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Berkshire Hathaway shares owned by Sagace Wealth Management

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

Historical chart of Sagace Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Sagace Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $400k 796 502.74

More positions owned by Sagace Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sagace Wealth Management

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