DOSSIER · 13F-HR · Q2 2026

Beckerman Institutional, LLC

$210M in tracked AUM across 124 positions as of Q2 2026.

BI
CIK 0002043468 · last filed Jun 30, 2026
Total AUM
$210M
as of Q2 2026
Holdings
124
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Beckerman Institutional, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BRK/B
BERKSHIRE HATHAWAY INC DEL
$17M34K8.1%
02
DFAI
DIMENSIONAL ETF TRUST
$13M314K6.2%
03
DBND
DOUBLELINE ETF TRUST
$11M236K5.1%
04
GOOGL
ALPHABET INC
$8M23K3.9%
05
IDEV
ISHARES TR
$8M91K3.9%
06
DFAC
DIMENSIONAL ETF TRUST
$6M141K3.0%
07
FLXR
TCW ETF TRUST
$6M146K2.7%
08
LDUR
PIMCO ETF TR
$5M53K2.4%
09
SCHD
SCHWAB STRATEGIC TR
$5M146K2.2%
10
VBIL
VANGUARD INSTL INDEX FD
$4M58K2.1%

Filing history

2026Q2Jun 30
$210M 11.7%
124 positionsView →
2026Q1Mar 31
$188M 5.7%
121 positionsView →
2025Q4Dec 31
$178M 4.8%
115 positionsView →
2025Q3Sep 30
$170M 12.8%
115 positionsView →
2025Q2Jun 30
$151M 9.0%
108 positionsLocked
2025Q1Mar 31
$138M 10.6%
102 positionsLocked
2024Q4Dec 31
$125M 5.2%
98 positionsLocked
2024Q3Sep 30
$119M
96 positionsLocked