SEC 13F-HR · Daily ETF disclosuresTrack how smart money
Track how smart money
is betting on AI.
From legendary investors to daily ETF holdings, we track AI capital flows in real time — surfacing which companies, segments, and value-chain layers are stacking up positions. A live map of where smart money is going in the AI era.
Featured Investors
2 investors tracked · 13 AI positions across both portfolios
Conservative Value
Berkshire Hathaway AI Portfolio
Greg Abel, CEO · Buffett-era legacy
Total AUM
$263.1B
3 positions
AI Exposure
$74.5B
28.3% of AUM
AI Positions
3
Top AI Holdings
- AAPLAAPL77.7%
- GOOGLGOOGL20.9%
- GOOGGOOG1.4%
As of Q1 2026View AI portfolio →
Disruptive Growth
Cathie Wood AI Portfolio
Cathie Wood · CEO/CIO since 2014
Total AUM
$14.5B
10 positions
AI Exposure
$2.9B
19.6% of AUM
AI Positions
10
Top AI Holdings
- AMDAMD28.3%
- PLTRPLTR15.4%
- AMZNAMZN13.5%
As of Q2 2026View AI portfolio →