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Berkshire Hathaway shares owned by Holos Integrated Wealth

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

Historical chart of Holos Integrated Wealth investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Holos Integrated Wealth

Quarter filed Position value Share count Share price at filing
2025-06-30 $465 1 465.00

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First Trust Laddered Buffer ETF Etf (BUFR)
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First Trust TCW Unconstrained PLUS Bond Etf (UCON)
Legacy Ed Stock (LGCY)
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First Trust Tactical High Yield Etf (HYLS)
Fidelity Limited Term Bond Etf (FLTB)
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SPDR Russell 1000 Yield Focus Etf (ONEY)
Ishares Russell Top 200 Etf (IWL)
Xtrackers MSCI EAFE Hedged Equity Etf (DBEF)
Innovator NASDAQ 100 Managed Floor Etf (QFLR)
Fidelity Enhanced Small Cap Etf (FESM)
Innovator Defined Wealth Shield Etf (BALT)
Schwab US Dividend Equity Etf (SCHD)

View all positions for Holos Integrated Wealth

Top funds holding Berkshire Hathaway

Vanguard Group
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Susquehanna International
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FMR

View all funds holding Berkshire Hathaway