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Berkshire Hathaway shares owned by Quantum Financial Planning Services

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

Historical chart of Quantum Financial Planning Services investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Quantum Financial Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Quantum Financial Planning Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $444k 884 502.74
2025-06-30 $429k 884 485.77
2025-03-31 $470k 883 532.58
2024-12-31 $582k 1.3k 453.28

More positions owned by Quantum Financial Planning Services

Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Quantum Financial Planning Services

Top funds holding Berkshire Hathaway

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

View all funds holding Berkshire Hathaway