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Berkshire Hathaway shares owned by Journey Beyond Wealth

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

Historical chart of Journey Beyond Wealth investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Journey Beyond Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 5.6k 502.74
2025-06-30 $2.7M 5.6k 485.77
2025-03-31 $3.0M 5.6k 532.58

More positions owned by Journey Beyond Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Expnd Tec Sc Etf (IGM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr National Mun Etf (MUB)

View all positions for Journey Beyond Wealth

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