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Berkshire Hathaway shares owned by Insight Wealth Partners

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

Historical chart of Insight Wealth Partners investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 437 502.74
2025-06-30 $212k 437 485.77
2019-12-31 $238k 1.1k 226.45

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Direxion Shs Etf Tr Drx S&p500bull (SPXL)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Tips Bd Etf (TIP)
Victory Portfolios Ii Core Intermediat (UITB)
Invesco Actively Managed Exc Total Return (GTO)
NVIDIA Corporation (NVDA)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Faln Angls Usd (FALN)
Principal Exchange Traded Prnc Invt Grad (IG)

View all positions for Insight 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