SwitchPoint Financial Planning »

Berkshire Hathaway shares owned by SwitchPoint Financial Planning

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

Historical chart of SwitchPoint Financial Planning investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by SwitchPoint Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by SwitchPoint Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $630k 1.3k 502.74
2025-06-30 $593k 1.2k 485.77
2025-03-31 $509k 955 532.58

More positions owned by SwitchPoint Financial Planning

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust World Ex Us Core (DFAX)
Cadence Design Systems (CDNS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for SwitchPoint Financial Planning

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