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Berkshire Hathaway shares owned by Benchmark Wealth Management

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

Historical chart of Benchmark Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Benchmark Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $6.6M 9 728800.00
2025-03-31 $7.2M 9 798441.56

More positions owned by Benchmark Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Morningstr Us Eq (ILCB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Mrgstr Md Cp Etf (IMCB)

View all positions for Benchmark Wealth Management

Top funds holding Berkshire Hathaway

Regions Bank
FMR
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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