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Berkshire Hathaway shares owned by Fonville Wealth Management

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

Historical chart of Fonville Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $326k 720 453.28
2024-09-30 $331k 720 460.26
2024-06-30 $274k 673 406.80
2024-03-31 $246k 585 420.52

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Fonville Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
FMR
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway