LifeGuide Financial Advisors »

Berkshire Hathaway shares owned by LifeGuide Financial Advisors

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

Historical chart of LifeGuide Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by LifeGuide Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 527 489.61
2025-06-30 $256k 527 485.77

More positions owned by LifeGuide Financial Advisors

Dimensional Etf Trust Global Real Est (DFGR)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard World Esg Intl Stk Etf (VSGX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Real Estate Etf (VNQ)
Praxis Fds Impact Large Cap (PRXV)
Praxis Fds Impact Large Cap (PRXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)

View all positions for LifeGuide Financial Advisors

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