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Beckerman Institutional, LLC — 13F Holdings & Portfolio

CIK 2043468 · latest 13F-HR filed 2026-08-11

Backtest portfolio

Beckerman Institutional, LLC manages $210.2M in 13F-reported U.S. long-equity assets across 124 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BRK.B (8.13%), DFAI (6.16%), DBND (5.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 3; 79 existing positions rose in reported value and 11 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$210.2M

Long-equity book

Holdings
124

Distinct positions

Period
2026-06-30

Filed 2026-08-11

Q/Q Activity
+6 / −3 / ↑79 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
BRK.B8.1% · +2%DFAI6.2% · +7%DBND5.1% · +6%GOOGL3.9% · -0%IDEV3.9% · -1%DFAC3.0% · +8%FLXR2.7% · +6%LDUR2.4% · -1%SCHD2.2% · +4%VBIL2.1% · +21%VO2.1% · +338%DFIV2.1% · +5%DGS1.9% · -3%EMXC1.9% · +5%GLDM1.8% · -6%BOND1.8% · +42%DFAT1.6% · +3%MTBA1.5% · +1%SCHO1.5% · -1%JPIE1.4% · +6%STIP1.4% · +2%DFAE1.4% · +6%FHLC1.3% · +5%BINC1.3% · +5%SCHC1.3% · +10%ONEQ1.2% · -0%FREL1.1% · +10%DGRO1.0% · -0%AAPL1.0% · 0%ITA1.0% · -2%BCV0.9% · -1%DFAU0.8% · +0%PULS0.8% · 0%IJR0.8% · 0%IEFA0.8% · -3%FCOM0.7% · -0%SPSM0.7% · +28%NVDA0.7% · newAMJB0.7% · +4%META0.7% · +1%TY0.7% · +0%XSOE0.7% · -2%MSFT0.6% · +4%JPM0.5% · 0%CGNG0.5% · +43%VTI0.5% · 0%SPYM0.5% · 0%VEA0.5% · 0%SLYV0.5% · 0%JEPI0.5% · -0%MUNI0.5% · +22%GGZ0.4% · -0%ITOT0.4% · -3%VOO0.4% · +0%VTIP0.4% · 0%NFJ0.4% · -1%IVV0.4% · +9%PYLD0.4% · 0%VSS0.4% · 0%ITB0.4% · -6%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 39.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$303.3M
Discretionary
$294.8M
Employees
6
Accounts
650
Address
77 MAIN AVENUE
SUITE 1A
OCEAN GROVE, NJ 07756
Phone
(877) 892-7738
Website
Name Title / Status Ownership Type
BECKERMAN, DANIEL, MARK ControlCEO/CCO
since Sep 2006
75% or moreIndividual
Ownership & leadership changes · 1 filing with changes since Mar 23, 2021

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 18, 2024 filing
  • ChangedBECKERMAN, DANIEL, MARK · title MANAGING MEMBER/CCO → CEO/CCO
Mar 23, 2021 filing (earliest on record)
  • ListedBECKERMAN, DANIEL, MARK · MANAGING MEMBER/CCO · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 79 →

Top Trims

Show all 11 →

New Positions

Show all 6 →

Exited Positions

Show all 3 →

Beckerman Institutional, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $17.1M 8.13% 34,166 SH
2 DIMENSIONAL ETF TRUST DFAI 25434V203 $13.0M 6.16% 313,991 SH
3 DOUBLELINE ETF TRUST DBND 25861R105 $10.7M 5.11% 235,558 SH
4 ALPHABET INC GOOGL 02079K305 $8.3M 3.94% 23,183 SH
5 ISHARES TR IDEV 46435G326 $8.1M 3.87% 91,459 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $6.2M 2.97% 140,672 SH
7 TCW ETF TRUST FLXR 29287L700 $5.7M 2.73% 146,067 SH
8 PIMCO ETF TR LDUR 72201R718 $5.1M 2.43% 53,496 SH
9 SCHWAB STRATEGIC TR SCHD 808524797 $4.6M 2.20% 145,966 SH
10 VANGUARD INSTL INDEX FD VBIL 922040845 $4.4M 2.08% 57,635 SH
11 VANGUARD INDEX FDS VO 922908629 $4.4M 2.07% 54,070 SH
12 DIMENSIONAL ETF TRUST DFIV 25434V807 $4.3M 2.07% 80,389 SH
13 WISDOMTREE TR DGS 97717W281 $4.1M 1.95% 63,195 SH
14 ISHARES INC EMXC 46434G764 $4.0M 1.88% 38,650 SH
15 WORLD GOLD TR GLDM 98149E303 $3.8M 1.83% 48,362 SH
16 PIMCO ETF TR BOND 72201R775 $3.8M 1.80% 40,972 SH
17 DIMENSIONAL ETF TRUST DFAT 25434V609 $3.3M 1.58% 47,386 SH
18 SIMPLIFY EXCHANGE TRADED FUN MTBA 82889N525 $3.2M 1.53% 65,670 SH
19 SCHWAB STRATEGIC TR SCHO 808524862 $3.2M 1.50% 130,698 SH
20 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $3.0M 1.41% 64,496 SH
21 ISHARES TR STIP 46429B747 $2.9M 1.37% 28,251 SH
22 DIMENSIONAL ETF TRUST DFAE 25434V302 $2.9M 1.37% 71,491 SH
23 FIDELITY COVINGTON TRUST FHLC 316092600 $2.8M 1.32% 35,930 SH
24 BLACKROCK ETF TRUST II BINC 092528603 $2.7M 1.28% 51,301 SH
25 SCHWAB STRATEGIC TR SCHC 808524888 $2.7M 1.27% 55,563 SH
26 FIDELITY COMWLTH TR ONEQ 315912808 $2.4M 1.17% 23,722 SH
27 FIDELITY COVINGTON TRUST FREL 316092857 $2.3M 1.08% 77,119 SH
28 ISHARES TR DGRO 46434V621 $2.0M 0.96% 26,736 SH
29 APPLE INC AAPL 037833100 $2.0M 0.96% 6,972 SH
30 ISHARES TR ITA 464288760 $2.0M 0.95% 8,241 SH
31 BANCROFT FD LTD BCV 059695106 $1.9M 0.90% 72,888 SH
32 DIMENSIONAL ETF TRUST DFAU 25434V104 $1.7M 0.82% 33,537 SH
33 PGIM ETF TR PULS 69344A107 $1.7M 0.81% 34,314 SH
34 ISHARES TR IJR 464287804 $1.7M 0.79% 11,215 SH
35 ISHARES TR IEFA 46432F842 $1.6M 0.77% 16,796 SH
36 FIDELITY COVINGTON TRUST FCOM 316092873 $1.5M 0.73% 22,122 SH
37 SPDR SERIES TRUST SPSM 78468R853 $1.5M 0.72% 26,187 SH
38 NVIDIA CORPORATION NVDA 67066G104 $1.5M 0.71% 7,509 SH
39 JPMORGAN CHASE FINL CO LLC AMJB 48133Q309 $1.4M 0.69% 41,857 SH
40 META PLATFORMS INC META 30303M102 $1.4M 0.68% 2,528 SH
41 TRI CONTL CORP TY 895436103 $1.4M 0.66% 40,036 SH
42 WISDOMTREE TR XSOE 97717X578 $1.4M 0.65% 27,879 SH
43 MICROSOFT CORP MSFT 594918104 $1.3M 0.60% 3,368 SH
44 JPMORGAN CHASE & CO JPM 46625H100 $1.1M 0.53% 3,400 SH
45 CAPITAL GROUP NEW GEOGRAPHY CGNG 14021N105 $1.1M 0.52% 29,101 SH
46 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.51% 2,922 SH
47 SPDR SERIES TRUST SPYM 78464A854 $1.1M 0.50% 11,958 SH
48 VANGUARD TAX-MANAGED FDS VEA 921943858 $1.1M 0.50% 14,748 SH
49 SPDR SERIES TRUST SLYV 78464A300 $1.0M 0.50% 9,564 SH
50 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $1.0M 0.49% 18,335 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-11 $210.2M 124 0002043468-26-000003
2026-03-31 2026-05-04 $188.2M 121 0002043468-26-000002
2025-12-31 2026-02-10 $178.1M 115 0002043468-26-000001
Filer Information
Address
77 MAIN AVENUE
SUITE 1A
OCEAN GROVE, NJ 07756
Phone
(877) 892-7738
Filing Manager
Beckerman Institutional, LLC
OCEAN GROVE, NJ
Signatory
Ashleigh Swayze
Counsel