Beckerman Institutional, LLC

All 13F Filings

Location
Ocean Grove, NJ
Most recent 13F
Q2 2026
Holdings value ($000)
210,165
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/11/2026 124 210,165 13F-HR Beckerman Institutional, LLC
Q1 2026 5/4/2026 121 188,222 13F-HR Beckerman Institutional, LLC
Q4 2025 2/10/2026 115 178,091 13F-HR Beckerman Institutional, LLC
Q3 2025 11/6/2025 115 169,875 13F-HR Beckerman Institutional, LLC
Q2 2025 8/5/2025 108 150,604 13F-HR Beckerman Institutional, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 64.27 K 30.6% 8.556 K 0 8.556 K
ETFs 145.1 K 69.0% 13.39 K 0 13.39 K
Debt 801 0.4% 0 5 -5
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Fund Snapshot

Q2 2026
Latest filed
8/11/2026
Total value ($000)
210,165
Holdings
124
QoQ value change ($000)
21,943 (11.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.