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Berkshire Hathaway shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $282k 560 502.65

More positions owned by Larry Mathis Financial Planning

Proshares Tr Hgh Yld Int Rate (HYHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Etfis Ser Tr I Virtus Reaves Ut (UTES)
McDonald's Corporation (MCD)
JPMorgan Chase & Co. (JPM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)

View all positions for Larry Mathis Financial Planning

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Goldman Sachs Group
Bank of New York Mellon
Charles Schwab Investment Management
Susquehanna International
Royal Bank of Canada
FMR
Norges Bank Investment Management
Ubs Global Asset Management Americas

View all funds holding Berkshire Hathaway