§ 13F · FUND PROFILE
Beckerman Institutional, LLC.
AUM · $210M (13F)Positions · 124Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 34K | $17M | 8.1% | +2% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 314K | $13M | 6.2% | +7% |
| 3 | DBND | DOUBLELINE ETF TRUST | 236K | $11M | 5.1% | +6% |
| 4 | GOOGL | ALPHABET INC | 23K | $8M | 3.9% | ±0% |
| 5 | IDEV | ISHARES TR | 91K | $8M | 3.9% | −1% |
| 6 | DFAC | DIMENSIONAL ETF TRUST | 141K | $6M | 3.0% | +8% |
| 7 | FLXR | TCW ETF TRUST | 146K | $6M | 2.7% | +6% |
| 8 | LDUR | PIMCO ETF TR | 53K | $5M | 2.4% | −1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | 146K | $5M | 2.2% | +4% |
| 10 | VBIL | VANGUARD INSTL INDEX FD | 58K | $4M | 2.1% | +21% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BECKERMAN SIGNAL
AC read
Beckerman Institutional, LLC is a Other fund managing $210 million in assets. The fund runs a portfolio of 124 positions.
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