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13F holdings · Q2 2026

Beckerman Institutional

Ocean Grove, NJ · files as Beckerman Institutional, LLC
Holdings as of Jun 30, 2026Filed Aug 11, 2026Next filing due Nov 16, 2026CIK 2043468

Beckerman Institutional reported 124 stocks worth $210M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BRK.B (8.1%), DFAI (6.2%) and DBND (5.1%). Compared with Q1 2026, the fund opened new positions in NVDA and AMD, added to BRK.B, DFAI and DBND, trimmed GOOGL, IDEV and LDUR and sold out of FDX, T and NFLX.

Reported value$210M+11.7% vs last quarter
Stocks held1246 new · 3 sold out
Top 5 weight27.2%spread out
Turnover8%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
BRK.B
Berkshire Hathaway Inc Del
$17.1M8.1%34K+791 (+2%)8 of 8
2
DFAI
Dimensional Intern Core
$13M6.2%314K+20K (+7%)8 of 8
3
DBND
Doubleline ETF Trust
$10.7M5.1%236K+13K (+6%)8 of 8
4
GOOGL
Alphabet Inc
$8.3M3.9%23K−29 (−0%)8 of 8
5
IDEV
Ishares TR
$8.1M3.9%91K−527 (−1%)8 of 8
6
DIMENSIONAL ETF TRUST
$6.2M3.0%141K+10K (+8%)8 of 8
7
FLXR
Tcw ETF Trust
$5.7M2.7%146K+7,888 (+6%)6 of 8
8
LDUR
Pimco ETF TR
$5.1M2.4%53K−371 (−1%)8 of 8
9
SCHD
Schwab US Dividend Equity ETF
$4.6M2.2%146K+5,167 (+4%)8 of 8
10
VBIL
Vanguard 0-3 Month
$4.4M2.1%58K+10K (+21%)6 of 8
🔒 114 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
FDX
Fedex Corp
$219K615
T
At&T Inc
$212K7,298
NFLX
Netflix Inc
$210K2,180

Reported value

last 8 quarters
$119KQ3 '24
$125KQ4 '24
$138KQ1 '25
$151KQ2 '25
$170MQ3 '25
$178MQ4 '25
$188MQ1 '26
$210MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 11, 202613F-HRQ2 2026SEC filing ↗

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Beckerman Institutional 13F FAQ

What does Beckerman Institutional own?

Beckerman Institutional reported 124 stocks worth $210M in its 13F filing for Q2 2026, filed Aug 11, 2026. Its largest holdings are BRK.B (8.1%), DFAI (6.2%) and DBND (5.1%). The table above lists every position in the filing (the top 10 without an account).

What did Beckerman Institutional buy and sell in Q2 2026?

Compared with Q1 2026: 6 new positions, 39 added to, 33 trimmed and 3 sold out. New positions include NVDA and AMD. It sold all of FDX, T and NFLX.

When will Beckerman Institutional file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Beckerman Institutional's portfolio worth?

The Q2 2026 filing reports $210M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.