North Berkeley Wealth Management, LLC
All 13F Filings
- Location
- Berkeley, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 169,540
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 75 | 169,540 | 13F-HR | North Berkeley Wealth Management, LLC |
| Q3 2025 | 11/4/2025 | 65 | 126,738 | 13F-HR | North Berkeley Wealth Management, LLC |
| Q2 2025 | 8/13/2025 | 64 | 109,022 | 13F-HR | North Berkeley Wealth Management, LLC |
| Q1 2025 | 8/13/2025 | 61 | 96,057 | 13F-HR | North Berkeley Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.9 K | 72.5% | 41.81 K | 0 | 41.81 K |
| ETFs | 46.65 K | 27.5% | 997 | 0 | 997 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
169,540
Holdings
75
QoQ value change ($000)
42,802
(33.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.