In a year when many famous stocks weren’t friendly, Warren Buffett’s Berkshire Hathaway stands near the top. Berkshire stocks recorded a 17% return since the start of the year, while the S&P 500 index is down 6%.
That performance has led to Berkshire being one of the top 10% of the US market’s large cap leaders, and Buffett is getting more attention ahead of the Berkshire Hathaway shareholders meeting next weekend in Omaha, Nebraska. It’s also a good time for the recently released Vistashares Target 15 Berkshire Select Income ETF (OMAH). It holds Berkshire Hathaway’s top 20 most significant shares and Berkshire Hathaway stocks.
Berkshire is currently the largest holding in ETFs at 10.6% of the fund. Other top holdings in the ETF from Berkshire’s biggest betting classes include Apple, American Express, Kroger, Verisign, Bank of America, Visa and of course Coca-Cola, a long-time male favorite known as Omaha Oracle.
“This is a very balanced portfolio chosen by the most successful investors the world has ever seen,” said Adam Patti, CEO of Vistashares, who appeared on CNBC’s ETF Edge this week.
Berkshire’s outperformance on the S&P 500 is not limited to 2025. Buffett’s stock has tripled market performance over the past year, with 185% returns over the past five years being more than double the S&P 500’s performance.
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Berkshire Hathaway is one of the top performance stocks for 2025.
In addition to its long-term track record of success in the market, Berkshire Hathaway is currently attracting a lot of attention as it has reaped a large share of stock, including Apple, which has proven to be a great strategy, and is holding a record amount of Buffett. The S&P 500 has experienced extreme short-term volatility since President Donald Trump took office on January 20th. Even after the recent recovery, the S&P has fallen 8% since the start of Trump’s second quarter.
“The market has had momentum for many years, the switch has been flipped over, and quality is being considered in terms of exposure, and this year Berkshire Hathaway has performed very well, surpassing the S&P 500 manually,” Patty said.
Berkshire Hathaway doesn’t pay the famous dividends, and Buffett believes for decades he can reinvest cash to generate more value for shareholders. In a letter to shareholders in February, Buffett wrote that Berkshire shareholders “can feel at ease that we can guarantee that a significant portion of their money will be deployed in stocks forever.
Patty added that his company has done research among investors in the design of the ETF, and Patty said the lack of dividend payments has been a problem for many years. “Who doesn’t want to invest like Buffett? He said.
So, in addition to being bound by Berkshire Performance and Buffett’s stock picks, the Vistashares Target 15 Berkshire Select Income ETF is designed to generate 15% annual revenue through a strategy of selling call options and distributing 1.25% monthly payments to shareholders. This income strategy has become more common in the ETF sector, with more asset managers launching funds to acquire income opportunities and more investors taking the approach within market volatility.
