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Berkshire Hathaway shares owned by Fidelis Wealth Advisors

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

Historical chart of Fidelis Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Fidelis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $491k 980 500.64

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Fidelis Wealth Advisors

Top funds holding Berkshire Hathaway

BlackRock
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Northern Trust
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Charles Schwab Investment Management
Sixth Street Partners Management Company
Goldman Sachs Group
Bank of New York Mellon
FMR
Vanguard Fiduciary Trust

View all funds holding Berkshire Hathaway