ishares TR	CORE DIV GRWTH	46434V621	2.0	1.0%	26,736	Reduced−39
Apple IncAAPL	COM	037833100	2.0	1.0%	6,972	Unchanged
Ishares TR	US AER DEF ETF	464288760	2.0	1.0%	8,241	Reduced−194
Bancroft FD LtdBCV	COM	059695106	1.9	0.9%	72,888	Reduced−1,031
Dimensional ETF Trust	US CORE EQT MKT	25434V104	1.7	0.8%	33,537	Added+112
Pgim ETF TR	PGIM ULTRA SH BD	69344A107	1.7	0.8%	34,314	Unchanged
Ishares TR	CORE S&P SCP ETF	464287804	1.7	0.8%	11,215	Unchanged
Ishares TR	CORE MSCI EAFE	46432F842	1.6	0.8%	16,796	Reduced−474
Fidelity Covington Trust	MSCI COMMNTN SVC	316092873	1.5	0.7%	22,122	Reduced−55
SPDR Series Trust	ST STR SP600 SML	78468R853	1.5	0.7%	26,187	Added+5,789
Nvidia CorporationNVDA	COM	67066G104	1.5	0.7%	7,509	New+7,509
Jpmorgan Chase Finl Co LLCJPM	CAL LKD 44	48133Q309	1.4	0.7%	41,857	Added+1,533
Meta Platforms IncMETA	CL A	30303M102	1.4	0.7%	2,528	Added+24
TRI Contl CorpTY	COM	895436103	1.4	0.7%	40,036	Added+42
Wisdomtree TR	EM EX ST-OWNED	97717X578	1.4	0.7%	27,879	Reduced−412
Microsoft CorpMSFT	COM	594918104	1.3	0.6%	3,368	Added+117
Jpmorgan Chase & CoJPM	COM	46625H100	1.1	0.5%	3,400	Unchanged
Capital Group New Geography	SHS	14021N105	1.1	0.5%	29,101	Added+8,780
Vanguard Index FDS	TOTAL STK MKT	922908769	1.1	0.5%	2,922	Unchanged
SPDR Series Trust	ST STR P500ETF	78464A854	1.1	0.5%	11,958	Unchanged
Vanguard Tax-Managed FDS	VAN FTSE DEV MKT	921943858	1.1	0.5%	14,748	Unchanged
SPDR Series Trust	ST STR SP600SM C	78464A300	1.0	0.5%	9,564	Unchanged
J P Morgan Exchange Traded F	EQUITY PREMIUM	46641Q332	1.0	0.5%	18,335	Reduced−41
Pimco ETF TR	INTER MUN BD ACT	72201R866	1.0	0.5%	18,346	Added+3,375
Gabelli Global Small & Mid CGGZ	COM	36249W104	0.9	0.4%	57,321	Reduced−208
Ishares TR	CORE S&P TTL STK	464287150	0.9	0.4%	5,636	Reduced−162
Vanguard Index FDS	S&P 500 ETF SHS	922908363	0.9	0.4%	1,272	Added+2
Vanguard Malvern FDS	STRM INFPROIDX	922020805	0.8	0.4%	16,654	Unchanged
Virtus Dividend Interest & PNFJ	COM	92840R101	0.8	0.4%	54,945	Reduced−484
Ishares TR	CORE S&P500 ETF	464287200	0.8	0.4%	1,096	Added+91
Pimco ETF TR	MULTISECTOR BD	72201R585	0.8	0.4%	30,350	Unchanged
Vanguard International Equity Index F	FTSE SMCAP ETF	922042718	0.8	0.4%	5,139	Unchanged
Ishares TR	US HOME CONS ETF	464288752	0.7	0.4%	7,111	Reduced−496
Vanguard World FD	INF TECH ETF	92204A702	0.7	0.4%	6,178	Added+5,405
Invesco Exch Traded FD TR II	RAFI DVLPD MRKTS	46138E735	0.7	0.4%	16,354	Reduced−990
Vanguard Index FDS	SM CP VAL ETF	922908611	0.7	0.3%	3,024	Unchanged
Pimco ETF TR	MUNI INCOME OPP	72201R635	0.7	0.3%	15,677	Reduced−110
Micron Technology IncMU	COM	595112103	0.7	0.3%	614	Unchanged
Vaneck ETF Trust	MRNGSTR WDE MOAT	92189F643	0.7	0.3%	6,773	Reduced−246
Philip Morris International IncPM	COM	718172109	0.7	0.3%	3,809	Unchanged
Pimco ETF TR	SR LN ACTIVE ETF	72201R627	0.7	0.3%	13,860	Unchanged
Vanguard World FD	COMM SRVC ETF	92204A884	0.7	0.3%	3,707	Unchanged
Vanguard Index FDS	LARGE CAP ETF	922908637	0.7	0.3%	1,957	Unchanged
Ssga Active ETF TR	ST STR TOTAL ETF	78467V848	0.6	0.3%	16,195	Reduced−31
Ishares Gold TRIAU	ISHARES NEW	464285204	0.6	0.3%	8,431	Reduced−208
Ishares TR	SP SMCP600VL ETF	464287879	0.6	0.3%	4,568	Unchanged
Bank of Amer CorpBAC	COM	060505104	0.6	0.3%	10,767	Reduced−99
Vanguard Specialized Funds	DIV APP ETF	921908844	0.6	0.3%	2,592	Unchanged
Royce Global Trust IncRGT	COM	78081T104	0.6	0.3%	43,001	Added+20,148
Amazon Com IncAMZN	COM	023135106	0.6	0.3%	2,526	Unchanged
Goldman Sachs ETF TR	ACTIVEBETA INT	381430107	0.6	0.3%	12,500	Unchanged
Franklin Templeton ETF TR	FTSE UNTD KGDM	35473P678	0.6	0.3%	16,135	Unchanged
Ishares Inc	CORE MSCI EMKT	46434G103	0.6	0.3%	6,739	Added+1,031
Johnson & JohnsonJNJ	COM	478160104	0.6	0.3%	2,195	Unchanged
Pimco New York Mun FD IIPNI	COM	72200Y102	0.5	0.3%	75,711	Unchanged
Blackrock Esg Cap Allc TermECAT	SHS BEN INT	09262F100	0.5	0.3%	34,099	Reduced−490
Cisco Sys IncCSCO	COM	17275R102	0.5	0.2%	4,410	Unchanged
Abbvie IncABBV	COM	00287Y109	0.5	0.2%	2,028	Added+20
Coca Cola CoKO	COM	191216100	0.5	0.2%	6,243	Unchanged
J P Morgan Exchange Traded F	ACTIVE BOND ETF	46654Q716	0.5	0.2%	9,314	Added+3
Alphabet IncGOOGL	CAP STK CL C	02079K107	0.5	0.2%	1,371	Reduced−8
Pfizer IncPFE	COM	717081103	0.5	0.2%	20,024	Added+5,607
Ishares TR	ISHARES BIOTECH	464287556	0.5	0.2%	2,528	Unchanged
Vanguard Index FDS	MCAP VL IDXVIP	922908512	0.5	0.2%	2,390	Unchanged
SPDR Gold TRGLD	GOLD SHS	78463V107	0.5	0.2%	1,251	Unchanged
Invesco Exchange Traded FD T	RAFI US 1000 ETF	46137V613	0.5	0.2%	8,425	Reduced−1,611
Goldman Sachs Group IncGS	COM	38141G104	0.5	0.2%	445	Unchanged
Intercontinental Exchange inICE	COM	45866F104	0.4	0.2%	3,500	Unchanged
Advanced Micro Devices IncAMD	COM	007903107	0.4	0.2%	734	New+734
Dimensional ETF Trust	NATL MUN BD ETF	25434V849	0.4	0.2%	8,698	Reduced−807
Fidelity Covington Trust	MSCI FINLS IDX	316092501	0.4	0.2%	5,413	Unchanged
Ishares Gold Trust MicroIAUM	SHS REPSTG UN TR	46436F103	0.4	0.2%	10,342	Added+299
SPDR Series Trust	ST STR P400MID	78464A847	0.4	0.2%	6,081	Unchanged
Vanguard Index FDS	REAL ESTATE ETF	922908553	0.4	0.2%	4,089	Unchanged
Ishares TR	CORE MSCI TOTAL	46432F834	0.4	0.2%	4,074	Reduced−28
Invesco Exch Traded FD TR II	NASDAQ BIOTECH	46138G599	0.4	0.2%	11,456	Added+426
Visa IncV	COM CL A	92826C839	0.4	0.2%	1,024	Unchanged
Altria Group IncMO	COM	02209S103	0.3	0.2%	4,841	Unchanged
State STR SPDR S&P 500 ETF TSPY	TR UNIT	78462F103	0.3	0.2%	448	Unchanged
Ishares TR	EAFE SML CP ETF	464288273	0.3	0.1%	3,799	Reduced−199
Walmart IncWMT	COM	931142103	0.3	0.1%	2,753	Reduced−45
Capital One Finl CorpCOF	COM	14040H105	0.3	0.1%	1,551	Unchanged
Vanguard BD Index FDS	SHORT TRM BOND	921937827	0.3	0.1%	3,891	Unchanged
Salesforce IncCRM	COM	79466L302	0.3	0.1%	1,929	Added+8
Invesco QQQ TR	UNIT SER 1	46090E103	0.3	0.1%	411	Unchanged
SPDR Series Trust	ST STR SP AERO	78464A631	0.3	0.1%	977	Reduced−15
Vanguard Index FDS	VALUE ETF	922908744	0.2	0.1%	1,106	Unchanged
Innovator Etfs Trust	US EQT ULTRA BFR	45782C425	0.2	0.1%	6,186	Unchanged
Proshares TR	SHOR S&P 500 NEW	74349Y753	0.2	0.1%	6,936	Unchanged
Franklin Templeton ETF TR	INCOME FOCUS ETF	35473P439	0.2	0.1%	7,807	New+7,807
Intuitive Surgical IncISRG	COM NEW	46120E602	0.2	0.1%	564	Reduced−20
Dell Technologies IncDELL	CL C	24703L202	0.2	0.1%	515	New+515
Blackstone IncBX	COM	09260D107	0.2	0.1%	1,885	Added+4
Ishares TR	CORE S&P US GWT	464287671	0.2	0.1%	1,130	New+1,130
Ishares TR	SELECT DIVID ETF	464287168	0.2	<0.1%	1,316	New+1,316
Ellsworth Growth & Income FDECF	COM	289074106	0.2	<0.1%	12,794	Unchanged
Tortoise Capital Series Trus	ENERGY ETF	890930209	0.1	<0.1%	11,172	Unchanged

Sold out: 3 positions

Held at the end of the quarter before and not reported this quarter.

Beckerman Institutional, LLC, positions sold out
Issuer	Class	CUSIP	Weight	Change on the quarter before
AT&T IncT	COM	00206R102	0.0%	Sold out−7,298
Fedex CorpFDX	COM	31428X106	0.0%	Sold out−615
Netflix Inc.NFLX	COM	64110L106	0.0%	Sold out−2,180

Source: SEC EDGAR, Form 13F-HR, accession 0002043468-26-000003 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.