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Berkshire Hathaway shares owned by Sound Portfolio Advisors

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

Historical chart of Sound Portfolio Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Sound Portfolio Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 3 718140.00

More positions owned by Sound Portfolio Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust State Street Spd (BIL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Fidelity Covington Trust Enhanced Mid (FMDE)
First Tr Exchange Traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Exxon Mobil Corporation (XOM)
Ishares Gold Tr Shares Represent (IAUM)

View all positions for Sound Portfolio 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