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Berkshire Hathaway shares owned by Lake Hills Wealth Management

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

Historical chart of Lake Hills Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Lake Hills Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 1.1k 502.74

More positions owned by Lake Hills Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Silver Tr Ishares (SLV)
Alps Etf Tr Alerian Mlp (AMLP)
Kraneshares Trust Csi Chi Internet (KWEB)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Apple (AAPL)
Ishares Ethereum Tr SHS (ETHA)

View all positions for Lake Hills Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Bill & Melinda Gates Foundation Trust
Northern Trust
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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