What does North Berkeley Wealth Management, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

North Berkeley Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

SIMPSON MFG INC

$14M80K7.2%

NUSHARES ETF TR

$13M294K7.0%

ISHARES TR

$12M86K6.3%

ISHARES TR

$11M94K5.6%

ISHARES INC

$10M148K5.4%

DIMENSIONAL ETF TRUST

$10M421K5.3%

ISHARES TR

$9M89K4.7%

ISHARES TR

$9M69K4.5%

ISHARES TR

$8M12K4.2%

APPLE INC

$7M29K3.8%

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