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Disclosed positions
Mesirow Financial Investment Management, Inc.: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- BERKSHIRE HATHAWAY INC DEL
- Ticker
- BRK.B
- Class
- CL B NEW
- Reported value
- $490,579,109
- Reported amount
- 980,399
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001469475-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $490,579,109 | 980,399 | SH | None |
| APPLE INC | AAPL | COM | $292,633,057 | 1,011,311 | SH | None |
| VANECK ETF TRUST | MOAT | MRNGSTR WDE MOAT | $275,235,680 | 2,647,494 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $239,991,864 | 1,618,153 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $197,690,951 | 559,493 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $184,994,351 | 246,977 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $176,863,746 | 1,076,654 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $150,647,127 | 219,307 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $131,410,262 | 367,716 | SH | None |
| MICROSOFT CORP | MSFT | COM | $117,243,021 | 314,298 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $102,954,345 | 314,532 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $97,856,658 | 131,037 | SH | None |
| AMAZON COM INC | AMZN | COM | $97,756,660 | 410,159 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $95,606,374 | 1,239,853 | SH | None |
| CATERPILLAR INC | CAT | COM | $95,087,281 | 89,291 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $93,983,067 | 1,099,337 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $87,599,938 | 705,467 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $87,553,152 | 554,044 | SH | None |
| INVESTMENT MANAGERS SER TR I | FPAG | FPA GBL EQTY ETF | $86,059,347 | 2,143,769 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $78,425,145 | 779,029 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $72,159,011 | 195,884 | SH | None |
| PROFESIONALLY MANAGED PORTFO | AKRE | AKRE FOCUS ETF | $71,665,557 | 1,347,351 | SH | None |
| T ROWE PRICE EXCHANGE-TRADED | TCAF | CAP APPRECIATION | $64,843,682 | 1,577,702 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $61,006,852 | 553,000 | SH | None |
| BROADCOM INC | AVGO | COM | $56,922,953 | 150,683 | SH | None |
| RTX CORPORATION | RTX | COM | $55,055,101 | 290,172 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $53,613,263 | 622,377 | SH | None |
| RBB FUND TRUST | FEGE | FIRST EAGLE GBL | $52,093,146 | 1,064,859 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $47,640,614 | 196,514 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $47,254,356 | 663,218 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $46,733,423 | 197,505 | SH | None |
| BANK OF AMER CORP | BAC | COM | $46,381,084 | 813,986 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $46,110,877 | 211,587 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $46,029,920 | 91,809 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $43,798,634 | 453,492 | SH | None |
| FEDEX CORP | FDX | COM | $41,629,407 | 132,943 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $41,477,104 | 44,331 | SH | None |
| ABBVIE INC | ABBV | COM | $40,011,877 | 158,995 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $39,738,418 | 145,226 | SH | None |
| ISHARES TR | AOR | CORE 60 BALA ETF | $39,319,277 | 565,749 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $38,111,473 | 366,884 | SH | None |
| LOWES COS INC | LOW | COM | $37,266,612 | 169,017 | SH | None |
| UNION PAC CORP | UNP | COM | $36,602,311 | 134,567 | SH | None |
| CORNING INC | GLW | COM | $36,113,947 | 141,385 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $32,992,353 | 199,038 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $32,827,733 | 209,158 | SH | None |
| LINDE PLC | LIN | SHS | $32,053,680 | 61,768 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $31,933,819 | 404,069 | SH | None |
| VISA INC | V | COM CL A | $30,550,815 | 89,042 | SH | None |
| TE CONNECTIVITY PLC | TEL | ORD SHS | $30,435,695 | 150,962 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.