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Berkshire Hathaway shares owned by Topel & Distasi Wealth Management

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

Historical chart of Topel & Distasi Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 485 502.74
2025-06-30 $236k 485 485.77
2025-03-31 $258k 485 532.58
2024-12-31 $220k 485 453.28
2024-09-30 $223k 485 460.26

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Broad Usd High (USHY)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Topel & Distasi Wealth Management

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