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Berkshire Hathaway shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $355k 741 479.20

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Kraneshares Trust Mount Lucas Etf (KMLM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Simplify Exchange Traded Fun Managed Futures (CTA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Timothy Plan U S Sm Cp Core (TPSC)

View all positions for Sound Financial Strategies Group

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