SEC Form 13F

Berkeley, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$318,666,154
Positions86

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCH TRADED FD TR IIIDHQS&P INTL QULTY$29,064,053664,929
ETF SER SOLUTIONSDSTLDISTILLATE US$21,652,502361,477
VISA INCVCOM CL A$18,123,20452,823
INVESCO EXCH TRD SLF IDX FDIUSRAFI STRATGIC US$15,328,186233,733
WISDOMTREE TROPPJJAPAN OPPOR FD$13,135,580227,790
ALPHABET INCGOOGLCAP STK CL A$12,344,68934,543
MARKEL GROUP INCMKLCOM$11,120,4395,694
NVR INCNVRCOM$9,552,3871,402
MORGAN STANLEY ETF TRUSTEVMOEATO VAN MTG ETF$9,479,471189,627
WISDOMTREE TRIHDGITL HDG QTLY DIV$9,296,097177,474

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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