Beckerman Institutional, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Beckerman Institutional, LLC held in its portfolio 111 assets valued at $178,091,105 (i.e. $178.09M).
The most valuable assets in the portfolio included: BERKSHIRE HATHAWAY INC DEL ($16.22M), DIMENSIONAL ETF TRUST ($10.41M), and DOUBLELINE ETF TRUST ($9.76M).
The chart below shows the top 10 valuable assets, and the table below shows the top 111 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Beckerman Institutional, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 32278 | 16224222 | CL B NEW |
| DIMENSIONAL ETF TRUST | 273063 | 10406444 | INTL CORE EQT MK |
| DOUBLELINE ETF TRUST | 210540 | 9761577 | OPPORTUNISTIC CO |
| ISHARES TR | 91858 | 7576392 | CORE MSCI INTL |
| ALPHABET INC | 23169 | 7252331 | CAP STK CL A |
| PIMCO ETF TR | 54923 | 5269422 | ENHNCD LW DUR AC |
| DIMENSIONAL ETF TRUST | 128329 | 5080543 | US CORE EQUITY 2 |
| WORLD GOLD TR | 59185 | 5052627 | SPDR GLD MINIS |
| TCW ETF TRUST | 126218 | 4998229 | FLEXIBLE INCOME |
| WISDOMTREE TR | 66107 | 3783985 | EMG MKTS SMCAP |
| DIMENSIONAL ETF TRUST | 71711 | 3578406 | INTERNATNAL VAL |
| SCHWAB STRATEGIC TR | 127963 | 3510050 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 11912 | 3456887 | MID CAP ETF |
| SPDR SERIES TRUST | 46168 | 3241325 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 126470 | 3082077 | SHT TM US TRES |
| ISHARES TR | 27196 | 2784621 | 0-5 YR TIPS ETF |
| J P MORGAN EXCHANGE TRADED F | 60124 | 2783154 | INCOME ETF |
| DIMENSIONAL ETF TRUST | 44469 | 2647685 | US TARGETED VLU |
| FIDELITY COVINGTON TRUST | 33935 | 2520701 | MSCI HLTH CARE I |
| ISHARES INC | 33994 | 2470752 | MSCI EMRG CHN |
| BLACKROCK ETF TRUST II | 44897 | 2369213 | ISHARES FLEXIBLE |
| SIMPLIFY EXCHANGE TRADED FUN | 43629 | 2199339 | MBS ETF |
| FIDELITY COMWLTH TR | 23834 | 2178482 | NASDAQ COMPSIT |
| SCHWAB STRATEGIC TR | 47800 | 2176321 | INTL SCEQT ETF |
| DIMENSIONAL ETF TRUST | 64750 | 2108916 | EMGR CRE EQT MNG |
| APPLE INC | 6972 | 1895474 | COM |
| ISHARES TR | 26599 | 1846435 | CORE DIV GRWTH |
| ISHARES TR | 8525 | 1830322 | US AER DEF ETF |
| FIDELITY COVINGTON TRUST | 65271 | 1755145 | MSCI RL EST ETF |
| PGIM ETF TR | 34614 | 1716511 | PGIM ULTRA SH BD |
| META PLATFORMS INC | 2497 | 1648121 | CL A |
| FIDELITY COVINGTON TRUST | 22477 | 1647114 | MSCI COMMNTN SVC |
| BANCROFT FD LTD | 73904 | 1633282 | COM |
| DIMENSIONAL ETF TRUST | 33574 | 1571240 | US CORE EQT MKT |
| PIMCO ETF TR | 16342 | 1521114 | ACTIVE BD ETF |
| ISHARES TR | 16621 | 1486931 | CORE MSCI EAFE |
| MICROSOFT CORP | 2929 | 1415944 | COM |
| ISHARES TR | 11122 | 1336725 | CORE S&P SCP ETF |
| TRI CONTL CORP | 40504 | 1322862 | COM |
| JPMORGAN CHASE FINL CO LLC | 38625 | 1155273 | CAL LKD 44 |
| WISDOMTREE TR | 28290 | 1103796 | EM EX ST-OWNED |
| JPMORGAN CHASE & CO. | 3400 | 1095765 | COM |
| J P MORGAN EXCHANGE TRADED F | 18574 | 1063162 | EQUITY PREMIUM |
| VANGUARD INDEX FDS | 2917 | 978143 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 14748 | 921247 | VAN FTSE DEV MKT |
| GABELLI GLOBAL SMALL & MID C | 58885 | 883277 | COM |
| ISHARES TR | 5798 | 862107 | CORE S&P TTL STK |
| VANGUARD MALVERN FDS | 16691 | 825538 | STRM INFPROIDX |
| PIMCO ETF TR | 30350 | 809737 | MULTISECTOR BD |
| VANGUARD INDEX FDS | 1277 | 800739 | S&P 500 ETF SHS |
| VANGUARD INTL EQUITY INDEX F | 5139 | 736574 | FTSE SMCAP ETF |
| ISHARES TR | 7607 | 732535 | US HOME CONS ETF |
| INVESCO EXCH TRADED FD TR II | 17344 | 731692 | RAFI DVLPD MRKTS |
| ISHARES GOLD TR | 8969 | 728055 | ISHARES NEW |
| VANECK ETF TRUST | 7019 | 726991 | MRNGSTR WDE MOAT |
| VIRTUS DIVIDEND INTEREST & P | 55843 | 719819 | COM |
| VANGUARD WORLD FD | 3707 | 717788 | COMM SRVC ETF |
| PIMCO ETF TR | 15787 | 715466 | MUNI INCOME OPP |
| PIMCO ETF TR | 13617 | 684663 | SR LN ACTIVE ETF |
| SSGA ACTIVE ETF TR | 16442 | 661790 | STATE STREET DOU |
| PIMCO ETF TR | 12245 | 641760 | INTER MUN BD ACT |
| VANGUARD INDEX FDS | 3024 | 640242 | SM CP VAL ETF |
| GOLDMAN SACHS ETF TR | 14568 | 625550 | ACTIVEBETA INT |
| VANGUARD INDEX FDS | 1957 | 616064 | LARGE CAP ETF |
| PHILIP MORRIS INTL INC | 3809 | 610963 | COM |
| BANK AMERICA CORP | 10866 | 597602 | COM |
| VANGUARD WORLD FD | 773 | 582006 | INF TECH ETF |
| AMAZON COM INC | 2502 | 577490 | COM |
| VANGUARD SPECIALIZED FUNDS | 2592 | 569669 | DIV APP ETF |
| INTERCONTINENTAL EXCHANGE IN | 3500 | 566860 | COM |
| VANGUARD INSTL INDEX FD | 7500 | 565728 | 0-3 MO TREAS BIL |
| FRANKLIN TEMPLETON ETF TR | 16346 | 551686 | FTSE UNTD KGDM |
| BLACKROCK ESG CAP ALLC TERM | 35616 | 547772 | SHS BEN INT |
| ISHARES TR | 797 | 545677 | CORE S&P500 ETF |
| ISHARES TR | 4568 | 519525 | SP SMCP600VL ETF |
| J P MORGAN EXCHANGE TRADED F | 9308 | 503284 | ACTIVE BOND ETF |
| SPDR GOLD TR | 1259 | 498560 | GOLD SHS |
| INVESCO EXCHANGE TRADED FD T | 10036 | 470867 | RAFI US 1000 ETF |
| ABBVIE INC | 2008 | 458808 | COM |
| JOHNSON & JOHNSON | 2195 | 454183 | COM |
| COCA COLA CO | 6243 | 436448 | COM |
| FIDELITY COVINGTON TRUST | 5591 | 434685 | MSCI FINLS IDX |
| ALPHABET INC | 1377 | 431980 | CAP STK CL C |
| DIMENSIONAL ETF TRUST | 8866 | 427076 | NATL MUN BD ETF |
| ISHARES TR | 2528 | 426653 | ISHARES BIOTECH |
| VANGUARD INDEX FDS | 2390 | 423560 | MCAP VL IDXVIP |
| CAPITAL GROUP NEW GEOGRAPHY | 13158 | 420136 | SHS |
| GOLDMAN SACHS GROUP INC | 445 | 391274 | COM |
| ISHARES GOLD TR | 8977 | 385923 | SHARES REPRESENT |
| CAPITAL ONE FINL CORP | 1551 | 375900 | COM |
| PFIZER INC | 14692 | 365827 | COM |
| ISHARES INC | 5393 | 362473 | CORE MSCI EMKT |
| VISA INC | 1024 | 359127 | COM CL A |
| VANGUARD INDEX FDS | 4001 | 353962 | REAL ESTATE ETF |
| ISHARES TR | 4102 | 347162 | CORE MSCI TOTAL |
| CISCO SYS INC | 4410 | 339703 | COM |
| INTUITIVE SURGICAL INC | 584 | 330754 | COM NEW |
| WALMART INC | 2820 | 314226 | COM |
| ISHARES TR | 3998 | 309952 | EAFE SML CP ETF |
| VANGUARD BD INDEX FDS | 3891 | 306650 | SHORT TRM BOND |
| INVESCO EXCH TRADED FD TR II | 10765 | 305670 | NASDAQ BIOTECH |
| SPDR S&P 500 ETF TR | 448 | 305502 | TR UNIT |
| BLACKSTONE INC | 1881 | 289938 | COM |
| ALTRIA GROUP INC | 4841 | 279132 | COM |
| SALESFORCE INC | 1050 | 278157 | COM |
| INVESCO QQQ TR | 431 | 263671 | UNIT SER 1 |
| PALANTIR TECHNOLOGIES INC | 1349 | 239849 | CL A |
| INNOVATOR ETFS TRUST | 6186 | 227552 | US EQT ULTRA BFR |
| ROYCE GLOBAL TRUST INC | 12891 | 169000 | COM |
| ELLSWORTH GROWTH & INCOME FD | 12794 | 148794 | COM |
| TORTOISE CAPITAL SERIES TRUS | 11172 | 100995 | ENERGY FD |
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