Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
North Berkeley Wealth Management, LLC (CIK 2062383) reported $189.2M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SSD ($13.7M, 7.22%), NUSC ($13.2M, 7.00%), ACWI ($11.9M, 6.29%), IVW ($10.6M, 5.61%), IEMG ($10.3M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SSD | SIMPSON MFG INC | $13.7M | 7.22% | 79,590 | Hold |
| 2 | NUSC | NUSHARES ETF TR | $13.2M | 7.00% | 293,851 | Added |
| 3 | ACWI | ISHARES TR | $11.9M | 6.29% | 86,045 | Added |
| 4 | IVW | ISHARES TR | $10.6M | 5.61% | 93,780 | Added |
| 5 | IEMG | ISHARES INC | $10.3M | 5.44% | 147,504 | Added |
| 6 | DFAR | DIMENSIONAL ETF TRUST | $10.0M | 5.27% | 421,217 | Added |
| 7 | AGG | ISHARES TR | $8.8M | 4.68% | 89,113 | Added |
| 8 | IJR | ISHARES TR | $8.6M | 4.54% | 69,130 | Added |
| 9 | IVV | ISHARES TR | $7.9M | 4.17% | 12,071 | Added |
| 10 | AAPL | APPLE INC | $7.2M | 3.82% | 28,513 | Added |
| 11 | IJH | ISHARES TR | $7.2M | 3.81% | 106,613 | Added |
| 12 | CVLC | MORGAN STANLEY ETF TRUST | $6.8M | 3.59% | 84,823 | Added |
| 13 | CVIE | MORGAN STANLEY ETF TRUST | $6.7M | 3.52% | 91,543 | Added |
| 14 | VCEB | VANGUARD WORLD FD | $5.0M | 2.65% | 79,748 | New |
| 15 | SGVT | SCHWAB STRATEGIC TR | $5.0M | 2.63% | 49,478 | Trimmed |
| 16 | VGSR | MANAGER DIRECTED PORTFOLIOS | $5.0M | 2.62% | 480,025 | Added |
| 17 | BASG | ADVISORS INNER CIRCLE FD III | $3.7M | 1.95% | 162,505 | Added |
| 18 | IEFA | ISHARES TR | $3.6M | 1.88% | 39,326 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.48% | 5,856 | Trimmed |
| 20 | ESGE | ISHARES INC | $2.5M | 1.30% | 54,045 | New |
| 21 | CVMC | MORGAN STANLEY ETF TRUST | $2.4M | 1.29% | 38,261 | Added |
| 22 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.14% | 3 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $1.8M | 0.97% | 2,828 | Added |
| 24 | AMAT | APPLIED MATLS INC | $1.8M | 0.95% | 5,243 | Hold |
| 25 | NXTE | INVESTMENT MANAGERS SER TR I | $1.8M | 0.94% | 45,198 | Added |
Source: SEC Form 13F filings · as of 2026-03-31