← Back to Discover
Beckerman Institutional, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $212,517,026
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $16,907,080
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $13,445,302
- DOUBLELINE ETF TRUST · OPPO CORE BD ETF · 25861R105 · shares: $10,250,989
- ISHARES TR · CORE MSCI INTL · 46435G326 · shares: $8,183,573
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $7,939,854
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $6,367,195
- TCW ETF TRUST · FLEXIBLE INCOME · 29287L700 · shares: $5,669,328
- VANGUARD INSTL INDEX FD · 0 3 MO TR BI ETF · 922040845 · shares: $5,034,927
- PIMCO ETF TR · ENHNCD LW DUR AC · 72201R718 · shares: $4,987,142
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $4,773,114
Reported holdings
127 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 445 shares | $400,781 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 | — | 4,058 shares | $385,456 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 6,081 shares | $383,346 |
| VISA INC | COM CL A | 92826C839 | — | 1,024 shares | $367,954 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 3,959 shares | $354,759 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 448 shares | $341,669 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 4,841 shares | $325,993 |
| ISHARES TR | EAFE SML CP ETF | 464288273 | — | 3,799 shares | $320,712 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 411 shares | $302,746 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,551 shares | $299,452 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 3,891 shares | $297,272 |
| SALESFORCE INC | COM | 79466L302 | — | 1,259 shares | $289,016 |
| WALMART INC | COM | 931142103 | — | 2,753 shares | $286,137 |
| FRANKLIN TEMPLETON ETF TR | INCOME FOCUS ETF | 35473P439 | — | 9,869 shares | $280,873 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 515 shares | $277,079 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,413 shares | $264,381 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 671 shares | $259,945 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | 45782C425 | — | 6,186 shares | $244,409 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 1,106 shares | $238,985 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 559 shares | $227,306 |
| SPDR SERIES TRUST | ST STR SP AERO | 78464A631 | — | 977 shares | $225,931 |
| PROSHARES TR | SHOR S&P 500 NEW | 74349Y753 | — | 6,780 shares | $219,678 |
| ISHARES TR | CORE S&P US GWT | 464287671 | — | 1,108 shares | $214,759 |
| BLACKSTONE INC | COM | 09260D107 | — | 1,885 shares | $211,289 |
| DEERE & CO | COM | 244199105 | — | 303 shares | $203,479 |
| ELLSWORTH GROWTH & INCOME FD | COM | 289074106 | — | 12,794 shares | $149,947 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY ETF | 890930209 | — | 11,172 shares | $118,423 |