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Berkshire Hathaway shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $392k 780 502.74
2025-03-31 $215M 403 532580.65
2024-09-30 $220k 479 459.29
2023-12-31 $522k 1.5k 356.56

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Eafe Etf Etf (EFA)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Tolleson Wealth Management

Top funds holding Berkshire Hathaway

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FMR

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