Peak Financial Advisors »

Berkshire Hathaway shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Peak 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 Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.9M 6.1k 479.20

More positions owned by Peak Financial Advisors

Tcw Etf Trust Flexible Income (FLXR)
Franklin Templeton Etf Tr Systmtc Styl Pre (FLSP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
World Gold Tr Spdr Gld Minis (GLDM)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Simplify Exchange Traded Fun Managed Futures (CTA)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Ultra Short Dur (ICSH)
Amazon (AMZN)
Canadian Natural Resources (CNQ)
Ciena Corp Com New (CIEN)
Apa Corporation (APA)
Ishares Tr Msci India Etf (INDA)
Targa Res Corp (TRGP)
Netflix (NFLX)

View all positions for Peak Financial 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