Berkeley Capital Partners, LLC - Portfolio overview

Berkeley Capital Partners, LLC has 207 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 19.20%
2. VYM - VANGUARD WHITEHALL FDS, 7.15%
3. VCIT - VANGUARD SCOTTSDALE FDS, 6.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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