BI
Beckerman Institutional, LLC's 13F Portfolio ($210.2M, Q2 2026)
Beckerman Institutional, LLCCIK: 0002043468
Diversified strategyMomentum followerSector-focused
Total reported value
$210.2M
Reporting period: 2026-06-30 · Number of holdings: 124
Beckerman Institutional, LLC disclosed 124 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $210.2M and a quarterly turnover rate of 13.3%.
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Personality snowflake
- Concentration
- 10.07
- Portfolio Stability
- 13.32
- Momentum
- 100
- Sector conviction
- 83.13
- Diversification
- 100
- Sizing Uniformity
- 85.38
Beckerman Institutional, LLC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 40 equally-sized positions, well below its 124 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.46), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 12% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNew buy NVDA
Trim GLDM
-5.8% -$918.1K
Add GOOGL
-0.1% $1.6M
Add BOND
+41.9% $1.1M
Trim BRK-B
+2.4% $1.1M
Add EMXC
+4.7% $1.0M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.13% | -0.37% | +2.37% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 6.16% | +0.06% | +6.63% | |
| 3 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 5.11% | -0.30% | +5.99% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.94% | +0.39% | -0.12% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 3.87% | -0.21% | -0.57% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.97% | +0.28% | +8.03% | |
| 7 | FLXR | Tcw Flexible Income ETF | ETF-Other | 2.73% | -0.15% | +5.71% | |
| 8 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 2.43% | -0.31% | -0.69% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.20% | -0.10% | +3.67% | |
| 10 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.08% | +0.17% | +21.17% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.07% | +0.18% | +337.57% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 2.07% | -0.07% | +5.27% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 1.95% | -0.12% | -2.68% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.88% | +0.34% | +4.69% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.83% | -0.70% | -5.81% | |
| 16 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.80% | +0.38% | +41.85% | |
| 17 | DFAT | Dimensional US Target Value | ETF-Other | 1.58% | +0.05% | +2.72% | |
| 18 | MTBA | Simplify Mbs ETF | ETF-Other | 1.53% | -0.17% | +1.23% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.50% | -0.20% | -0.67% | |
| 20 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.41% | -0.07% | +6.37% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.37% | -0.15% | +2.09% | |
| 22 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 1.37% | +0.15% | +5.81% | |
| 23 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.32% | +0.04% | +4.58% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.28% | -0.06% | +5.40% | |
| 25 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.27% | +0.01% | +9.52% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 1.17% | +0.09% | -0.47% | |
| 27 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.08% | +0.08% | +10.00% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.96% | -0.04% | -0.15% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.02% | — | |
| 30 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.95% | -0.03% | -2.30% | |
| 31 | BCV | Bancroft Fund LTD | Stock-Other | 0.90% | +0.05% | -1.39% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.82% | +0.02% | +0.34% | |
| 33 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.81% | -0.09% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.05% | — | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.77% | -0.06% | -2.74% | |
| 36 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.73% | -0.07% | -0.25% | |
| 37 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.72% | +0.20% | +28.38% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.71% | NEW | |
| 39 | AMJB | Alerian Mlp Etn2044 | ETF-Other | 0.69% | -0.05% | +3.80% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.08% | +0.96% | |
| 41 | TY | Tri-continental CORP | Stock-Other | 0.66% | -0.01% | +0.10% | |
| 42 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.65% | +0.05% | -1.46% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.04% | +3.60% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | — | — | |
| 45 | CGNG | Cap Group New Geography Eq | ETF-Other | 0.52% | +0.18% | +43.21% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.01% | — | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.01% | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | — | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.50% | +0.02% | — | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.49% | -0.06% | -0.22% |
1–50 of 124
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+18.4%
- Stdev
- +8.8%
- Beta
- +0.59
- Alpha
- +6.2%
- Max Drawdown
- -5.2%
- Annualized Perf
- +16.3%
- Batting Avg vs S&P
- +57.1%
- Sortino
- +3.38
- Stutzer
- +0.5
- Treynor
- +0.26
- Sterling
- +1.07
- Calmar
- +3.13
- Information Ratio
- -0.04
- Tracking Error
- +6.8%
- Stdev Down
- +4.6%
- Winning Months %
- +76.2%
- Losing Months %
- +23.8%
- Best 12 Months
- +27%
- Worst 12 Months
- +16.7%
- Efficiency Ratio
- +0.62
- Sharpe
- +1.77
- Stdev Sectors
- +13.6%
- Skewness
- -0.62
- Kurtosis
- +0.6
- Upside Potential
- +4.71
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
Beckerman Institutional, LLC's most significant position changes for 2026-06-30: New buy: Nvidia CORP (NVDA); New buy: Advanced Micro Devices (AMD); New buy: Franklin Income Focus ETF (INCM); New buy: Dell Technologies -c (DELL); Sold out: Fedex CORP (FDX).
1–50 of 127
Filing History
FAQ
What is Beckerman Institutional, LLC and what type of investor is it?
Beckerman Institutional, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $210.2M, spread across 124 disclosed positions.
What are Beckerman Institutional, LLC's largest equity positions?
Based on the latest 13F filing, Beckerman Institutional, LLC's top holdings by market value are:
1. Berkshire Hathaway Inc-cl B (BRK-B) — $17.1M (8.1%)
2. Dimensional International Co (DFAI) — $13.0M (6.2%)
3. Doubleline Oppor Cor Bnd-usd (DBND) — $10.7M (5.1%)
4. Alphabet Inc-cl A (GOOGL) — $8.3M (3.9%)
5. Ishares Core Msci Dev Mkts (IDEV) — $8.1M (3.9%)
What changes did Beckerman Institutional, LLC make in its most recent portfolio filing?
In the latest reported quarter, Beckerman Institutional, LLC made 82 notable position adjustments: 6 new positions were initiated, 40 existing holdings were added to, 33 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Nvidia CORP (NVDA); New buy: Advanced Micro Devices (AMD); New buy: Franklin Income Focus ETF (INCM); New buy: Dell Technologies -c (DELL); Sold out: Fedex CORP (FDX)
What sectors does Beckerman Institutional, LLC focus on?
Beckerman Institutional, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 41.0%
• Information Technology: 28.0%
• Financials: 14.0%
• Consumer Staples: 7.5%
• Health Care: 7.1%
• Consumer Discretionary: 2.4%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Beckerman Institutional, LLC returned an annualized 16.3% over the trailing 21 months — outperforming the S&P 500 by 6.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.59 (less volatile than the market) and a 57% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 41.0% of the portfolio concentrated in Communication Services.
It has added to its VBIL position over the past two quarters (+$3.8M, now $4.4M), while trimming GLDM over the same stretch (-$1.2M, still holding $3.8M).
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Developer Access
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