Skip to main content

SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

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

Shares (Q2 2026)
10,258
Value
$5.13M
% of portfolio
1.1%
Quarters held
15
Since Q4 2022
Holdings of BRK.B by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,258$5.13M1.1%−2,010−16.4%ReducedHolders
Q1 202612,268$5.88M1.7%+604+5.2%AddedHolders
Q4 202511,664$5.86M1.8%−292−2.4%ReducedHolders
Q3 202511,956$6.01M2.3%−3,535−22.8%ReducedHolders
Q2 202515,491$7.53M2.4%+3,148+25.5%AddedHolders
Q1 202512,343$6.57M2.4%−2,339−15.9%ReducedHolders
Q4 202414,682$6.66M2.4%+3,158+27.4%AddedHolders
Q3 202411,524$5.30M2.1%−59−0.5%ReducedHolders
Q2 202411,583$4.71M1.9%+622+5.7%AddedHolders
Q1 202410,961$4.61M2.1%+897+8.9%AddedHolders
Q4 202310,064$3.59M2.0%+1,539+18.1%AddedHolders
Q3 20238,525$2.99M2.2%+832+10.8%AddedHolders
Q2 20237,693$2.62M2.0%+30+0.4%AddedHolders
Q1 20237,663$2.37M2.1%+276+3.7%AddedHolders
Q4 20227,387$2.28M1.7%–No prior filingHolders