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Berkshire Hathaway shares owned by Lord & Richards Wealth Management

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

Historical chart of Lord & Richards Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $595k 1.2k 479.20

More positions owned by Lord & Richards Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Etf Ser Solutions Aptus Defined (DRSK)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Doubleline Etf Trust Mortgage Etf (DMBS)
Etf Ser Solutions Aptus Drawdown (ADME)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Etf Ser Solutions Aptus Lrg Cap Up (UPSD)
Etf Ser Solutions Aptus Enhanced (JUCY)
NVIDIA Corporation (NVDA)
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Etf Ser Solutions Opus Sml Cp Vl (OSCV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Lord & Richards Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

View all funds holding Berkshire Hathaway