Sax Wealth Advisors »

Berkshire Hathaway shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $35M 46 754200.00
2025-06-30 $34M 46 728800.00

More positions owned by Sax Wealth Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Sax Wealth Advisors

Top funds holding Berkshire Hathaway

Regions Bank
FMR
First Manhattan
Vista Capital Partners
Strategic Investment Advisors / MI
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