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Berkshire Hathaway shares owned by TrueWealth Financial Partners

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

Historical chart of TrueWealth Financial Partners investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $315k 657 479.20

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Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Morgan Stanley
Vanguard Portfolio Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Charles Schwab Investment Management
Goldman Sachs Group
Bank of New York Mellon
Susquehanna International
Vanguard Fiduciary Trust
Royal Bank of Canada

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