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Berkshire Hathaway shares owned by Landmark Wealth Management

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

Historical chart of Landmark Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Landmark Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 2 691180.00
2024-06-30 $1.2M 2 612241.00
2024-03-31 $1.3M 2 634440.00
2023-12-31 $1.1M 2 542625.00

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Distillate Us (DSTL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr Spdr Ssga Us Sct (XLSR)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Ssga Active Tr Spdr Ssga Fxd (FISR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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American Centy Etf Tr Avantis Emgmkt (AVEM)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr Core Intl Aggr (IAGG)

View all positions for Landmark Wealth Management

Top funds holding Berkshire Hathaway

International Assets Investment Management
M^T Bank Corporation
First Manhattan
CI Private Wealth
Vista Capital Partners
Vanguard Group
English Capital Management
Gardner Russo & Gardner
HighTower Advisors
Davis Selected Advisers
CPA Asset Management
Everett Harris & Co
Pnc Financial Services
Morgan Stanley
Hikari Tsushin

View all funds holding Berkshire Hathaway