A New ETF Gives You Warren Buffett’s Stock Portfolio, Plus a Bonus

An exchange-traded fund keyed to Warren Buffett’s Berkshire Hathaway equity portfolio has attracted nearly $250 million since its inception in March. The VistaShares Target 15 Berkshire Select Income ETF holds 21 stocks — 20 in Berkshire’s portfolio plus 10% of its assets in Berkshire’s Class B shares. Plus, there’s a twist. “Berkshire doesn’t pay a dividend,” says VistaShares CEO Adam Patti. “We felt there was an opportunity to mirror the holdings and provide a 15% target [annual yield].”

The Berkshire ETF uses the sale, or writing, of call options to augment income. As a result, the Berkshire ETF may be best suited for tax-free IRAs and 401(k) accounts. “Any income strategy will not keep up in an aggressive bull market” due to the options, Patti says, but the income will offset some stock-price declines. The annual fee is 0.95%.

The total return of the ETF, which closed Friday at $19.20, is about flat since inception. The Berkshire index it tracks, which includes Apple, Berkshire B shares, American Express, and Coca-Cola, has fallen about 4%. “We want as much upside as possible but not to the detriment of hitting the 15%,” says Patti.

Top 10 Warren Buffett Stocks Portfolio List 2025

1.Apple Inc. (AAPL)

2.Bank of America Corp. (BAC)

3.American Express Co. (AXP)

4.Coca-Cola Co. (KO)

5.Chevron Corp. (CVX)

6.Occidental Petroleum Corp. (OXY)

7.Kraft Heinz Co. (KHC)

8.Moody’s Corporation (MCO)

9.Chubb Ltd. (CB)

10.DaVita Inc. (DVA)

VistaShares has also filed for actively traded ETFs that will invest in the publicly disclosed holdings of Bill Ackman, Stan Druckenmiller, and Michael Burry, both with and without options. They could hit the market by Labor Day, with a new, option-free Berkshire ETF.