Back to BRK/A

Trinity Financial Advisors LLC → BRK/A

Trinity Financial Advisors LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
4
Latest value
$18.9M
Q3 2026
Peak value
$20.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$20.8M
Q1 2026$20.1M
Q2 2026$20.6M
Q3 2026$18.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$18.9M38.0K——
Q2 2026$20.6M41.2K——
Q1 2026$20.1M41.9K——
Q4 2025$20.8M41.4K——

Other funds holding BRK/A

Other Trinity Financial Advisors LLC positions

SPY

SPDR S&P 500 ETF TR

$44M
SPY

SPDR S&P 500 ETF TR

$42.9M
SPY

SPDR S&P 500 ETF TR

$41.7M
SPY

SPDR S&P 500 ETF TR

$38.5M
MSFT

DIMENSIONAL ETF TRUST

$37.2M
MSFT

DIMENSIONAL ETF TRUST

$36.1M
MSFT

DIMENSIONAL ETF TRUST

$34.9M
CRDO

DIMENSIONAL INTERN CORE EQT MKT ETF

$34.1M