Berkeley, Inc Q2 2025 Filing

Filed August 11, 2025

Portfolio Value

$278.6B

Holdings

75

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (75 positions)

#StockSharesValue% PortfolioType
1
DSTLETF SER SOLUTIONS
401,045$22.2B7.97%
2
VVISA INC
47,168$16.7B6.01%
3
IHDGWISDOMTREE TR
368,075$16.6B5.95%
4
IDHQINVESCO EXCH TRADED FD TR II
457,029$15.1B5.41%
5
NVRNVR INC
1,886$13.9B5.00%
6
LOWLOWES COS INC
51,228$11.4B4.08%
7
MKLMARKEL GROUP INC
5,131$10.2B3.68%
8
OPPJWISDOMTREE TR
225,401$8.2B2.96%
9
SPGIS&P GLOBAL INC
15,071$7.9B2.85%
10
DGRWWISDOMTREE TR
84,108$7.0B2.53%
11
GOOGLALPHABET INC
39,245$6.9B2.48%
12
ZTSZOETIS INC
43,545$6.8B2.44%
13
MSFTMICROSOFT CORP
13,465$6.7B2.40%
14
DDLSWISDOMTREE TR
166,589$6.6B2.36%
15
SSDSIMPSON MFG INC
42,249$6.6B2.36%
16
MAMASTERCARD INCORPORATED
11,424$6.4B2.30%
17
ONEVSPDR SERIES TRUST
48,012$6.2B2.23%
18
XMHQINVESCO EXCHANGE TRADED FD T
62,292$6.1B2.20%
19
DSMCETF SER SOLUTIONS
170,072$5.5B1.99%
20
IUSINVESCO EXCH TRD SLF IDX FD
107,390$5.5B1.99%
21
IVVISHARES TR
8,756$5.4B1.95%
22
AMZNAMAZON COM INC
23,594$5.2B1.86%
23
SCHXSCHWAB STRATEGIC TR
204,201$5.0B1.79%
24
ULTAULTA BEAUTY INC
10,666$5.0B1.79%
25
SCHDSCHWAB STRATEGIC TR
176,567$4.7B1.68%
26
SPHQINVESCO EXCHANGE TRADED FD T
60,768$4.3B1.55%
27
EUDGWISDOMTREE TR
123,940$4.3B1.55%
28
ROSTROSS STORES INC
30,556$3.9B1.40%
29
QLTI2023 ETF SERIES TRUST II
151,261$3.9B1.40%
30
PAYXPAYCHEX INC
26,321$3.8B1.37%
31
EFXEQUIFAX INC
11,679$3.0B1.09%
32
PAYCPAYCOM SOFTWARE INC
12,574$2.9B1.04%
33
DXJWISDOMTREE TR
23,983$2.7B0.98%
34
VOOVANGUARD INDEX FDS
4,270$2.4B0.87%
35
OPPEWISDOMTREE TR
51,340$2.4B0.86%
36
DBEUDBX ETF TR
35,324$1.6B0.56%
37
OUSMALPS ETF TR
35,983$1.6B0.56%
38
MEDPMEDPACE HLDGS INC
4,839$1.5B0.55%
39
SCZISHARES TR
19,023$1.4B0.50%
40
VTIVANGUARD INDEX FDS
4,315$1.3B0.47%
41
HSCZISHARES TR
31,872$1.1B0.41%
42
TJXTJX COS INC NEW
8,641$1.1B0.38%
43
SCHYSCHWAB STRATEGIC TR
38,626$1.1B0.38%
44
QLTY2023 ETF SERIES TRUST II
30,505$1.0B0.38%
45
MRKMERCK & CO INC
12,159$962.5M0.35%
46
DBEFDBX ETF TR
19,831$867.6M0.31%
47
VOEVANGUARD INDEX FDS
5,048$830.2M0.30%
48
VBRVANGUARD INDEX FDS
4,091$797.9M0.29%
49
WSMWILLIAMS SONOMA INC
4,767$778.9M0.28%
50
COWZPACER FDS TR
13,968$769.6M0.28%
51
HEFAISHARES TR
18,158$689.3M0.25%
52
SDYSPDR SERIES TRUST
4,607$625.3M0.22%
53
DFATDIMENSIONAL ETF TRUST
11,019$594.6M0.21%
54
IWSISHARES TR
4,208$556.1M0.20%
55
AAPLAPPLE INC
2,631$539.7M0.19%
56
USMVISHARES TR
5,262$493.9M0.18%
57
LGLVSPDR SERIES TRUST
2,740$478.3M0.17%
58
AQLTISHARES TR
5,664$472.8M0.17%
59
SCHASCHWAB STRATEGIC TR
18,559$469.5M0.17%
60
ORCLORACLE CORP
2,133$466.3M0.17%
61
FYLDCAMBRIA ETF TR
15,617$456.6M0.16%
62
IWNISHARES TR
2,817$444.4M0.16%
63
IWFISHARES TR
904$383.6M0.14%
64
CSCOCISCO SYS INC
5,214$361.7M0.13%
65
DONWISDOMTREE TR
7,155$358.6M0.13%
66
SCHMSCHWAB STRATEGIC TR
12,706$356.4M0.13%
67
MDYSPDR S&P MIDCAP 400 ETF TR
586$332.0M0.12%
68
HDHOME DEPOT INC
896$328.5M0.12%
69
IWDISHARES TR
1,686$327.5M0.12%
70
SPYVSPDR SERIES TRUST
6,104$319.5M0.11%
71
VONEVANGUARD SCOTTSDALE FDS
845$237.4M0.09%
72
ADPAUTOMATIC DATA PROCESSING IN
745$229.8M0.08%
73
CPCANADIAN PACIFIC KANSAS CITY
2,884$228.6M0.08%
74
INTUINTUIT
289$227.6M0.08%
75
GWXSPDR INDEX SHS FDS
5,892$219.1M0.08%