Beckerman Institutional, Llc Portfolio Stock Holdings
Beckerman Institutional, Llc disclosed 121 stock positions valued at approximately $188.2 million in its latest SEC 13F filing. The largest holdings include BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST, and DOUBLELINE ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on May 4, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 121
- Portfolio Value
- $188.2M
Holdings by Sector
Beckerman Institutional, Llc Portfolio Holdings in Q1 2026
117 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 8.50% | 33,375 | +1,097 | +3.40% | $15,992,973 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 6.10% | 294,471 | +21,408 | +7.84% | $11,472,568 |
| DOUBLELINE ETF TRUST | DBND | Other | 5.41% | 222,253 | +11,713 | +5.56% | $10,181,347 |
| ISHARES TR | IDEV | Other | 4.08% | 91,986 | +128 | +0.14% | $7,687,213 |
| ALPHABET INC | GOOGL | Communication Services | 3.55% | 23,212 | +43 | +0.19% | $6,675,273 |
| TCW ETF TRUST | FLXR | Other | 2.88% | 138,179 | +11,961 | +9.48% | $5,426,291 |
| PIMCO ETF TR | LDUR | Other | 2.74% | 53,867 | -1,056 | -1.92% | $5,161,391 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.69% | 130,220 | +1,891 | +1.47% | $5,060,347 |
| WORLD GOLD TR | GLDM | Other | 2.53% | 51,344 | -7,841 | -13.25% | $4,759,078 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.30% | 140,799 | +12,836 | +10.03% | $4,319,748 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.14% | 76,368 | +4,657 | +6.49% | $4,030,695 |
| WISDOMTREE TR | DGS | Other | 2.07% | 64,932 | -1,175 | -1.78% | $3,902,516 |
| VANGUARD INDEX FDS | VO | Other | 1.89% | 12,357 | +445 | +3.74% | $3,548,479 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.70% | 64,870 | +21,241 | +48.69% | $3,208,471 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.70% | 131,574 | +5,104 | +4.04% | $3,193,306 |
| ISHARES INC | EMXC | Other | 1.54% | 36,920 | +2,926 | +8.61% | $2,904,212 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.53% | 46,131 | +1,662 | +3.74% | $2,880,899 |
| ISHARES TR | STIP | Other | 1.52% | 27,673 | +477 | +1.75% | $2,862,237 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.48% | 60,635 | +511 | +0.85% | $2,793,423 |
| PIMCO ETF TR | BOND | Other | 1.42% | 28,884 | +12,542 | +76.75% | $2,665,420 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.34% | 48,671 | +3,774 | +8.41% | $2,527,504 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 1.28% | 34,357 | +422 | +1.24% | $2,417,373 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.26% | 50,735 | +2,935 | +6.14% | $2,371,346 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.22% | 67,567 | +2,817 | +4.35% | $2,287,847 |
| FIDELITY COMWLTH TR | ONEQ | Other | 1.08% | 23,834 | - | - | $2,023,798 |
| FIDELITY COVINGTON TRUST | FREL | Other | 1.00% | 70,108 | +4,837 | +7.41% | $1,886,602 |
| ISHARES TR | DGRO | Other | 1.00% | 26,775 | +176 | +0.66% | $1,878,995 |
| ISHARES TR | ITA | Other | 0.98% | 8,435 | -90 | -1.06% | $1,845,280 |
| APPLE INC | AAPL | Technology | 0.94% | 6,972 | - | - | $1,769,494 |
| PGIM ETF TR | PULS | Other | 0.90% | 34,314 | -300 | -0.87% | $1,698,545 |
| BANCROFT FD LTD | BCV | Financial Services | 0.85% | 73,919 | +15 | +0.02% | $1,592,209 |
| ISHARES TR | IEFA | Other | 0.83% | 17,270 | +649 | +3.90% | $1,563,464 |
| FIDELITY COVINGTON TRUST | FCOM | Other | 0.80% | 22,177 | -300 | -1.33% | $1,510,699 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.80% | 33,425 | -149 | -0.44% | $1,508,111 |
| META PLATFORMS INC | META | Communication Services | 0.76% | 2,504 | +7 | +0.28% | $1,432,538 |
| ISHARES TR | IJR | Other | 0.74% | 11,215 | +93 | +0.84% | $1,394,222 |
| JPMORGAN CHASE FINL CO LLC | AMJB | Other | 0.74% | 40,324 | +1,699 | +4.40% | $1,393,991 |
| TRI CONTL CORP | TY | Financial Services | 0.67% | 39,994 | -510 | -1.26% | $1,263,441 |
| MICROSOFT CORP | MSFT | Technology | 0.64% | 3,251 | +322 | +10.99% | $1,203,096 |
| WISDOMTREE TR | XSOE | Other | 0.60% | 28,291 | +1 | +0.00% | $1,134,377 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.55% | 18,376 | -198 | -1.07% | $1,041,561 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.53% | 3,400 | - | - | $1,000,342 |
| SPDR SERIES TRUST | SPSM | Other | 0.52% | 20,398 | +2,810 | +15.98% | $985,632 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.50% | 14,748 | - | - | $944,987 |
| VANGUARD INDEX FDS | VTI | Other | 0.50% | 2,922 | +5 | +0.17% | $937,561 |
| SPDR SERIES TRUST | SPLG | Other | 0.49% | 11,958 | - | - | $915,266 |
| SPDR SERIES TRUST | SLYV | Other | 0.48% | 9,564 | - | - | $904,559 |
| GABELLI GLOBAL SMALL & MID C | GGZ | Financial Services | 0.46% | 57,529 | -1,356 | -2.30% | $864,088 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.44% | 16,654 | -37 | -0.22% | $831,867 |
| ISHARES TR | ITOT | Other | 0.44% | 5,798 | - | - | $825,810 |
| PIMCO ETF TR | PYLD | Other | 0.42% | 30,350 | - | - | $795,172 |
| PIMCO ETF TR | MUNI | Other | 0.42% | 14,971 | +2,726 | +22.26% | $781,337 |
| ISHARES GOLD TR | IAU | Other | 0.40% | 8,639 | -330 | -3.68% | $761,660 |
| VANGUARD INDEX FDS | VOO | Other | 0.40% | 1,270 | -7 | -0.55% | $758,787 |
| INVESCO EXCH TRADED FD TR II | PDN | Other | 0.40% | 17,344 | - | - | $752,232 |
| VANGUARD INTL EQUITY INDEX F | VSS | Other | 0.40% | 5,139 | - | - | $749,217 |
| PIMCO ETF TR | MINO | Other | 0.38% | 15,787 | - | - | $713,099 |
| VIRTUS DIVIDEND INTEREST & P | NFJ | Financial Services | 0.37% | 55,429 | -414 | -0.74% | $698,962 |
| ISHARES TR | ITB | Other | 0.37% | 7,607 | - | - | $688,793 |
| PIMCO ETF TR | LONZ | Other | 0.36% | 13,860 | +243 | +1.78% | $684,399 |
| VANECK ETF TRUST | MOAT | Other | 0.36% | 7,019 | - | - | $678,831 |
| VANGUARD WORLD FD | VOX | Other | 0.35% | 3,707 | - | - | $666,667 |
| VANGUARD INDEX FDS | VBR | Other | 0.35% | 3,024 | - | - | $656,749 |
| ISHARES TR | IVV | Other | 0.35% | 1,005 | +208 | +26.10% | $656,347 |
| SSGA ACTIVE ETF TR | TOTL | Other | 0.34% | 16,226 | -216 | -1.31% | $644,651 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.33% | 3,809 | - | - | $629,780 |
| VANGUARD INDEX FDS | VV | Other | 0.31% | 1,957 | - | - | $584,849 |
| FRANKLIN TEMPLETON ETF TR | FLGB | Other | 0.30% | 16,135 | -211 | -1.29% | $560,855 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.30% | 2,592 | - | - | $557,435 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 0.29% | 3,500 | - | - | $550,480 |
| ISHARES TR | IJS | Other | 0.29% | 4,568 | - | - | $541,134 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 0.29% | 12,500 | -2,068 | -14.20% | $539,124 |
| VANGUARD WORLD FD | VGT | Other | 0.29% | 773 | - | - | $538,771 |
| SPDR GOLD TR | GLD | Other | 0.29% | 1,251 | -8 | -0.64% | $537,864 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.29% | 2,195 | - | - | $536,460 |
| BANK AMERICA CORP | BAC | Financial Services | 0.28% | 10,866 | - | - | $529,713 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.28% | 2,526 | +24 | +0.96% | $526,055 |
| PIMCO NEW YORK MUN FD II | PNI | Financial Services | 0.28% | 75,711 | +75,711 | +100.00% | $518,621 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 0.27% | 9,311 | +3 | +0.03% | $500,644 |
| INVESCO EXCHANGE TRADED FD T | PRF | Other | 0.25% | 10,036 | - | - | $476,987 |
| COCA COLA CO | KO | Consumer Defensive | 0.25% | 6,243 | - | - | $474,782 |
| BLACKROCK ESG CAP ALLC TERM | ECAT | Other | 0.25% | 34,589 | -1,027 | -2.88% | $469,721 |
| ISHARES GOLD TR | IAUM | Other | 0.25% | 10,043 | +1,066 | +11.87% | $469,011 |
| DIMENSIONAL ETF TRUST | DFNM | Other | 0.24% | 9,505 | +639 | +7.21% | $455,574 |
| VANGUARD INDEX FDS | VOE | Other | 0.23% | 2,390 | - | - | $440,063 |
| ABBVIE INC | ABBV | Healthcare | 0.23% | 2,008 | - | - | $436,720 |
| ISHARES TR | IBB | Other | 0.23% | 2,528 | - | - | $426,858 |
| PFIZER INC | PFE | Healthcare | 0.22% | 14,417 | -275 | -1.87% | $404,823 |
| ISHARES INC | IEMG | Other | 0.21% | 5,708 | +315 | +5.84% | $398,091 |
| ALPHABET INC | GOOG | Communication Services | 0.21% | 1,379 | +2 | +0.15% | $395,485 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.20% | 5,413 | -178 | -3.18% | $380,028 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.20% | 445 | - | - | $376,582 |
| VANGUARD INDEX FDS | VNQ | Other | 0.19% | 4,089 | +88 | +2.20% | $362,608 |
| SPDR SERIES TRUST | SPMD | Other | 0.19% | 6,081 | - | - | $360,117 |
| SALESFORCE INC | CRM | Technology | 0.19% | 1,921 | +871 | +82.95% | $358,573 |
| ISHARES TR | IXUS | Other | 0.19% | 4,102 | - | - | $355,365 |
| WALMART INC | WMT | Consumer Defensive | 0.18% | 2,798 | -22 | -0.78% | $347,789 |
| CISCO SYS INC | CSCO | Technology | 0.18% | 4,410 | - | - | $342,172 |
| INVESCO EXCH TRADED FD TR II | IBBQ | Other | 0.17% | 11,030 | +265 | +2.46% | $319,752 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.17% | 4,841 | - | - | $319,458 |