1y return+14.8%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2024: $120 against $130 in the S&P 500.2
Beckerman Institutional, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $17.1M | 8.1% | +2.4% |
| DFAIDimensional Etf Trust | $13.0M | 6.2% | +6.6% |
| DBNDDoubleline Etf Trust | $10.7M | 5.1% | +6.0% |
| GOOGLAlphabet Inc | $8.3M | 3.9% | |
| IDEVIshares Tr | $8.1M | 3.9% | |
| Dimensional Etf TrustCUSIP 25434V708 | $6.2M | 3.0% | +8.0% |
| FLXRTcw Etf Trust | $5.7M | 2.7% | +5.7% |
| LDURPimco Etf Tr | $5.1M | 2.4% | |
| SCHDSchwab Strategic Tr | $4.6M | 2.2% | +3.7% |
| VBILVanguard Instl Index Fd | $4.4M | 2.1% | +21.2% |
| VOVanguard Index Fds | $4.4M | 2.1% | +9.4% |
| DFIVDimensional Etf Trust | $4.3M | 2.1% | +5.3% |
| DGSWisdomtree Tr | $4.1M | 1.9% | −2.7% |
| EMXCIshares Inc | $4.0M | 1.9% | +4.7% |
| GLDMWorld Gold Tr | $3.8M | 1.8% | −5.8% |
| BONDPimco Etf Tr | $3.8M | 1.8% | +41.9% |
| Dimensional Etf TrustCUSIP 25434V609 | $3.3M | 1.6% | +2.7% |
| MTBASimplify Exchange Traded Fun | $3.2M | 1.5% | +1.2% |
| SCHOSchwab Strategic Tr | $3.2M | 1.5% | |
| JPIEJ P Morgan Exchange Traded F | $3.0M | 1.4% | +6.4% |
| STIPIshares Tr | $2.9M | 1.4% | +2.1% |
| DFAEDimensional Etf Trust | $2.9M | 1.4% | +5.8% |
| FHLCFidelity Covington Trust | $2.8M | 1.3% | +4.6% |
| BINCBlackrock Etf Trust II | $2.7M | 1.3% | +5.4% |
| SCHCSchwab Strategic Tr | $2.7M | 1.3% | +9.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | September 30, 2024 | +115.5% | $8.3M |
| EMXCIshares Inc | September 30, 2024 | +67.4% | $4.0M |
| ITAIshares Tr | September 30, 2024 | +62.0% | $2.0M |
| BCVBancroft Fd Ltd | September 30, 2024 | +55.0% | $1.9M |
| GLDMWorld Gold Tr | September 30, 2024 | +52.3% | $3.8M |
| DFAEDimensional Etf Trust | September 30, 2024 | +46.7% | $2.9M |
| ONEQFidelity Comwlth Tr | September 30, 2024 | +44.2% | $2.4M |
| DFIVDimensional Etf Trust | September 30, 2024 | +41.9% | $4.3M |
| SPSMSpdr Series Trust | June 30, 2025 | +35.4% | $1.5M |
| DFAUDimensional Etf Trust | September 30, 2024 | +30.2% | $1.7M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.4% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +2.7% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | +2.1% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Beckerman Institutional, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2043468&type=13F-HR&dateb=&owner=include&count=40CIK 2043468
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2043468/000204346826000003/Filed August 11, 2026 · accession 0002043468-26-000003