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Berkshire Hathaway shares owned by Premier Private Wealth Management

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

Historical chart of Premier Private Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Premier Private Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $433k 903 479.20

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Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Eafe (IEFA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SPSM)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Ssga Active Etf Tr State Street Dou (TOTL)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Fidelity Covington Trust Enhanced Intl (FENI)
Apple (AAPL)
Select Sector Spdr Tr State Street Rea (XLRE)

View all positions for Premier Private 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