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Berkshire Hathaway shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 9.8k 502.74
2025-06-30 $4.8M 9.9k 485.77
2025-03-31 $5.3M 9.9k 532.58
2024-12-31 $4.5M 9.9k 453.28

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Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
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Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)
Coca-Cola Company (KO)
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Principal Exchange Traded Prin U S Small (PSC)
Apple (AAPL)
Amazon (AMZN)
Broadcom (AVGO)

View all positions for RFG - Bristol Wealth Advisors

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