Acumen Wealth Advisors »

Berkshire Hathaway shares owned by Acumen Wealth Advisors

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

Historical chart of Acumen Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Acumen 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 Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.6M 18k 479.20

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

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