North Berkeley Wealth Management, LLC
•CIK: 2062383•Filing: Q4 2025
**North Berkeley Wealth Management, LLC** manages $170M across a diversified portfolio of 75 positions. The strategy exhibits significant allocations to global equity indices, notably leading with SGVT at $22.6M and SSD at $12.9M. Core holdings also include NUSC ($12.8M) and ACWI ($11.5M), suggesting a focus on broad, international market exposure. The top ten positions represent a concentrated view across global and sector-specific opportunities.
Total AUM
$169.5M
QoQ Performance
+33.8%
Positions
52
Top 10 Concentration
63.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SGVT
SSD
NUSC
ACWI
IVW
IEMG
SGVT13.3%
SSD7.6%
NUSC7.5%
ACWI6.8%
IVW6.4%
IEMG5.8%
IJR4.5%
AAPL4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.6%
Technology8.7%
Financial4.3%
ETF3.7%
Consumer1.8%
Healthcare1.1%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW14 new positions
↑27 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025