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Berkshire Hathaway shares owned by Total Wealth Planning

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

Historical chart of Total Wealth Planning investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Total Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 606 502.74
2025-06-30 $271k 557 485.77
2025-03-31 $228k 428 532.58

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Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Total Wealth 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