North Berkeley Wealth Management, LLC
Annual return '25
+23.0%
SPY '25
+17.7%
Alpha
+5.3ptsvs SPY
Invested
$189.2M
Holdings
73
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SSD
SIMPSON MFG INC
Q4 2024: New position (79.4k shares)
7.2%
02
$NUSC
NUSHARES ETF TR
Q3 2025: Sold 1.4% (290.3k → 286.3k shares)
7.0%
03
$ACWI
ISHARES TR
Q3 2025: Sold 1.7% (82.5k → 81.1k shares)
6.3%
04
$IVW
ISHARES TR
Q4 2025: Sold 4.1% (91.6k → 87.8k shares)
5.6%
05
$IEMG
ISHARES INC
Q4 2025: Sold 2.8% (149.5k → 145.3k shares)
5.4%
06
$DFAR
DIMENSIONAL ETF TRUST
Q4 2025: New position (167.4k shares)
5.3%
07
$AGG
ISHARES TR
Q4 2025: Increased +66.9% (23.0k → 38.3k shares)
4.7%
08
$IJR
ISHARES TR
Q4 2025: Increased +3.8% (61.2k → 63.5k shares)
4.5%
09
$IVV
ISHARES TR
Q4 2025: Increased +12.1% (5.1k → 5.8k shares)
4.2%
10
$AAPL
APPLE INC
Q4 2025: Increased +0.9% (27.4k → 27.7k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:11 UTC.