What does Berkeley Capital Partners, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Berkeley Capital Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$85M131K19.7%

VANGUARD WHITEHALL FDS

$32M214K7.3%

VANGUARD SCOTTSDALE FDS

$27M326K6.3%

VANGUARD SCOTTSDALE FDS

$17M222K3.9%

VANGUARD INTL EQUITY INDEX F

$14M183K3.2%

INVESCO QQQ TR

$11M19K2.6%

VANGUARD WORLD FD

$9M54K2.2%

COASTALSOUTH BANCSHARES INC

$9M361K2.1%

SPDR SERIES TRUST

$9M181K2.0%

SPDR SERIES TRUST

$9M146K2.0%

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