Holdings
North Berkeley Wealth Management, LLC
As of Jun 30, 2026, North Berkeley Wealth Management, LLC reported 33 positions worth US$52.4M. Largest: Simpson Manufacturing Company, Inc., Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Simpson Manufacturing Company, Inc. | 72,440 | US$15.2M | −7,150 | Jun 30, 2026 |
| Apple Inc | 29,446 | US$8.52M | +933 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,273 | US$5.14M | −79 | Jun 30, 2026 |
| Applied Materials, Inc. | 5,243 | US$3.79M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,091 | US$3.61M | −13 | Jun 30, 2026 |
| Nvidia Corporation | 9,648 | US$1.93M | +224 | Jun 30, 2026 |
| Tesla, Inc. | 4,246 | US$1.79M | no change | Jun 30, 2026 |
| Johnson & Johnson | 4,572 | US$1.16M | +720 | Jun 30, 2026 |
| Caterpillar, Inc. | 1,055 | US$1.12M | no change | Jun 30, 2026 |
| Microsoft Corp. | 2,692 | US$1M | +346 | Jun 30, 2026 |