Beckerman Institutional, LLC portfolio
Latest available portfolio: Q2 2026 · Holdings as of · Filed · $210,165,069 in Form 13F holdings
See latest portfolio changesQuarterly portfolio filings
Choose a quarter to see holdings and changes. Newer portfolio dates appear first.
Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.
| Quarter | Holdings | SEC-reported value | Est. additions | Est. reductions | Est. net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 124 | $210,165,069 | +$14,601,886 | -$1,623,700 | +$12,978,186 | BRKB, DFAI, DBND, GOOGL, IDEV | 13F-HR | 11 Aug 2026, 16:33 |
| Q1 2026 | 121 | $188,222,425 | +$12,775,970 | -$1,445,123 | +$11,330,847 | BRKB, DFAI, DBND, IDEV, GOOGL | 13F-HR | 04 May 2026, 16:16 |
| Q4 2025 | 115 | $178,091,105 | +$6,774,902 | -$3,176,373 | +$3,598,529 | BRKB, DFAI, DBND, IDEV, GOOGL | 13F-HR | 09 Feb 2026, 21:43 |
| Q3 2025 | 115 | $169,875,062 | +$12,603,743 | -$2,082,220 | +$10,521,523 | BRKB, DBND, DFAI, IDEV, LDUR | 13F-HR | 05 Nov 2025, 21:35 |
| Q2 2025 | 108 | $150,604,000 | +$9,418,432 | -$3,029,053 | +$6,389,379 | BRKB, DBND, DFAI, IDEV, LDUR | 13F-HR | 05 Aug 2025, 16:33 |
| Q1 2025 | 102 | $138,110,000 | +$11,688,473 | -$1,005,333 | +$10,683,140 | BRKB, DBND, IDEV, LDUR, DFAI | 13F-HR | 05 May 2025, 11:35 |
| Q4 2024 | 98 | $124,881,000 | +$12,645,808 | -$1,207,625 | +$11,438,183 | BRKB, DBND, IDEV, LDUR, DFAI | 13F-HR | 29 Jan 2025, 17:02 |
| Q3 2024 | 96 | $118,738,000 | $0 | $0 | $0 | BRKB, IDEV, DBND, LDUR, DFAI | 13F-HR | 01 Nov 2024, 11:16 |
Showing 1-8 of 8 filings.
Manager details and filing context
- Latest 13F filing
- Q2 2026 - 11 Aug 2026
- Latest reported 13F value
- $210,165,069
- Largest 13F holdings
-
BRKB DFAI DBND GOOGL IDEV DFAC FLXR LDUR SCHD VBIL VO DFIV
+8 more
DGS EMXC GLDM BOND DFAT MTBA SCHO JPIE - Form 13F summary
-
- Beckerman Institutional, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Beckerman Institutional, LLC reported 124 equity holdings with a total reported market value of $210,165,069 for Q2 2026. Top reported holdings included BRKB, DFAI, DBND, GOOGL, and IDEV.
- Manager signature
- Ashleigh Swayze - Counsel
- Manager location
- Ocean Grove, NJ
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Holdings Value