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Beckerman Institutional - Q1 2026 13F Filings

BE

Beckerman Institutional, LLC

CIK: 0002043468
Address: New Jersey Ocean Grove 77 Main Avenue Suite 1A
$188.22 M
Portfolio Value
121
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. VBIL Vanguard 0-3 Month Treasury Bill Etf
+$3.03 M
2. BOND Pimco Active Bond Exchange-Traded Fund
+$1.16 M
3. MTBA Simplify Mbs Etf
+$1.05 M
4. DFAI Dimensional International Core Equity Market Etf
+$834,054.07
5. DBND Doubleline Opportunistic Core Bond Etf
+$536,569.21

Top Sells

Q1 2026
1. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
−$726,782.69
2. PLTR Palantir Technologies
−$239,849
3. LDUR Pimco Enhanced Low Duration Active Etf
−$101,183.08
4. GSIE Goldman Sachs Activebeta International Equity Etf
−$89,192.67
5. DGS Wisdomtree Emerging Markets Smallcap Dividend Fund
−$70,619.36

Asset Allocation

Stocks/ETFs
+5.69%
$188.22 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Beckerman Institutional Q1 2026 Filing Summary

Beckerman Institutional, LLC filed its 13F report for Q1 2026 on May 04, 2026. The portfolio totaled 188.22 M reflecting a +5.69% change from the prior quarter, spanning 121 assets. The top 10 holdings comprised 40.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 1 complete exits.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Beckerman Institutional’s Q1 2026 Filing

Beckerman Institutional submitted their Form 13F-HR for the Q1 2026 period on 05/04/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Beckerman Institutional reported a managed portfolio value of 188.22 M, consisting of 121 individual positions.

This page displays the raw filing documents. To see which stocks Beckerman Institutional bought or sold during Q1 2026, please visit Beckerman Institutional's Portfolio Analysis page.