Beckerman Institutional, LLC

Q1 2026 13F-HR Holdings

Location
Ocean Grove, NJ
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$188,222
Net value change ($000)
+10,131 (5.7%)
New positions
7
Sold out positions
1
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBIL 3,032 535.7%
BOND 1,144 75.2%
DFAI 1,067 10.3%
MTBA 1,009 45.9%
SCHD 810 23.1%
PNI 519 NEW
DFIV 453 12.7%
EMXC 433 17.5%
FLXR 428 8.6%
DBND 419 4.3%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -577 -8.0%
GLDM -294 -5.8%
PLTR -240 -100.0%
BRK-B -231 -1.4%
META -215 -13.0%
MSFT -213 -15.0%
ONEQ -154 -7.1%
FCOM -136 -8.3%
AAPL -126 -6.6%
LDUR -108 -2.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type