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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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2062383/holdings"
Use Arkolith to show North Berkeley Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Simpson MFG Inc COM | $13.7M | 79.6K | 7.2% | —Held | |
| 2 | Nushares ETF TR NUVEEN ESG SMLCP | $13.2M | 293.9K | 7.0% | ▲+2.9% Added · +8K sh | |
| 3 | Ishares TR MSCI ACWI ETF | $11.9M | 86.0K | 6.3% | ▲+6.1% Added · +5K sh | |
| 4 | Ishares TR S&P 500 GRWT ETF | $10.6M | 93.8K | 5.6% | ▲+6.8% Added · +6K sh | |
| 5 | Ishares Inc CORE MSCI EMKT | $10.3M | 147.5K | 5.4% | ▲+1.5% Added · +2K sh | |
| 6 | Dimensional ETF Trust US REAL ESTATE E | $10.0M | 421.2K | 5.3% | ▲+152% Added · +254K sh | |
| 7 | Ishares TR CORE US AGGBD ET | $8.8M | 89.1K | 4.7% | ▲+133% Added · +51K sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $8.6M | 69.1K | 4.5% | ▲+8.8% Added · +6K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $7.9M | 12.1K | 4.2% | ▲+109% Added · +6K sh | |
| 10 | Apple Inc COM | $7.2M | 28.5K | 3.8% | ▲+3.0% Added · +837 sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $7.2M | 106.6K | 3.8% | ▲+8.2% Added · +8K sh | |
| 12 | Morgan Stanley ETF Trust CALVERT US LARCP | $6.8M | 84.8K | 3.6% | ▲+257% Added · +61K sh | |
| 13 | Morgan Stanley ETF Trust CALVERT INTERNAT | $6.7M | 91.5K | 3.5% | ▲+121% Added · +50K sh | |
| 14 | Vanguard World FD ESG US CORP BD | $5.0M | 79.7K | 2.6% | ▲New New position | |
| 15 | Schwab Strategic TR GOVERNMENT MONEY | $5.0M | 49.5K | 2.6% | ▼−78% Reduced · −175K sh | |
| 16 | Manager Directed Portfolios VERT GLB SUST RE | $5.0M | 480.0K | 2.6% | ▲+1.7% Added · +8K sh | |
| 17 | Advisors Inner Circle FD III BROWN ADVISORY | $3.7M | 162.5K | 2.0% | ▲+114% Added · +86K sh | |
| 18 | Ishares TR CORE MSCI EAFE | $3.6M | 39.3K | 1.9% | ▲+191% Added · +26K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $2.8M | 5.9K | 1.5% | ▼−0.5% Reduced · −28 sh | |
| 20 | Ishares Inc ESG AWR MSCI EM | $2.5M | 54.0K | 1.3% | ▲New New position | |
| 21 | Morgan Stanley ETF Trust CALVERT US MDCP | $2.4M | 38.3K | 1.3% | ▲+288% Added · +28K sh | |
| 22 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 1.1% | ▼−25% Reduced · −1 sh | |
| 23 | State STR SPDR S&P 500 ETF T TR UNIT | $1.8M | 2.8K | 1.0% | ▲+3.3% Added · +91 sh | |
| 24 | Applied Matls Inc COM | $1.8M | 5.2K | 0.9% | —Held | |
| 25 | Investment Managers Ser TR I AXS GREEN ALPHA | $1.8M | 45.2K | 0.9% | ▲+0.3% Added · +145 sh | |
| 26 | Nvidia Corporation COM | $1.6M | 9.4K | 0.9% | ▲+0.7% Added · +70 sh | |
| 27 | Tesla Inc COM | $1.6M | 4.2K | 0.8% | —Held | |
| 28 | Alphabet Inc CAP STK CL C | $1.5M | 5.3K | 0.8% | ▲+3.4% Added · +175 sh | |
| 29 | Vanguard Index FDS REAL ESTATE ETF | $1.4M | 16.2K | 0.8% | ▼−0.9% Reduced · −146 sh | |
| 30 | Alphabet Inc CAP STK CL A | $1.4M | 4.8K | 0.7% | ▲+8.5% Added · +376 sh | |
| 31 | Ishares TR RUS MID CAP ETF | $1.3M | 13.4K | 0.7% | —Held | |
| 32 | Tidal Trust I ADASINA SOCIAL | $1.1M | 56.1K | 0.6% | ▼−1.3% Reduced · −762 sh | |
| 33 | Johnson & Johnson COM | $942K | 3.9K | 0.5% | ▲+5.5% Added · +200 sh | |
| 34 | Microsoft Corp COM | $868K | 2.3K | 0.5% | ▼−4.7% Reduced · −116 sh | |
| 35 | Vanguard Calif Tax Free FDS TAX EXEMPT BD FD | $825K | 8.3K | 0.4% | —Held | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $781K | 2.4K | 0.4% | ▲+7.8% Added · +177 sh | |
| 37 | Seagate Technology HLDNGS PL ORD SHS | $749K | 1.9K | 0.4% | —Held | |
| 38 | Caterpillar Inc COM | $747K | 1.1K | 0.4% | ▼−14% Reduced · −173 sh | |
| 39 | Ishares TR LOW CARBON OPTIM | $747K | 3.4K | 0.4% | ▼−0.8% Reduced · −29 sh | |
| 40 | Abbvie Inc COM | $731K | 3.4K | 0.4% | ▲+0.7% Added · +24 sh | |
| 41 | Costco Wholesale Corporation COM | $663K | 665 | 0.4% | ▲+16% Added · +91 sh | |
| 42 | Amazon Com Inc COM | $627K | 3.0K | 0.3% | ▲+5.2% Added · +150 sh | |
| 43 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $622K | 9.7K | 0.3% | ▼−4.7% Reduced · −482 sh | |
| 44 | Ishares TR RUS 1000 GRW ETF | $615K | 1.4K | 0.3% | ▼−3.9% Reduced · −59 sh | |
| 45 | Ge Aerospace COM NEW | $570K | 2.0K | 0.3% | ▲+3.9% Added · +75 sh | |
| 46 | Ishares TR RUS 1000 ETF | $553K | 1.6K | 0.3% | ▼−7.8% Reduced · −131 sh | |
| 47 | Ishares TR ESG AWR MSCI USA | $544K | 3.8K | 0.3% | —Held | |
| 48 | Ishares TR MSCI EAFE ETF | $499K | 5.1K | 0.3% | ▼−1.9% Reduced · −100 sh | |
| 49 | Hubbell Inc COM | $474K | 966 | 0.3% | —Held | |
| 50 | Ishares TR ESG AWR US AGRGT | $431K | 9.1K | 0.2% | ▲+13% Added · +1K sh |
As-of date vs the date the SEC received each filing
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.