Long-term investor
North Berkeley Wealth Management, LLC @northberkeleywealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002062383).
Record
- Tracked since 2025-03-31 (568 days), 114 trades recorded
- Returns: week n/a · month n/a · 90 days -1.3% · 6 months +1.4% · 1 year +2.7% · all +2.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287226 · 6.5% · long · since 2025-06-30
- 25434V823 · 6.3% · long · since 2025-12-31
- 67092P607 · 6.2% · long · since 2025-06-30
- SSD · 6.1% · long · since 2025-06-30
- 464287200 · 5.7% · long · since 2025-06-30
- 464288257 · 5.5% · long · since 2025-06-30
- 464287309 · 5.3% · long · since 2025-06-30
- 46434G103 · 4.7% · long · since 2025-06-30
- 464287804 · 4.3% · long · since 2025-06-30
- 61774R106 · 4.0% · long · since 2025-12-31
- 61774R205 · 3.9% · long · since 2025-12-31
- 921910691 · 3.6% · long · since 2026-03-31