13F Insight
DOSSIER · 13F-HR · Q2 2026

Berkeley, Inc

$319M in tracked AUM across 86 positions as of Q2 2026.

BI
CIK 0002051965 · last filed Jun 30, 2026
Total AUM
$319M
as of Q2 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Berkeley, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IDHQ
INVESCO EXCH TRADED FD TR II
$29M665K9.1%02
DSTL
ETF SER SOLUTIONS
$22M361K6.8%03
V
VISA INC
$18M53K5.7%04
IUS
INVESCO EXCH TRD SLF IDX FD
$15M234K4.8%05
OPPJ
WISDOMTREE TR
$13M228K4.1%06
GOOGL
ALPHABET INC
$12M35K3.9%07
MKL
MARKEL GROUP INC
$11M6K3.5%08
NVR
NVR INC
$10M1K3.0%09
EVMO
MORGAN STANLEY ETF TRUST
$9M190K3.0%10
IHDG
WISDOMTREE TR
$9M177K2.9%

Filing history

2026Q2Jun 30
$319M▲ 6.9%
86 positionsView →2026Q1Mar 31
$298M▼ 5.2%
81 positionsView →2025Q4Dec 31
$314M▲ 1.1%
79 positionsView →2025Q3Sep 30
$311M▲ 11.6%
75 positionsView →2025Q2Jun 30
$279M▲ 30.7%
75 positionsLocked2025Q1Mar 31
$213M▲ 10.3%
65 positionsLocked2024Q4Dec 31
$193M▼ 43.7%
65 positionsLocked2024Q3Sep 30
$343M▲ 113.4%
66 positionsLocked2024Q2Jun 30
$161M▼ 2.6%
62 positionsLocked2024Q1Mar 31
$165M▲ 3.9%
68 positionsLocked2023Q4Dec 31
$159M▲ 8.5%
69 positionsLocked2023Q3Sep 30
$146M▼ 1.3%
81 positionsLocked
Showing 12 of 23