# Beckerman Institutional, LLC: Form 13F holdings

An institutional investment manager in OCEAN GROVE, NJ. SEC CIK 2043468.

- Quarter ended: 2026-06-30
- Filed: 2026-08-11
- Reported value: $210.2m
- Positions: 124 (124 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/2043468/000204346826000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $17.1m | 8.1% | 34,166 |  | Added +791 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $13.0m | 6.2% | 313,991 |  | Added +19,520 |
| DOUBLELINE ETF TRUST | OPPO CORE BD ETF | $10.7m | 5.1% | 235,558 |  | Added +13,305 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $8.3m | 3.9% | 23,183 |  | Reduced −29 |
| ISHARES TR | CORE MSCI INTL | $8.1m | 3.9% | 91,459 |  | Reduced −527 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $6.2m | 3.0% | 140,672 |  | Added +10,452 |
| TCW ETF TRUST | FLEXIBLE INCOME | $5.7m | 2.7% | 146,067 |  | Added +7,888 |
| PIMCO ETF TR | ENHNCD LW DUR AC | $5.1m | 2.4% | 53,496 |  | Reduced −371 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $4.6m | 2.2% | 145,966 |  | Added +5,167 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | $4.4m | 2.1% | 57,635 |  | Added +10,070 |
| VANGUARD INDEX FDS | MID CAP ETF | $4.4m | 2.1% | 54,070 |  | Added +41,713 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $4.3m | 2.1% | 80,389 |  | Added +4,021 |
| WISDOMTREE TR | EMG MKTS SMCAP | $4.1m | 1.9% | 63,195 |  | Reduced −1,737 |
| ISHARES INC | MSCI EMRG CHN | $4.0m | 1.9% | 38,650 |  | Added +1,730 |
| [WORLD GOLD TR (GLDM)](/companies/gldm.md) | SPDR GLD MINIS | $3.8m | 1.8% | 48,362 |  | Reduced −2,982 |
| PIMCO ETF TR | ACTIVE BD ETF | $3.8m | 1.8% | 40,972 |  | Added +12,088 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $3.3m | 1.6% | 47,386 |  | Added +1,255 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | $3.2m | 1.5% | 65,670 |  | Added +800 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $3.2m | 1.5% | 130,698 |  | Reduced −876 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $3.0m | 1.4% | 64,496 |  | Added +3,861 |
| ISHARES TR | 0-5 YR TIPS ETF | $2.9m | 1.4% | 28,251 |  | Added +578 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $2.9m | 1.4% | 71,491 |  | Added +3,924 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $2.8m | 1.3% | 35,930 |  | Added +1,573 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $2.7m | 1.3% | 51,301 |  | Added +2,630 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $2.7m | 1.3% | 55,563 |  | Added +4,828 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | $2.4m | 1.2% | 23,722 |  | Reduced −112 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $2.3m | 1.1% | 77,119 |  | Added +7,011 |
| ISHARES TR | CORE DIV GRWTH | $2.0m | 1.0% | 26,736 |  | Reduced −39 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $2.0m | 1.0% | 6,972 |  | Unchanged |
| ISHARES TR | US AER DEF ETF | $2.0m | 1.0% | 8,241 |  | Reduced −194 |
| [BANCROFT FD LTD (BCV)](/companies/bcv.md) | COM | $1.9m | 0.9% | 72,888 |  | Reduced −1,031 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $1.7m | 0.8% | 33,537 |  | Added +112 |
| PGIM ETF TR | PGIM ULTRA SH BD | $1.7m | 0.8% | 34,314 |  | Unchanged |
| ISHARES TR | CORE S&P SCP ETF | $1.7m | 0.8% | 11,215 |  | Unchanged |
| ISHARES TR | CORE MSCI EAFE | $1.6m | 0.8% | 16,796 |  | Reduced −474 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $1.5m | 0.7% | 22,122 |  | Reduced −55 |
| SPDR SERIES TRUST | ST STR SP600 SML | $1.5m | 0.7% | 26,187 |  | Added +5,789 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $1.5m | 0.7% | 7,509 |  | New +7,509 |
| [JPMORGAN CHASE FINL CO LLC (JPM)](/companies/jpm.md) | CAL LKD 44 | $1.4m | 0.7% | 41,857 |  | Added +1,533 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $1.4m | 0.7% | 2,528 |  | Added +24 |
| [TRI CONTL CORP (TY)](/companies/ty.md) | COM | $1.4m | 0.7% | 40,036 |  | Added +42 |
| WISDOMTREE TR | EM EX ST-OWNED | $1.4m | 0.7% | 27,879 |  | Reduced −412 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $1.3m | 0.6% | 3,368 |  | Added +117 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $1.1m | 0.5% | 3,400 |  | Unchanged |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | $1.1m | 0.5% | 29,101 |  | Added +8,780 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.1m | 0.5% | 2,922 |  | Unchanged |
| SPDR SERIES TRUST | ST STR P500ETF | $1.1m | 0.5% | 11,958 |  | Unchanged |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.1m | 0.5% | 14,748 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP600SM C | $1.0m | 0.5% | 9,564 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $1.0m | 0.5% | 18,335 |  | Reduced −41 |
| PIMCO ETF TR | INTER MUN BD ACT | $965.0k | 0.5% | 18,346 |  | Added +3,375 |
| [GABELLI GLOBAL SMALL & MID C (GGZ)](/companies/ggz.md) | COM | $933.2k | 0.4% | 57,321 |  | Reduced −208 |
| ISHARES TR | CORE S&P TTL STK | $925.8k | 0.4% | 5,636 |  | Reduced −162 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $873.5k | 0.4% | 1,272 |  | Added +2 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $836.5k | 0.4% | 16,654 |  | Unchanged |
| [VIRTUS DIVIDEND INTEREST & P (NFJ)](/companies/nfj.md) | COM | $834.6k | 0.4% | 54,945 |  | Reduced −484 |
| ISHARES TR | CORE S&P500 ETF | $820.7k | 0.4% | 1,096 |  | Added +91 |
| PIMCO ETF TR | MULTISECTOR BD | $804.9k | 0.4% | 30,350 |  | Unchanged |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $792.9k | 0.4% | 5,139 |  | Unchanged |
| ISHARES TR | US HOME CONS ETF | $742.9k | 0.4% | 7,111 |  | Reduced −496 |
| VANGUARD WORLD FD | INF TECH ETF | $738.4k | 0.4% | 6,178 |  | Added +5,405 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | $735.7k | 0.4% | 16,354 |  | Reduced −990 |
| VANGUARD INDEX FDS | SM CP VAL ETF | $734.6k | 0.3% | 3,024 |  | Unchanged |
| PIMCO ETF TR | MUNI INCOME OPP | $717.4k | 0.3% | 15,677 |  | Reduced −110 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $708.7k | 0.3% | 614 |  | Unchanged |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $704.2k | 0.3% | 6,773 |  | Reduced −246 |
| [PHILIP MORRIS INTL INC (PM)](/companies/pm.md) | COM | $689.1k | 0.3% | 3,809 |  | Unchanged |
| PIMCO ETF TR | SR LN ACTIVE ETF | $683.4k | 0.3% | 13,860 |  | Unchanged |
| VANGUARD WORLD FD | COMM SRVC ETF | $681.9k | 0.3% | 3,707 |  | Unchanged |
| VANGUARD INDEX FDS | LARGE CAP ETF | $673.0k | 0.3% | 1,957 |  | Unchanged |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | $639.2k | 0.3% | 16,195 |  | Reduced −31 |
| [ISHARES GOLD TR (IAU)](/companies/iau.md) | ISHARES NEW | $636.7k | 0.3% | 8,431 |  | Reduced −208 |
| ISHARES TR | SP SMCP600VL ETF | $624.4k | 0.3% | 4,568 |  | Unchanged |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $613.5k | 0.3% | 10,767 |  | Reduced −99 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $613.3k | 0.3% | 2,592 |  | Unchanged |
| [ROYCE GLOBAL TRUST INC (RGT)](/companies/rgt.md) | COM | $611.9k | 0.3% | 43,001 |  | Added +20,148 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $602.0k | 0.3% | 2,526 |  | Unchanged |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $571.3k | 0.3% | 12,500 |  | Unchanged |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | $569.4k | 0.3% | 16,135 |  | Unchanged |
| ISHARES INC | CORE MSCI EMKT | $558.2k | 0.3% | 6,739 |  | Added +1,031 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $557.4k | 0.3% | 2,195 |  | Unchanged |
| [PIMCO NEW YORK MUN FD II (PNI)](/companies/pni.md) | COM | $536.8k | 0.3% | 75,711 |  | Unchanged |
| [BLACKROCK ESG CAP ALLC TERM (ECAT)](/companies/ecat.md) | SHS BEN INT | $536.0k | 0.3% | 34,099 |  | Reduced −490 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $518.0k | 0.2% | 4,410 |  | Unchanged |
| [ABBVIE INC (ABBV)](/companies/abbv.md) | COM | $510.3k | 0.2% | 2,028 |  | Added +20 |
| [COCA COLA CO (KO)](/companies/ko.md) | COM | $507.4k | 0.2% | 6,243 |  | Unchanged |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $498.3k | 0.2% | 9,314 |  | Added +3 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $484.3k | 0.2% | 1,371 |  | Reduced −8 |
| [PFIZER INC (PFE)](/companies/pfe.md) | COM | $482.2k | 0.2% | 20,024 |  | Added +5,607 |
| ISHARES TR | ISHARES BIOTECH | $480.8k | 0.2% | 2,528 |  | Unchanged |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $471.9k | 0.2% | 2,390 |  | Unchanged |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $460.5k | 0.2% | 1,251 |  | Unchanged |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | $455.2k | 0.2% | 8,425 |  | Reduced −1,611 |
| [GOLDMAN SACHS GROUP INC (GS)](/companies/gs.md) | COM | $450.2k | 0.2% | 445 |  | Unchanged |
| [INTERCONTINENTAL EXCHANGE IN (ICE)](/companies/ice.md) | COM | $430.9k | 0.2% | 3,500 |  | Unchanged |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $426.4k | 0.2% | 734 |  | New +734 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | $420.4k | 0.2% | 8,698 |  | Reduced −807 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $414.5k | 0.2% | 5,413 |  | Unchanged |
| [ISHARES GOLD TRUST MICRO (IAUM)](/companies/iaum.md) | SHS REPSTG UN TR | $413.8k | 0.2% | 10,342 |  | Added +299 |
| SPDR SERIES TRUST | ST STR P400MID | $410.8k | 0.2% | 6,081 |  | Unchanged |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $394.2k | 0.2% | 4,089 |  | Unchanged |
| ISHARES TR | CORE MSCI TOTAL | $388.8k | 0.2% | 4,074 |  | Reduced −28 |
| INVESCO EXCH TRADED FD TR II | NASDAQ BIOTECH | $374.1k | 0.2% | 11,456 |  | Added +426 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $351.3k | 0.2% | 1,024 |  | Unchanged |
| [ALTRIA GROUP INC (MO)](/companies/mo.md) | COM | $348.3k | 0.2% | 4,841 |  | Unchanged |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $334.6k | 0.2% | 448 |  | Unchanged |
| ISHARES TR | EAFE SML CP ETF | $312.5k | 0.1% | 3,799 |  | Reduced −199 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $311.9k | 0.1% | 2,753 |  | Reduced −45 |
| [CAPITAL ONE FINL CORP (COF)](/companies/cof.md) | COM | $311.2k | 0.1% | 1,551 |  | Unchanged |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $303.1k | 0.1% | 3,891 |  | Unchanged |
| [SALESFORCE INC (CRM)](/companies/crm.md) | COM | $302.2k | 0.1% | 1,929 |  | Added +8 |
| INVESCO QQQ TR | UNIT SER 1 | $301.4k | 0.1% | 411 |  | Unchanged |
| SPDR SERIES TRUST | ST STR SP AERO | $277.3k | 0.1% | 977 |  | Reduced −15 |
| VANGUARD INDEX FDS | VALUE ETF | $241.0k | 0.1% | 1,106 |  | Unchanged |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $239.1k | 0.1% | 6,186 |  | Unchanged |
| PROSHARES TR | SHOR S&P 500 NEW | $229.0k | 0.1% | 6,936 |  | Unchanged |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | $225.3k | 0.1% | 7,807 |  | New +7,807 |
| [INTUITIVE SURGICAL INC (ISRG)](/companies/isrg.md) | COM NEW | $224.3k | 0.1% | 564 |  | Reduced −20 |
| [DELL TECHNOLOGIES INC (DELL)](/companies/dell.md) | CL C | $222.2k | 0.1% | 515 |  | New +515 |
| [BLACKSTONE INC (BX)](/companies/bx.md) | COM | $221.8k | 0.1% | 1,885 |  | Added +4 |
| ISHARES TR | CORE S&P US GWT | $212.5k | 0.1% | 1,130 |  | New +1,130 |
| ISHARES TR | SELECT DIVID ETF | $205.4k | <0.1% | 1,316 |  | New +1,316 |
| [ELLSWORTH GROWTH & INCOME FD (ECF)](/companies/ecf.md) | COM | $169.0k | <0.1% | 12,794 |  | Unchanged |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | $108.5k | <0.1% | 11,172 |  | Unchanged |

## Sold out

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

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AT&T INC (T)](/companies/t.md) | COM | $0 | 0.0% | 0 |  | Sold out −7,298 |
| [FEDEX CORP (FDX)](/companies/fdx.md) | COM | $0 | 0.0% | 0 |  | Sold out −615 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $0 | 0.0% | 0 |  | Sold out −2,180 |

Source: SEC EDGAR, Form 13F-HR, accession 0002043468-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.