13F HOLDINGS REPORT

Beckerman Institutional, LLC

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0002043468-26-000001

Total Value

$178.1M

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	32,278	$16.2M	9.11%
2	DIMENSIONAL ETF TRUST	25434V203	273,063	$10.4M	5.84%
3	DOUBLELINE ETF TRUST	25861R105	210,540	$9.8M	5.48%
4	ISHARES TR	46435G326	91,858	$7.6M	4.25%
5	ALPHABET INC	GOOG	23,169	$7.3M	4.07%
6	PIMCO ETF TR	72201R718	54,923	$5.3M	2.96%
7	DIMENSIONAL ETF TRUST	25434V708	128,329	$5.1M	2.85%
8	WORLD GOLD TR	GLDW	59,185	$5.1M	2.84%
9	TCW ETF TRUST	29287L700	126,218	$5.0M	2.81%
10	WISDOMTREE TR	WT	66,107	$3.8M	2.12%
11	DIMENSIONAL ETF TRUST	25434V807	71,711	$3.6M	2.01%
12	SCHWAB STRATEGIC TR	808524797	127,963	$3.5M	1.97%
13	VANGUARD INDEX FDS	922908629	11,912	$3.5M	1.94%
14	SCHWAB STRATEGIC TR	808524862	126,470	$3.1M	1.73%
15	ISHARES TR	46429B747	27,196	$2.8M	1.56%
16	J P MORGAN EXCHANGE TRADED F	46641Q159	60,124	$2.8M	1.56%
17	DIMENSIONAL ETF TRUST	25434V609	44,469	$2.6M	1.49%
18	FIDELITY COVINGTON TRUST	316092600	33,935	$2.5M	1.42%
19	ISHARES INC	46434G764	33,994	$2.5M	1.39%
20	BLACKROCK ETF TRUST II	BLK	44,897	$2.4M	1.33%
21	SIMPLIFY EXCHANGE TRADED FUN	82889N525	43,629	$2.2M	1.23%
22	FIDELITY COMWLTH TR	315912808	23,834	$2.2M	1.22%
23	SCHWAB STRATEGIC TR	808524888	47,800	$2.2M	1.22%
24	DIMENSIONAL ETF TRUST	25434V302	64,750	$2.1M	1.18%
25	APPLE INC	AAPL	6,972	$1.9M	1.06%
26	ISHARES TR	46434V621	26,599	$1.8M	1.04%
27	ISHARES TR	464288760	8,525	$1.8M	1.03%
28	FIDELITY COVINGTON TRUST	316092857	65,271	$1.8M	0.99%
29	PGIM ETF TR	69344A107	34,614	$1.7M	0.96%
30	META PLATFORMS INC	META	2,497	$1.6M	0.93%
31	FIDELITY COVINGTON TRUST	316092873	22,477	$1.6M	0.92%
32	BANCROFT FD LTD	059695106	73,904	$1.6M	0.92%
33	DIMENSIONAL ETF TRUST	25434V104	33,574	$1.6M	0.88%
34	PIMCO ETF TR	72201R775	16,342	$1.5M	0.85%
35	ISHARES TR	46432F842	16,621	$1.5M	0.83%
36	MICROSOFT CORP	MSFT	2,929	$1.4M	0.80%
37	ISHARES TR	464287804	11,122	$1.3M	0.75%
38	TRI CONTL CORP	895436103	40,504	$1.3M	0.74%
39	JPMORGAN CHASE FINL CO LLC	VYLD	38,625	$1.2M	0.65%
40	WISDOMTREE TR	WT	28,290	$1.1M	0.62%
41	JPMORGAN CHASE & CO.	VYLD	3,400	$1.1M	0.62%
42	J P MORGAN EXCHANGE TRADED F	46641Q332	18,574	$1.1M	0.60%
43	VANGUARD INDEX FDS	922908769	2,917	$978,143	0.55%
44	SPDR SERIES TRUST	78464A854	11,958	$959,270	0.54%
45	VANGUARD TAX-MANAGED FDS	921943858	14,748	$921,247	0.52%
46	GABELLI GLOBAL SMALL & MID C	GGZ	58,885	$883,277	0.50%
47	SPDR SERIES TRUST	78464A300	9,564	$870,032	0.49%
48	ISHARES TR	464287150	5,798	$862,107	0.48%
49	VANGUARD MALVERN FDS	922020805	16,691	$825,538	0.46%
50	SPDR SERIES TRUST	78468R853	17,588	$824,180	0.46%
51	PIMCO ETF TR	72201R585	30,350	$809,737	0.45%
52	VANGUARD INDEX FDS	922908363	1,277	$800,739	0.45%
53	VANGUARD INTL EQUITY INDEX F	922042718	5,139	$736,574	0.41%
54	ISHARES TR	464288752	7,607	$732,535	0.41%
55	INVESCO EXCH TRADED FD TR II	IVZ	17,344	$731,692	0.41%
56	ISHARES GOLD TR	IAU	8,969	$728,055	0.41%
57	VANECK ETF TRUST	92189F643	7,019	$726,991	0.41%
58	VIRTUS DIVIDEND INTEREST & P	NFJ	55,843	$719,819	0.40%
59	VANGUARD WORLD FD	92204A884	3,707	$717,788	0.40%
60	PIMCO ETF TR	72201R635	15,787	$715,466	0.40%
61	PIMCO ETF TR	72201R627	13,617	$684,663	0.38%
62	SSGA ACTIVE ETF TR	78467V848	16,442	$661,790	0.37%
63	PIMCO ETF TR	72201R866	12,245	$641,760	0.36%
64	VANGUARD INDEX FDS	922908611	3,024	$640,242	0.36%
65	GOLDMAN SACHS ETF TR	NVGLF	14,568	$625,550	0.35%
66	VANGUARD INDEX FDS	922908637	1,957	$616,064	0.35%
67	PHILIP MORRIS INTL INC	718172109	3,809	$610,963	0.34%
68	BANK AMERICA CORP	060505104	10,866	$597,602	0.34%
69	VANGUARD WORLD FD	92204A702	773	$582,006	0.33%
70	AMAZON COM INC	AMZN	2,502	$577,490	0.32%
71	VANGUARD SPECIALIZED FUNDS	921908844	2,592	$569,669	0.32%
72	INTERCONTINENTAL EXCHANGE IN	45866F104	3,500	$566,860	0.32%
73	VANGUARD INSTL INDEX FD	922040845	7,500	$565,728	0.32%
74	FRANKLIN TEMPLETON ETF TR	FGDL	16,346	$551,686	0.31%
75	BLACKROCK ESG CAP ALLC TERM	BLK	35,616	$547,772	0.31%
76	ISHARES TR	464287200	797	$545,677	0.31%
77	ISHARES TR	464287879	4,568	$519,525	0.29%
78	J P MORGAN EXCHANGE TRADED F	46654Q716	9,308	$503,284	0.28%
79	SPDR GOLD TR	GLD	1,259	$498,560	0.28%
80	INVESCO EXCHANGE TRADED FD T	IVZ	10,036	$470,867	0.26%
81	ABBVIE INC	ABBV	2,008	$458,808	0.26%
82	JOHNSON & JOHNSON	JNJ	2,195	$454,183	0.26%
83	COCA COLA CO	KO	6,243	$436,448	0.25%
84	FIDELITY COVINGTON TRUST	316092501	5,591	$434,685	0.24%
85	ALPHABET INC	GOOG	1,377	$431,980	0.24%
86	DIMENSIONAL ETF TRUST	25434V849	8,866	$427,076	0.24%
87	ISHARES TR	464287556	2,528	$426,653	0.24%
88	VANGUARD INDEX FDS	922908512	2,390	$423,560	0.24%
89	CAPITAL GROUP NEW GEOGRAPHY	14021N105	13,158	$420,136	0.24%
90	GOLDMAN SACHS GROUP INC	GSCE	445	$391,274	0.22%
91	ISHARES GOLD TR	IAU	8,977	$385,923	0.22%
92	CAPITAL ONE FINL CORP	14040H105	1,551	$375,900	0.21%
93	PFIZER INC	PFE	14,692	$365,827	0.21%
94	ISHARES INC	46434G103	5,393	$362,473	0.20%
95	VISA INC	V	1,024	$359,127	0.20%
96	VANGUARD INDEX FDS	922908553	4,001	$353,962	0.20%
97	SPDR SERIES TRUST	78464A847	6,081	$352,151	0.20%
98	ISHARES TR	46432F834	4,102	$347,162	0.19%
99	CISCO SYS INC	CSCO	4,410	$339,703	0.19%
100	INTUITIVE SURGICAL INC	ISRG	584	$330,754	0.19%
101	WALMART INC	WMT	2,820	$314,226	0.18%
102	ISHARES TR	464288273	3,998	$309,952	0.17%
103	VANGUARD BD INDEX FDS	921937827	3,891	$306,650	0.17%
104	INVESCO EXCH TRADED FD TR II	IVZ	10,765	$305,670	0.17%
105	SPDR S&P 500 ETF TR	SPY	448	$305,502	0.17%
106	BLACKSTONE INC	BX	1,881	$289,938	0.16%
107	ALTRIA GROUP INC	MO	4,841	$279,132	0.16%
108	SALESFORCE INC	CRM	1,050	$278,157	0.16%
109	INVESCO QQQ TR	IVZ	431	$263,671	0.15%
110	PALANTIR TECHNOLOGIES INC	PLTR	1,349	$239,849	0.13%
111	SPDR SERIES TRUST	78464A631	977	$235,692	0.13%
112	INNOVATOR ETFS TRUST	INHD	6,186	$227,552	0.13%
113	ROYCE GLOBAL TRUST INC	RGT	12,891	$169,000	0.09%
114	ELLSWORTH GROWTH & INCOME FD	289074106	12,794	$148,794	0.08%
115	TORTOISE CAPITAL SERIES TRUS	890930209	11,172	$100,995	0.06%