North Berkeley Wealth Management, LLC: 13F holdings
CIK 20623832026Q2
| Positions | 77 |
|---|
| Reported value | $247.4m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 77 (+4 vs prior quarter) |
|---|
| Reported value | $247.4m (+30.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AGG ISHARES TR | 163,252 | $16.2m | 6.5% |
| DIMENSIONAL ETF TRUST | 592,931 | $15.5m | 6.3% |
| NUSC NUSHARES ETF TR | 294,384 | $15.3m | 6.2% |
| SSD SIMPSON MFG INC | 72,440 | $15.2m | 6.1% |
| IVV ISHARES TR | 18,801 | $14.1m | 5.7% |
| ACWI ISHARES TR | 86,342 | $13.6m | 5.5% |
| IWF ISHARES TR | 95,414 | $13.1m | 5.3% |
| IEMG ISHARES INC | 140,401 | $11.6m | 4.7% |
| IJR ISHARES TR | 72,178 | $10.7m | 4.3% |
| MORGAN STANLEY ETF TRUST | 116,086 | $9.9m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2062383")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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