Back to investors
NORTH BERKELEY WEALTH MANAGEMENT, LLC
NORTH BERKELEY WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31
NORTH BERKELEY WEALTH MANAGEMENT, LLC runs NORTH BERKELEY WEALTH MANAGEMENT, LLC and currently holds 73 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $189.19M. Their top holdings are SSD, NUSC, ACWI, IVW, IEMG. The top five represent 31.6% of reported portfolio weight. NORTH BERKELEY WEALTH MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, NORTH BERKELEY WEALTH MANAGEMENT, LLC initiated 5 new positions. They added to 32 existing positions. They trimmed 15 positions. Their current best-performing preview position is STX with returns of +42.26%.
Sign in to enable email alerts for this investor.
Showper page
73 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SSD SIMPSON MFG INC | 7.22% | $165.80 | $188.43 | +13.65% | Held |
 NUSC NUSHARES ETF TR | 7.00% | $41.66 | $51.96 | +24.72% | Added +2.85% |
 ACWI ISHARES TR | 6.29% | $118.70 | $160.81 | +35.48% | Added +6.11% |
 IVW ISHARES TR | 5.61% | $102.97 | $138.86 | +34.85% | Added +6.79% |
 IEMG ISHARES INC | 5.44% | $52.58 | $81.56 | +55.12% | Added +1.51% |
DF DFAR DIMENSIONAL ETF TRUST | 5.27% | $23.35 | $26.48 | +13.40% | Added +151.63% |
 AGG ISHARES TR | 4.68% | $98.91 | $97.36 | -1.57% | Added +132.61% |
 IJR ISHARES TR | 4.54% | $118.07 | $147.28 | +24.74% | Added +8.85% |
 IVV ISHARES TR | 4.17% | $627.86 | $769.30 | +22.53% | Added +109.42% |
 AAPL APPLE INC | 3.82% | $249.25 | $309.35 | +24.11% | Added +3.02% |
Showing 1-10 of 73