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Berkshire Hathaway shares owned by Stronghold Wealth Management

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

Historical chart of Stronghold Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Stronghold Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $325k 678 479.20

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Blackstone Secd Lending Cef (BXSL)
Ishares Russell 2000 Growth Etf Etf (IWO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
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Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
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Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Etf Etf (IWB)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Stronghold Wealth Management

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