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Berkshire Hathaway shares owned by Foundation Wealth Management

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

Historical chart of Foundation Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Foundation Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $287k 574 500.39

More positions owned by Foundation Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFSV)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Prof Etf (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Foundation Wealth Management

Top funds holding Berkshire Hathaway

BlackRock
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Morgan Stanley
Vanguard Portfolio Management
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