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Berkshire Hathaway shares owned by Gutierrez Wealth Advisory

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

Historical chart of Gutierrez Wealth Advisory investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Gutierrez Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $721k 1.4k 502.74
2025-06-30 $529k 1.1k 485.77
2025-03-31 $579k 1.1k 532.58
2024-12-31 $493k 1.1k 453.28

More positions owned by Gutierrez Wealth Advisory

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)
Meta Platforms Cl A (META)

View all positions for Gutierrez Wealth Advisory

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