North Berkeley Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Berkeley, CA
CIK
0002062383
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
68
98,494
SSD, NUSC, ACWI, IVW
13F-HR
4/3/2025
000117266125001380