SEC Form 13F

Berkeley Capital Partners, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$485,901,852
Positions203

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$99,130,483132,746
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$34,545,543218,601
VANGUARD SCOTTSDALE FDSVCITINT-TERM CORP$26,294,691318,145
VANGUARD SCOTTSDALE FDSVCLTLG-TERM COR BD$17,910,604238,015
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$15,602,088186,294
INVESCO QQQ TRQQQUNIT SER 1$14,098,93619,146
SPDR SERIES TRUSTSPSMST STR SP600 SML$10,607,150183,928
SPDR SERIES TRUSTSPMDST STR P400MID$10,335,164152,978
COASTALSOUTH BANCSHARES INCCOSOCOM NEW$9,569,083356,390
VANGUARD WORLD FDVAWMATERIALS ETF$9,257,53040,463

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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