Beckerman Institutional, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 11, 2026, Beckerman Institutional, Llc disclosed 120 stock positions valued at approximately $210.17M as of quarter-end June 30, 2026. The largest holdings include BERKSHIRE HATHAWAY INC DEL, DIMENSIONAL ETF TRUST, and DOUBLELINE ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 120
- Portfolio Value
- $210.17M
Holdings by Sector
Beckerman Institutional, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 8.13% | 34,166 | +791 | +2.37% | $17,096,001 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 6.16% | 313,991 | +19,520 | +6.63% | $12,952,159 |
| DOUBLELINE ETF TRUST | DBND | Other | 5.11% | 235,558 | +13,305 | +5.99% | $10,739,144 |
| ALPHABET INC | GOOGL | Communication Services | 3.94% | 23,183 | -29 | -0.12% | $8,285,464 |
| ISHARES TR | IDEV | Other | 3.87% | 91,459 | -527 | -0.57% | $8,140,680 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.97% | 140,672 | +10,452 | +8.03% | $6,240,210 |
| TCW ETF TRUST | FLXR | Other | 2.73% | 146,067 | +7,888 | +5.71% | $5,727,315 |
| PIMCO ETF TR | LDUR | Other | 2.43% | 53,496 | -371 | -0.69% | $5,114,614 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.20% | 145,966 | +5,167 | +3.67% | $4,628,573 |
| VANGUARD INDEX FDS | VO | Other | 2.07% | 54,070 | +41,713 | +337.57% | $4,356,429 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 2.07% | 80,389 | +4,021 | +5.27% | $4,342,662 |
| WISDOMTREE TR | DGS | Other | 1.95% | 63,195 | -1,737 | -2.68% | $4,089,398 |
| ISHARES INC | EMXC | Other | 1.88% | 38,650 | +1,730 | +4.69% | $3,953,933 |
| WORLD GOLD TR | GLDM | Other | 1.83% | 48,362 | -2,982 | -5.81% | $3,840,934 |
| PIMCO ETF TR | BOND | Other | 1.80% | 40,972 | +12,088 | +41.85% | $3,778,031 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 1.58% | 47,386 | +1,255 | +2.72% | $3,312,338 |
| SIMPLIFY EXCHANGE TRADED FUN | MTBA | Other | 1.53% | 65,670 | +800 | +1.23% | $3,222,431 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.50% | 130,698 | -876 | -0.67% | $3,155,054 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 1.41% | 64,496 | +3,861 | +6.37% | $2,970,068 |
| ISHARES TR | STIP | Other | 1.37% | 28,251 | +578 | +2.09% | $2,886,005 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 1.37% | 71,491 | +3,924 | +5.81% | $2,874,621 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 1.32% | 35,930 | +1,573 | +4.58% | $2,775,641 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.28% | 51,301 | +2,630 | +5.40% | $2,685,146 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.27% | 55,563 | +4,828 | +9.52% | $2,673,681 |
| FIDELITY COMWLTH TR | ONEQ | Other | 1.17% | 23,722 | -112 | -0.47% | $2,448,609 |
| FIDELITY COVINGTON TRUST | FREL | Other | 1.08% | 77,119 | +7,011 | +10.00% | $2,259,589 |
| ISHARES TR | DGRO | Other | 0.96% | 26,736 | -39 | -0.15% | $2,026,375 |
| APPLE INC | AAPL | Technology | 0.96% | 6,972 | - | - | $2,017,505 |
| ISHARES TR | ITA | Other | 0.95% | 8,241 | -194 | -2.30% | $1,997,919 |
| BANCROFT FD LTD | BCV | Financial Services | 0.90% | 72,888 | -1,031 | -1.39% | $1,894,353 |
Showing 30 of 120 holdings in the latest reporting period.