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Livermore
Livermore
ZHEN

Vance Wealth, Inc.

SEC CIK
0001910854
Latest filing
Aug 14, 2026

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

Shares (Q2 2026)
9,704
Value
$4.86M
% of portfolio
1.1%
Quarters held
19
Since Q4 2021
Holdings of BRK.B by Vance Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,704$4.86M1.1%+242+2.6%AddedHolders
Q1 20269,462$4.53M1.3%+909+10.6%AddedHolders
Q4 20258,553$4.30M1.3%−10.0%ReducedHolders
Q3 20258,554$4.30M1.3%+39+0.5%AddedHolders
Q2 20258,515$4.14M1.4%−27−0.3%ReducedHolders
Q1 20258,542$4.55M1.7%+113+1.3%AddedHolders
Q4 20248,429$3.82M1.5%−14−0.2%ReducedHolders
Q3 20248,443$3.89M1.5%+105+1.3%AddedHolders
Q2 20248,338$3.39M1.4%+33+0.4%AddedHolders
Q1 20248,305$3.49M1.4%+60+0.7%AddedHolders
Q4 20238,245$2.94M1.3%+6+0.1%AddedHolders
Q3 20238,239$2.89M1.4%−500−5.7%ReducedHolders
Q2 20238,739$2.98M1.4%00.0%UnchangedHolders
Q1 20238,739$2.70M1.4%+66+0.8%AddedHolders
Q4 20228,673$2.68M1.7%00.0%UnchangedHolders
Q3 20228,673$2.32M1.8%+75+0.9%AddedHolders
Q2 20228,598$2.35M1.8%−25−0.3%ReducedHolders
Q1 20228,623$3.04M3.9%00.0%UnchangedHolders
Q4 20218,623$2.58M2.5%–No prior filingHolders