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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

BRK.A holding history

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

BRK.A overviewAll 13F holders of BRK.AFull Q2 2026 holdings

Shares (Q2 2026)
2
Value
$1.50M
% of portfolio
0.3%
Quarters held
14
Since Q1 2023
Holdings of BRK.A by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$1.50M0.3%00.0%UnchangedHolders
Q1 20262$1.44M0.4%00.0%UnchangedHolders
Q4 20252$1.51M0.4%00.0%UnchangedHolders
Q3 20252$1.51M0.5%00.0%UnchangedHolders
Q2 20252$1.46M0.5%00.0%UnchangedHolders
Q1 20252$1.60M0.6%+1+100.0%AddedHolders
Q4 20241$680.9K0.3%00.0%UnchangedHolders
Q3 20241$691.2K0.3%00.0%UnchangedHolders
Q2 20241$612.2K0.3%00.0%UnchangedHolders
Q1 20241$634.4K0.3%00.0%UnchangedHolders
Q4 20231$542.6K0.2%00.0%UnchangedHolders
Q3 20231$531.5K0.2%00.0%UnchangedHolders
Q2 20231$517.8K0.2%00.0%UnchangedHolders
Q1 20231$465.6K0.3%+1NewHolders