Berkshire Asset Management LLC ETF holdings
Wilkes Barre, PA
Reported $304.1M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$304.1M
ETFs held
66
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
11.9%
of $2.5B
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHF | Schwab International Equity ETF | $35.3M | 1,273,951 | +58,621 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $34.3M | 593,958 | +10,049 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $26.9M | 730,699 | +15,266 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $22.8M | 272,741 | +2,724 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $20.7M | 257,116 | +193,042 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $17.2M | 56,738 | +47 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $14.4M | 425,185 | +312 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $12.0M | 16,036 | −1,036 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $11.2M | 156,941 | +7,556 shares |
| IWF | iShares Russell 1000 Growth ETF | $10.0M | 80,832 | +60,626 shares |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000949012. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Berkshire Asset Management LLC own?
Berkshire Asset Management LLC reported 66 ETF positions worth $304.1M in its Form 13F for June 30, 2026. The largest was SCHF, at $35.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.