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Berkshire Hathaway shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 2 718140.00

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA International Small Cap Value ETF Etf (DISV)
iShares Core S&P 500 Etf (IVV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Dimensional International Core Equity Market ETF Etf (DFAI)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Market Index ETF Etf (VTI)

View all positions for Monograph Wealth Advisors

Top funds holding Berkshire Hathaway

Mirae Asset Global Investments
Vinva Investment Management
FMR
First Manhattan
LM Advisors
Vista Capital Partners
Vanguard Group
Vanguard Portfolio Management
HighTower Advisors
Clear Point Advisors
Gardner Russo & Gardner
Everett Harris & Co
Vanguard Capital Management
Hikari Tsushin
Markel Corporation

View all funds holding Berkshire Hathaway