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Berkshire Hathaway shares owned by Integrated Wealth Management

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

Historical chart of Integrated Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $480k 963 498.05
2026-06-30 $490k 979 500.49
2026-03-31 $472k 984 479.17
2025-12-31 $495k 984 502.61

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Spdr Series Trust St Str P500etf (SPYM)
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Elevation Series Trust True Se Buff Etf (ONEZ)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Aim Etf Products Trust Allianzim Us Eqt (SIXD)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Aim Etf Products Trust Allia Us Jan Etf (JANW)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Blackrock Etf Trust Isha In Ctry Etf (CORO)
Aim Etf Products Trust Allia Us Feb Etf (FEBW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Aim Etf Products Trust Allianzim Us Eqt (DECW)

View all positions for Integrated Wealth Management

Top funds holding Berkshire Hathaway

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Bill & Melinda Gates Foundation Trust
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Bank of New York Mellon
FMR
Vanguard Fiduciary Trust
Royal Bank of Canada
H&H International Investment

View all funds holding Berkshire Hathaway