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Berkshire Hathaway shares owned by Aegis Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Aegis Wealth Management from 13F filings

Historical chart of Aegis Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Aegis Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 4 754200.00
2025-06-30 $3.2M 4 798441.75
2025-03-31 $3.2M 4 798441.75

More positions owned by Aegis Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)

View all positions for Aegis Wealth Management

Top funds holding Berkshire Hathaway

Regions Bank
FMR
First Manhattan
Vista Capital Partners
Strategic Investment Advisors / MI
Vanguard Group
360 Financial
CIBC World Markets
Natural Investments
HighTower Advisors
Gardner Russo & Gardner
Everett Harris & Co
Hikari Tsushin
Markel Corporation
Pnc Financial Services

View all funds holding Berkshire Hathaway