Fiduciary Wealth Partners »

Berkshire Hathaway shares owned by Fiduciary Wealth Partners

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

Historical chart of Fiduciary Wealth Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $631k 1.3k 502.74
2025-06-30 $424k 873 485.77
2025-03-31 $218k 410 532.58

More positions owned by Fiduciary Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Intermediate-term Bond Etf (BIV)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Powershares Qqq Tr Etf (QQQ)
Ishares Russell 3000 Etf Etf (IWV)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fiduciary Wealth Partners

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