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Berkshire Hathaway shares owned by Asset Allocation Strategies

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Asset Allocation Strategies from 13F filings

Historical chart of Asset Allocation Strategies investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Asset Allocation Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Asset Allocation Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $441k 878 502.74
2025-06-30 $428k 880 485.77
2024-12-31 $401k 849 471.73
2024-09-30 $394k 856 460.26
2024-06-30 $346k 851 406.80
2024-03-31 $368k 876 420.52

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Global 100 Etf (IOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)

View all positions for Asset Allocation Strategies

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway