# EDGAR Filing Document

**Accession Number:** 0002043468
**File Stem:** 0002043468-25-000004
**Filing Date:** 2025-8
**Character Count:** 14439
**Document Hash:** 95f8ff3ab17d62825bddbdd7ca8114ed
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002043468-25-000004.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0002043468-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Beckerman Institutional, LLC
- **CENTRAL INDEX KEY:** 0002043468

**ORGANIZATION NAME:**
- **EIN:** 205446178
- **STATE OF INCORPORATION:** NJ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24414
- **FILM NUMBER:** 251185527

**BUSINESS ADDRESS:**
- **STREET 1:** 77 MAIN AVENUE
- **STREET 2:** SUITE 1A
- **CITY:** OCEAN GROVE
- **STATE:** NJ
- **ZIP:** 07756
- **BUSINESS PHONE:** 877-892-7738

**MAIL ADDRESS:**
- **STREET 1:** 77 MAIN AVENUE
- **STREET 2:** SUITE 1A
- **CITY:** OCEAN GROVE
- **STATE:** NJ
- **ZIP:** 07756

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Beckerman Institutional LLC<br>**Address:** 77 MAIN AVENUE<br>SUITE 1A<br>OCEAN GROVE, NJ 07756

**Form 13F File Number:** 028-24414

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ashleigh Swayze<br>**Title:** Counsel<br>**Phone:** 6463953900

**Signature, Place, and Date of Signing:**

Ashleigh Swayze  Princeton, NJ  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 108

**Form 13F Information Table Value Total:** $150604

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 15140 | 31167 | SH |  | SOLE |  | 0 | 0 | 31167 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 7397 | 97283 | SH |  | SOLE |  | 0 | 0 | 97283 |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | 316092873 |  | 1433 | 22107 | SH |  | SOLE |  | 0 | 0 | 22107 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 2176 | 41176 | SH |  | SOLE |  | 0 | 0 | 41176 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 2225 | 41226 | SH |  | SOLE |  | 0 | 0 | 41226 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 690 | 25986 | SH |  | SOLE |  | 0 | 0 | 25986 |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | 316092857 |  | 1346 | 49792 | SH |  | SOLE |  | 0 | 0 | 49792 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 2794 | 27154 | SH |  | SOLE |  | 0 | 0 | 27154 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 3033 | 114440 | SH |  | SOLE |  | 0 | 0 | 114440 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 2707 | 63204 | SH |  | SOLE |  | 0 | 0 | 63204 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 3384 | 61258 | SH |  | SOLE |  | 0 | 0 | 61258 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 3153 | 11268 | SH |  | SOLE |  | 0 | 0 | 11268 |
| ELLSWORTH GROWTH  INCOME FD | COM | 289074106 |  | 131 | 12794 | SH |  | SOLE |  | 0 | 0 | 12794 |
| SPDR SERIES TRUST | AEROSPACE DEF | 78464A631 |  | 206 | 977 | SH |  | SOLE |  | 0 | 0 | 977 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 336 | 1579 | SH |  | SOLE |  | 0 | 0 | 1579 |
| PFIZER INC | COM | 717081103 |  | 423 | 17444 | SH |  | SOLE |  | 0 | 0 | 17444 |
| FRANKLIN TEMPLETON ETF TR | FTSE UNTD KGDM | 35473P678 |  | 501 | 16366 | SH |  | SOLE |  | 0 | 0 | 16366 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 4187 | 63907 | SH |  | SOLE |  | 0 | 0 | 63907 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 |  | 583 | 11595 | SH |  | SOLE |  | 0 | 0 | 11595 |
| ISHARES TR | US AER DEF ETF | 464288760 |  | 1497 | 7938 | SH |  | SOLE |  | 0 | 0 | 7938 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3959 | 22467 | SH |  | SOLE |  | 0 | 0 | 22467 |
| CAPITAL GROUP NEW GEOGRAPHY | SHS | 14021N105 |  | 310 | 10752 | SH |  | SOLE |  | 0 | 0 | 10752 |
| VIRTUS DIVIDEND INTEREST  P | COM | 92840R101 |  | 720 | 58070 | SH |  | SOLE |  | 0 | 0 | 58070 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 724 | 1274 | SH |  | SOLE |  | 0 | 0 | 1274 |
| BANK AMERICA CORP | COM | 060505104 |  | 514 | 10865 | SH |  | SOLE |  | 0 | 0 | 10865 |
| PIMCO ETF TR | MUNI INCOME OPP | 72201R635 |  | 751 | 16987 | SH |  | SOLE |  | 0 | 0 | 16987 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 2100 | 32844 | SH |  | SOLE |  | 0 | 0 | 32844 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 7449 | 215468 | SH |  | SOLE |  | 0 | 0 | 215468 |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC CO | 25861R105 |  | 8736 | 188922 | SH |  | SOLE |  | 0 | 0 | 188922 |
| PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 |  | 6270 | 65433 | SH |  | SOLE |  | 0 | 0 | 65433 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 1778 | 41755 | SH |  | SOLE |  | 0 | 0 | 41755 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 217 | 1968 | SH |  | SOLE |  | 0 | 0 | 1968 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1311 | 11998 | SH |  | SOLE |  | 0 | 0 | 11998 |
| APPLE INC | COM | 037833100 |  | 1123 | 5474 | SH |  | SOLE |  | 0 | 0 | 5474 |
| AMAZON COM INC | COM | 023135106 |  | 310 | 1412 | SH |  | SOLE |  | 0 | 0 | 1412 |
| ISHARES TR | ISHARES BIOTECH | 464287556 |  | 339 | 2682 | SH |  | SOLE |  | 0 | 0 | 2682 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 356 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 |  | 1893 | 29977 | SH |  | SOLE |  | 0 | 0 | 29977 |
| META PLATFORMS INC | CL A | 30303M102 |  | 1869 | 2533 | SH |  | SOLE |  | 0 | 0 | 2533 |
| ISHARES TR | CORE S ETF | 464287200 |  | 494 | 796 | SH |  | SOLE |  | 0 | 0 | 796 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 560 | 2736 | SH |  | SOLE |  | 0 | 0 | 2736 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 244 | 1376 | SH |  | SOLE |  | 0 | 0 | 1376 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 1136 | 19984 | SH |  | SOLE |  | 0 | 0 | 19984 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 227 | 4234 | SH |  | SOLE |  | 0 | 0 | 4234 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 512 | 772 | SH |  | SOLE |  | 0 | 0 | 772 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 2822 | 115746 | SH |  | SOLE |  | 0 | 0 | 115746 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 794 | 2611 | SH |  | SOLE |  | 0 | 0 | 2611 |
| MICROSOFT CORP | COM | 594918104 |  | 963 | 1936 | SH |  | SOLE |  | 0 | 0 | 1936 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 1450 | 34235 | SH |  | SOLE |  | 0 | 0 | 34235 |
| TRI CONTL CORP | COM | 895436103 |  | 1314 | 41500 | SH |  | SOLE |  | 0 | 0 | 41500 |
| AT INC | COM | 00206R102 |  | 212 | 7310 | SH |  | SOLE |  | 0 | 0 | 7310 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 643 | 3759 | SH |  | SOLE |  | 0 | 0 | 3759 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1638 | 56577 | SH |  | SOLE |  | 0 | 0 | 56577 |
| PIMCO NEW YORK MUN FD II | COM | 72200Y102 |  | 388 | 57744 | SH |  | SOLE |  | 0 | 0 | 57744 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | 45782C425 |  | 212 | 6186 | SH |  | SOLE |  | 0 | 0 | 6186 |
| TCW ETF TRUST | FLEXIBLE INCOME | 29287L700 |  | 3796 | 96235 | SH |  | SOLE |  | 0 | 0 | 96235 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 467 | 4696 | SH |  | SOLE |  | 0 | 0 | 4696 |
| ISHARES TR | US HOME CONS ETF | 464288752 |  | 765 | 8215 | SH |  | SOLE |  | 0 | 0 | 8215 |
| BANCROFT FD LTD | COM | 059695106 |  | 1432 | 75779 | SH |  | SOLE |  | 0 | 0 | 75779 |
| JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | 48133Q309 |  | 1133 | 37442 | SH |  | SOLE |  | 0 | 0 | 37442 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 |  | 623 | 15714 | SH |  | SOLE |  | 0 | 0 | 15714 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 352 | 5872 | SH |  | SOLE |  | 0 | 0 | 5872 |
| WISDOMTREE TR | EM EX ST-OWNED | 97717X578 |  | 1016 | 29478 | SH |  | SOLE |  | 0 | 0 | 29478 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1612 | 19306 | SH |  | SOLE |  | 0 | 0 | 19306 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 4265 | 118989 | SH |  | SOLE |  | 0 | 0 | 118989 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1704 | 26642 | SH |  | SOLE |  | 0 | 0 | 26642 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 2335 | 50404 | SH |  | SOLE |  | 0 | 0 | 50404 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 491 | 7879 | SH |  | SOLE |  | 0 | 0 | 7879 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 276 | 2026 | SH |  | SOLE |  | 0 | 0 | 2026 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 |  | 691 | 5140 | SH |  | SOLE |  | 0 | 0 | 5140 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 |  | 420 | 5673 | SH |  | SOLE |  | 0 | 0 | 5673 |
| SPDR SERIES TRUST | S 600 SMCP VAL | 78464A300 |  | 773 | 9687 | SH |  | SOLE |  | 0 | 0 | 9687 |
| BLACKROCK ESG CAP ALLC TERM | SHS BEN INT | 09262F100 |  | 625 | 38919 | SH |  | SOLE |  | 0 | 0 | 38919 |
| FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 |  | 1940 | 24220 | SH |  | SOLE |  | 0 | 0 | 24220 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 |  | 430 | 9057 | SH |  | SOLE |  | 0 | 0 | 9057 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 319 | 450 | SH |  | SOLE |  | 0 | 0 | 450 |
| GABELLI GLOBAL SMALL  MID C | COM | 36249W104 |  | 558 | 41874 | SH |  | SOLE |  | 0 | 0 | 41874 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 783 | 5798 | SH |  | SOLE |  | 0 | 0 | 5798 |
| SPDR SERIES TRUST | PORTFOLIO S | 78468R853 |  | 346 | 8114 | SH |  | SOLE |  | 0 | 0 | 8114 |
| ISHARES TR | CORE MSCI TOTAL | 46432F834 |  | 318 | 4113 | SH |  | SOLE |  | 0 | 0 | 4113 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 |  | 731 | 18232 | SH |  | SOLE |  | 0 | 0 | 18232 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 696 | 2401 | SH |  | SOLE |  | 0 | 0 | 2401 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 835 | 14647 | SH |  | SOLE |  | 0 | 0 | 14647 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 1611 | 32385 | SH |  | SOLE |  | 0 | 0 | 32385 |
| ISHARES TR | EAFE SML CP ETF | 464288273 |  | 293 | 4026 | SH |  | SOLE |  | 0 | 0 | 4026 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 374 | 15007 | SH |  | SOLE |  | 0 | 0 | 15007 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 688 | 7338 | SH |  | SOLE |  | 0 | 0 | 7338 |
| INVESCO EXCH TRADED FD TR II | RAFI DVLPD MRKTS | 46138E735 |  | 758 | 19476 | SH |  | SOLE |  | 0 | 0 | 19476 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 590 | 3023 | SH |  | SOLE |  | 0 | 0 | 3023 |
| SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 82889N525 |  | 1782 | 35580 | SH |  | SOLE |  | 0 | 0 | 35580 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 387 | 1268 | SH |  | SOLE |  | 0 | 0 | 1268 |
| VANGUARD INSTL INDEX FD | 0-3 MO TREAS BIL | 922040845 |  | 567 | 7500 | SH |  | SOLE |  | 0 | 0 | 7500 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 393 | 2388 | SH |  | SOLE |  | 0 | 0 | 2388 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 274 | 443 | SH |  | SOLE |  | 0 | 0 | 443 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 237 | 429 | SH |  | SOLE |  | 0 | 0 | 429 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 424 | 10036 | SH |  | SOLE |  | 0 | 0 | 10036 |
| ROYCE GLOBAL TRUST INC | COM | 78081T104 |  | 155 | 12891 | SH |  | SOLE |  | 0 | 0 | 12891 |
| TORTOISE CAPITAL SERIES TRUS | ENERGY FD | 890930209 |  | 102 | 11172 | SH |  | SOLE |  | 0 | 0 | 11172 |
| COCA COLA CO | COM | 191216100 |  | 348 | 4923 | SH |  | SOLE |  | 0 | 0 | 4923 |
| STRYKER CORPORATION | COM | 863667101 |  | 201 | 507 | SH |  | SOLE |  | 0 | 0 | 507 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 328 | 604 | SH |  | SOLE |  | 0 | 0 | 604 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 642 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 854 | 11751 | SH |  | SOLE |  | 0 | 0 | 11751 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 284 | 4841 | SH |  | SOLE |  | 0 | 0 | 4841 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 694 | 3809 | SH |  | SOLE |  | 0 | 0 | 3809 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 317 | 6173 | SH |  | SOLE |  | 0 | 0 | 6173 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 558 | 1957 | SH |  | SOLE |  | 0 | 0 | 1957 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A847 |  | 331 | 6081 | SH |  | SOLE |  | 0 | 0 | 6081 |

---