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Berkshire Hathaway shares owned by New Insight Wealth Advisors

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

Historical chart of New Insight Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by New Insight Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $218k 433 502.65

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Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Global Tech Etf (IXN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Fidelity Covington Trust High Divid Etf (FDVV)
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Alphabet Cap Stk Cl A (GOOGL)
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Virtus Etf Tr Ii Kar Mid-cap Etf (KMID)
Global E Online SHS (GLBE)

View all positions for New Insight Wealth Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Canerector
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

View all funds holding Berkshire Hathaway