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Bright Futures Wealth Management, LLC. → BRK/A

Bright Futures Wealth Management, LLC. BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
3
Latest value
$3.1M
Q3 2026
Peak value
$3.9M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$3.9M
Q2 2026$3.4M
Q3 2026$3.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.1M6.1K——
Q2 2026$3.4M6.7K——
Q1 2026$3.9M8.2K——

Other funds holding BRK/A

Other Bright Futures Wealth Management, LLC. positions

AAPL

APPLE INC

$4.4M
HODL

VANECK ETF TRUST

$4.2M
AAPL

APPLE INC

$4M
HODL

VANECK ETF TRUST

$3.9M
HODL

VANECK ETF TRUST

$3.8M
HODL

VANECK ETF TRUST

$3.7M
VGES

VANGUARD WORLD FD

$3.7M
AMGN

RBB FD INC

$3.6M