Beckerman Institutional

OCEAN GROVE, NJfiles as Beckerman Institutional, LLC

$210m in 124 US stocks at the end of 30 June 2026. The top 10 are 39.6% of the money. It changed about 5.0% of the portfolio this quarter.

Value

$210m

Stocks

124

Top 10 share

39.6%

Turnover

5.0%

What changed this quarter

New

Bought for the first time this quarter.

NvidiaNVDA
0.7% of the fund
Advanced Micro DevicesAMD
0.2% of the fund
Franklin Templeton ETF TRINCM
0.1% of the fund
Dell TechnologiesDELL
0.1% of the fund
Ishares TRIUSG
0.1% of the fund
Ishares TRDVY
<0.1% of the fund

Added

Bought more of a stock they already held.

Berkshire HathawayBRK-B
8.1% of the fund
+2%
Dimensional ETF TrustDFAI
6.2% of the fund
+7%
Doubleline ETF TrustDBND
5.1% of the fund
+6%
Dimensional ETF TrustDFAC
3.0% of the fund
+8%
TCW ETF TrustFLXR
2.7% of the fund
+6%
Schwab Strategic TRSCHD
2.2% of the fund
+4%
Vanguard Instl Index FDVBIL
2.1% of the fund
+21%
Vanguard Index FDSVO
2.1% of the fund
+9%
Dimensional ETF TrustDFIV
2.1% of the fund
+5%
IsharesEMXC
1.9% of the fund
+5%
Pimco ETF TRBOND
1.8% of the fund
+42%
Dimensional ETF TrustDFAT
1.6% of the fund
+3%
J P Morgan Exchange Traded FJPIE
1.4% of the fund
+6%
Ishares TRSTIP
1.4% of the fund
+2%
Dimensional ETF TrustDFAE
1.4% of the fund
+6%
Fidelity Covington TrustFHLC
1.3% of the fund
+5%
Blackrock ETF Trust IIBINC
1.3% of the fund
+5%
Schwab Strategic TRSCHC
1.3% of the fund
+10%
Fidelity Covington TrustFREL
1.1% of the fund
+10%
Spdr Series TrustSPSM
0.7% of the fund
+28%
Jpmorgan Chase FinlAMJB
0.7% of the fund
+4%
MicrosoftMSFT
0.6% of the fund
+4%
Capital Group New GeographyCGNG
0.5% of the fund
+43%
Pimco ETF TRMUNI
0.5% of the fund
+23%
Ishares TRIVV
0.4% of the fund
+9%

Cut

Sold some of their stake.

Wisdomtree TRDGS
1.9% of the fund
-3%
World Gold TRGLDM
1.8% of the fund
-6%
Ishares TRITA
1.0% of the fund
-2%
Ishares TRIEFA
0.8% of the fund
-3%
Ishares TRITOT
0.4% of the fund
-3%
Ishares TRITB
0.4% of the fund
-7%
Invesco Exch Traded FD TR IIPDN
0.4% of the fund
-6%
Vaneck ETF TrustMOAT
0.3% of the fund
-4%
Ishares Gold TRIAU
0.3% of the fund
-2%
Invesco Exchange Traded FD TPRF
0.2% of the fund
-16%
Dimensional ETF TrustDFNM
0.2% of the fund
-8%
Ishares TRSCZ
0.1% of the fund
-5%
Intuitive SurgicalISRG
0.1% of the fund
-3%

Sold out

Sold their entire stake.

FedExFDX
-100%
AT&TT
-100%
NetflixNFLX
-100%

Holdings

Berkshire HathawayBRK-B
Share
8.1%
Value
$17m
Shares
34,166
+2%
Dimensional ETF TrustDFAI
Share
6.2%
Value
$13m
Shares
313,991
+7%
Doubleline ETF TrustDBND
Share
5.1%
Value
$11m
Shares
235,558
+6%
AlphabetGOOGL
Share
3.9%
Value
$8m
Shares
23,183
Held
Ishares TRIDEV
Share
3.9%
Value
$8m
Shares
91,459
Held
Dimensional ETF TrustDFAC
Share
3.0%
Value
$6m
Shares
140,672
+8%
TCW ETF TrustFLXR
Share
2.7%
Value
$6m
Shares
146,067
+6%
Pimco ETF TRLDUR
Share
2.4%
Value
$5m
Shares
53,496
Held
Schwab Strategic TRSCHD
Share
2.2%
Value
$5m
Shares
145,966
+4%
Vanguard Instl Index FDVBIL
Share
2.1%
Value
$4m
Shares
57,635
+21%
Vanguard Index FDSVO
Share
2.1%
Value
$4m
Shares
54,070
+9%
Dimensional ETF TrustDFIV
Share
2.1%
Value
$4m
Shares
80,389
+5%
Wisdomtree TRDGS
Share
1.9%
Value
$4m
Shares
63,195
-3%
IsharesEMXC
Share
1.9%
Value
$4m
Shares
38,650
+5%
World Gold TRGLDM
Share
1.8%
Value
$4m
Shares
48,362
-6%
Pimco ETF TRBOND
Share
1.8%
Value
$4m
Shares
40,972
+42%
Dimensional ETF TrustDFAT
Share
1.6%
Value
$3m
Shares
47,386
+3%
Simplify Exchange Traded FUNMTBA
Share
1.5%
Value
$3m
Shares
65,670
Held
Schwab Strategic TRSCHO
Share
1.5%
Value
$3m
Shares
130,698
Held
J P Morgan Exchange Traded FJPIE
Share
1.4%
Value
$3m
Shares
64,496
+6%
Ishares TRSTIP
Share
1.4%
Value
$3m
Shares
28,251
+2%
Dimensional ETF TrustDFAE
Share
1.4%
Value
$3m
Shares
71,491
+6%
Fidelity Covington TrustFHLC
Share
1.3%
Value
$3m
Shares
35,930
+5%
Blackrock ETF Trust IIBINC
Share
1.3%
Value
$3m
Shares
51,301
+5%
Schwab Strategic TRSCHC
Share
1.3%
Value
$3m
Shares
55,563
+10%
Fidelity Comwlth TRONEQ
Share
1.2%
Value
$2m
Shares
23,722
Held
Fidelity Covington TrustFREL
Share
1.1%
Value
$2m
Shares
77,119
+10%
Ishares TRDGRO
Share
1.0%
Value
$2m
Shares
26,736
Held
AppleAAPL
Share
1.0%
Value
$2m
Shares
6,972
Held
Ishares TRITA
Share
1.0%
Value
$2m
Shares
8,241
-2%
Bancroft FundBCV
Share
0.9%
Value
$2m
Shares
72,888
Held
Dimensional ETF TrustDFAU
Share
0.8%
Value
$2m
Shares
33,537
Held
Pgim ETF TRPULS
Share
0.8%
Value
$2m
Shares
34,314
Held
Ishares TRIJR
Share
0.8%
Value
$2m
Shares
11,215
Held
Ishares TRIEFA
Share
0.8%
Value
$2m
Shares
16,796
-3%
Fidelity Covington TrustFCOM
Share
0.7%
Value
$2m
Shares
22,122
Held
Spdr Series TrustSPSM
Share
0.7%
Value
$2m
Shares
26,187
+28%
NvidiaNVDA
Share
0.7%
Value
$2m
Shares
7,509
New
Jpmorgan Chase FinlAMJB
Share
0.7%
Value
$1m
Shares
41,857
+4%
Meta PlatformsMETA
Share
0.7%
Value
$1m
Shares
2,528
Held
Tri-ContinentalTY
Share
0.7%
Value
$1m
Shares
40,036
Held
Wisdomtree TRXSOE
Share
0.7%
Value
$1m
Shares
27,879
Held
MicrosoftMSFT
Share
0.6%
Value
$1m
Shares
3,368
+4%
JPMorgan ChaseJPM
Share
0.5%
Value
$1m
Shares
3,400
Held
Capital Group New GeographyCGNG
Share
0.5%
Value
$1m
Shares
29,101
+43%
Vanguard Index FDSVTI
Share
0.5%
Value
$1m
Shares
2,922
Held
Spdr Series TrustSPYM
Share
0.5%
Value
$1m
Shares
11,958
Held
Vanguard Tax-Managed FDSVEA
Share
0.5%
Value
$1m
Shares
14,748
Held
Spdr Series TrustSLYV
Share
0.5%
Value
$1m
Shares
9,564
Held
J P Morgan Exchange Traded FJEPI
Share
0.5%
Value
$1m
Shares
18,335
Held
Pimco ETF TRMUNI
Share
0.5%
Value
$964,999
Shares
18,346
+23%
Gabelli Global Small & Mid Cap Value TrustGGZ
Share
0.4%
Value
$933,182
Shares
57,321
Held
Ishares TRITOT
Share
0.4%
Value
$925,828
Shares
5,636
-3%
Vanguard Index FDSVOO
Share
0.4%
Value
$873,505
Shares
1,272
Held
Vanguard Malvern FDSVTIP
Share
0.4%
Value
$836,529
Shares
16,654
Held
Virtus Dividend, Interest & Premium Strategy FundNFJ
Share
0.4%
Value
$834,614
Shares
54,945
Held
Ishares TRIVV
Share
0.4%
Value
$820,742
Shares
1,096
+9%
Pimco ETF TRPYLD
Share
0.4%
Value
$804,879
Shares
30,350
Held
Vanguard Intl Equity Index FVSS
Share
0.4%
Value
$792,894
Shares
5,139
Held
Ishares TRITB
Share
0.4%
Value
$742,938
Shares
7,111
-7%
Vanguard World FDVGT
Share
0.4%
Value
$738,414
Shares
6,178
Held
Invesco Exch Traded FD TR IIPDN
Share
0.4%
Value
$735,680
Shares
16,354
-6%
Vanguard Index FDSVBR
Share
0.3%
Value
$734,559
Shares
3,024
Held
Pimco ETF TRMINO
Share
0.3%
Value
$717,380
Shares
15,677
Held
Micron TechnologyMU
Share
0.3%
Value
$708,734
Shares
614
Held
Vaneck ETF TrustMOAT
Share
0.3%
Value
$704,224
Shares
6,773
-4%
Philip Morris InternationalPM
Share
0.3%
Value
$689,087
Shares
3,809
Held
Pimco ETF TRLONZ
Share
0.3%
Value
$683,436
Shares
13,860
Held
Vanguard World FDVOX
Share
0.3%
Value
$681,902
Shares
3,707
Held
Vanguard Index FDSVV
Share
0.3%
Value
$673,032
Shares
1,957
Held
Ssga Active ETF TRTOTL
Share
0.3%
Value
$639,209
Shares
16,195
Held
Ishares Gold TRIAU
Share
0.3%
Value
$636,654
Shares
8,431
-2%
Ishares TRIJS
Share
0.3%
Value
$624,419
Shares
4,568
Held
Bank of AmericaBAC
Share
0.3%
Value
$613,452
Shares
10,767
Held
Vanguard Specialized FundsVIG
Share
0.3%
Value
$613,319
Shares
2,592
Held
Royce Global TrustRGT
Share
0.3%
Value
$611,904
Shares
43,001
+88%
Amazon.comAMZN
Share
0.3%
Value
$602,004
Shares
2,526
Held
Goldman Sachs ETF TRGSIE
Share
0.3%
Value
$571,251
Shares
12,500
Held
Franklin Templeton ETF TRFLGB
Share
0.3%
Value
$569,411
Shares
16,135
Held
IsharesIEMG
Share
0.3%
Value
$558,176
Shares
6,739
+18%
Johnson & JohnsonJNJ
Share
0.3%
Value
$557,374
Shares
2,195
Held
Pimco New York Municipal Income Fund IIPNI
Share
0.3%
Value
$536,791
Shares
75,711
Held
BlackRock ESG Capital Allocation Term TrustECAT
Share
0.3%
Value
$536,041
Shares
34,099
Held
Cisco SystemsCSCO
Share
0.2%
Value
$518,000
Shares
4,410
Held
AbbVieABBV
Share
0.2%
Value
$510,326
Shares
2,028
Held
Coca-ColaKO
Share
0.2%
Value
$507,368
Shares
6,243
Held
J P Morgan Exchange Traded FJBND
Share
0.2%
Value
$498,297
Shares
9,314
Held
AlphabetGOOG
Share
0.2%
Value
$484,311
Shares
1,371
Held
PfizerPFE
Share
0.2%
Value
$482,181
Shares
20,024
+39%
Ishares TRIBB
Share
0.2%
Value
$480,802
Shares
2,528
Held
Vanguard Index FDSVOE
Share
0.2%
Value
$471,869
Shares
2,390
Held
Spdr Gold TRGLD
Share
0.2%
Value
$460,474
Shares
1,251
Held
Invesco Exchange Traded FD TPRF
Share
0.2%
Value
$455,203
Shares
8,425
-16%
Goldman Sachs GroupGS
Share
0.2%
Value
$450,195
Shares
445
Held
Intercontinental ExchangeICE
Share
0.2%
Value
$430,886
Shares
3,500
Held
Advanced Micro DevicesAMD
Share
0.2%
Value
$426,388
Shares
734
New
Dimensional ETF TrustDFNM
Share
0.2%
Value
$420,418
Shares
8,698
-8%
Fidelity Covington TrustFNCL
Share
0.2%
Value
$414,456
Shares
5,413
Held
Ishares Gold Trust MicroIAUM
Share
0.2%
Value
$413,791
Shares
10,342
+3%
Spdr Series TrustSPMD
Share
0.2%
Value
$410,832
Shares
6,081
Held

Company	Share of fund	Value	Shares	Change
Berkshire HathawayBRK-B	8.1%	$17m	34,166	+2%
Dimensional ETF TrustDFAI	6.2%	$13m	313,991	+7%
Doubleline ETF TrustDBND	5.1%	$11m	235,558	+6%
AlphabetGOOGL	3.9%	$8m	23,183	Held
Ishares TRIDEV	3.9%	$8m	91,459	Held
Dimensional ETF TrustDFAC	3.0%	$6m	140,672	+8%
TCW ETF TrustFLXR	2.7%	$6m	146,067	+6%
Pimco ETF TRLDUR	2.4%	$5m	53,496	Held
Schwab Strategic TRSCHD	2.2%	$5m	145,966	+4%
Vanguard Instl Index FDVBIL	2.1%	$4m	57,635	+21%
Vanguard Index FDSVO	2.1%	$4m	54,070	+9%
Dimensional ETF TrustDFIV	2.1%	$4m	80,389	+5%
Wisdomtree TRDGS	1.9%	$4m	63,195	-3%
IsharesEMXC	1.9%	$4m	38,650	+5%
World Gold TRGLDM	1.8%	$4m	48,362	-6%
Pimco ETF TRBOND	1.8%	$4m	40,972	+42%
Dimensional ETF TrustDFAT	1.6%	$3m	47,386	+3%
Simplify Exchange Traded FUNMTBA	1.5%	$3m	65,670	Held
Schwab Strategic TRSCHO	1.5%	$3m	130,698	Held
J P Morgan Exchange Traded FJPIE	1.4%	$3m	64,496	+6%
Ishares TRSTIP	1.4%	$3m	28,251	+2%
Dimensional ETF TrustDFAE	1.4%	$3m	71,491	+6%
Fidelity Covington TrustFHLC	1.3%	$3m	35,930	+5%
Blackrock ETF Trust IIBINC	1.3%	$3m	51,301	+5%
Schwab Strategic TRSCHC	1.3%	$3m	55,563	+10%
Fidelity Comwlth TRONEQ	1.2%	$2m	23,722	Held
Fidelity Covington TrustFREL	1.1%	$2m	77,119	+10%
Ishares TRDGRO	1.0%	$2m	26,736	Held
AppleAAPL	1.0%	$2m	6,972	Held
Ishares TRITA	1.0%	$2m	8,241	-2%
Bancroft FundBCV	0.9%	$2m	72,888	Held
Dimensional ETF TrustDFAU	0.8%	$2m	33,537	Held
Pgim ETF TRPULS	0.8%	$2m	34,314	Held
Ishares TRIJR	0.8%	$2m	11,215	Held
Ishares TRIEFA	0.8%	$2m	16,796	-3%
Fidelity Covington TrustFCOM	0.7%	$2m	22,122	Held
Spdr Series TrustSPSM	0.7%	$2m	26,187	+28%
NvidiaNVDA	0.7%	$2m	7,509	New
Jpmorgan Chase FinlAMJB	0.7%	$1m	41,857	+4%
Meta PlatformsMETA	0.7%	$1m	2,528	Held
Tri-ContinentalTY	0.7%	$1m	40,036	Held
Wisdomtree TRXSOE	0.7%	$1m	27,879	Held
MicrosoftMSFT	0.6%	$1m	3,368	+4%
JPMorgan ChaseJPM	0.5%	$1m	3,400	Held
Capital Group New GeographyCGNG	0.5%	$1m	29,101	+43%
Vanguard Index FDSVTI	0.5%	$1m	2,922	Held
Spdr Series TrustSPYM	0.5%	$1m	11,958	Held
Vanguard Tax-Managed FDSVEA	0.5%	$1m	14,748	Held
Spdr Series TrustSLYV	0.5%	$1m	9,564	Held
J P Morgan Exchange Traded FJEPI	0.5%	$1m	18,335	Held
Pimco ETF TRMUNI	0.5%	$964,999	18,346	+23%
Gabelli Global Small & Mid Cap Value TrustGGZ	0.4%	$933,182	57,321	Held
Ishares TRITOT	0.4%	$925,828	5,636	-3%
Vanguard Index FDSVOO	0.4%	$873,505	1,272	Held
Vanguard Malvern FDSVTIP	0.4%	$836,529	16,654	Held
Virtus Dividend, Interest & Premium Strategy FundNFJ	0.4%	$834,614	54,945	Held
Ishares TRIVV	0.4%	$820,742	1,096	+9%
Pimco ETF TRPYLD	0.4%	$804,879	30,350	Held
Vanguard Intl Equity Index FVSS	0.4%	$792,894	5,139	Held
Ishares TRITB	0.4%	$742,938	7,111	-7%
Vanguard World FDVGT	0.4%	$738,414	6,178	Held
Invesco Exch Traded FD TR IIPDN	0.4%	$735,680	16,354	-6%
Vanguard Index FDSVBR	0.3%	$734,559	3,024	Held
Pimco ETF TRMINO	0.3%	$717,380	15,677	Held
Micron TechnologyMU	0.3%	$708,734	614	Held
Vaneck ETF TrustMOAT	0.3%	$704,224	6,773	-4%
Philip Morris InternationalPM	0.3%	$689,087	3,809	Held
Pimco ETF TRLONZ	0.3%	$683,436	13,860	Held
Vanguard World FDVOX	0.3%	$681,902	3,707	Held
Vanguard Index FDSVV	0.3%	$673,032	1,957	Held
Ssga Active ETF TRTOTL	0.3%	$639,209	16,195	Held
Ishares Gold TRIAU	0.3%	$636,654	8,431	-2%
Ishares TRIJS	0.3%	$624,419	4,568	Held
Bank of AmericaBAC	0.3%	$613,452	10,767	Held
Vanguard Specialized FundsVIG	0.3%	$613,319	2,592	Held
Royce Global TrustRGT	0.3%	$611,904	43,001	+88%
Amazon.comAMZN	0.3%	$602,004	2,526	Held
Goldman Sachs ETF TRGSIE	0.3%	$571,251	12,500	Held
Franklin Templeton ETF TRFLGB	0.3%	$569,411	16,135	Held
IsharesIEMG	0.3%	$558,176	6,739	+18%
Johnson & JohnsonJNJ	0.3%	$557,374	2,195	Held
Pimco New York Municipal Income Fund IIPNI	0.3%	$536,791	75,711	Held
BlackRock ESG Capital Allocation Term TrustECAT	0.3%	$536,041	34,099	Held
Cisco SystemsCSCO	0.2%	$518,000	4,410	Held
AbbVieABBV	0.2%	$510,326	2,028	Held
Coca-ColaKO	0.2%	$507,368	6,243	Held
J P Morgan Exchange Traded FJBND	0.2%	$498,297	9,314	Held
AlphabetGOOG	0.2%	$484,311	1,371	Held
PfizerPFE	0.2%	$482,181	20,024	+39%
Ishares TRIBB	0.2%	$480,802	2,528	Held
Vanguard Index FDSVOE	0.2%	$471,869	2,390	Held
Spdr Gold TRGLD	0.2%	$460,474	1,251	Held
Invesco Exchange Traded FD TPRF	0.2%	$455,203	8,425	-16%
Goldman Sachs GroupGS	0.2%	$450,195	445	Held
Intercontinental ExchangeICE	0.2%	$430,886	3,500	Held
Advanced Micro DevicesAMD	0.2%	$426,388	734	New
Dimensional ETF TrustDFNM	0.2%	$420,418	8,698	-8%
Fidelity Covington TrustFNCL	0.2%	$414,456	5,413	Held
Ishares Gold Trust MicroIAUM	0.2%	$413,791	10,342	+3%
Spdr Series TrustSPMD	0.2%	$410,832	6,081	Held

Showing the largest 100 of 124.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 39.5% since 30 June 2025.

Where the money is

Financial services10.2%

Media & telecom4.9%

Technology3.3%

Everyday goods0.9%

Health care0.8%

Retail & consumer0.3%

Other79.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.