StockDriftsStockDriftsTop 50 Beckerman Institutional LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 8.13% | 34.2K | $17.1M | +2.37%(+791) | $443.84(+12.95%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.16% | 314.0K | $13.0M | +6.63%(+19.52K) | $32.99(+31.41%) | 2026-06-30 | |
| DBND | DOUBLELINE ETF TRUST | 5.11% | 235.6K | $10.7M | +5.99%(+13.30K) | $46.28(-2.57%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.94% | 23.2K | $8.3M | -0.12%(-29) | $175.34(+96.60%) | 2026-06-30 | |
| IDEV | ISHARES TR | 3.87% | 91.5K | $8.1M | -0.57%(-527) | $68.18(+36.99%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.97% | 140.7K | $6.2M | +8.03%(+10.45K) | $34.39(+33.89%) | 2026-06-30 | |
| FLXR | TCW ETF TRUST | 2.73% | 146.1K | $5.7M | +5.71%(+7.89K) | $39.24(-0.67%) | 2026-06-30 | |
| LDUR | PIMCO ETF TR | 2.43% | 53.5K | $5.1M | -0.69%(-371) | $95.36(+0.09%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.2% | 146.0K | $4.6M | +3.67%(+5.17K) | $27.42(+25.30%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 2.08% | 57.6K | $4.4M | +21.17%(+10.07K) | $75.54(+0.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.81% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.22% |
Beckerman Institutional LLC reports $210.17M in US-listed equity holdings across 124 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (8.1%), DFAI (6.2%) and DBND (5.1%). The top 20 holdings account for 57.24% of reported assets. Its disclosed equity book has returned +18.81% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beckerman Institutional LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2043468). View Beckerman Institutional LLC’s 13F filings on SEC