Dan Nakahara

North Berkeley Wealth Management, Llc

Assets Managed

$189.192M

Holdings

Last Quarter

2026 - Q1

Filed Date

27d ago

Growth Rate

11.6%(2Q avg: 22.69%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in North Berkeley Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 73 positions.

Assets under management

The assets under management (AUM) of North Berkeley Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.192M in assets, with a quarterly growth rate of 11.6% and a 2-quarter average growth rate of 22.69%. The portfolio is managed by Dan Nakahara, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SSD Simpson Manufacturing Co Inc Recent Activity	7.22%	$13.659M 79,590 shares@ $171.63 avg price
NUSC Nuveen Esg Small-cap Etf Recent Activity Increased 2.86%	7%	$13.241M 293,851 shares@ $45.07 avg price	Increased 2.86%
ACWI Ishares Msci Acwi Etf Recent Activity Increased 6.12%	6.3%	$11.906M 86,045 shares@ $138.38 avg price	Increased 6.12%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 6.79%	5.61%	$10.607M 93,780 shares@ $113.11 avg price	Increased 6.79%
IEMG Ishares Core Msci Emerging Recent Activity Increased 1.52%	5.44%	$10.288M 147,504 shares@ $69.76 avg price	Increased 1.52%
DFAR Dimensional Us Real Est Etf Recent Activity Increased 151.63%	5.27%	$9.962M 421,217 shares@ $23.66 avg price	Increased 151.63%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 132.62%	4.68%	$8.846M 89,113 shares@ $99.27 avg price	Increased 132.62%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 8.86%	4.55%	$8.594M 69,130 shares@ $124.32 avg price	Increased 8.86%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 109.43%	4.17%	$7.885M 12,071 shares@ $653.22 avg price	Increased 109.43%
AAPL Apple Inc Recent Activity Increased 3.03%	3.83%	$7.236M 28,513 shares@ $253.8 avg price	Increased 3.03%

1-10 of 73