North Berkeley Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| PITNEY BOWES INC /DE | $143.8K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $201.1K | 0.1% |
| QUALCOMM INC/DE | $218.3K | 0.1% |
| GE Vernova Inc. | $237.9K | 0.1% |
| JPMORGAN CHASE & CO | $242.0K | 0.1% |
| Salesforce Inc | $242.9K | 0.1% |
| BANK OF AMERICA CORP /DE | $262.8K | 0.2% |
| CLOROX CO /DE | $264.3K | 0.2% |
| The PNC Financial Services Group, Inc. | $270.9K | 0.2% |
| Meta Platforms Inc | $279.2K | 0.2% |
| INVESCO QQQ TR | $302.9K | 0.2% |
| Northrop Grumman Corp | $304.5K | 0.2% |
| ServiceNow Inc | $306.4K | 0.2% |
| EA SERIES TRUST | $306.5K | 0.2% |
| CISCO SYSTEMS, INC. | $338.9K | 0.2% |
| ABBOTT LABORATORIES | $346.2K | 0.2% |
| Becton Dickinson & Co | $376.5K | 0.2% |
| SCHWAB STRATEGIC TR | $377.2K | 0.2% |
| ISHARES TR | $382.9K | 0.2% |
| AMERICAN EXPRESS CO | $388.4K | 0.2% |
| ISHARES TR | $392.8K | 0.2% |
| ISHARES TR | $400.5K | 0.2% |
| SPDR GOLD TR | $411.0K | 0.2% |
| SPDR SERIES TRUST | $417.8K | 0.2% |
| WELLS FARGO & COMPANY/MN | $425.6K | 0.3% |
| HUBBELL INC | $429.0K | 0.3% |
| ISHARES TR | $444.2K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $495.3K | 0.3% |
| ISHARES TR | $503.3K | 0.3% |
| VANGUARD INDEX FDS | $514.5K | 0.3% |
| Seagate Technology Holdings PLC | $526.8K | 0.3% |
| GOLDMAN SACHS ETF TR | $551.2K | 0.3% |
| ISHARES TR | $572.8K | 0.3% |
| GENERAL ELECTRIC CO | $595.7K | 0.4% |
| ISHARES TR | $628.1K | 0.4% |
| MORGAN STANLEY ETF TRUST | $632.2K | 0.4% |
| VANGUARD TAX-MANAGED FDS | $636.9K | 0.4% |
| Amazon.com Inc | $659.9K | 0.4% |
| CATERPILLAR INC | $703.5K | 0.4% |
| ISHARES TR | $710.9K | 0.4% |
| JOHNSON & JOHNSON | $755.8K | 0.4% |
| VANGUARD INDEX FDS | $756.4K | 0.4% |
| AbbVie Inc. | $762.5K | 0.4% |
| ISHARES TR | $779.7K | 0.5% |
| VANGUARD CALIF TAX FREE FDS | $834.4K | 0.5% |
| TIDAL TRUST I | $1.15M | 0.7% |
| MICROSOFT CORP | $1.19M | 0.7% |
| ISHARES TR | $1.21M | 0.7% |
| ISHARES TR | $1.29M | 0.8% |
| APPLIED MATERIALS INC /DE | $1.35M | 0.8% |