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Berkshire Hathaway shares owned by Seaside Wealth Management

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

Historical chart of Seaside Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Seaside Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 512 460.26
2024-03-31 $219k 521 420.52

More positions owned by Seaside Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Real Estate Etf (AVRE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Seaside Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
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Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway