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Portfolio (Quarterly) Guide ↗

North Berkeley Wealth Management, LLC

· CIK 0002062383
13F Portfolio $170M AUM 75 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 24 Added 17 Reduced 4 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWB ISHARES TR 1,682.0 $628K 0.37% -37.0 -2.1% $373.44 +8.4%
42 GE GE AEROSPACE Industrials 1,934.0 $596K 0.35% $308.03 -2.0%
43 ESGU ISHARES TR 3,845.0 $573K 0.34% $148.98 +8.7%
44 GBIL GOLDMAN SACHS ETF TR 5,515.0 $551K 0.33% NEW $99.94 +0.1%
45 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,913.0 $527K 0.31% $275.39 +172.7%
46 VOO VANGUARD INDEX FDS 820.0 $515K 0.30% +69.0 +9.2% $627.45 +8.8%
47 EFA ISHARES TR 5,241.0 $503K 0.30% -899.0 -14.6% $96.04 +8.5%
48 COST COSTCO WHSL CORP NEW Consumer Defensive 574.0 $495K 0.29% +25.0 +4.5% $862.88 +21.7%
49 ESGD ISHARES TR 4,671.0 $444K 0.26% -58.0 -1.2% $95.09 +8.2%
50 HUBB HUBBELL INC Industrials 966.0 $429K 0.25% +252.0 +35.3% $444.11 +3.8%
51 WFC WELLS FARGO CO NEW Financial Services 4,567.0 $426K 0.25% +365.0 +8.7% $93.20 -18.7%
52 SPYX SPDR SERIES TRUST 7,436.0 $418K 0.25% $56.19 +8.2%
53 GLD SPDR GOLD TR Financial Services 1,037.0 $411K 0.24% -140.0 -11.9% $396.31 +5.2%
54 CMF ISHARES TR 6,970.0 $400K 0.24% +78.0 +1.1% $57.46 -1.2%
55 EEM ISHARES TR 7,180.0 $393K 0.23% +2K +49.7% $54.71 +20.7%
56 AXP AMERICAN EXPRESS CO Financial Services 1,050.0 $388K 0.23% +235.0 +28.8% $369.95 -16.3%
57 EAGG ISHARES TR 8,003.0 $383K 0.23% -292.0 -3.5% $47.85 -1.6%
58 SCHB SCHWAB STRATEGIC TR 14,382.0 $377K 0.22% $26.23 +9.0%
59 BDX BECTON DICKINSON & CO Healthcare 1,940.0 $376K 0.22% NEW $194.07 -24.6%
60 ABT ABBOTT LABS Healthcare 2,763.0 $346K 0.20% $125.29 -29.9%
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 35.8%
Technology 32.5%
Financial Services 9.9%
Communication Services 7.8%
Consumer Cyclical 6.1%
Healthcare 5.3%
Consumer Defensive 1.8%
Utilities 0.6%