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Berkshire Hathaway shares owned by Action Point Financial Planning

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Action Point Financial Planning from 13F filings

Historical chart of Action Point Financial Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Action Point Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Action Point Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $219k 458 478.15

More positions owned by Action Point Financial Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Action Point Financial Planning

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway