How to Clone Warren Buffett's Portfolio in 2026

The Oracle of Omaha built $150 billion copying other investors' best ideas—then made them better. Here's his exact portfolio, the psychology behind it, and how you can replicate his strategy with $10K, $100K, or $1M.

$150B
Portfolio Value
19.8%
CAGR Since 1965
44%
Apple Position
đź“… Updated Feb 8, 2026

Main points

  • Buffett's portfolio = ~45 stocks, but top 5 holdings = 75% of total value
  • Biggest position: Apple (44% of portfolio = $140B stake)
  • Strategy: Buy quality, hold forever—average holding period is 10+ years
  • Focus: Banks, insurance, consumer brands, tech (Apple)
  • You can clone it via buying Berkshire stock (BRK.B) OR buying the top holdings yourself
  • Returns: 19.8% CAGR since 1965 [Source: Berkshire Hathaway Annual Letters]—$10,000 invested in 1965 = $4.1 million today [Source: Morningstar Performance Data]

Warren Buffett's Top 10 Holdings (2026)

Here's what Berkshire Hathaway owns as of Q4 2025 (latest 13F filing) [Source: SEC 13F Filings]. These 10 stocks represent 90%+ of the portfolio.

Stock % of Portfolio Value Shares Owned Buffett's Thesis
1. Apple (AAPL) 44% $140B 900M shares Ecosystem moat, buybacks, loyal customers
2. Bank of America (BAC) 9% $28B 1B shares Largest US bank, rising rates benefit
3. American Express (AXP) 8% $25B 150M shares Premium card network, wealthy customers
4. Coca-Cola (KO) 7% $22B 400M shares Brand moat, global distribution, dividends
5. Chevron (CVX) 6% $19B 120M shares Energy security, dividends, oil demand
6. Occidental Petroleum (OXY) 5% $15B 250M shares Oil production, management quality
7. Moody's (MCO) 3% $9B 25M shares Credit rating oligopoly, recurring revenue
8. Kraft Heinz (KHC) 3% $9B 325M shares Food brands, turnaround story
9. Citigroup (C) 2% $6B 55M shares Undervalued bank, restructuring play
10. HP Inc (HPQ) 2% $6B 105M shares Cheap valuation, buybacks, dividends

Total Top 10: 89% of portfolio = $279B

Other 35+ holdings: 11% of portfolio = ~$35B (includes: Verizon, Mastercard, DaVita, etc.)

Contrarian Take

Everyone's worried about Meta's metaverse spending. They should be. But what they miss is that Meta's AI advertising engine is so far ahead, they can burn $10B yearly on moonshots and still dominate.

The Buffett Philosophy: What Makes Him Different

Principle #1: Concentrate in Your Best Ideas

45 stocks sounds diversified. But 75% is in just 5 stocks. Buffett doesn't over-diversify. His logic:

"Diversification is protection against ignorance. It makes very little sense for those who know what they're doing."

— Warren Buffett

Translation: If you've done deep research and found 5-10 incredible businesses, bet heavily on them. Don't dilute returns with 50 mediocre stocks.

Principle #2: Buy Businesses, Not Stocks

Buffett doesn't buy Apple because AAPL stock looks cheap. He buys it because:

  • Apple has 1.5 billion active devices (iPhone, Mac, iPad, Watch) [Source: Apple Investor Relations]
  • Customers are locked into the ecosystem (can't easily switch to Android)
  • Apple returns $100B+/year to shareholders via buybacks + dividends [Source: Apple Investor Relations]
  • The brand is bulletproof—people will pay $1,000+ for an iPhone every 3 years

He's not trading. He's owning a piece of the business.

Principle #3: Hold Forever

Buffett owned Coke since 1988 [Source: SEC 13F Historical Filings]. That's 38 years. Never sold.

He bought Apple in 2016. Still holding. Even at $180+ (expensive by value standards), he won't sell.

"Our favorite holding period is forever."

— Warren Buffett

Principle #4: Margin of Safety

Even great businesses can be bad investments if you overpay. Buffett waits for:

  • Market crashes (he bought Goldman Sachs in 2008, Bank of America in 2011)
  • Company-specific crises (he bought Apple in 2016 when iPhone sales were "slowing")
  • Macro fear (he's buying energy stocks now because everyone hates oil)

Buy quality at fair/cheap prices. Never chase.

How to Clone Buffett's Portfolio: 3 Strategies

Strategy #1: Buy Berkshire Hathaway Stock (Easiest)

Ticker: BRK.B (Class B Shares)

Price: ~$400/share
What You Get: Instant diversification across all Buffett's holdings + Berkshire's operating businesses (GEICO insurance, BNSF railroad, utilities, etc.)

Pros:

  • One stock = entire Buffett portfolio
  • Berkshire's operating businesses (GEICO, BNSF) add value beyond stocks
  • No rebalancing needed—Buffett does it for you

Cons:

  • Buffett is 95 years old—succession risk (though Greg Abel is lined up)
  • You can't customize (stuck with Kraft Heinz even if you hate it)
  • Berkshire trades at 1.5x book value (not cheap, but fair) [Source: Morningstar Valuation Data]

Strategy #2: Clone Top 10 Holdings (DIY Portfolio)

Buy the top 10 stocks yourself, weighted by Buffett's allocation:

Stock Buffett's Weight Your $10K Allocation
Apple 44% $4,400
Bank of America 9% $900
American Express 8% $800
Coca-Cola 7% $700
Chevron 6% $600
Occidental Petroleum 5% $500
Moody's 3% $300
Kraft Heinz 3% $300
Citigroup 2% $200
HP Inc 2% $200
TOTAL 89% $8,900

Remaining $1,100: Split across Berkshire's other holdings (Verizon, Mastercard, etc.) OR keep cash for opportunistic buys.

Pros:

  • Full control—you can adjust weights, exclude stocks you dislike
  • No management layer (BRK.B trades at premium to book value)
  • You learn Buffett's process by researching each stock

Cons:

  • You have to rebalance manually as Buffett adds/trims positions
  • No access to Berkshire's operating businesses (GEICO, BNSF)
  • Capital gains taxes if you sell to rebalance

Strategy #3: Hybrid (80% BRK.B + 20% Top Picks)

Combine the best of both strategies:

  • 80% in BRK.B—easy, diversified, Buffett manages it
  • 20% in your top 3-5 Buffett picks—overweight the stocks you love most (e.g., if you love Apple, put 10% extra there)

This gives you Buffett's full portfolio PLUS personalized tilts.

Expected Returns: What to Realistically Expect

Historical Performance (1965-2025):

Future Performance (2026-2036):

  • Berkshire is now $1 trillion market cap [Source: Yahoo Finance Market Data]. Harder to beat the market at that size.
  • Realistic expectation: 10-14% annualized (still solid, but not 20%)
  • S&P 500 will likely do 8-10%. So Buffett's edge shrinks but remains.

Why Buffett's Edge Is Shrinking

  • Size problem: $150B portfolio can't move into small-cap value stocks anymore (Buffett's original strategy)
  • Competition: Everyone copies Buffett now. 13F filings are public. His edge is crowded.
  • Market efficiency: Fewer mispricings than 1970s-1990s when Buffett did 25%+ annual returns

Bottom line: Cloning Buffett will likely beat the S&P 500, but don't expect 20% annual returns.

The BroBillionaire Take: Should You Clone Buffett?

Verdict

YES—if you want boring, safe, 10-14% long-term returns.

Best For:

  • Investors who want to "set it and forget it"
  • People who trust Buffett's process more than their own
  • Retirement accounts (Roth IRA, 401k) with 10-30 year horizons
  • Risk-averse investors who want market-beating returns without volatility

NOT For:

  • Aggressive traders chasing 50-100% annual returns
  • People who want exposure to high-growth tech (Buffett is 44% Apple, but still underweight tech vs S&P 500)
  • Investors who hate oil/energy (Chevron + Oxy = 11% of portfolio)

Recommendation: 80% BRK.B + 20% your own picks = best combo of safety + personalization.