Arkadios Wealth Advisors

SEC CIK: 0001800798
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

BRK.B holding history

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

BRK.B overview All 13F holders of BRK.B Full Q2 2026 holdings

Shares (Q2 2026): 59,228
Value: $29.6M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of BRK.B by Arkadios Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	59,228	$29.6M	0.5%	−4,450−7.0%	Reduced	Holders
Q1 2026	63,678	$30.5M	0.5%	−9,613−13.1%	Reduced	Holders
Q4 2025	73,291	$36.8M	0.7%	+22,959+45.6%	Added	Holders
Q3 2025	50,332	$25.3M	0.6%	+1,318+2.7%	Added	Holders
Q2 2025	49,014	$23.8M	0.7%	+8,194+20.1%	Added	Holders
Q1 2025	40,820	$21.7M	0.8%	+14,372+54.3%	Added	Holders
Q4 2024	26,448	$12.0M	0.7%	−2,190−7.6%	Reduced	Holders
Q3 2024	28,638	$13.2M	0.7%	+307+1.1%	Added	Holders
Q2 2024	28,331	$11.5M	0.8%	+2,708+10.6%	Added	Holders
Q1 2024	25,623	$10.8M	0.8%	+8,825+52.5%	Added	Holders
Q4 2023	16,798	$5.99M	0.5%	+566+3.5%	Added	Holders
Q3 2023	16,232	$5.69M	0.5%	+894+5.8%	Added	Holders
Q2 2023	15,338	$5.23M	0.6%	−964−5.9%	Reduced	Holders
Q1 2023	16,302	$5.03M	0.6%	−3,725−18.6%	Reduced	Holders
Q4 2022	20,027	$6.19M	0.8%	+129+0.6%	Added	Holders
Q3 2022	19,898	$5.31M	0.8%	+2,599+15.0%	Added	Holders
Q2 2022	17,299	$4.72M	0.7%	+964+5.9%	Added	Holders
Q1 2022	16,335	$5.76M	0.8%	−2,318−12.4%	Reduced	Holders
Q4 2021	18,653	$5.58M	0.7%	+7,594+68.7%	Added	Holders
Q3 2021	11,059	$3.02M	0.4%	−5,851−34.6%	Reduced	Holders
Q2 2021	16,910	$4.70M	0.6%	+3,633+27.4%	Added	Holders
Q1 2021	13,277	$3.39M	0.6%	–	–	Holders

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