Beckerman Institutional, LLC

CIK 0002043468 • 6 13F filings • May 5, 2025 – Aug 11, 2026

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Filer information

Filed by: Beckerman Institutional, LLC, Counsel
Address: 77 MAIN AVENUE, SUITE 1A, OCEAN GROVE, NJ, 07756
Phone: 6463953900
AUM: $178.1M

AUM over time

$210.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $188.2M117 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$437K	0.2%	2,008 SH	New
ALPHABET INC	CAP STK CL A	$6.7M	3.5%Prev: 2.5%	23,212 SH	Increased+676 SH
ALPHABET INC	CAP STK CL C	$395K	0.2%Prev: 0.2%	1,379 SH	Increased-112 SH
ALTRIA GROUP INC	COM	$319K	0.2%Prev: 0.2%	4,841 SH	Increased
AMAZON COM INC	COM	$526K	0.3%Prev: 0.2%	2,526 SH	Increased+1,143 SH
APPLE INC	COM	$1.8M	0.9%Prev: 0.9%	6,972 SH	Increased+1,598 SH
AT&T INC	COM	$212K	0.1%Prev: 0.1%	7,298 SH	Increased-8 SH
BANCROFT FD LTD	COM	$1.6M	0.8%Prev: 1.0%	73,919 SH	Increased-1,844 SH
BANK AMERICA CORP	COM	$530K	0.3%Prev: 0.3%	10,866 SH	Increased-79 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.0M	8.5%Prev: 11.9%	33,375 SH	Increased+2,574 SH
BLACKROCK ESG CAP ALLC TERM	SHS BEN INT	$470K	0.2%Prev: 0.5%	34,589 SH	Increased-7,656 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	1.3%Prev: 1.6%	48,671 SH	Increased+5,198 SH
BLACKSTONE INC	COM	$216K	0.1%	1,881 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$642K	0.3%	20,321 SH	New
CAPITAL ONE FINL CORP	COM	$283K	0.2%Prev: 0.2%	1,551 SH	Increased-17 SH
CISCO SYS INC	COM	$342K	0.2%	4,410 SH	New
COCA COLA CO	COM	$475K	0.3%Prev: 0.3%	6,243 SH	Increased+1,320 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.3M	1.2%Prev: 1.0%	67,567 SH	Increased+16,155 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.0M	2.1%Prev: 1.5%	76,368 SH	Increased+24,467 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$11.5M	6.1%Prev: 4.2%	294,471 SH	Increased+107,990 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$456K	0.2%Prev: 0.3%	9,505 SH	Increased+649 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.5M	0.8%Prev: 1.1%	33,425 SH	Increased-5,398 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$5.1M	2.7%Prev: 2.6%	130,220 SH	Increased+22,380 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$2.9M	1.5%Prev: 1.4%	46,131 SH	Increased+8,000 SH
DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$10.2M	5.4%Prev: 5.9%	222,253 SH	Increased+47,052 SH
ELLSWORTH GROWTH & INCOME FD	COM	$143K	0.1%Prev: 0.1%	12,794 SH	Increased
FEDEX CORP	COM	$219K	0.1%	615 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$2.0M	1.1%Prev: 1.2%	23,834 SH	Increased-386 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$1.5M	0.8%Prev: 0.9%	22,177 SH	Increased-1,075 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$380K	0.2%Prev: 0.3%	5,413 SH	Increased-280 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$2.4M	1.3%Prev: 1.6%	34,357 SH	Increased+1,783 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.9M	1.0%Prev: 0.7%	70,108 SH	Increased+35,234 SH
FRANKLIN TEMPLETON ETF TR	FTSE UNTD KGDM	$561K	0.3%Prev: 0.4%	16,135 SH	Increased-764 SH
GABELLI GLOBAL SMALL & MID C	COM	$864K	0.5%Prev: 0.3%	57,529 SH	Increased+27,204 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$539K	0.3%Prev: 0.4%	12,500 SH	Increased-3,378 SH
GOLDMAN SACHS GROUP INC	COM	$377K	0.2%Prev: 0.2%	445 SH	Increased-96 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$225K	0.1%Prev: 0.1%	6,186 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$550K	0.3%Prev: 0.4%	3,500 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$269K	0.1%Prev: 0.2%	584 SH	Increased-20 SH
INVESCO EXCH TRADED FD TR II	NASDAQ BIOTECH	$320K	0.2%	11,030 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$752K	0.4%Prev: 0.5%	17,344 SH	Increased-2,803 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$477K	0.3%Prev: 0.3%	10,036 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$236K	0.1%Prev: 0.1%	411 SH	Increased-18 SH
ISHARES GOLD TR	ISHARES NEW	$762K	0.4%Prev: 0.4%	8,639 SH	Increased-504 SH
ISHARES GOLD TR	SHARES REPRESENT	$469K	0.2%	10,043 SH	New
ISHARES INC	CORE MSCI EMKT	$398K	0.2%Prev: 0.2%	5,708 SH	Increased-331 SH
ISHARES INC	MSCI EMRG CHN	$2.9M	1.5%Prev: 1.1%	36,920 SH	Increased+9,134 SH
ISHARES TR	0-5 YR TIPS ETF	$2.9M	1.5%Prev: 1.9%	27,673 SH	Increased+2,189 SH
ISHARES TR	CORE DIV GRWTH	$1.9M	1.0%Prev: 1.2%	26,775 SH	Increased-19 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	0.8%Prev: 1.1%	17,270 SH	Increased-2,260 SH
ISHARES TR	CORE MSCI INTL	$7.7M	4.1%Prev: 4.9%	91,986 SH	Increased-6,842 SH
ISHARES TR	CORE MSCI TOTAL	$355K	0.2%Prev: 0.2%	4,102 SH	Increased-162 SH
ISHARES TR	CORE S&P SCP ETF	$1.4M	0.7%Prev: 1.0%	11,215 SH	Increased-1,947 SH
ISHARES TR	CORE S&P TTL STK	$826K	0.4%Prev: 0.5%	5,798 SH	Increased
ISHARES TR	CORE S&P500 ETF	$656K	0.3%Prev: 0.3%	1,005 SH	Increased+209 SH
ISHARES TR	EAFE SML CP ETF	$313K	0.2%Prev: 0.2%	3,998 SH	Increased-563 SH
ISHARES TR	ISHARES BIOTECH	$427K	0.2%Prev: 0.3%	2,528 SH	Increased-223 SH
ISHARES TR	SP SMCP600VL ETF	$541K	0.3%Prev: 0.3%	4,568 SH	Increased-184 SH
ISHARES TR	US AER DEF ETF	$1.8M	1.0%Prev: 0.9%	8,435 SH	Increased+433 SH
ISHARES TR	US HOME CONS ETF	$689K	0.4%Prev: 0.6%	7,607 SH	Increased-608 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$501K	0.3%Prev: 0.2%	9,311 SH	Increased+5,080 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.0M	0.6%Prev: 0.9%	18,376 SH	Increased-3,524 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$2.8M	1.5%Prev: 1.5%	60,635 SH	Increased+14,691 SH
JOHNSON & JOHNSON	COM	$536K	0.3%	2,195 SH	New
JPMORGAN CHASE & CO	COM	$1.0M	0.5%	3,400 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.4M	0.7%Prev: 0.9%	40,324 SH	Increased+2,351 SH
META PLATFORMS INC	CL A	$1.4M	0.8%Prev: 1.0%	2,504 SH	Increased+16 SH
MICRON TECHNOLOGY INC	COM	$207K	0.1%	614 SH	New
MICROSOFT CORP	COM	$1.2M	0.6%Prev: 0.5%	3,251 SH	Increased+1,357 SH
NETFLIX INC.	COM	$210K	0.1%	2,180 SH	New
PFIZER INC	COM	$405K	0.2%Prev: 0.3%	14,417 SH	Increased-3,218 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.7M	0.9%Prev: 1.2%	34,314 SH	Increased+179 SH
PHILIP MORRIS INTL INC	COM	$630K	0.3%Prev: 0.4%	3,809 SH	Increased
PIMCO ETF TR	ACTIVE BD ETF	$2.7M	1.4%	28,884 SH	New
PIMCO ETF TR	ENHNCD LW DUR AC	$5.2M	2.7%Prev: 4.4%	53,867 SH	Increased-9,974 SH
PIMCO ETF TR	INTER MUN BD ACT	$781K	0.4%	14,971 SH	New
PIMCO ETF TR	MULTISECTOR BD	$795K	0.4%Prev: 0.5%	30,350 SH	Increased+2,786 SH
PIMCO ETF TR	MUNI INCOME OPP	$713K	0.4%Prev: 0.6%	15,787 SH	Increased-1,200 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$684K	0.4%	13,860 SH	New
PIMCO NEW YORK MUN FD II	COM	$519K	0.3%Prev: 0.2%	75,711 SH	Increased+36,607 SH
PROSHARES TR	SHORT S&P 500 NE	$263K	0.1%	6,936 SH	New
ROYCE GLOBAL TRUST INC	COM	$305K	0.2%Prev: 0.1%	22,853 SH	Increased+9,962 SH
SALESFORCE INC	COM	$359K	0.2%	1,921 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.4M	1.3%Prev: 1.0%	50,735 SH	Increased+13,186 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.2M	1.7%Prev: 1.7%	131,574 SH	Increased+34,195 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.3M	2.3%Prev: 2.1%	140,799 SH	Increased+35,914 SH
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$3.2M	1.7%Prev: 1.2%	64,870 SH	Increased+31,237 SH
SPDR GOLD TR	GOLD SHS	$538K	0.3%Prev: 0.3%	1,251 SH	Increased-140 SH
SPDR SERIES TRUST	STATE STREET SPD	$3.4M	1.8%	48,993 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$645K	0.3%	16,226 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$291K	0.2%	448 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$5.4M	2.9%Prev: 1.5%	138,179 SH	Increased+87,052 SH
TORTOISE CAPITAL SERIES TRUS	ENERGY ETF	$117K	0.1%	11,172 SH	New
TRI CONTL CORP	COM	$1.3M	0.7%Prev: 0.9%	39,994 SH	Increased-1,659 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$679K	0.4%Prev: 0.5%	7,019 SH	Increased-624 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$305K	0.2%	3,891 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$585K	0.3%Prev: 0.4%	1,957 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$440K	0.2%Prev: 0.3%	2,390 SH	Increased-355 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.5M	1.9%Prev: 1.9%	12,357 SH	Increased+2,060 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$363K	0.2%Prev: 0.3%	4,089 SH	Increased+89 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$759K	0.4%Prev: 0.5%	1,270 SH	Increased-4 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$657K	0.3%Prev: 0.4%	3,024 SH	Increased-80 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$938K	0.5%Prev: 0.5%	2,922 SH	Increased+311 SH
VANGUARD INDEX FDS	VALUE ETF	$217K	0.1%	1,106 SH	New
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.6M	1.9%Prev: 0.6%	47,565 SH	Increased+37,315 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$749K	0.4%Prev: 0.4%	5,139 SH	Increased-1 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$832K	0.4%Prev: 0.4%	16,654 SH	Increased+5,059 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$557K	0.3%Prev: 0.4%	2,592 SH	Increased-144 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$945K	0.5%Prev: 0.6%	14,748 SH	Increased-954 SH
VANGUARD WORLD FD	COMM SRVC ETF	$667K	0.4%Prev: 0.4%	3,707 SH	Increased-52 SH
VANGUARD WORLD FD	INF TECH ETF	$539K	0.3%Prev: 0.3%	773 SH	Increased-14 SH
VIRTUS DIVIDEND INTEREST & P	COM	$699K	0.4%Prev: 0.5%	55,429 SH	Increased-3,648 SH
VISA INC	COM CL A	$309K	0.2%	1,024 SH	New
WALMART INC	COM	$348K	0.2%	2,798 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$1.1M	0.6%Prev: 0.7%	28,291 SH	Increased-1,251 SH
WISDOMTREE TR	EMG MKTS SMCAP	$3.9M	2.1%Prev: 2.0%	64,932 SH	Increased+6,473 SH
WORLD GOLD TR	SPDR GLD MINIS	$4.8M	2.5%Prev: 2.9%	51,344 SH	Increased-14,455 SH

Sold (vs prior filing)

FIRST TR EXCHNG TRADED FD VI — $1K
ISHARES TR — $232
JPMORGAN CHASE & CO. — $613
SPDR S&P 500 ETF TR — $355
SPDR SER TR — $311
SPDR SER TR — $773
SPDR SER TR — $833
SSGA ACTIVE ETF TR — $762
SSGA ACTIVE TR — $259

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002043468-26-000001	$178.1M	View
Nov 6, 2025	Q3 2025	13F-HR	0002043468-25-000006	$169.9M	View
Aug 11, 2026	Q2 2026