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Berkshire Hathaway shares owned by Forefront Wealth Partners

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

Historical chart of Forefront Wealth Partners investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Forefront Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 491 502.74

More positions owned by Forefront Wealth Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Jpmorgan Usd Emg (EMB)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Series Trust Ftse Int Gvt Etf (WIP)
Barclays Bank Djubs Cmdt Etn36 (DJP)
Vanguard World Extended Dur (EDV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Mbs Etf (MBB)

View all positions for Forefront 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