Beckerman Institutional, LLC

Q2 2026 13F-HR Holdings

Location
Ocean Grove, NJ
Holdings as of
6/30/2026
Date filed
8/11/2026
Form type
13F-HR
Num holdings
124
Total value ($000)
$210,165
Net value change ($000)
+21,943 (11.7%)
New positions
6
Sold out positions
3
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 1,610 24.1%
NVDA 1,503 NEW
DFAI 1,479 12.9%
DFAC 1,180 23.3%
BOND 1,113 41.8%
BRK-B 1,103 6.9%
EMXC 1,050 36.2%
VO 808 22.8%
VBIL 764 21.2%
DFAE 587 25.7%
Top Reduces (Value $000, Stocks/ETFs)
GLDM -918 -19.3%
FDX -219 -100.0%
T -212 -100.0%
NFLX -210 -100.0%
IAU -125 -16.4%
ICE -119 -21.6%
GLD -78 -14.5%
CRM -57 -15.9%
IAUM -55 -11.7%
LDUR -46 -0.9%
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