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Berkshire Hathaway shares owned by 21 West Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by 21 West Wealth Management from 13F filings

Historical chart of 21 West Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by 21 West Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by 21 West Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $363k 723 502.65
2025-09-30 $364k 723 502.74
2025-06-30 $354k 728 485.77

More positions owned by 21 West Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Pimco Etf Tr Active Bd Etf (BOND)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for 21 West Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
FMR
Norges Bank Investment Management

View all funds holding Berkshire Hathaway