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Beckerman Institutional - Q2 2026 13F Filings

BE

Beckerman Institutional, LLC

CIK: 0002043468
Address: New Jersey Ocean Grove 77 Main Avenue Suite 1A
$210.17 M
Portfolio Value
124
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/11/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VO Vanguard Mid-Cap Etf
+$3.36 M
2. NVDA Nvidia Corporation
+$1.5 M
3. BOND Pimco Active Bond Exchange-Traded Fund
+$1.11 M
4. DFAI Dimensional International Core Equity Market Etf
+$805,201.88
5. VBIL Vanguard 0-3 Month Treasury Bill Etf
+$762,097.29

Top Sells

Q2 2026
1. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
−$236,831.92
2. FDX Fedex Corporation
−$219,054
3. T At&T
−$211,570
4. NFLX Netflix
−$209,609
5. DGS Wisdomtree Emerging Markets Smallcap Dividend Fund
−$112,402.63

Asset Allocation

Stocks/ETFs
+11.66%
$210.17 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Beckerman Institutional Q2 2026 Filing Summary

Beckerman Institutional, LLC filed its 13F report for Q2 2026 on August 11, 2026. The portfolio totaled 210.17 M reflecting a +11.66% change from the prior quarter, spanning 124 assets. The top 10 holdings comprised 39.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Beckerman Institutional’s Q2 2026 Filing

Beckerman Institutional submitted their Form 13F-HR for the Q2 2026 period on 08/11/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Beckerman Institutional reported a managed portfolio value of 210.17 M, consisting of 124 individual positions.

This page displays the raw filing documents. To see which stocks Beckerman Institutional bought or sold during Q2 2026, please visit Beckerman Institutional's Portfolio Analysis page.