North Berkeley Wealth Management, LLC: summary

North Berkeley Wealth Management, LLC reported 74 positions with a reported value of $257.50M in its 13F for Q3 2026. Compared with Q2 2026: 3 new positions, 6 exited.

Top positions

• ISHARES CORE U.S. AGGREGATE BOND ETF
• DFA INVT DIMENSIONS GROUP IN
• ISHARES CORE S&P 500 ETF
• NUVEEN ESG SMALL-CAP ETF
• ISHARES TR
• ISHARES S&P 500 GROWTH ETF
• SIMPSON MANUFACTURING CO INC /CA/
• Vanguard ESG U.S. Corporate Bond ETF
• MORGAN STANLEY ETF TRUST
• ISHARES CORE MSCI EMERGING MARKETS ETF