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Berkshire Hathaway shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Eq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 26k 502.75
2025-06-30 $13M 27k 485.77
2025-03-31 $14M 27k 532.58
2024-12-31 $12M 26k 453.28

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Gold Trust Etf (IAU)
Capital Group Short Duration Income Etf Etf (CGSD)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Capital Group Municipal Income Etf Etf (CGMU)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Eq Wealth Advisors

Top funds holding Berkshire Hathaway

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FMR

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