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Berkshire Hathaway shares owned by Whitaker-Myers Wealth Managers

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

Historical chart of Whitaker-Myers Wealth Managers investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2025-09-30 $939k 1.9k 502.80
2025-03-31 $475k 891 532.58
2024-12-31 $400k 883 453.28

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Whitaker-Myers Wealth Managers

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