2026 Q2 Portfolio Activity
In 2026 Q2, Beckerman Institutional, LLC maintained a portfolio of 127 distinct positions. The most significant new addition was NVIDIA CORPORATION, now representing 0.71% of the total fund value. They heavily accumulated shares in PIMCO ETF TR, increasing the position by 41.9%.
Position History
hover any row below to update
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Total Positions
127
Quarter
2026 Q2
Top Holding
BRK/B (8.1%)
Top 10 Concentration
39.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 127
Beckerman Institutional, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 8.13% | 8.50% |
#1
Prev: #1
|
5.8 |
—
|
791 | 2.4% |
P
S
|
34,166 | $17,096,001 |
$468.86
+10.1%
|
2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | ||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 6.16% | 6.10% |
#2
Prev: #2
|
6.0 |
—
|
19,520 | 6.6% |
P
S
|
313,991 | $12,952,159 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DBND
DOUBLELINE ETF ...
|
ETF | 5.11% | 5.41% |
#3
Prev: #3
|
5.0 |
—
|
13,305 | 6.0% |
P
S
|
235,558 | $10,739,144 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.94% | 3.55% |
#4
1
Prev: #5
|
2.6 |
—
|
-29 | -0.1% |
P
S
|
23,183 | $8,285,464 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IDEV
ISHARES TR
|
Bond/Debt | 3.87% | 4.08% |
#5
1
Prev: #4
|
2.5 |
—
|
-527 | -0.6% |
P
S
|
91,459 | $8,140,680 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.97% | 2.69% |
#6
2
Prev: #8
|
3.2 |
—
|
10,452 | 8.0% |
P
S
|
140,672 | $6,240,210 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FLXR
TCW ETF TRUST
|
ETF | 2.73% | 2.88% |
#7
1
Prev: #6
|
3.1 |
—
|
7,888 | 5.7% |
P
S
|
146,067 | $5,727,315 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
LDUR
PIMCO ETF TR
|
ETF | 2.43% | 2.74% |
#8
1
Prev: #7
|
1.5 |
—
|
-371 | -0.7% |
P
S
|
53,496 | $5,114,614 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.20% | 2.30% |
#9
1
Prev: #10
|
1.4 |
—
|
5,167 | 3.7% |
P
S
|
145,966 | $4,628,573 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VBIL
VANGUARD INSTL ...
|
ETF | 2.08% | 1.91% |
#10
3
Prev: #13
|
3.3 |
—
|
10,070 | 21.2% |
P
S
|
57,635 | $4,361,815 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 2.07% | 1.89% |
#11
3
Prev: #14
|
3.8 |
—
|
41,713 | 337.6% |
P
S
|
54,070 | $4,356,429 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFIV
DIMENSIONAL ETF...
|
Bond/Debt | 2.07% | 2.14% |
#12
1
Prev: #11
|
2.8 |
—
|
4,021 | 5.3% |
P
S
|
80,389 | $4,342,662 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DGS
WISDOMTREE TR
|
ETF | 1.95% | 2.07% |
#13
1
Prev: #12
|
1.3 |
—
|
-1,737 | -2.7% |
P
S
|
63,195 | $4,089,398 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
EMXC
ISHARES INC
|
ETF | 1.88% | 1.54% |
#14
3
Prev: #17
|
1.3 |
—
|
1,730 | 4.7% |
P
S
|
38,650 | $3,953,933 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 1.83% | 2.53% |
#15
6
Prev: #9
|
1.2 |
—
|
-2,982 | -5.8% |
P
S
|
48,362 | $3,840,934 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.80% | 1.42% |
#16
5
Prev: #21
|
3.2 |
—
|
12,088 | 41.9% |
P
S
|
40,972 | $3,778,031 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 1.58% | 1.53% |
#17
1
Prev: #18
|
1.1 |
—
|
1,255 | 2.7% |
P
S
|
47,386 | $3,312,338 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MTBA
SIMPLIFY EXCHAN...
|
ETF | 1.53% | 1.70% |
#18
3
Prev: #15
|
1.1 |
—
|
800 | 1.2% |
P
S
|
65,670 | $3,222,431 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHO
SCHWAB STRATEGI...
|
ETF | 1.50% | 1.70% |
#19
3
Prev: #16
|
1.1 |
—
|
-876 | -0.7% |
P
S
|
130,698 | $3,155,054 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 1.41% | 1.48% |
#20
Prev: #20
|
2.6 |
—
|
3,861 | 6.4% |
P
S
|
64,496 | $2,970,068 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
STIP
ISHARES TR
|
ETF | 1.37% | 1.52% |
#21
2
Prev: #19
|
1.0 |
—
|
578 | 2.1% |
P
S
|
28,251 | $2,886,005 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 1.37% | 1.22% |
#22
3
Prev: #25
|
2.5 |
—
|
3,924 | 5.8% |
P
S
|
71,491 | $2,874,621 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FHLC
FIDELITY COVING...
|
ETF | 1.32% | 1.28% |
#23
Prev: #23
|
1.0 |
—
|
1,573 | 4.6% |
P
S
|
35,930 | $2,775,641 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.28% | 1.34% |
#24
2
Prev: #22
|
2.5 |
—
|
2,630 | 5.4% |
P
S
|
51,301 | $2,685,146 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SCHC
SCHWAB STRATEGI...
|
Bond/Debt | 1.27% | 1.26% |
#25
1
Prev: #24
|
2.5 |
—
|
4,828 | 9.5% |
P
S
|
55,563 | $2,673,681 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ONEQ
FIDELITY COMWLT...
|
ETF | 1.17% | 1.08% |
#26
Prev: #26
|
1.0 |
—
|
-112 | -0.5% |
P
S
|
23,722 | $2,448,609 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FREL
FIDELITY COVING...
|
ETF | 1.08% | 1.00% |
#27
Prev: #27
|
2.4 |
—
|
7,011 | 10.0% |
P
S
|
77,119 | $2,259,589 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.96% | 1.00% |
#28
Prev: #28
|
0.9 |
—
|
-39 | -0.1% |
P
S
|
26,736 | $2,026,375 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.96% | 0.94% |
#29
1
Prev: #30
|
1.4 |
—
|
no change | no change |
P
S
|
6,972 | $2,017,505 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
ITA
ISHARES TR
|
ETF | 0.95% | 0.98% |
#30
1
Prev: #29
|
0.9 |
—
|
-194 | -2.3% |
P
S
|
8,241 | $1,997,919 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
BCV
BANCROFT FD LTD
|
Financial Services | 0.90% | 0.85% |
#31
1
Prev: #32
|
0.9 |
—
|
-1,031 | -1.4% |
P
S
|
72,888 | $1,894,353 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 0.82% | 0.80% |
#32
3
Prev: #35
|
0.8 |
—
|
112 | 0.3% |
P
S
|
33,537 | $1,733,495 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
PULS
PGIM ETF TR
|
ETF | 0.81% | 0.90% |
#33
2
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
34,314 | $1,700,262 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IJR
ISHARES TR
|
ETF | 0.79% | 0.74% |
#34
3
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
11,215 | $1,663,403 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
IEFA
ISHARES TR
|
ETF | 0.77% | 0.83% |
#35
2
Prev: #33
|
0.8 |
—
|
-474 | -2.7% |
P
S
|
16,796 | $1,622,172 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
FCOM
FIDELITY COVING...
|
Bond/Debt | 0.73% | 0.80% |
#36
2
Prev: #34
|
0.8 |
—
|
-55 | -0.2% |
P
S
|
22,122 | $1,537,034 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPSM
SPDR SERIES TRU...
|
ETF | 0.72% | 0.52% |
#37
7
Prev: #44
|
2.8 |
—
|
5,789 | 28.4% |
P
S
|
26,187 | $1,510,212 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.71% | — |
#38
Prev: #—
|
3.8 |
—
|
7,509 | — |
NEW
|
7,509 | $1,502,507 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
AMJB
JPMORGAN CHASE ...
|
Unknown | 0.69% | 0.74% |
#39
1
Prev: #38
|
0.8 |
—
|
1,533 | 3.8% |
P
S
|
41,857 | $1,443,660 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.68% | 0.76% |
#40
4
Prev: #36
|
0.8 |
—
|
24 | 1.0% |
P
S
|
2,528 | $1,423,953 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
TY
TRI CONTL CORP
|
Financial Services | 0.66% | 0.67% |
#41
2
Prev: #39
|
0.8 |
—
|
42 | 0.1% |
P
S
|
40,036 | $1,378,046 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
XSOE
WISDOMTREE TR
|
ETF | 0.65% | 0.60% |
#42
1
Prev: #41
|
0.8 |
—
|
-412 | -1.5% |
P
S
|
27,879 | $1,370,983 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.60% | 0.64% |
#43
3
Prev: #40
|
0.7 |
—
|
117 | 3.6% |
P
S
|
3,368 | $1,256,007 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.53% | 0.53% |
#44
1
Prev: #43
|
1.2 |
—
|
no change | no change |
P
S
|
3,400 | $1,113,144 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
CGNG
CAPITAL GROUP N...
|
Unknown | 0.52% | 0.34% |
#45
22
Prev: #67
|
2.7 |
—
|
8,780 | 43.2% |
P
S
|
29,101 | $1,090,125 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.51% | 0.50% |
#46
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
2,922 | $1,081,433 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 0.50% | 0.49% |
#47
Prev: #47
|
1.2 |
—
|
no change | no change |
P
S
|
11,958 | $1,050,869 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.50% | 0.50% |
#48
3
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
14,748 | $1,050,727 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 0.50% | 0.48% |
#49
1
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
9,564 | $1,043,521 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 0.49% | 0.55% |
#50
8
Prev: #42
|
0.7 |
—
|
-41 | -0.2% |
P
S
|
18,335 | $1,035,526 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-11 |
Showing 1-50 of 127 holdings