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DOSSIER · 13F-HR · Q1 2026

North Berkeley Wealth Management, LLC

$189M in tracked AUM across 73 positions as of Q1 2026.

NB
CIK 0002062383 · last filed Mar 31, 2026
Total AUM
$189M
as of Q1 2026
Holdings
73
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

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