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Berkshire Hathaway shares owned by Carter Financial

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

Historical chart of Carter Financial investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Carter Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $346k 689 502.65

More positions owned by Carter Financial

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Real Estate Etf (VNQ)
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Global X Fds S&p 500 Catholic (CATH)
Visa Com Cl A (V)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)

View all positions for Carter Financial

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
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
Ubs Global Asset Management Americas

View all funds holding Berkshire Hathaway