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Beckerman Institutional, LLC
Beckerman Institutional, LLC is an independent registered investment adviser based in Hackensack, New Jersey. Founded in 2006, the firm specializes in providing institutional-level financial advice and investment management for individuals, families, and institutions. Led by Daniel Beckerman, CFP®, ChFC®, Beckerman Institutional distinguishes itself by offering comprehensive financial and investment planning without sales quotas, focusing on transparent and client-centered service. The firm serves a diverse range of clients and is committed to empowering them with impartial advice and cost-effective solutions.
Investment Strategy
Beckerman Institutional's investment strategy is centered on comprehensive financial planning tailored to each client’s goals, risk tolerance, and time horizon. The firm implements diversified portfolios using proprietary research to optimize risk and reward. Their approach is highly personalized and independent, focused on balancing costs with long-term benefits for each client. They manage portfolios consisting primarily of equities and ETFs, seeking to provide institutional-level investment services to individuals and families while maintaining transparency and fee-consciousness.
Latest 13F Filing Activity
Beckerman Institutional, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 107 equity positions with a total 13F market value of $151M. The fund increased holdings in TCW Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Beckerman Institutional, LLC reduced exposure to Berkshire Hathaway Inc. Del, First TR Exchng Traded FD VI, Ssga Active TR among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 10.05% | $15.1M | 31,167 | $466.49 | $485.77 | -$1.3M | |
D DBND | DOUBLELINE ETF TRUST | 5.80% | $8.7M | 188,922 | $46.73 | $46.24 | +$647.0K |
D DFAI | DIMENSIONAL ETF TRUST | 4.95% | $7.4M | 215,468 | $31.95 | $34.57 | +$1.6M |
I IDEV | ISHARES TR | 4.91% | $7.4M | 97,283 | $70.74 | $76.04 | +$589.0K |
L LDUR | PIMCO ETF TR | 4.16% | $6.3M | 65,433 | $95.91 | $95.83 | +$143.0K |
Industry Allocation
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