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: $210.2M124 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$510K	0.2%	2,028 SH	New
ADVANCED MICRO DEVICES INC	COM	$426K	0.2%	734 SH	New
ALPHABET INC	CAP STK CL A	$8.3M	3.9%Prev: 2.6%	23,183 SH	Increased+716 SH
ALPHABET INC	CAP STK CL C	$484K	0.2%Prev: 0.2%	1,371 SH	Increased-5 SH
ALTRIA GROUP INC	COM	$348K	0.2%Prev: 0.2%	4,841 SH	Increased
AMAZON COM INC	COM	$602K	0.3%Prev: 0.2%	2,526 SH	Increased+1,114 SH
APPLE INC	COM	$2.0M	1.0%Prev: 0.7%	6,972 SH	Increased+1,498 SH
BANCROFT FD LTD	COM	$1.9M	0.9%Prev: 1.0%	72,888 SH	Increased-2,891 SH
BANK OF AMER CORP	COM	$613K	0.3%	10,767 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$17.1M	8.1%Prev: 10.1%	34,166 SH	Increased+2,999 SH
BLACKROCK ESG CAP ALLC TERM	SHS BEN INT	$536K	0.3%Prev: 0.4%	34,099 SH	Increased-4,820 SH
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$2.7M	1.3%	51,301 SH	New
BLACKSTONE INC	COM	$222K	0.1%	1,885 SH	New
CAPITAL GROUP NEW GEOGRAPHY	SHS	$1.1M	0.5%Prev: 0.2%	29,101 SH	Increased+18,349 SH
CAPITAL ONE FINL CORP	COM	$311K	0.1%Prev: 0.2%	1,551 SH	Increased-28 SH
CISCO SYS INC	COM	$518K	0.2%	4,410 SH	New
COCA COLA CO	COM	$507K	0.2%Prev: 0.2%	6,243 SH	Increased+1,320 SH
DELL TECHNOLOGIES INC	CL C	$222K	0.1%	515 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$2.9M	1.4%Prev: 1.1%	71,491 SH	Increased+14,914 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$4.3M	2.1%Prev: 1.8%	80,389 SH	Increased+17,185 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$13.0M	6.2%Prev: 4.9%	313,991 SH	Increased+98,523 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$420K	0.2%Prev: 0.3%	8,698 SH	Increased-359 SH
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$6.2M	3.0%	140,672 SH	New
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$1.7M	0.8%Prev: 1.0%	33,537 SH	Increased-698 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$3.3M	1.6%Prev: 1.5%	47,386 SH	Increased+6,160 SH
DOUBLELINE ETF TRUST	OPPO CORE BD ETF	$10.7M	5.1%	235,558 SH	New
ELLSWORTH GROWTH & INCOME FD	COM	$169K	0.1%Prev: 0.1%	12,794 SH	Increased
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$2.4M	1.2%Prev: 1.3%	23,722 SH	Increased-498 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$1.5M	0.7%Prev: 1.0%	22,122 SH	Increased+15 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$414K	0.2%Prev: 0.3%	5,413 SH	Increased-260 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$2.8M	1.3%Prev: 1.4%	35,930 SH	Increased+3,086 SH
FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$2.3M	1.1%Prev: 0.9%	77,119 SH	Increased+27,327 SH
FRANKLIN TEMPLETON ETF TR	FTSE UNTD KGDM	$569K	0.3%Prev: 0.3%	16,135 SH	Increased-231 SH
FRANKLIN TEMPLETON ETF TR	INCOME FOCUS ETF	$225K	0.1%	7,807 SH	New
GABELLI GLOBAL SMALL & MID C	COM	$933K	0.4%Prev: 0.4%	57,321 SH	Increased+15,447 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$571K	0.3%Prev: 0.4%	12,500 SH	Increased-3,214 SH
GOLDMAN SACHS GROUP INC	COM	$450K	0.2%Prev: 0.2%	445 SH	Increased-5 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$239K	0.1%Prev: 0.1%	6,186 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$431K	0.2%Prev: 0.4%	3,500 SH	Increased
INTUITIVE SURGICAL INC	COM NEW	$224K	0.1%Prev: 0.2%	564 SH	Increased-40 SH
INVESCO EXCH TRADED FD TR II	NASDAQ BIOTECH	$374K	0.2%	11,456 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$736K	0.4%Prev: 0.5%	16,354 SH	Increased-3,122 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$455K	0.2%Prev: 0.3%	8,425 SH	Increased-1,611 SH
INVESCO QQQ TR	UNIT SER 1	$301K	0.1%Prev: 0.2%	411 SH	Increased-18 SH
ISHARES GOLD TR	ISHARES NEW	$637K	0.3%Prev: 0.3%	8,431 SH	Increased+552 SH
ISHARES GOLD TRUST MICRO	SHS REPSTG UN TR	$414K	0.2%	10,342 SH	New
ISHARES INC	CORE MSCI EMKT	$558K	0.3%Prev: 0.2%	6,739 SH	Increased+867 SH
ISHARES INC	MSCI EMRG CHN	$4.0M	1.9%Prev: 1.3%	38,650 SH	Increased+8,673 SH
ISHARES TR	0-5 YR TIPS ETF	$2.9M	1.4%Prev: 1.9%	28,251 SH	Increased+1,097 SH
ISHARES TR	CORE DIV GRWTH	$2.0M	1.0%Prev: 1.1%	26,736 SH	Increased+94 SH
ISHARES TR	CORE MSCI EAFE	$1.6M	0.8%Prev: 1.1%	16,796 SH	Increased-2,510 SH
ISHARES TR	CORE MSCI INTL	$8.1M	3.9%Prev: 4.9%	91,459 SH	Increased-5,824 SH
ISHARES TR	CORE MSCI TOTAL	$389K	0.2%Prev: 0.2%	4,074 SH	Increased-39 SH
ISHARES TR	CORE S&P SCP ETF	$1.7M	0.8%Prev: 0.9%	11,215 SH	Increased-783 SH
ISHARES TR	CORE S&P TTL STK	$926K	0.4%Prev: 0.5%	5,636 SH	Increased-162 SH
ISHARES TR	CORE S&P US GWT	$212K	0.1%	1,130 SH	New
ISHARES TR	CORE S&P500 ETF	$821K	0.4%Prev: 0.3%	1,096 SH	Increased+300 SH
ISHARES TR	EAFE SML CP ETF	$313K	0.1%Prev: 0.2%	3,799 SH	Increased-227 SH
ISHARES TR	ISHARES BIOTECH	$481K	0.2%Prev: 0.2%	2,528 SH	Increased-154 SH
ISHARES TR	SELECT DIVID ETF	$205K	0.1%	1,316 SH	New
ISHARES TR	SP SMCP600VL ETF	$624K	0.3%Prev: 0.3%	4,568 SH	Increased-128 SH
ISHARES TR	US AER DEF ETF	$2.0M	1.0%Prev: 1.0%	8,241 SH	Increased+303 SH
ISHARES TR	US HOME CONS ETF	$743K	0.4%Prev: 0.5%	7,111 SH	Increased-1,104 SH
J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$498K	0.2%Prev: 0.2%	9,314 SH	Increased+5,080 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.0M	0.5%Prev: 0.8%	18,335 SH	Increased-1,649 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.0M	1.4%Prev: 1.6%	64,496 SH	Increased+14,092 SH
JOHNSON & JOHNSON	COM	$557K	0.3%	2,195 SH	New
JPMORGAN CHASE & CO	COM	$1.1M	0.5%	3,400 SH	New
JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$1.4M	0.7%Prev: 0.8%	41,857 SH	Increased+4,415 SH
META PLATFORMS INC	CL A	$1.4M	0.7%Prev: 1.2%	2,528 SH	Increased-5 SH
MICRON TECHNOLOGY INC	COM	$709K	0.3%	614 SH	New
MICROSOFT CORP	COM	$1.3M	0.6%Prev: 0.6%	3,368 SH	Increased+1,432 SH
NVIDIA CORPORATION	COM	$1.5M	0.7%	7,509 SH	New
PFIZER INC	COM	$482K	0.2%Prev: 0.3%	20,024 SH	Increased+2,580 SH
PGIM ETF TR	PGIM ULTRA SH BD	$1.7M	0.8%Prev: 1.1%	34,314 SH	Increased+1,929 SH
PHILIP MORRIS INTL INC	COM	$689K	0.3%Prev: 0.5%	3,809 SH	Increased
PIMCO ETF TR	ACTIVE BD ETF	$3.8M	1.8%	40,972 SH	New
PIMCO ETF TR	ENHNCD LW DUR AC	$5.1M	2.4%Prev: 4.2%	53,496 SH	Increased-11,937 SH
PIMCO ETF TR	INTER MUN BD ACT	$965K	0.5%Prev: 0.2%	18,346 SH	Increased+12,173 SH
PIMCO ETF TR	MULTISECTOR BD	$805K	0.4%Prev: 0.5%	30,350 SH	Increased+4,364 SH
PIMCO ETF TR	MUNI INCOME OPP	$717K	0.3%Prev: 0.5%	15,677 SH	Increased-1,310 SH
PIMCO ETF TR	SR LN ACTIVE ETF	$683K	0.3%	13,860 SH	New
PIMCO NEW YORK MUN FD II	COM	$537K	0.3%Prev: 0.3%	75,711 SH	Increased+17,967 SH
PROSHARES TR	SHOR S&P 500 NEW	$229K	0.1%	6,936 SH	New
ROYCE GLOBAL TRUST INC	COM	$612K	0.3%Prev: 0.1%	43,001 SH	Increased+30,110 SH
SALESFORCE INC	COM	$302K	0.1%	1,929 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$2.7M	1.3%Prev: 1.2%	55,563 SH	Increased+13,808 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$3.2M	1.5%Prev: 1.9%	130,698 SH	Increased+14,952 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.6M	2.2%Prev: 2.0%	145,966 SH	Increased+31,526 SH
SIMPLIFY EXCHANGE TRADED FUN	MBS ETF	$3.2M	1.5%Prev: 1.2%	65,670 SH	Increased+30,090 SH
SPDR GOLD TR	GOLD SHS	$460K	0.2%Prev: 0.3%	1,251 SH	Increased-17 SH
SPDR SERIES TRUST	ST STR P400MID	$411K	0.2%	6,081 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$1.1M	0.5%	11,958 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$277K	0.1%	977 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$1.5M	0.7%	26,187 SH	New
SPDR SERIES TRUST	ST STR SP600SM C	$1.0M	0.5%	9,564 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$639K	0.3%	16,195 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$335K	0.2%	448 SH	New
TCW ETF TRUST	FLEXIBLE INCOME	$5.7M	2.7%Prev: 2.5%	146,067 SH	Increased+49,832 SH
TORTOISE CAPITAL SERIES TRUS	ENERGY ETF	$108K	0.1%	11,172 SH	New
TRI CONTL CORP	COM	$1.4M	0.7%Prev: 0.9%	40,036 SH	Increased-1,464 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$704K	0.3%Prev: 0.5%	6,773 SH	Increased-565 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$303K	0.1%	3,891 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$673K	0.3%Prev: 0.4%	1,957 SH	Increased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$472K	0.2%Prev: 0.3%	2,390 SH	Increased+2 SH
VANGUARD INDEX FDS	MID CAP ETF	$4.4M	2.1%Prev: 2.1%	54,070 SH	Increased+42,802 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$394K	0.2%Prev: 0.2%	4,089 SH	Increased+89 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$874K	0.4%Prev: 0.5%	1,272 SH	Increased-2 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$735K	0.3%Prev: 0.4%	3,024 SH	Increased+1 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%Prev: 0.5%	2,922 SH	Increased+311 SH
VANGUARD INDEX FDS	VALUE ETF	$241K	0.1%	1,106 SH	New
VANGUARD INSTL INDEX FD	0 3 MO TR BI ETF	$4.4M	2.1%	57,635 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$793K	0.4%Prev: 0.5%	5,139 SH	Increased-1 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$837K	0.4%Prev: 0.4%	16,654 SH	Increased+5,059 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$613K	0.3%Prev: 0.4%	2,592 SH	Increased-144 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.5%Prev: 0.6%	14,748 SH	Increased+101 SH
VANGUARD WORLD FD	COMM SRVC ETF	$682K	0.3%Prev: 0.4%	3,707 SH	Increased-52 SH
VANGUARD WORLD FD	INF TECH ETF	$738K	0.4%Prev: 0.3%	6,178 SH	Increased+5,406 SH
VIRTUS DIVIDEND INTEREST & P	COM	$835K	0.4%Prev: 0.5%	54,945 SH	Increased-3,125 SH
VISA INC	COM CL A	$351K	0.2%	1,024 SH	New
WALMART INC	COM	$312K	0.1%	2,753 SH	New
WISDOMTREE TR	EM EX ST-OWNED	$1.4M	0.7%Prev: 0.7%	27,879 SH	Increased-1,599 SH
WISDOMTREE TR	EMG MKTS SMCAP	$4.1M	1.9%Prev: 2.2%	63,195 SH	Increased+1,937 SH
WORLD GOLD TR	SPDR GLD MINIS	$3.8M	1.8%Prev: 2.8%	48,362 SH	Increased-15,545 SH

Sold (vs prior filing)

AT&T INC — $212
BANK AMERICA CORP — $514
BLACKROCK ETF TRUST II — $2K
DIMENSIONAL ETF TRUST — $4K
DOUBLELINE ETF TRUST — $9K
FIRST TR EXCHNG TRADED FD VI — $374
ISHARES TR — $217
JPMORGAN CHASE & CO. — $696
PALANTIR TECHNOLOGIES INC — $276
SPDR S&P 500 ETF TR — $274
SPDR SERIES TRUST — $206
SPDR SERIES TRUST — $331
SPDR SERIES TRUST — $854
SPDR SERIES TRUST — $346
SPDR SERIES TRUST — $773
SSGA ACTIVE ETF TR — $731
STRYKER CORPORATION — $201
TORTOISE CAPITAL SERIES TRUS — $102
VANGUARD INSTL INDEX FD — $567

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