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Berkshire Hathaway shares owned by Independence Asset Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independence Asset Advisors from 13F filings

Historical chart of Independence Asset Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Independence Asset Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Independence Asset Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.0M 4.0k 500.39

More positions owned by Independence Asset Advisors

Vaneck Etf Trust Clo Etf (CLOI)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vaneck Etf Trust Aa Bb Clo Etf (CLOB)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Val Etf (IWD)
Pacer Fds Tr Arist High Etf (FLRT)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Wellington Us Minimum (VFMV)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Independence Asset Advisors

Top funds holding Berkshire Hathaway

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
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