Berkeley Capital Partners, LLC: summary

Berkeley Capital Partners, LLC reported 198 positions with a reported value of $475.84M in its 13F for Q3 2026. Compared with Q2 2026: 11 new positions, 16 exited.

Top positions

• STATE STREET SPDR S&P 500 ETF
• VANGUARD HIGH DIVIDEND YIELD INDEX ETF
• VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
• VANGUARD SCOTTSDALE FDS
• VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
• INVSC QQQ TRUST SRS 1 ETF
• SPDR SERIES TRUST
• STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
• VANGUARD MATERIALS ETF
• MICROSOFT CORP COM