Institutional Manager · CIK 0002043468

Beckerman Institutional, LLC

OCEAN GROVE, NJ · File #028-24414

Latest AUM

$178.1M

Positions

115

Top-10 Concentration

51.1%

Filings

Portfolio Value Over Time

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
NEW	PIMCO ETF TR	72201R775	+16,342	+$1.5M	$0
REDUCE	PIMCO ETF TR	72201R718	-12,571	-$1.2M	-$13,603
ADD	DIMENSIONAL ETF TRUST	25434V203	+24,541	+$935,259	+$437,381
NEW	PIMCO ETF TR	72201R627	+13,617	+$684,663	$0
ADD	DOUBLELINE ETF TRUST	25861R105	+8,684	+$402,629	-$33,372
REDUCE	WORLD GOLD TR	GLDW	-3,926	-$335,163	+$562,954
ADD	BERKSHIRE HATHAWAY INC DEL	BRK-A	+641	+$322,192	-$2,822
ADD	TCW ETF TRUST	29287L700	+7,996	+$316,641	-$23,655
REDUCE	ISHARES TR	46435G326	-3,674	-$303,029	+$220,658
ADD	J P MORGAN EXCHANGE TRADED F	46641Q159	+6,135	+$283,991	-$6,469

Sector Allocation

Financials

5.7%$10.2M

Technology

2.3%$4.2M

Communication Services

0.9%$1.6M

Healthcare

0.9%$1.6M

Consumer Staples

0.6%$1.0M

Consumer Discretionary

0.3%$577,490

Materials

0.1%$227,552

Filing History

Feb 10, 202613F HOLDINGS REPORTQ/E Dec 2025115 pos · $178.1M
Nov 6, 202513F HOLDINGS REPORTQ/E Sep 2025115 pos · $169.9M
Aug 5, 202513F HOLDINGS REPORTQ/E Jun 2025108 pos · $150,604
May 5, 202513F HOLDINGS REPORTQ/E Mar 2025102 pos · $138,110
Jan 29, 202513F HOLDINGS REPORTQ/E Dec 202498 pos · $124,881
Nov 1, 202413F HOLDINGS REPORTQ/E Sep 202496 pos · $118,738

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	BERKSHIRE HATHAWAY INC DEL	BRK-A	32,278	$16.2M	11.00%
2	DIMENSIONAL ETF TRUST	25434V203	273,063	$10.4M	7.06%
3	DOUBLELINE ETF TRUST	25861R105	210,540	$9.8M	6.62%
4	ISHARES TR	46435G326	91,858	$7.6M	5.14%
5	ALPHABET INC	GOOG	23,169	$7.3M	4.92%
6	PIMCO ETF TR	72201R718	54,923	$5.3M	3.57%
7	DIMENSIONAL ETF TRUST	25434V708	128,329	$5.1M	3.45%
8	WORLD GOLD TR	GLDW	59,185	$5.1M	3.43%
9	TCW ETF TRUST	29287L700	126,218	$5.0M	3.39%
10	WISDOMTREE TR	WT	66,107	$3.8M	2.57%
11	DIMENSIONAL ETF TRUST	25434V807	71,711	$3.6M	2.43%
12	SCHWAB STRATEGIC TR	808524797	127,963	$3.5M	2.38%
13	VANGUARD INDEX FDS	922908629	11,912	$3.5M	2.34%
14	SCHWAB STRATEGIC TR	808524862	126,470	$3.1M	2.09%
15	ISHARES TR	46429B747	27,196	$2.8M	1.89%
16	J P MORGAN EXCHANGE TRADED F	46641Q159	60,124	$2.8M	1.89%
17	DIMENSIONAL ETF TRUST	25434V609	44,469	$2.6M	1.80%
18	FIDELITY COVINGTON TRUST	316092600	33,935	$2.5M	1.71%
19	ISHARES INC	46434G764	33,994	$2.5M	1.68%
20	BLACKROCK ETF TRUST II	BLK	44,897	$2.4M	1.61%