North Berkeley Wealth Management, LLC - Portfolio overview

North Berkeley Wealth Management, LLC has 80 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. SSD - SIMPSON MFG INC, 7.15%
2. NUSC - NUSHARES ETF TR, 6.93%
3. ACWI - ISHARES TR, 6.24%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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