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Berkshire Hathaway shares owned by Latko Wealth Management

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

Historical chart of Latko Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Latko Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $691k 1 691000.00

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Ishares Tr Core S&p500 Etf (IVV)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Index Fds Mid Cap Etf (VO)
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Vanguard Index Fds Growth Etf (VUG)
Merck & Co (MRK)
Apple (AAPL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Latko Wealth Management

Top funds holding Berkshire Hathaway

International Assets Investment Management
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
Markel Corporation

View all funds holding Berkshire Hathaway