North Berkeley Wealth Management, LLC
CIK 2062383 · Holdings on Dec 31, 2024 · First reported Apr 3, 2025
Top ten holdings
Q4 2024- SSD13.37%
- NUSC10.47%
- ACWI9.55%
- IVW8.36%
- IEMG7.71%
- AAPL7.66%
- VGSR4.69%
- BRK.B2.67%
- IVV2.37%
- AGG1.71%
Share classes counted separately68.56%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SSDSIMPSON MANUFACTURING CO INC View history and evidence | $13.17M | 13.37% | 79.39K shares | Prior unavailable — | — | ↗▾ |
| 02 | NUSCNUVEEN ESG SMALL-CAP ETFNUVEEN ESG SMLCP View history and evidence | $10.32M | 10.47% | 246.33K shares | Prior unavailable — | — | ↗▾ |
| 03 | ACWIISHARES MSCI ACWI ETFMSCI ACWI ETF View history and evidence | $9.41M | 9.55% | 80.07K shares | Prior unavailable — | — | ↗▾ |
| 04 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $8.24M | 8.36% | 81.12K shares | Prior unavailable — | — | ↗▾ |
| 05 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $7.59M | 7.71% | 145.42K shares | Prior unavailable — | — | ↗▾ |
| 06 | AAPLAPPLE INC View history and evidence | $7.55M | 7.66% | 30.14K shares | Prior unavailable — | — | ↗▾ |
| 07 | VGSRVERT GLB SUST RE ETFVERT GLB SUST RE View history and evidence | $4.62M | 4.69% | 456.39K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.63M | 2.67% | 5.81K shares | Prior unavailable — | — | ↗▾ |
| 09 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.33M | 2.37% | 3.96K shares | Prior unavailable — | — | ↗▾ |
| 10 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $1.68M | 1.71% | 17.36K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2062383 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Apr 3, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98494719
}Research all 68 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.