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BigSur Wealth Management LLC → BRK/A

BigSur Wealth Management LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$6.9M
Q3 2026
Peak value
$24.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$24.1M
Q3 2025$6.5M
Q4 2025$23.4M
Q4 2025$7.2M
Q1 2026$17.2M
Q1 2026$5.6M
Q2 2026$20.2M
Q2 2026$6.4M
Q3 2026$19.4M
Q3 2026$6.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.9M13.8K——
Q3 2026$19.4M26——
Q2 2026$6.4M12.9K——
Q2 2026$20.2M27——
Q1 2026$5.6M11.7K——
Q1 2026$17.2M24——
Q4 2025$7.2M14.3K——
Q4 2025$23.4M31——
Q3 2025$6.5M13.0K——
Q3 2025$24.1M32——

Other funds holding BRK/A

Other BigSur Wealth Management LLC positions

SPY

SPDR S&P 500 ETF TR

$35.1M
SPY

SPDR S&P 500 ETF TR

$32.9M
SPY

STATE STR SPDR S&P 500 ETF T

$30.8M
SPY

STATE STR SPDR S&P 500 ETF T

$30.6M
SPY

STATE STR SPDR S&P 500 ETF T

$25.5M
NVDA

NVIDIA CORPORATION

$18.8M
IBIT

ISHARES BITCOIN TRUST ETF

$17M
VGES

VANGUARD INTL EQUITY INDEX F

$16.1M