North Berkeley Wealth Management, LLC

Est. AUM

$189.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SIMPSON MFG INC	COM	$13.7M	79590	7.22%	SOLE
2	NUSHARES ETF TR	NUVEEN ESG SMLCP	$13.2M	293851	7.00%	SOLE
3	ISHARES TR	MSCI ACWI ETF	$11.9M	86045	6.29%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$10.6M	93780	5.61%	SOLE
5	ISHARES INC	CORE MSCI EMKT	$10.3M	147504	5.44%	SOLE
6	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$10.0M	421217	5.27%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$8.8M	89113	4.68%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$8.6M	69130	4.54%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$7.9M	12071	4.17%	SOLE
10	APPLE INC	COM	$7.2M	28513	3.82%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$7.2M	106613	3.81%	SOLE
12	MORGAN STANLEY ETF TRUST	CALVERT US LARCP	$6.8M	84823	3.59%	SOLE
13	MORGAN STANLEY ETF TRUST	CALVERT INTERNAT	$6.7M	91543	3.52%	SOLE
14	VANGUARD WORLD FD	ESG US CORP BD	$5.0M	79748	2.65%	SOLE
15	SCHWAB STRATEGIC TR	GOVERNMENT MONEY	$5.0M	49478	2.63%	SOLE
16	MANAGER DIRECTED PORTFOLIOS	VERT GLB SUST RE	$5.0M	480025	2.62%	SOLE
17	ADVISORS INNER CIRCLE FD III	BROWN ADVISORY	$3.7M	162505	1.95%	SOLE
18	ISHARES TR	CORE MSCI EAFE	$3.6M	39326	1.88%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	5856	1.48%	SOLE
20	ISHARES INC	ESG AWR MSCI EM	$2.5M	54045	1.30%	SOLE
21	MORGAN STANLEY ETF TRUST	CALVERT US MDCP	$2.4M	38261	1.29%	SOLE
22	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	1.14%	SOLE
23	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	2828	0.97%	SOLE
24	APPLIED MATLS INC	COM	$1.8M	5243	0.95%	SOLE
25	INVESTMENT MANAGERS SER TR I	AXS GREEN ALPHA	$1.8M	45198	0.94%	SOLE
26	NVIDIA CORPORATION	COM	$1.6M	9424	0.87%	SOLE
27	TESLA INC	COM	$1.6M	4246	0.83%	SOLE
28	ALPHABET INC	CAP STK CL C	$1.5M	5298	0.80%	SOLE
29	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.4M	16192	0.76%	SOLE
30	ALPHABET INC	CAP STK CL A	$1.4M	4819	0.73%	SOLE
31	ISHARES TR	RUS MID CAP ETF	$1.3M	13410	0.69%	SOLE
32	TIDAL TRUST I	ADASINA SOCIAL	$1.1M	56063	0.58%	SOLE
33	JOHNSON & JOHNSON	COM	$942K	3852	0.50%	SOLE
34	MICROSOFT CORP	COM	$868K	2346	0.46%	SOLE
35	VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$825K	8322	0.44%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$781K	2433	0.41%	SOLE
37	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$749K	1913	0.40%	SOLE
38	CATERPILLAR INC	COM	$747K	1055	0.39%	SOLE
39	ISHARES TR	LOW CARBON OPTIM	$747K	3353	0.39%	SOLE
40	ABBVIE INC	COM	$731K	3361	0.39%	SOLE
41	COSTCO WHOLESALE CORPORATION	COM	$663K	665	0.35%	SOLE
42	AMAZON COM INC	COM	$627K	3009	0.33%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$622K	9714	0.33%	SOLE
44	ISHARES TR	RUS 1000 GRW ETF	$615K	1443	0.33%	SOLE
45	GE AEROSPACE	COM NEW	$570K	2009	0.30%	SOLE
46	ISHARES TR	RUS 1000 ETF	$553K	1551	0.29%	SOLE
47	ISHARES TR	ESG AWR MSCI USA	$544K	3845	0.29%	SOLE
48	ISHARES TR	MSCI EAFE ETF	$499K	5141	0.26%	SOLE
49	HUBBELL INC	COM	$474K	966	0.25%	SOLE
50	ISHARES TR	ESG AWR US AGRGT	$431K	9068	0.23%	SOLE

1–50 of 73

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.