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FULCRUM WEALTH ADVISORS, LLC → BRK/A

FULCRUM WEALTH ADVISORS, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.7M
Q1 2026$2.5M
Q2 2026$3M
Q3 2026$3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3M6.1K——
Q2 2026$3M6.0K——
Q1 2026$2.5M5.1K——
Q4 2025$2.7M5.4K——

Other funds holding BRK/A

Other FULCRUM WEALTH ADVISORS, LLC positions

SGOL

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PHYS

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SGOL

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VGES

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$11M
MSFT

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$10.9M
SGOL

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$10.2M