Avantis ETF Holdings Include ExxonMobil, Eli Lilly, and Berkshire Hathaway
What happened
As of September 28, 2026, the Avantis Inflation Focused Equity ETF held top investments in ExxonMobil, Eli Lilly and Company, and Berkshire Hathaway. The fund focuses on sectors that historically perform well during periods of rising inflation. In 2026, the ETF had outperformed the S&P 500, showing gains of about 19% year to date.
From fool.com
Why it matters
The holdings reflect a strategic shift by investors toward inflation-performing assets amid fluctuating economic conditions. This trend occurs as central banks respond to inflation rates, which have seen recent increases from 3.4% in August.
From fool.com
Who's involved
- ExxonMobilTop holding within the Avantis ETF structure.
- AvantisInvestment vehicle that holds top companies like ExxonMobil and Eli Lilly.
- Berkshire HathawayPortfolio constituent held by the Avantis ETF.
- Eli Lilly and CompanyTop investment holding within the Avantis ETF.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- AvantisSpeculative
Avantis could see its investment strategy validated or challenged by its ability to navigate inflationary cycles.
- Eli Lilly and CompanySpeculative
Eli Lilly could see its investment performance influenced by the fund's overall market exposure.
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The entities involved
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ExxonMobil
American multinational oil and gas corporation
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Avantis
company
Nothing else this week.
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Berkshire Hathaway
American multinational conglomerate holding company
- Berkshire Hathaway, based in Omaha, Nebraska, announced that Greg Abel agreed to make a stock investment in Alphabet (Google) and boosted the company's stake.
- Berkshire Hathaway is undergoing a leadership transition with Greg Abel set to take over from Warren Buffett, accompanied by investment write-downs.
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Eli Lilly and Company
American pharmaceutical company
Related events
- Vanguard Russell 1000 Value ETF outperformed benchmarks this year, with JPMorgan Chase and ExxonMobil among its top 10 holdings.
- Nvidia is a top holding in VOO, which also holds Apple Inc. as a major position. Warren Buffett advises investing in S&P 500 ETFs, noting Eli Lilly as a key non-tech giant.
- Marin Bay Wealth Advisors LLC bought a new position in ExxonMobil stock.