Q2 2026 13F · SEC CIK 2043468

Beckerman Institutional, LLC

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $210.2M
Reported positions: 124
Holdings vs S&P 500, 3 yrs: —
Assets under management: $303.3M

Beckerman Institutional, LLC is a wealth manager that reported 124 positions worth $210.2M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Berkshire Hathaway Inc Del (BRK-B, 8.1%), Dimensional ETF Trust (DFAI, 6.2%), Doubleline ETF Trust (DBND, 5.1%).

Beckerman Institutional, LLC holdings largest 50 of 124 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beckerman Institutional, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BRK-BBerkshire Hathaway Inc Del	8.1%	8.5%	34,166	+2.4%	$17.1M
DFAIDimensional ETF Trust	6.2%	6.1%	313,991	+6.6%	$13.0M
DBNDDoubleline ETF Trust	5.1%	5.4%	235,558	+6.0%	$10.7M
GOOGLAlphabet Inc	3.9%	3.5%	23,183	-0.1%	$8.3M
IDEVIshares Tr	3.9%	4.1%	91,459	-0.6%	$8.1M
DFACDimensional ETF Trust	3.0%	2.7%	140,672	+8.0%	$6.2M
FLXRTcw Flexible	2.7%	2.9%	146,067	+5.7%	$5.7M
LDURPimco ETF Tr	2.4%	2.7%	53,496	-0.7%	$5.1M
SCHDSchwab Strategic Tr	2.2%	2.3%	145,966	+3.7%	$4.6M
VBILVanguard Instl Index Fd	2.1%	1.9%	57,635	+21.2%	$4.4M
VOVanguard Index Fds	2.1%	1.9%	54,070	+337.6%	$4.4M
DFIVDimensional ETF Trust	2.1%	2.1%	80,389	+5.3%	$4.3M
DGSWisdomtree Tr	1.9%	2.1%	63,195	-2.7%	$4.1M
EMXCIshares Inc	1.9%	1.5%	38,650	+4.7%	$4.0M
GLDMWorld Gold Tr	1.8%	2.5%	48,362	-5.8%	$3.8M
BONDPimco ETF Tr	1.8%	1.4%	40,972	+41.9%	$3.8M
DFATDimensional ETF Trust	1.6%	1.5%	47,386	+2.7%	$3.3M
MTBASimplify Exchange Traded Fun	1.5%	1.7%	65,670	+1.2%	$3.2M
SCHOSchwab Strategic Tr	1.5%	1.7%	130,698	-0.7%	$3.2M
JPIEJpmorgan Income ETF	1.4%	1.5%	64,496	+6.4%	$3.0M
STIPIshares Tr	1.4%	1.5%	28,251	+2.1%	$2.9M
DFAEDimensional ETF Trust	1.4%	1.2%	71,491	+5.8%	$2.9M
FHLCFidelity Covington Trust	1.3%	1.3%	35,930	+4.6%	$2.8M
BINCBlackrock ETF Trust II	1.3%	1.3%	51,301	+5.4%	$2.7M
SCHCSchwab Strategic Tr	1.3%	1.3%	55,563	+9.5%	$2.7M
ONEQFidelity Comwlth Tr	1.2%	1.1%	23,722	-0.5%	$2.4M
FRELFidelity Covington Trust	1.1%	1.0%	77,119	+10.0%	$2.3M
DGROIshares Tr	1.0%	1.0%	26,736	-0.1%	$2.0M
AAPLApple Inc	1.0%	0.9%	6,972	+0.0%	$2.0M
ITAIshares Tr	1.0%	1.0%	8,241	-2.3%	$2.0M
BCVBancroft Fd Ltd Com	0.9%	0.8%	72,888	-1.4%	$1.9M
DFAUDimensional ETF Trust	0.8%	0.8%	33,537	+0.3%	$1.7M
PULSPgim ETF Tr	0.8%	0.9%	34,314	+0.0%	$1.7M
IJRIshares Tr	0.8%	0.7%	11,215	+0.0%	$1.7M
IEFAIshares Tr	0.8%	0.8%	16,796	-2.7%	$1.6M
FCOMFidelity Covington Trust	0.7%	0.8%	22,122	-0.2%	$1.5M
SPSMSpdr Series Trust	0.7%	0.5%	26,187	+28.4%	$1.5M
NVDANvidia Corporation	0.7%	—	7,509	—	$1.5M
AMJBJpmorgan Chase Finl Co LLC	0.7%	0.7%	41,857	+3.8%	$1.4M
METAMeta Platforms Inc	0.7%	0.8%	2,528	+1.0%	$1.4M
TYTri Contl Corp Com	0.7%	0.7%	40,036	+0.1%	$1.4M
XSOEWisdomtree Tr	0.7%	0.6%	27,879	-1.5%	$1.4M
MSFTMicrosoft Corp	0.6%	0.6%	3,368	+3.6%	$1.3M
JPMJpmorgan Chase & Co	0.5%	0.5%	3,400	+0.0%	$1.1M
CGNGCapital Group New Geography	0.5%	—	29,101	—	$1.1M
VTIVanguard Index Fds	0.5%	0.5%	2,922	+0.0%	$1.1M
SPLGSpdr Series Trust	0.5%	0.5%	11,958	+0.0%	$1.1M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.5%	14,748	+0.0%	$1.1M
SLYVSpdr Series Trust	0.5%	0.5%	9,564	+0.0%	$1.0M
JEPIJ P Morgan Exchange Traded F	0.5%	0.6%	18,335	-0.2%	$1.0M

What Beckerman Institutional, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.4% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$210.2M	124
Q1 2026	$188.2M	121
Q4 2025	$178.1M	115
Q3 2025	$169.9M	115
Q2 2025	$150.6M	108
Q1 2025	$138.1M	102
Q4 2024	$124.9M	98
Q3 2024	$118.7M	96

Questions about Beckerman Institutional, LLC's portfolio

What stocks does Beckerman Institutional, LLC own?

Beckerman Institutional, LLC's latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 124 positions worth $210.2M. The largest are Berkshire Hathaway Inc Del (BRK-B) at 8.1%, Dimensional ETF Trust (DFAI) at 6.2%, Doubleline ETF Trust (DBND) at 5.1%, Alphabet Inc (GOOGL) at 3.9% and Ishares Tr (IDEV) at 3.9%.

What did Beckerman Institutional, LLC buy last quarter?

In Q2 2026, Beckerman Institutional, LLC added Vanguard Index Fds (VO) (+337.6% shares), Pimco ETF Tr (BOND) (+41.9% shares) and Spdr Series Trust (SPSM) (+28.4% shares), compared with its Q1 2026 filing.

What did Beckerman Institutional, LLC sell last quarter?

In Q2 2026, Beckerman Institutional, LLC cut from its top 50 Gabelli Global Small & Mid Cap (GGZ), cut from its top 50 Vanguard Malvern Fds (VTIP) and World Gold Tr (GLDM) (-5.8% shares), compared with its Q1 2026 filing.

When is Beckerman Institutional, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Beckerman Institutional, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beckerman Institutional, LLC manage?

Beckerman Institutional, LLC reported $303.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $210.2M.