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Beckerman Institutional Portfolio holdings

AUM $210M
1-Year Est. Return 18.74%
This Fund
S&P 500
This Quarter Est. Return
+8.57%
1 Year Est. Return
+18.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$210M
AUM Growth
+$21.9M
Cap. Flow
+$9.06M
Cap. Flow %
4.31%
Top 10 Hldgs %
39.63%
Holding
127
New
6
Increased
39
Reduced
34
Closed
3

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.54M
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.11M
3
DFAI
Dimensional International Core Equity Market ETF
DFAI
+$803K
4
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
+$761K
5
DBND icon
DoubleLine Opportunistic Bond ETF
DBND
+$607K

Top Sells

Rank Stock Value
1
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$266K
2
FDX icon
FedEx
FDX
+$219K
3
T icon
AT&T
T
+$212K
4
NFLX icon
Netflix
NFLX
+$210K
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$112K

Sector Composition

Rank Sector Weight
1 Miscellaneous 79.38%
2 Financials 10.45%
3 Communication Services 4.85%
4 Technology 3.31%
5 Consumer Staples 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.08T
$17.1M 8.13%
34,166
+791
+2% +$380K
DFAI
2
Dimensional International Core Equity Market ETF
DFAI
$18.4B
$13M 6.16%
313,991
+19,520
+7% +$803K
DBND icon
3
DoubleLine Opportunistic Bond ETF
DBND
$760M
$10.7M 5.11%
235,558
+13,305
+6% +$607K
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.14T
$8.29M 3.94%
23,183
-29
-0.1% -$10.4K
IDEV icon
5
iShares Core MSCI International Developed Markets ETF
IDEV
$33B
$8.14M 3.87%
91,459
-527
-0.6% -$46.7K
DFAC icon
6
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$6.24M 2.97%
140,672
+10,452
+8% +$447K
FLXR
7
TCW Flexible Income ETF
FLXR
$3.59B
$5.73M 2.73%
146,067
+7,888
+6% +$309K
LDUR icon
8
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
LDUR
$1.34B
$5.11M 2.43%
53,496
-371
-0.7% -$35.4K
SCHD icon
9
Schwab US Dividend Equity ETF
SCHD
$112B
$4.63M 2.2%
145,966
+5,167
+4% +$164K
VBIL
10
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$10.1B
$4.36M 2.08%
57,635
+10,070
+21% +$761K
VO icon
11
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$4.36M 2.07%
54,070
+4,642
+9% +$360K
DFIV icon
12
Dimensional International Value ETF
DFIV
$22.4B
$4.34M 2.07%
80,389
+4,021
+5% +$221K
DGS icon
13
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.78B
$4.09M 1.95%
63,195
-1,737
-3% -$112K
EMXC icon
14
iShares MSCI Emerging Markets ex China ETF
EMXC
$25.7B
$3.95M 1.88%
38,650
+1,730
+5% +$163K
GLDM icon
15
SPDR Gold MiniShares Trust
GLDM
$31.7B
$3.84M 1.83%
48,362
-2,982
-6% -$266K
BOND icon
16
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.52B
$3.78M 1.8%
40,972
+12,088
+42% +$1.11M
DFAT icon
17
Dimensional US Targeted Value ETF
DFAT
$14.7B
$3.31M 1.58%
47,386
+1,255
+3% +$83.9K
MTBA icon
18
Simplify MBS ETF
MTBA
$1.44B
$3.22M 1.53%
65,670
+800
+1% +$39.5K
SCHO icon
19
Schwab Short-Term US Treasury ETF
SCHO
$14.1B
$3.16M 1.5%
130,698
-876
-0.7% -$21.2K
JPIE icon
20
JPMorgan Income ETF
JPIE
$10.6B
$2.97M 1.41%
64,496
+3,861
+6% +$178K
STIP icon
21
iShares 0-5 Year TIPS Bond ETF
STIP
$16.1B
$2.89M 1.37%
28,251
+578
+2% +$59.6K
DFAE icon
22
Dimensional Emerging Core Equity Market ETF
DFAE
$10.2B
$2.87M 1.37%
71,491
+3,924
+6% +$152K
FHLC icon
23
Fidelity MSCI Health Care Index ETF
FHLC
$3.5B
$2.78M 1.32%
35,930
+1,573
+5% +$113K
BINC icon
24
BlackRock Flexible Income ETF
BINC
$16.6B
$2.69M 1.28%
51,301
+2,630
+5% +$137K
SCHC icon
25
Schwab International Small-Cap Equity ETF
SCHC
$5.79B
$2.67M 1.27%
55,563
+4,828
+10% +$239K
1
2 3 4 5

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APC
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SIA
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BCPWM
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IVGAV
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WCM
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BFG
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FIS
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Beckerman Institutional's Q2 2026 Portfolio in Review

As of Q2 2026, Beckerman Institutional held 127 positions worth $210M, up 12% from $188M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Beckerman Institutional deployed $9.06M of net new capital in Q2 2026, opening 6 new positions and adding to 39 existing holdings. Its largest new stake was NVIDIA: 7,509 shares worth $1.5M.

By sector, the portfolio is most concentrated in Miscellaneous at 79% of assets, down from 80% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was SPDR Gold MiniShares Trust, an estimated $266K trimmed.

  • Beckerman Institutional's largest Q2 2026 buy was NVIDIA: 7,509 shares worth $1.5M.
  • Beckerman Institutional added most to PIMCO Active Bond Exchange-Traded Fund in Q2 2026, an estimated $1.11M increase.
  • Beckerman Institutional's biggest Q2 2026 reduction was SPDR Gold MiniShares Trust, cutting an estimated $266K.
  • Beckerman Institutional fully exited FedEx in Q2 2026, selling an estimated $219K.
  • Beckerman Institutional's ten largest holdings make up 40% of its $210M portfolio in Q2 2026.
  • Beckerman Institutional opened 6 new positions and closed 3 in Q2 2026.
  • Beckerman Institutional's portfolio value rose 12% quarter-over-quarter to $210M.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.