account_balance
Investment manager · 13F filer · SEC CIK 2062383
North Berkeley Wealth Management, LLC
Reported value$258Mas of Sep 30, 2026
Positions74 2 new, 5 sold out
Top 10 weight55.0%AGG alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
8.1%Added +35%
DFARDfa Invt Dimensions Group In
6.9%Added +23%
IVViShares Tr
6.0%Added +7%
NUSCNushares ETF Tr
5.5%
ACWIiShares Tr
5.3%
IVWiShares Tr
4.9%Trimmed −8%
SSDSimpson Manufacturing Co., Inc.
4.8%
VCEBVanguard World Fd
4.5%Added +37%
CVLCMorgan Stanley ETF Trust
4.5%Added +20%
IEMGiShares Inc
4.5%
CVIEMorgan Stanley ETF Trust
4.5%Added +19%
AAPLApple Inc.
4.0%Added +6%
AGGiShares Tr
8.1%+35%
DFARDfa Invt Dimensions Group In
6.9%
IVViShares Tr
6.0%
NUSCNushares ETF Tr
5.5%
ACWIiShares Tr
5.3%
IVWiShares Tr
4.9%−8%
SSDSimpson Manufacturing Co., Inc.
4.8%
VCEBVanguard World Fd
4.5%
CVLCMorgan Stanley ETF Trust
4.5%
IEMGiShares Inc
4.5%
CVIEMorgan Stanley ETF Trust
4.5%
AAPLApple Inc.
4.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 8.1% Added +35%
DFAR Dfa Invt Dimensions Group In 6.9% Added +23%
IVV iShares Tr 6.0% Added +7%
NUSC Nushares ETF Tr 5.5% Held
ACWI iShares Tr 5.3% Held
IVW iShares Tr 4.9% Trimmed −8%
SSD Simpson Manufacturing Co., Inc. 4.8% HeldVCEB Vanguard World Fd 4.5% Added +37%
CVLC Morgan Stanley ETF Trust 4.5% Added +20%
IEMG iShares Inc 4.5% Held
CVIE Morgan Stanley ETF Trust 4.5% Added +19%
AAPL Apple Inc. 4.0% Added +6%What changed
Biggest moves since Jun 30, 2026
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