account_balance
Investment manager · 13F filer · SEC CIK 1667694
Berkeley Capital Partners, LLC
Reported value$476Mas of Sep 30, 2026
Positions198 10 new, 15 sold out
Top 10 weight50.9%SPY alone is 21%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
21.2%
VYMVanguard Whitehall FDS
7.1%
VCITVanguard Scottsdale FDS
5.0%Trimmed −4%
VCLTVanguard Scottsdale FDS
3.6%Added +5%
VEUVanguard Intl Equity Index F
3.2%
QQQInvesco QQQ Tr
3.0%
SPMDSPDR Series Trust
2.0%−3%
SPSMSPDR Series Trust
1.9%−5%
VAWVanguard World Fd
1.9%+3%
MSFTMicrosoft Corp
1.9%Added +4%
COSOCoastalSouth Bancshares, Inc.
1.6%
TLT1.5%
SPYSPDR S&P 500 ETF Trust
21.2%
VYMVanguard Whitehall FDS
7.1%
VCITVanguard Scottsdale FDS
5.0%−4%
VCLTVanguard Scottsdale FDS
3.6%
VEUVanguard Intl Equity Index F
3.2%
QQQ3.0%
SPMD2.0%
SPSM
VAW1.9%
MSFTCOSO1.6%TLT1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 21.2% Held
VYM Vanguard Whitehall FDS 7.1% Held
VCIT Vanguard Scottsdale FDS 5.0% Trimmed −4%
VCLT Vanguard Scottsdale FDS 3.6% Added +5%
VEU Vanguard Intl Equity Index F 3.2% Held
QQQ Invesco QQQ Tr 3.0% Held
SPMD SPDR Series Trust 2.0% Trimmed −3%
SPSM SPDR Series Trust 1.9% Trimmed −5%
VAW Vanguard World Fd 1.9% Added +3%
MSFT Microsoft Corp 1.9% Added +4%COSO CoastalSouth Bancshares, Inc. 1.6% HeldTLT iShares Tr 1.5% Added +11%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.