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Berkshire Hathaway shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $718k 1 718140.00
2025-12-31 $755k 1 754800.00

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial 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