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Berkshire Hathaway shares owned by Financial Plan

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Financial Plan from 13F filings

Historical chart of Financial Plan investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Financial Plan consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Financial Plan

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.5M 2 754800.00

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Spdr Series Trust State Street Spd (SPMB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Financial Plan

Top funds holding Berkshire Hathaway

FMR
First Manhattan
Reynders McVeigh Capital Management
Vista Capital Partners
Vanguard Group
360 Financial
CIBC World Markets
HighTower Advisors
Gardner Russo & Gardner
Everett Harris & Co
Hikari Tsushin
Markel Corporation
Pnc Financial Services
Paralel Advisors
Davis Selected Advisers

View all funds holding Berkshire Hathaway