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Berkshire Hathaway shares owned by Swan Wealth Advisors

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

Historical chart of Swan Wealth Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Swan Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $490k 974 502.74

More positions owned by Swan Wealth Advisors

Spdr S&p 500 Etf Tr SPY Put Put Option
Spdr S&p 500 Etf Tr Spy (SPY)
Ishares Tr Ivv (IVV)
Select Sector Spdr Tr XLK (XLK)
Pacer Fds Tr PSMJ (PSMJ)
Pacer Fds Tr PSMR (PSMR)
Pacer Fds Tr PSMD (PSMD)
Pacer Fds Tr Psmo (PSMO)
Listed Fd Tr Hegd (HEGD)
Pacer Fds Tr PSCW (PSCW)
Select Sector Spdr Tr XLF (XLF)
Select Sector Spdr Tr Xly (XLY)
Select Sector Spdr Tr XLC (XLC)
Pacer Fds Tr PSCJ (PSCJ)
Pacer Fds Tr PSCQ (PSCQ)

View all positions for Swan Wealth Advisors

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