Berkeley Capital Partners, LLC - Portfolio Stock Holdings
Berkeley Capital Partners, LLC disclosed 214 stock positions in a recent SEC 13F filing. $482,711,215 of stock holdings were filed, with the largest holdings including SPY, VYM, and VCIT. This filing represented positions held on June 30, 2026, and was filed on Aug. 6, 2026.We estimate the fund has a total AUM of $1,104,421,153 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
214Est. Stock Holding Value:
$482,711,215Top Stock Holdings By Sector
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Portfolio Stock Holdings - Berkeley Capital Partners, LLC
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