Beckerman Institutional, LLC

CIK 0002043468 · OCEAN GROVE, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source

Beckerman Institutional, LLC reported 124 positions worth $210.2M as of June 30, 2026 (13F filed August 11, 2026). Largest holding: BRK-B (8.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$210.2M
2026 Q2
Positions
124
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.6%
Est. Net Flow (Q)
2026 Q2
10 / 124 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1BRK-BBERKSHIRE HATHAWAY INC DELSH$17.1M8.13%34,166
2DFAIDIMENSIONAL ETF TRUSTSH$13.0M6.16%313,991
3DBNDDOUBLELINE ETF TRUSTSH$10.7M5.11%235,558
4GOOGLALPHABET INCSH$8.3M3.94%23,183
5IDEVISHARES TRSH$8.1M3.87%91,459
6DFACDIMENSIONAL ETF TRUSTSH$6.2M2.97%140,672
7FLXRTCW ETF TRUSTSH$5.7M2.73%146,067
8LDURPIMCO ETF TRSH$5.1M2.43%53,496
9SCHDSCHWAB STRATEGIC TRSH$4.6M2.20%145,966
10VBILVANGUARD INSTL INDEX FDSH$4.4M2.08%57,635

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Beckerman Institutional, LLC hold as of Q2 2026?

Beckerman Institutional, LLC reported 124 positions worth $210.2M in its Q2 2026 13F filing. Largest positions: BRK-B (8.1%), DFAI (6.2%), DBND (5.1%), GOOGL (3.9%) and IDEV (3.9%).

What did Beckerman Institutional, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Beckerman Institutional, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.