Berkeley Capital Partners, LLC: 13F holdings
CIK 16676942026Q2
| Positions | 203 |
|---|---|
| Reported value | $485.9m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 132,746 | $99.1m | 20.4% |
| VYM VANGUARD WHITEHALL FDS | 218,601 | $34.5m | 7.1% |
| VCIT VANGUARD SCOTTSDALE FDS | 318,145 | $26.3m | 5.4% |
| VCLT VANGUARD SCOTTSDALE FDS | 238,015 | $17.9m | 3.7% |
| VEU VANGUARD INTL EQUITY INDEX F | 186,294 | $15.6m | 3.2% |
| QQQ INVESCO QQQ TR | 19,146 | $14.1m | 2.9% |
| SPSM SPDR SERIES TRUST | 183,928 | $10.6m | 2.2% |
| SPMD SPDR SERIES TRUST | 152,978 | $10.3m | 2.1% |
| COASTALSOUTH BANCSHARES INC | 356,390 | $9.6m | 2.0% |
| VAW VANGUARD WORLD FD | 40,463 | $9.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1667694")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.