North Berkeley Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $1.39M | 0.8% |
| VANGUARD INDEX FDS | $1.45M | 0.9% |
| Alphabet Inc. | $1.61M | 0.9% |
| INVESTMENT MANAGERS SER TR I | $1.74M | 1.0% |
| NVIDIA Corp | $1.74M | 1.0% |
| SPDR S&P 500 ETF TR | $1.87M | 1.1% |
| Tesla Inc | $1.91M | 1.1% |
| ADVISORS INNER CIRCLE FD III | $1.97M | 1.2% |
| MORGAN STANLEY ETF TRUST | $2.00M | 1.2% |
| MORGAN STANLEY ETF TRUST | $2.95M | 1.7% |
| Warren E. Buffett | $2.96M | 1.7% |
| BERKSHIRE HATHAWAY INC DEL | $3.02M | 1.8% |
| ISHARES TR | $3.83M | 2.3% |
| DIMENSIONAL ETF TRUST | $3.83M | 2.3% |
| ISHARES TR | $3.95M | 2.3% |
| MANAGER DIRECTED PORTFOLIOS | $4.91M | 2.9% |
| ISHARES TR | $6.51M | 3.8% |
| Apple Inc. | $7.52M | 4.4% |
| ISHARES TR | $7.63M | 4.5% |
| ISHARES INC | $9.77M | 5.8% |
| ISHARES TR | $10.82M | 6.4% |
| ISHARES TR | $11.47M | 6.8% |
| NUSHARES ETF TR | $12.76M | 7.5% |
| Simpson Manufacturing Co., Inc. | $12.85M | 7.6% |
| SCHWAB STRATEGIC TR | $22.57M | 13.3% |