Arkolith/Funds/North Berkeley Wealth Management, LLC

North Berkeley Wealth Management, LLC

CIK 2062383Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

North Berkeley Wealth Management, LLC holds a focused book of 73 stocks worth $189.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Vanguard Esg US Corp Bond and trimmed Schwab Govt Money Market ETF. Their largest long position is Simpson Manufacturing Co Inc at 7% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
5
new positions
Added to
34
existing
Trimmed
17
reduced
Sold out
7
exited

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
54%
Top 20 holdings
79%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
9%
Industrials
8%
Financials
3%
Consumer Discretionary
2%
Health Care
1%
Materials
0%
Communication Services
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

73 positions
#SecurityValueShares% PortLast moveHistory
1Simpson MFG Inc
COM
$13.7M79.6K
7.2%
Held
2Nushares ETF TR
NUVEEN ESG SMLCP
$13.2M293.9K
7.0%
+2.9%
Added · +8K sh
3Ishares TR
MSCI ACWI ETF
$11.9M86.0K
6.3%
+6.1%
Added · +5K sh
4Ishares TR
S&P 500 GRWT ETF
$10.6M93.8K
5.6%
+6.8%
Added · +6K sh
5Ishares Inc
CORE MSCI EMKT
$10.3M147.5K
5.4%
+1.5%
Added · +2K sh
6Dimensional ETF Trust
US REAL ESTATE E
$10.0M421.2K
5.3%
+152%
Added · +254K sh
7Ishares TR
CORE US AGGBD ET
$8.8M89.1K
4.7%
+133%
Added · +51K sh
8Ishares TR
CORE S&P SCP ETF
$8.6M69.1K
4.5%
+8.8%
Added · +6K sh
9Ishares TR
CORE S&P500 ETF
$7.9M12.1K
4.2%
+109%
Added · +6K sh
10Apple Inc
COM
$7.2M28.5K
3.8%
+3.0%
Added · +837 sh
11Ishares TR
CORE S&P MCP ETF
$7.2M106.6K
3.8%
+8.2%
Added · +8K sh
12Morgan Stanley ETF Trust
CALVERT US LARCP
$6.8M84.8K
3.6%
+257%
Added · +61K sh
13Morgan Stanley ETF Trust
CALVERT INTERNAT
$6.7M91.5K
3.5%
+121%
Added · +50K sh
14Vanguard World FD
ESG US CORP BD
$5.0M79.7K
2.6%
New
New position
15Schwab Strategic TR
GOVERNMENT MONEY
$5.0M49.5K
2.6%
−78%
Reduced · −175K sh
16Manager Directed Portfolios
VERT GLB SUST RE
$5.0M480.0K
2.6%
+1.7%
Added · +8K sh
17Advisors Inner Circle FD III
BROWN ADVISORY
$3.7M162.5K
2.0%
+114%
Added · +86K sh
18Ishares TR
CORE MSCI EAFE
$3.6M39.3K
1.9%
+191%
Added · +26K sh
19Berkshire Hathaway Inc Del
CL B NEW
$2.8M5.9K
1.5%
−0.5%
Reduced · −28 sh
20Ishares Inc
ESG AWR MSCI EM
$2.5M54.0K
1.3%
New
New position
21Morgan Stanley ETF Trust
CALVERT US MDCP
$2.4M38.3K
1.3%
+288%
Added · +28K sh
22Berkshire Hathaway Inc Del
CL A
$2.2M3
1.1%
−25%
Reduced · −1 sh
23State STR SPDR S&P 500 ETF T
TR UNIT
$1.8M2.8K
1.0%
+3.3%
Added · +91 sh
24Applied Matls Inc
COM
$1.8M5.2K
0.9%
Held
25Investment Managers Ser TR I
AXS GREEN ALPHA
$1.8M45.2K
0.9%
+0.3%
Added · +145 sh
26Nvidia Corporation
COM
$1.6M9.4K
0.9%
+0.7%
Added · +70 sh
27Tesla Inc
COM
$1.6M4.2K
0.8%
Held
28Alphabet Inc
CAP STK CL C
$1.5M5.3K
0.8%
+3.4%
Added · +175 sh
29Vanguard Index FDS
REAL ESTATE ETF
$1.4M16.2K
0.8%
−0.9%
Reduced · −146 sh
30Alphabet Inc
CAP STK CL A
$1.4M4.8K
0.7%
+8.5%
Added · +376 sh
31Ishares TR
RUS MID CAP ETF
$1.3M13.4K
0.7%
Held
32Tidal Trust I
ADASINA SOCIAL
$1.1M56.1K
0.6%
−1.3%
Reduced · −762 sh
33Johnson & Johnson
COM
$942K3.9K
0.5%
+5.5%
Added · +200 sh
34Microsoft Corp
COM
$868K2.3K
0.5%
−4.7%
Reduced · −116 sh
35Vanguard Calif Tax Free FDS
TAX EXEMPT BD FD
$825K8.3K
0.4%
Held
36Vanguard Index FDS
TOTAL STK MKT
$781K2.4K
0.4%
+7.8%
Added · +177 sh
37Seagate Technology HLDNGS PL
ORD SHS
$749K1.9K
0.4%
Held
38Caterpillar Inc
COM
$747K1.1K
0.4%
−14%
Reduced · −173 sh
39Ishares TR
LOW CARBON OPTIM
$747K3.4K
0.4%
−0.8%
Reduced · −29 sh
40Abbvie Inc
COM
$731K3.4K
0.4%
+0.7%
Added · +24 sh
41Costco Wholesale Corporation
COM
$663K665
0.4%
+16%
Added · +91 sh
42Amazon Com Inc
COM
$627K3.0K
0.3%
+5.2%
Added · +150 sh
43Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$622K9.7K
0.3%
−4.7%
Reduced · −482 sh
44Ishares TR
RUS 1000 GRW ETF
$615K1.4K
0.3%
−3.9%
Reduced · −59 sh
45Ge Aerospace
COM NEW
$570K2.0K
0.3%
+3.9%
Added · +75 sh
46Ishares TR
RUS 1000 ETF
$553K1.6K
0.3%
−7.8%
Reduced · −131 sh
47Ishares TR
ESG AWR MSCI USA
$544K3.8K
0.3%
Held
48Ishares TR
MSCI EAFE ETF
$499K5.1K
0.3%
−1.9%
Reduced · −100 sh
49Hubbell Inc
COM
$474K966
0.3%
Held
50Ishares TR
ESG AWR US AGRGT
$431K9.1K
0.2%
+13%
Added · +1K sh
Showing 50 of 73 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202673$189.2M13F-HR
Q4 2025Dec 31, 2025Feb 10, 202675$169.5M13F-HR
Q3 2025Sep 30, 2025Nov 4, 202565$126.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202564$109.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.