Skip to main content
Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

BRK.B holding history

Berkshire Hathaway Inc in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BRK.B overviewAll 13F holders of BRK.BFull Q2 2026 holdings

Shares (Q2 2026)
13,415
Value
$6.71M
% of portfolio
1.6%
Quarters held
22
Since Q1 2021
Holdings of BRK.B by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,415$6.71M1.6%+301+2.3%AddedHolders
Q1 202613,114$6.28M1.7%+1,095+9.1%AddedHolders
Q4 202512,019$6.04M1.5%+92+0.8%AddedHolders
Q3 202511,927$6.00M1.6%−948−7.4%ReducedHolders
Q2 202512,875$6.25M1.8%−445−3.3%ReducedHolders
Q1 202513,320$7.09M2.2%−1,217−8.4%ReducedHolders
Q4 202414,537$6.59M1.8%+21+0.1%AddedHolders
Q3 202414,516$6.68M2.0%−175−1.2%ReducedHolders
Q2 202414,691$5.98M1.9%−65−0.4%ReducedHolders
Q1 202414,756$6.21M1.9%+593+4.2%AddedHolders
Q4 202314,163$5.05M1.8%−170−1.2%ReducedHolders
Q3 202314,333$5.02M2.0%−231−1.6%ReducedHolders
Q2 202314,564$4.97M1.6%+105+0.7%AddedHolders
Q1 202314,459$4.46M1.6%+4,221+41.2%AddedHolders
Q4 202210,238$3.16M1.2%−402−3.8%ReducedHolders
Q3 202210,640$2.84M1.1%+4,083+62.3%AddedHolders
Q2 20226,557$1.79M0.7%+3,088+89.0%AddedHolders
Q1 20223,469$1.22M0.3%+10+0.3%AddedHolders
Q4 20213,459$1.03M0.3%+28+0.8%AddedHolders
Q3 20213,431$936.0K0.3%+80+2.4%AddedHolders
Q2 20213,351$931.0K0.3%−86−2.5%ReducedHolders
Q1 20213,437$878.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.