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Berkshire Hathaway shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 448 502.65
2025-09-30 $253k 503 502.74
2025-03-31 $257k 482 532.58

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for LifeGoal Wealth Advisors

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