Berkshire Hathaway, who just held the meeting of its highly followed shareholders over 3-4, 2025 weekends, has been one of the best financial shares in the S&P 500 in 2025. Brk.B has been among the top five financial sector shares and in the top 10% of all shares in S&P 500 this year, based on Total Returns by May 2, 2025. LED by Legendary Warren Buffett, which just announced as Ceo, Berk, Berk, Berk. of the return of 19.9.9.9. 2024, versus 10.4% for S&P 500.
The activity of Berkshire capital is, as stated in its annual report of 2024, “Ambidextrous”. On the one hand, the firm controls 189 subsidiaries with at least an 80%portion. On the other hand, it holds minority shares in publicly traded corporations. Brk.B is known for its value investment style, however its public shares portfolio is weighed very differently than the highest value and ETFs of low instability. Figure 1 compares the public portfolio of Brk.B. with two ETFs of greater value, as well as an ETF of low instability, illustrating its differentiated sector exposure.
Figure 1 was created using the counting of the Berkshire shares of firms listed in the US since the end of 2024, as stated in its 13-f. Its international properties, such as Byd (1211 HK) and five Japanese industrial conglomerates such as Mitsubishi (8058 JP) are also included. All of these stock counts are then used to reach the values and weights of the Portfolio for Brk.B public capital properties, using prices from the market near May 2, 2025.
As seen in the table, the publicly traded Berkshire -marketed portfolio is very overweight finance, with a weight of 36% compared to 14% in market tracking Ishares Core S&P 500 ETF (IVV). Two ETFs of the highest value in the SH.BA, Value Vanguard ETF (VTV) AND Ishare Russell 1000 VALUE ETF (IWD)They are also overweight finances, but significantly less than Brk.b. Also, if we consider that a very important part of Brk.B market capitalization is driven by full -owned insurance affiliates like Geico, the shares are increasingly bent over financial businesses.
Berkshire is also much more weighted towards the technology sector than the ETF of value, mainly due to Apple Inc. Holdings, which accounts for 22% of the public shares portfolio since May 2, 2025. Technology accounts for 24% of the Public Stock Portfolio of Brk.B. Investo S & P 500 Low ETF (SPLV) account.
Berkshire iconic brand, Long Track Record and differentiated exposure compared to the highest ETFS value has encouraged the smallest ETF firms to return its success with new omissions. Recently, Vistashares started Vistashares Target 15 Berkshire Select ETF Income (OMAH)which holds Brk.B and some of its publicly listed stakes of the portfolio, but overlaps them with a calling strategy to generate income. In December 2024, Direxion launched a pair of ETF providing 2x pervasive exposure and -1 opposite to Brk.b. These new ETFs join a group of existing ETFs trying to repeat the Buffett's philosophy to invest in the company with a “wide movement”. Table 1 summarizes some of these ETFs that have been launched in the last 12-15 months.
Omah was launched in March 2025 and until May 2, 2025, had already exceeded $ 100 million in the fortune. The EAF tries to appeal to investors who want exposure to Brk.B, but also the income to meet the potential estimate of the capital provided by Brk.B. Berkshire has had a very significant estimate of capital over many years, but it is not a dividend pay. Omah holds Brk.B as well as its high stock properties and then generates premium income from writing call options. It aims to achieve an annual revenue target of 15%.
Brci seeks to provide 200% daily exposure to Brk.B. Is paired with Direxion Daily Bear 1x stock (Brkd)which ensures opposite exposure to stock. These ETFs are targeted by traders who want to express a strong view of the Berkshire leadership.
Mvali is part of a six -ETF family that adopts Warren Buffet's philosophy to invest in companies that have a wide economic depletion. These moats can take the form of network effects, economies of scale, change costs, sustainable cost advantages or non -material assets, such as a strong brand. The first ETF of Vaneck was ranked in 2012, and since then, it has continued to expand that family of product with variants of growth and values, as well as versions with non-shares. For example, since May 2, 2025, MVV had a 28% weight in health care, a sector in which Berkshire is essentially underweight.
The emot has a similar Economic approach based on MOAT, but uses different selection criteria. Like Mval is also index based, but uses criteria such as the Gross Sustainable High Margin, the sustainable high return of investment capital (ROIC) and the top market to determine the sustainable competitive advantage. 50 securities in the S&P 500 with the highest economic result moat have been selected and are of equal weight. While adopting an economic approach with MVA as MV, the fund also has a very different sector profile than Brk.B, with only 7% of its portfolio in Finance since May 2, 2025.
In the current uncertain economic climate, it seems that Berkshire's value -oriented investment access will continue to appeal to investors, especially since it is overweight some protective sectors such as Staples. Given that Brk.B is differentiated from ETF of the traditional great value, investors can begin to consider ETF as OMAH to receive exposure to the Berkshire investment access, while also generating income.