13F Filings History of North Berkeley Wealth Management, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$169,540,154
Signature - Title
Dan Nakahara - Business Manager
Location
Berkeley, CA
Summary
This page shows a list of all the recent 13F filings made by North Berkeley Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. North Berkeley Wealth Management, LLC reported 75 stock holdings with total value $169,540,154 as of Q4 2025. Top holdings included SGVT, SSD, NUSC, ACWI, and IVW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 75 $169,540,154 +$43,893,563 -$3,024,978 +$40,868,585 SGVT, SSD, NUSC, ACWI, IVW 13F-HR 10 Feb 2026, 16:29
Q3 2025 65 $126,738,261 +$11,233,038 -$3,684,004 +$7,549,034 SSD, NUSC, ACWI, IVW, IEMG 13F-HR 04 Nov 2025, 16:12
Q2 2025 64 $109,022,271 +$10,280,847 -$3,697,899 +$6,582,948 SSD, NUSC, ACWI, IVW, IEMG 13F-HR 13 Aug 2025, 17:14
Q1 2025 61 $96,057,467 +$4,411,697 -$2,982,240 +$1,429,457 SSD, NUSC, ACWI, IEMG, IVW 13F-HR 13 Aug 2025, 17:13
Q4 2024 68 $98,494,719 $0 $0 $0 SSD, NUSC, ACWI, IVW, IEMG 13F-HR 03 Apr 2025, 12:19