Institutions / North Berkeley Wealth Management, LLC
North Berkeley Wealth Management, LLC
CIK 2062383 · Institution · as of Dec 31, 2025
Portfolio value
$169.54M
Positions
75
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 75 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $22.57M | 13.3% |
| Simpson Manufacturing Co., Inc. | $12.85M | 7.6% |
| Nushares ETF Tr | $12.76M | 7.5% |
| iShares Tr | $11.47M | 6.8% |
| iShares Tr | $10.82M | 6.4% |
| iShares Inc | $9.77M | 5.8% |
| iShares Tr | $7.63M | 4.5% |
| Apple Inc. | $7.52M | 4.4% |
| iShares Tr | $6.51M | 3.8% |
| Manager Directed Portfolios | $4.91M | 2.9% |
| iShares Tr | $3.95M | 2.3% |
| Dimensional ETF Trust | $3.83M | 2.3% |
| iShares Tr | $3.83M | 2.3% |
| Berkshire Hathaway Inc Del | $3.02M | 1.8% |
| Warren E. Buffett | $2.96M | 1.7% |
| Morgan Stanley ETF Trust | $2.95M | 1.7% |
| Morgan Stanley ETF Trust | $2.00M | 1.2% |
| Advisors Inner Circle Fd III | $1.97M | 1.2% |
| Tesla Inc | $1.91M | 1.1% |
| SPDR S&P 500 ETF Tr | $1.87M | 1.1% |
| NVIDIA Corp | $1.74M | 1.0% |
| Investment Managers Ser Tr I | $1.74M | 1.0% |
| Alphabet Inc. | $1.61M | 0.9% |
| Vanguard Index Fds | $1.45M | 0.9% |
| Alphabet Inc. | $1.39M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.