# EDGAR Filing Document

**Accession Number:** 0002062383
**File Stem:** 0001172661-25-003209
**Filing Date:** 2025-8
**Character Count:** 9672
**Document Hash:** 0fc5d36d453ea366a42f68e096c6e1ae
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003209.hdr.sgml**: 20250813

**ACCESSION NUMBER**: 0001172661-25-003209

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250331

**FILED AS OF DATE**: 20250813

**DATE AS OF CHANGE**: 20250813

**EFFECTIVENESS DATE**: 20250813

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** North Berkeley Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002062383

**ORGANIZATION NAME:**
- **EIN:** 202889861
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25479
- **FILM NUMBER:** 251212868

**BUSINESS ADDRESS:**
- **STREET 1:** 1820 SOLANO AVE
- **STREET 2:** SUITE C1
- **CITY:** BERKELEY
- **STATE:** CA
- **ZIP:** 94707
- **BUSINESS PHONE:** 5105285820

**MAIL ADDRESS:**
- **STREET 1:** 1820 SOLANO AVE
- **STREET 2:** SUITE C1
- **CITY:** BERKELEY
- **STATE:** CA
- **ZIP:** 94707

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** North Berkeley Wealth Management LLC<br>**Address:** 1820 Solano Ave<br>SUITE C1<br>Berkeley, CA 94707

**Form 13F File Number:** 028-25479

**CRD Number (if applicable):** 000136431

**SEC File Number (if applicable):** 801-64572

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Dan Nakahara<br>**Title:** Business Manager<br>**Phone:** 510-721-4083

**Signature, Place, and Date of Signing:**

s/ Dan Nakahara  Berkeley, CA  08-13-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 61

**Form 13F Information Table Value Total:** $96057467

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 251107 | 1893 | SH |  | SOLE |  | 1893 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 |  | 442088 | 2110 | SH |  | SOLE |  | 2110 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1121665 | 7180 | SH |  | SOLE |  | 7180 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 640983 | 4145 | SH |  | SOLE |  | 4145 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 613208 | 3223 | SH |  | SOLE |  | 3223 | 0 | 0 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 201788 | 750 | SH |  | SOLE |  | 750 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 6510796 | 29311 | SH |  | SOLE |  | 29311 | 0 | 0 |
| APPLIED MATLS INC | COM | 038222105 |  | 429701 | 2961 | SH |  | SOLE |  | 2961 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 3093758 | 5809 | SH |  | SOLE |  | 5809 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 1596884 | 2 | SH |  | SOLE |  | 2 | 0 | 0 |
| BLACKROCK CALIF MUN INCOME T | SH BEN INT | 09248E102 |  | 165755 | 15096 | SH |  | SOLE |  | 15096 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 |  | 219578 | 2253 | SH |  | SOLE |  | 2253 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 593640 | 1800 | SH |  | SOLE |  | 1800 | 0 | 0 |
| CENTENE CORP DEL | COM | 15135B101 |  | 1006329 | 16576 | SH |  | SOLE |  | 16576 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 519436 | 549 | SH |  | SOLE |  | 549 | 0 | 0 |
| EA SERIES TRUST | ALPHA ARCHITECT | 02072L516 |  | 349786 | 3977 | SH |  | SOLE |  | 3977 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 340854 | 2866 | SH |  | SOLE |  | 2866 | 0 | 0 |
| GE AEROSPACE | COM NEW | 369604301 |  | 709933 | 3547 | SH |  | SOLE |  | 3547 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 |  | 257643 | 703 | SH |  | SOLE |  | 703 | 0 | 0 |
| HUBBELL INC | COM | 443510607 |  | 236270 | 714 | SH |  | SOLE |  | 714 | 0 | 0 |
| INTEL CORP | COM | 458140100 |  | 291097 | 12818 | SH |  | SOLE |  | 12818 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 323555 | 690 | SH |  | SOLE |  | 690 | 0 | 0 |
| INVESTMENT MANAGERS SER TR I | AXS GREEN ALPHA | 46144X586 |  | 1451063 | 48844 | SH |  | SOLE |  | 48844 | 0 | 0 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 8251979 | 152899 | SH |  | SOLE |  | 152899 | 0 | 0 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 592460 | 10527 | SH |  | SOLE |  | 10527 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1192299 | 20434 | SH |  | SOLE |  | 20434 | 0 | 0 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1373618 | 13136 | SH |  | SOLE |  | 13136 | 0 | 0 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2562305 | 4560 | SH |  | SOLE |  | 4560 | 0 | 0 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 2047464 | 20698 | SH |  | SOLE |  | 20698 | 0 | 0 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 451093 | 5522 | SH |  | SOLE |  | 5522 | 0 | 0 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 |  | 405052 | 8531 | SH |  | SOLE |  | 8531 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 9580554 | 82314 | SH |  | SOLE |  | 82314 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 417987 | 5114 | SH |  | SOLE |  | 5114 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 211852 | 4848 | SH |  | SOLE |  | 4848 | 0 | 0 |
| ISHARES TR | MSCI LW CRB TG | 46434V464 |  | 579656 | 3032 | SH |  | SOLE |  | 3032 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 508575 | 1658 | SH |  | SOLE |  | 1658 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 666934 | 1847 | SH |  | SOLE |  | 1847 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 7804863 | 84077 | SH |  | SOLE |  | 84077 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 343289 | 2070 | SH |  | SOLE |  | 2070 | 0 | 0 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 |  | 4560820 | 449785 | SH |  | SOLE |  | 449785 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 1114750 | 2970 | SH |  | SOLE |  | 2970 | 0 | 0 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 312597 | 714 | SH |  | SOLE |  | 714 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 442472 | 6372 | SH |  | SOLE |  | 6372 | 0 | 0 |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 |  | 10105916 | 263587 | SH |  | SOLE |  | 263587 | 0 | 0 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 114210 | 10161 | SH |  | SOLE |  | 10161 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 923398 | 8520 | SH |  | SOLE |  | 8520 | 0 | 0 |
| PITNEY BOWES INC | COM | 724479100 |  | 123080 | 13600 | SH |  | SOLE |  | 13600 | 0 | 0 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 309645 | 14382 | SH |  | SOLE |  | 14382 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 358263 | 450 | SH |  | SOLE |  | 450 | 0 | 0 |
| SIMPSON MFG INC | COM | 829073105 |  | 12470582 | 79390 | SH |  | SOLE |  | 79390 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 306005 | 1062 | SH |  | SOLE |  | 1062 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 887913 | 1587 | SH |  | SOLE |  | 1587 | 0 | 0 |
| SPDR SER TR | SPDR S 500 ETF | 78468R796 |  | 254233 | 5557 | SH |  | SOLE |  | 5557 | 0 | 0 |
| TESLA INC | COM | 88160R101 |  | 1100394 | 4246 | SH |  | SOLE |  | 4246 | 0 | 0 |
| TIDAL ETF TR | ADASINA SOCIAL | 886364876 |  | 488009 | 26970 | SH |  | SOLE |  | 26970 | 0 | 0 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 818885 | 8322 | SH |  | SOLE |  | 8322 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 742343 | 2701 | SH |  | SOLE |  | 2701 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 1081839 | 11949 | SH |  | SOLE |  | 11949 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 484766 | 9537 | SH |  | SOLE |  | 9537 | 0 | 0 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 480806 | 6697 | SH |  | SOLE |  | 6697 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 219644 | 1334 | SH |  | SOLE |  | 1334 | 0 | 0 |

---