CIK 1667694
Berkeley Capital Partners, LLC
Institutional 13F holdings & portfolio
Holdings
188
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 130K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 213K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 314K | $1M+ | SH |
| VCLT | VANGUARD SCOTTSDALE FDS | 213K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 19K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 132K | $1M+ | SH |
| COSO | COASTALSOUTH BANCSHARES INC | 366K | $1M+ | SH |
| SPSM | SPDR SERIES TRUST | 178K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 143K | $1M+ | SH |
| VHT | VANGUARD WORLD FD | 28K | $1M+ | SH |
| IYW | ISHARES TR | 38K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 15K | $1M+ | SH |
| TLT | ISHARES TR | 69K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 29K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| AAPL | APPLE INC | 15K | $1M+ | SH |
| VIS | VANGUARD WORLD FD | 12K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 56K | $1M+ | SH |
| AMLP | ALPS ETF TR | 63K | $1M+ | SH |
| GDX | VANECK ETF TRUST | 35K | $1M+ | SH |
| GOOGL | ALPHABET INC | 9K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 23K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 28K | $1M+ | SH |
| QCOM | QUALCOMM INC | 15K | $1M+ | SH |
| CSCO | CISCO SYS INC | 32K | $1M+ | SH |
| MRK | MERCK & CO INC | 23K | $1M+ | SH |
| AMZN | AMAZON COM INC | 10K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 24K | $1M+ | SH |
| FNV | FRANCO NEV CORP | 11K | $1M+ | SH |
| SAFE | SAFEHOLD INC | 157K | $1M+ | SH |
| SCLS | TIDAL TRUST III | 105K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 18K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 37K | $1M+ | SH |
| PFF | ISHARES TR | 64K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 48K | $1M+ | SH |
| LQD | ISHARES TR | 18K | $1M+ | SH |
| COLD | AMERICOLD REALTY TRUST INC | 151K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 22K | $1M+ | SH |
| C | CITIGROUP INC | 16K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| HD | HOME DEPOT INC | 5K | $1M+ | SH |
| PFE | PFIZER INC | 73K | $1M+ | SH |
| ABBV | ABBVIE INC | 8K | $1M+ | SH |
| MCD | MCDONALDS CORP | 6K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 22K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| VICI | VICI PPTYS INC | 57K | $1M+ | SH |