13F HOLDINGS REPORT

Beckerman Institutional, LLC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0002043468-25-000006

Total Value

$169.9M

Positions

115

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (115)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	31,637	$15.9M	9.36%
2	DOUBLELINE ETF TRUST	25861R105	201,856	$9.4M	5.53%
3	DIMENSIONAL ETF TRUST	25434V203	248,522	$9.0M	5.32%
4	ISHARES TR	46435G326	95,532	$7.7M	4.51%
5	PIMCO ETF TR	72201R718	67,494	$6.5M	3.82%
6	ALPHABET INC	GOOG	23,325	$5.7M	3.34%
7	WORLD GOLD TR	GLDW	63,111	$4.8M	2.84%
8	DIMENSIONAL ETF TRUST	25434V708	123,996	$4.8M	2.82%
9	TCW ETF TRUST	29287L700	118,222	$4.7M	2.77%
10	WISDOMTREE TR	WT	64,450	$3.7M	2.17%
11	VANGUARD INDEX FDS	922908629	11,580	$3.4M	2.00%
12	SCHWAB STRATEGIC TR	808524797	121,158	$3.3M	1.95%
13	DIMENSIONAL ETF TRUST	25434V807	68,120	$3.1M	1.85%
14	SCHWAB STRATEGIC TR	808524862	126,705	$3.1M	1.82%
15	ISHARES TR	46429B747	27,392	$2.8M	1.67%
16	DIMENSIONAL ETF TRUST	25434V609	43,293	$2.5M	1.48%
17	J P MORGAN EXCHANGE TRADED F	46641Q159	53,989	$2.5M	1.47%
18	BLACKROCK ETF TRUST II	BLK	43,154	$2.3M	1.35%
19	FIDELITY COVINGTON TRUST	316092600	33,847	$2.3M	1.33%
20	SIMPLIFY EXCHANGE TRADED FUN	82889N525	43,629	$2.2M	1.29%
21	ISHARES INC	46434G764	32,085	$2.2M	1.28%
22	SCHWAB STRATEGIC TR	808524888	46,736	$2.1M	1.25%
23	FIDELITY COMWLTH TR	315912808	23,834	$2.1M	1.25%
24	DIMENSIONAL ETF TRUST	25434V302	62,829	$2.0M	1.17%
25	META PLATFORMS INC	META	2,531	$1.9M	1.09%
26	ISHARES TR	46434V621	26,595	$1.8M	1.07%
27	ISHARES TR	464288760	8,521	$1.8M	1.05%
28	APPLE INC	AAPL	6,972	$1.8M	1.05%
29	PGIM ETF TR	69344A107	34,856	$1.7M	1.02%
30	BANCROFT FD LTD	059695106	74,919	$1.6M	0.97%
31	FIDELITY COVINGTON TRUST	316092857	58,818	$1.6M	0.96%
32	FIDELITY COVINGTON TRUST	316092873	22,673	$1.6M	0.95%
33	ISHARES TR	46432F842	18,232	$1.6M	0.94%
34	DIMENSIONAL ETF TRUST	25434V104	33,823	$1.5M	0.91%
35	MICROSOFT CORP	MSFT	2,928	$1.5M	0.89%
36	TRI CONTL CORP	895436103	41,017	$1.4M	0.82%
37	ISHARES TR	464287804	11,165	$1.3M	0.78%
38	JPMORGAN CHASE FINL CO LLC	VYLD	38,318	$1.1M	0.67%
39	J P MORGAN EXCHANGE TRADED F	46641Q332	19,547	$1.1M	0.66%
40	WISDOMTREE TR	WT	28,587	$1.1M	0.64%
41	JPMORGAN CHASE & CO.	VYLD	3,400	$1.1M	0.63%
42	VANGUARD INDEX FDS	922908769	2,917	$957,429	0.56%
43	SPDR SERIES TRUST	78464A854	11,850	$928,329	0.55%
44	VANGUARD TAX-MANAGED FDS	921943858	14,648	$877,647	0.52%
45	ISHARES TR	464288752	8,007	$858,732	0.51%
46	SPDR SERIES TRUST	78464A300	9,679	$858,038	0.51%
47	VANGUARD MALVERN FDS	922020805	16,691	$845,063	0.50%
48	ISHARES TR	464287150	5,798	$844,478	0.50%
49	GABELLI GLOBAL SMALL & MID C	GGZ	57,943	$837,289	0.49%
50	PIMCO ETF TR	72201R585	29,945	$803,722	0.47%
51	VANGUARD INDEX FDS	922908363	1,277	$781,902	0.46%
52	PIMCO ETF TR	72201R635	16,987	$769,680	0.45%
53	SPDR SERIES TRUST	78468R853	16,414	$760,297	0.45%
54	VANGUARD INTL EQUITY INDEX F	922042718	5,139	$732,565	0.43%
55	VIRTUS DIVIDEND INTEREST & P	NFJ	56,155	$730,579	0.43%
56	ISHARES GOLD TR	IAU	9,836	$715,801	0.42%
57	INVESCO EXCH TRADED FD TR II	IVZ	17,399	$715,294	0.42%
58	VANGUARD WORLD FD	92204A884	3,707	$695,917	0.41%
59	VANECK ETF TRUST	92189F643	7,019	$695,750	0.41%
60	SSGA ACTIVE ETF TR	78467V848	16,646	$675,320	0.40%
61	VANGUARD INDEX FDS	922908611	3,024	$630,931	0.37%
62	PHILIP MORRIS INTL INC	718172109	3,809	$617,820	0.36%
63	BLACKROCK ESG CAP ALLC TERM	BLK	36,816	$603,779	0.36%
64	VANGUARD INDEX FDS	922908637	1,957	$602,482	0.35%
65	GOLDMAN SACHS ETF TR	NVGLF	14,647	$602,137	0.35%
66	INTERCONTINENTAL EXCHANGE IN	45866F104	3,500	$589,680	0.35%
67	VANGUARD WORLD FD	92204A702	773	$576,433	0.34%
68	VANGUARD INSTL INDEX FD	922040845	7,500	$567,116	0.33%
69	BANK AMERICA CORP	060505104	10,866	$560,535	0.33%
70	VANGUARD SPECIALIZED FUNDS	921908844	2,592	$559,327	0.33%
71	ISHARES TR	464287200	797	$533,110	0.31%
72	FRANKLIN TEMPLETON ETF TR	FGDL	16,346	$528,141	0.31%
73	AMAZON COM INC	AMZN	2,366	$519,583	0.31%
74	ISHARES TR	464287879	4,608	$509,647	0.30%
75	ABBVIE INC	ABBV	2,008	$464,932	0.27%
76	INVESCO EXCHANGE TRADED FD T	IVZ	10,036	$453,706	0.27%
77	SPDR GOLD TR	GLD	1,269	$450,736	0.27%
78	PFIZER INC	PFE	17,537	$446,831	0.26%
79	FIDELITY COVINGTON TRUST	316092501	5,673	$433,114	0.25%
80	DIMENSIONAL ETF TRUST	25434V849	8,887	$426,399	0.25%
81	VANGUARD INDEX FDS	922908512	2,390	$416,898	0.25%
82	COCA COLA CO	KO	6,243	$414,034	0.24%
83	JOHNSON & JOHNSON	JNJ	2,195	$406,932	0.24%
84	CAPITAL GROUP NEW GEOGRAPHY	14021N105	12,664	$391,316	0.23%
85	PIMCO ETF TR	72201R866	7,148	$373,697	0.22%
86	ISHARES TR	464287556	2,550	$368,147	0.22%
87	VANGUARD INDEX FDS	922908553	4,001	$365,681	0.22%
88	GOLDMAN SACHS GROUP INC	GSCE	450	$358,468	0.21%
89	ISHARES INC	46434G103	5,392	$355,431	0.21%
90	VISA INC	V	1,024	$349,573	0.21%
91	SPDR SERIES TRUST	78464A847	6,081	$347,773	0.20%
92	ISHARES TR	46432F834	4,101	$338,690	0.20%
93	ISHARES GOLD TR	IAU	8,725	$335,921	0.20%
94	ALPHABET INC	GOOG	1,377	$335,258	0.20%
95	CAPITAL ONE FINL CORP	14040H105	1,551	$329,711	0.19%
96	BLACKSTONE INC	BX	1,881	$321,369	0.19%
97	ALTRIA GROUP INC	MO	4,841	$319,796	0.19%
98	CISCO SYS INC	CSCO	4,668	$319,385	0.19%
99	VANGUARD BD INDEX FDS	921937827	3,891	$307,039	0.18%
100	ISHARES TR	464288273	3,998	$306,711	0.18%
101	SPDR S&P 500 ETF TR	SPY	448	$298,449	0.18%
102	WALMART INC	WMT	2,820	$290,673	0.17%
103	INTUITIVE SURGICAL INC	ISRG	584	$261,182	0.15%
104	INVESCO EXCH TRADED FD TR II	IVZ	10,599	$257,674	0.15%
105	INVESCO QQQ TR	IVZ	431	$257,671	0.15%
106	PALANTIR TECHNOLOGIES INC	PLTR	1,354	$247,061	0.15%
107	SPDR SERIES TRUST	78464A631	977	$229,555	0.14%
108	J P MORGAN EXCHANGE TRADED F	46654Q716	4,237	$229,467	0.14%
109	INNOVATOR ETFS TRUST	INHD	6,186	$221,397	0.13%
110	AT&T INC	T-PC	7,314	$206,533	0.12%
111	CARLYLE GROUP INC	CGABL	3,291	$206,346	0.12%
112	ISHARES TR	464288679	1,834	$202,620	0.12%
113	ROYCE GLOBAL TRUST INC	RGT	12,891	$166,938	0.10%
114	ELLSWORTH GROWTH & INCOME FD	289074106	12,794	$148,411	0.09%
115	TORTOISE CAPITAL SERIES TRUS	890930209	11,172	$101,330	0.06%