Berkeley
$319M 13F equity value
88 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Berkeley covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IDHQ | INVESCO EXCH TRADED FD TR II | 664,929 | $29M | 9.1% |
| DSTL | ETF SER SOLUTIONS | 361,477 | $22M | 6.8% |
| V | VISA INC | 52,823 | $18M | 5.7% |
| IUS | INVESCO EXCH TRD SLF IDX FD | 233,733 | $15M | 4.8% |
| OPPJ | WISDOMTREE TR | 227,790 | $13M | 4.1% |
| GOOGL | ALPHABET INC | 34,543 | $12M | 3.9% |
| MKL | MARKEL GROUP INC | 5,694 | $11M | 3.5% |
| NVR | NVR INC | 1,402 | $10M | 3.0% |
| EVMO | MORGAN STANLEY ETF TRUST | 189,627 | $9M | 3.0% |
| IHDG | WISDOMTREE TR | 177,474 | $9M | 2.9% |
Track Berkeley's 13F portfolio: $319M in reported holdings, 88 positions. Top holdings and quarterly changes on SentiSense.
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