Beckerman Institutional, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$178.1M
Holdings
115
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (115 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 32,278 | $16.2M | 9.11% | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 273,063 | $10.4M | 5.84% | |
| 3 | DBNDDOUBLELINE ETF TRUST | 210,540 | $9.8M | 5.48% | |
| 4 | IDEVISHARES TR | 91,858 | $7.6M | 4.25% | |
| 5 | GOOGLALPHABET INC | 23,169 | $7.3M | 4.07% | |
| 6 | LDURPIMCO ETF TR | 54,923 | $5.3M | 2.96% | |
| 7 | DFACDIMENSIONAL ETF TRUST | 128,329 | $5.1M | 2.85% | |
| 8 | GLDMWORLD GOLD TR | 59,185 | $5.1M | 2.84% | |
| 9 | FLXRTCW ETF TRUST | 126,218 | $5.0M | 2.81% | |
| 10 | DGSWISDOMTREE TR | 66,107 | $3.8M | 2.12% | |
| 11 | DFIVDIMENSIONAL ETF TRUST | 71,711 | $3.6M | 2.01% | |
| 12 | SCHDSCHWAB STRATEGIC TR | 127,963 | $3.5M | 1.97% | |
| 13 | VOVANGUARD INDEX FDS | 11,912 | $3.5M | 1.94% | |
| 14 | SCHOSCHWAB STRATEGIC TR | 126,470 | $3.1M | 1.73% | |
| 15 | STIPISHARES TR | 27,196 | $2.8M | 1.56% | |
| 16 | JPIEJ P MORGAN EXCHANGE TRADED F | 60,124 | $2.8M | 1.56% | |
| 17 | DFATDIMENSIONAL ETF TRUST | 44,469 | $2.6M | 1.49% | |
| 18 | FHLCFIDELITY COVINGTON TRUST | 33,935 | $2.5M | 1.42% | |
| 19 | EMXCISHARES INC | 33,994 | $2.5M | 1.39% | |
| 20 | BINCBLACKROCK ETF TRUST II | 44,897 | $2.4M | 1.33% | |
| 21 | MTBASIMPLIFY EXCHANGE TRADED FUN | 43,629 | $2.2M | 1.23% | |
| 22 | ONEQFIDELITY COMWLTH TR | 23,834 | $2.2M | 1.22% | |
| 23 | SCHCSCHWAB STRATEGIC TR | 47,800 | $2.2M | 1.22% | |
| 24 | DFAEDIMENSIONAL ETF TRUST | 64,750 | $2.1M | 1.18% | |
| 25 | AAPLAPPLE INC | 6,972 | $1.9M | 1.06% | |
| 26 | DGROISHARES TR | 26,599 | $1.8M | 1.04% | |
| 27 | ITA*ISHARES TR | 8,525 | $1.8M | 1.03% | |
| 28 | FRELFIDELITY COVINGTON TRUST | 65,271 | $1.8M | 0.99% | |
| 29 | PULSPGIM ETF TR | 34,614 | $1.7M | 0.96% | |
| 30 | METAMETA PLATFORMS INC | 2,497 | $1.6M | 0.93% | |
| 31 | FCOMFIDELITY COVINGTON TRUST | 22,477 | $1.6M | 0.92% | |
| 32 | BCVBANCROFT FD LTD | 73,904 | $1.6M | 0.92% | |
| 33 | DFAUDIMENSIONAL ETF TRUST | 33,574 | $1.6M | 0.88% | |
| 34 | BONDPIMCO ETF TR | 16,342 | $1.5M | 0.85% | |
| 35 | AQLTISHARES TR | 16,621 | $1.5M | 0.83% | |
| 36 | MSFTMICROSOFT CORP | 2,929 | $1.4M | 0.79% | |
| 37 | IJRISHARES TR | 11,122 | $1.3M | 0.75% | |
| 38 | TYTRI CONTL CORP | 40,504 | $1.3M | 0.74% | |
| 39 | JPMJPMORGAN CHASE FINL CO LLC | 38,625 | $1.2M | 0.65% | |
| 40 | XSOEWISDOMTREE TR | 28,290 | $1.1M | 0.62% | |
| 41 | JPMJPMORGAN CHASE & CO. | 3,400 | $1.1M | 0.61% | |
| 42 | JEPIJ P MORGAN EXCHANGE TRADED F | 18,574 | $1.1M | 0.60% | |
| 43 | VTIVANGUARD INDEX FDS | 2,917 | $978K | 0.55% | |
| 44 | SPYMSPDR SERIES TRUST | 11,958 | $959K | 0.54% | |
| 45 | VEAVANGUARD TAX-MANAGED FDS | 14,748 | $921K | 0.52% | |
| 46 | GGZGABELLI GLOBAL SMALL & MID C | 58,885 | $883K | 0.50% | |
| 47 | SLYVSPDR SERIES TRUST | 9,564 | $870K | 0.49% | |
| 48 | ITOTISHARES TR | 5,798 | $862K | 0.48% | |
| 49 | VTIPVANGUARD MALVERN FDS | 16,691 | $825K | 0.46% | |
| 50 | SPSMSPDR SERIES TRUST | 17,588 | $824K | 0.46% | |
| 51 | PYLDPIMCO ETF TR | 30,350 | $809K | 0.45% | |
| 52 | VOOVANGUARD INDEX FDS | 1,277 | $800K | 0.45% | |
| 53 | VSSVANGUARD INTL EQUITY INDEX F | 5,139 | $736K | 0.41% | |
| 54 | ITBISHARES TR | 7,607 | $732K | 0.41% | |
| 55 | PDNINVESCO EXCH TRADED FD TR II | 17,344 | $731K | 0.41% | |
| 56 | IAU*ISHARES GOLD TR | 8,969 | $728K | 0.41% | |
| 57 | MOATVANECK ETF TRUST | 7,019 | $726K | 0.41% | |
| 58 | NFJVIRTUS DIVIDEND INTEREST & P | 55,843 | $719K | 0.40% | |
| 59 | VOXVANGUARD WORLD FD | 3,707 | $717K | 0.40% | |
| 60 | MINOPIMCO ETF TR | 15,787 | $715K | 0.40% | |
| 61 | LONZPIMCO ETF TR | 13,617 | $684K | 0.38% | |
| 62 | TOTLSSGA ACTIVE ETF TR | 16,442 | $661K | 0.37% | |
| 63 | MUNIPIMCO ETF TR | 12,245 | $641K | 0.36% | |
| 64 | VBRVANGUARD INDEX FDS | 3,024 | $640K | 0.36% | |
| 65 | GSIEGOLDMAN SACHS ETF TR | 14,568 | $625K | 0.35% | |
| 66 | VVVANGUARD INDEX FDS | 1,957 | $616K | 0.35% | |
| 67 | 4I1PHILIP MORRIS INTL INC | 3,809 | $610K | 0.34% | |
| 68 | BACBANK AMERICA CORP | 10,866 | $597K | 0.34% | |
| 69 | VGTVANGUARD WORLD FD | 773 | $582K | 0.33% | |
| 70 | AMZNAMAZON COM INC | 2,502 | $577K | 0.32% | |
| 71 | VIGVANGUARD SPECIALIZED FUNDS | 2,592 | $569K | 0.32% | |
| 72 | ICEINTERCONTINENTAL EXCHANGE IN | 3,500 | $566K | 0.32% | |
| 73 | VBILVANGUARD INSTL INDEX FD | 7,500 | $565K | 0.32% | |
| 74 | FLGBFRANKLIN TEMPLETON ETF TR | 16,346 | $551K | 0.31% | |
| 75 | ECATBLACKROCK ESG CAP ALLC TERM | 35,616 | $547K | 0.31% | |
| 76 | IVVISHARES TR | 797 | $545K | 0.31% | |
| 77 | IJSISHARES TR | 4,568 | $519K | 0.29% | |
| 78 | JBNDJ P MORGAN EXCHANGE TRADED F | 9,308 | $503K | 0.28% | |
| 79 | GQ9SPDR GOLD TR | 1,259 | $498K | 0.28% | |
| 80 | PRFINVESCO EXCHANGE TRADED FD T | 10,036 | $470K | 0.26% | |
| 81 | ABBVABBVIE INC | 2,008 | $458K | 0.26% | |
| 82 | JNJJOHNSON & JOHNSON | 2,195 | $454K | 0.25% | |
| 83 | KOCOCA COLA CO | 6,243 | $436K | 0.24% | |
| 84 | FNCLFIDELITY COVINGTON TRUST | 5,591 | $434K | 0.24% | |
| 85 | GOOGALPHABET INC | 1,377 | $431K | 0.24% | |
| 86 | DFNMDIMENSIONAL ETF TRUST | 8,866 | $427K | 0.24% | |
| 87 | IBBISHARES TR | 2,528 | $426K | 0.24% | |
| 88 | VOEVANGUARD INDEX FDS | 2,390 | $423K | 0.24% | |
| 89 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 13,158 | $420K | 0.24% | |
| 90 | GSGOLDMAN SACHS GROUP INC | 445 | $391K | 0.22% | |
| 91 | IAUMISHARES GOLD TR | 8,977 | $385K | 0.22% | |
| 92 | COFCAPITAL ONE FINL CORP | 1,551 | $375K | 0.21% | |
| 93 | PFEPFIZER INC | 14,692 | $365K | 0.20% | |
| 94 | IEMGISHARES INC | 5,393 | $362K | 0.20% | |
| 95 | VVISA INC | 1,024 | $359K | 0.20% | |
| 96 | VNQVANGUARD INDEX FDS | 4,001 | $353K | 0.20% | |
| 97 | SPMDSPDR SERIES TRUST | 6,081 | $352K | 0.20% | |
| 98 | IXUSISHARES TR | 4,102 | $347K | 0.19% | |
| 99 | CSCOCISCO SYS INC | 4,410 | $339K | 0.19% | |
| 100 | ISRGINTUITIVE SURGICAL INC | 584 | $330K | 0.19% |
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