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Berkshire Hathaway shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.9M 8.2k 479.20
2024-09-30 $513k 1.1k 454.76
2024-06-30 $500k 1.2k 428.18
2024-03-31 $472k 1.2k 407.77

More positions owned by Bright Futures Wealth Management

Vaneck Etf Trust Clo Etf (CLOI)
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
RBB F/m Us Treasury (TBIL)
Apple (AAPL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Innovator Etfs Trust Intl Developed P (IFEB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Broadcom (AVGO)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Vaneck Etf Trust Semiconductr Etf (SMH)
Amazon (AMZN)

View all positions for Bright Futures Wealth Management

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