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Berkshire Hathaway shares owned by Madson Wealth Advisors

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

Historical chart of Madson Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Madson Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $246k 514 479.20

More positions owned by Madson Wealth Advisors

Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Us Treas Bd Etf (GOVT)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for Madson Wealth Advisors

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