North Berkeley Wealth Management, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Dan Nakahara - Business Manager
Location
Berkeley, CA
Holdings as of
31 Dec 2024
Value $
$98.5M
Num holdings
68
Filing time
03 Apr 2025, 12:19:58 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SSD, NUSC, ACWI, IVW, and IEMG.
Next filing
Q1 2025 - 13 Aug 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Dan Nakahara Business Manager Berkeley, California 03 Apr 2025