SEC Form 13F

North Berkeley Wealth Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-29
Reported value$247,360,467
Positions77

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRAGGCORE US AGGBD ET$16,158,701163,252
DIMENSIONAL ETF TRUSTDFARUS REAL ESTA ETF$15,511,068592,931
NUSHARES ETF TRNUSCNUVEEN ESG SMLCP$15,343,295294,384
SIMPSON MFG INCSSDCOM$15,165,31472,440
ISHARES TRIVVCORE S&P500 ETF$14,079,88118,801
ISHARES TRACWIMSCI ACWI ETF$13,553,13786,342
ISHARES TRIVWS&P 500 GRWT ETF$13,122,29795,414
ISHARES INCIEMGCORE MSCI EMKT$11,630,852140,401
ISHARES TRIJRCORE S&P SCP ETF$10,704,66272,178
MORGAN STANLEY ETF TRUSTCVIECALVE INDEX ETF$9,868,785116,086

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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