account_balance
Investment manager · 13F filer · SEC CIK 2051965
Berkeley, Inc
Reported value$324Mas of Sep 30, 2026
Positions84 5 new, 7 sold out
Top 10 weight45.6%IDHQ alone is 9%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IDHQInvesco Exch Traded Fd Tr II
9.0%
VVisa Inc.
5.8%
IUSInvesco Exch TRD SLF Idx Fd
5.5%Added +13%
DSTLETF Ser Solutions
5.0%Trimmed −30%
OPPJWisdomtree Tr
4.3%Added +4%
GOOGLAlphabet Inc.
3.7%
MSFTMicrosoft Corp
3.4%
MKLMarkel Group Inc.
3.0%
AMZNAmazon.com Inc
3.0%
DXJWisdomtree Tr
2.9%Added +14%
IHDGWisdomtree Tr
2.8%
EVMOMorgan Stanley ETF Trust
2.8%
IDHQInvesco Exch Traded Fd Tr II
9.0%
VVisa Inc.
5.8%
IUSInvesco Exch TRD SLF Idx Fd
5.5%Added +13%
DSTLETF Ser Solutions
5.0%Trimmed −30%
OPPJWisdomtree Tr
4.3%+4%
GOOGLAlphabet Inc.
3.7%
MSFTMicrosoft Corp
3.4%
MKLMarkel Group Inc.
3.0%
AMZNAmazon.com Inc
3.0%
DXJ2.9%
IHDG
EVMO
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
IDHQ Invesco Exch Traded Fd Tr II 9.0% Held
V Visa Inc. 5.8% HeldIUS Invesco Exch TRD SLF Idx Fd 5.5% Added +13%
DSTL ETF Ser Solutions 5.0% Trimmed −30%
OPPJ Wisdomtree Tr 4.3% Added +4%
GOOGL Alphabet Inc. 3.7% HeldMSFT Microsoft Corp 3.4% HeldMKL Markel Group Inc. 3.0% HeldAMZN Amazon.com Inc 3.0% HeldDXJ Wisdomtree Tr 2.9% Added +14%
IHDG Wisdomtree Tr 2.8% Held
EVMO Morgan Stanley ETF Trust 2.8% Held
What changed
Biggest moves since Jun 30, 2026
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