The Analysis of North Berkeley Wealth Management, LLC's Holdings
Currently, North Berkeley Wealth Management, LLC holds 65 types of securities in its portfolio with a total value $126.7M. In the most recent quarter, they have increased their positions in IJR (+44.8K shares, valued at $5.3M), IJH (+66.9K shares, valued at $4.4M), VOO (+751 shares, valued at $460.1K); decreased their positions in AAPL (-2.9K shares, valued at $734.9K), IVW (-3.9K shares, valued at $471.9K), IEMG (-3.7K shares, valued at $243.5K); initiated new positions in VOO (+751 shares, valued at $460.1K), GEV (+364 shares, valued at $223.8K), TJX (+1.5K shares, valued at $215.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SSD SIMPSON MFG INC79.6K shares0.00%2025-09-302025-11-04
NUSC NUSHARES ETF TR286.3K shares-1.37%2025-09-302025-11-04 ACWI ISHARES TR81.1K shares-1.74%2025-09-302025-11-04 IVW ISHARES TR91.6K shares-4.09%2025-09-302025-11-04 IEMG ISHARES INC149.5K shares-2.41%2025-09-302025-11-04 IJR ISHARES TR61.2K shares272.45%2025-09-302025-11-04 AAPL APPLE INC27.4K shares-9.52%2025-09-302025-11-04 IJH ISHARES TR93.2K shares254.41%2025-09-302025-11-04 VGSR MANAGER DIRECTED PORTFOLIOS444.8K shares-0.75%2025-09-302025-11-04 IVV ISHARES TR5.1K shares1.38%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL5.9K shares0.86%2025-09-302025-11-04 AGG ISHARES TR23.0K shares-2.85%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR3.1K shares9.12%2025-09-302025-11-04 NVDA NVIDIA CORPORATION10.5K shares0.22%2025-09-302025-11-04 TSLA TESLA INC4.2K shares0.00%2025-09-302025-11-04 NXTE INVESTMENT MANAGERS SER TR I45.8K shares-1.62%2025-09-302025-11-04 GOOG ALPHABET INC6.3K shares-12.58%2025-09-302025-11-04 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-11-04 VNQ VANGUARD INDEX FDS16.4K shares-0.22%2025-09-302025-11-04 MSFT MICROSOFT CORP2.6K shares-0.42%2025-09-302025-11-04 IWR ISHARES TR13.4K shares0.00%2025-09-302025-11-04 JSTC TIDAL TRUST I51.7K shares0.00%2025-09-302025-11-04 GOOGL ALPHABET INC4.2K shares0.02%2025-09-302025-11-04 VTI VANGUARD INDEX FDS2.6K shares-3.71%2025-09-302025-11-04 VTEC VANGUARD CALIF TAX FREE FDS8.3K shares0.00%2025-09-302025-11-04 CRBN ISHARES TR3.6K shares-14.31%2025-09-302025-11-04 ABBV ABBVIE INC3.1K shares3.29%2025-09-302025-11-04 IWF ISHARES TR1.5K shares-7.34%2025-09-302025-11-04 AMZN AMAZON COM INC2.9K shares-0.31%2025-09-302025-11-04 IWB ISHARES TR1.7K shares0.00%2025-09-302025-11-04 GE GE AEROSPACE1.9K shares0.00%2025-09-302025-11-04 EFA ISHARES TR6.1K shares17.92%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS9.4K shares0.00%2025-09-302025-11-04 ESGU ISHARES TR3.8K shares0.00%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON2.9K shares-2.66%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW549 shares0.00%2025-09-302025-11-04 CAT CATERPILLAR INC1.0K shares0.00%2025-09-302025-11-04 IEFA ISHARES TR5.3K shares68.46%2025-09-302025-11-04 VOO VANGUARD INDEX FDS751 sharesnew addition2025-09-302025-11-04 STX SEAGATE TECHNOLOGY HLDNGS PL1.9K shares-12.41%2025-09-302025-11-04 ESGD ISHARES TR4.7K shares-16.89%2025-09-302025-11-04 GLD SPDR GOLD TR1.2K shares10.83%2025-09-302025-11-04 SPYX SPDR SERIES TRUST7.4K shares4.76%2025-09-302025-11-04 QQQ INVESCO QQQ TR672 shares0.75%2025-09-302025-11-04 EAGG ISHARES TR8.3K shares0.00%2025-09-302025-11-04 CMF ISHARES TR6.9K shares0.00%2025-09-302025-11-04 ABT ABBOTT LABS2.8K shares0.00%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR14.4K shares0.00%2025-09-302025-11-04 NOW SERVICENOW INC400 shares0.00%2025-09-302025-11-04 WFC WELLS FARGO CO NEW4.2K shares-6.85%2025-09-302025-11-04 AMAT APPLIED MATLS INC1.6K shares-16.09%2025-09-302025-11-04 HUBB HUBBELL INC714 shares0.00%2025-09-302025-11-04 CAOS EA SERIES TRUST3.4K shares0.00%2025-09-302025-11-04 META META PLATFORMS INC408 shares0.00%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO815 shares8.67%2025-09-302025-11-04 EEM ISHARES TR4.8K shares-0.83%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.754 shares-3.46%2025-09-302025-11-04 QCOM QUALCOMM INC1.4K shares6.97%2025-09-302025-11-04 HD HOME DEPOT INC553 shares0.00%2025-09-302025-11-04 GEV GE VERNOVA INC364 sharesnew addition2025-09-302025-11-04 CRM SALESFORCE INC917 shares0.00%2025-09-302025-11-04 TJX TJX COS INC NEW1.5K sharesnew addition2025-09-302025-11-04 CNI CANADIAN NATL RY CO2.3K shares0.00%2025-09-302025-11-04 AMT AMERICAN TOWER CORP NEW1.1K shares0.00%2025-09-302025-11-04 PBI PITNEY BOWES INC13.6K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available