Skip to main content

SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

BRK.A holding history

Berkshire Hathaway Inc in every 13F filed by SMART Wealth LLC, 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
6
Since Q4 2022
Holdings of BRK.A by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262$1.50M0.3%00.0%UnchangedHolders
Q1 20262$1.44M0.4%+2NewHolders
Q1 20250$00.0%−3−100.0%Sold outHolders
Q4 20243$2.04M0.7%+3NewHolders
Q3 20230$00.0%−3−100.0%Sold outHolders
Q2 20233$1.55M1.2%00.0%UnchangedHolders
Q1 20233$1.40M1.2%00.0%UnchangedHolders
Q4 20223$1.41M1.1%–No prior filingHolders