WASHINGTON — President Donald Trump’s latest financial disclosure is giving investors a closer look at how dramatically his portfolio shifted in June — and one move stands out: he sold between $1 million and $5 million of Meta Platforms shares while purchasing between $1 million and $5 million of Berkshire Hathaway stock on the same day.
The disclosure, released August 22 by the U.S. Office of Government Ethics, records 1,051 securities transactions during June, covering stocks, exchange-traded funds, bonds and other investments. Because federal disclosures report transactions in dollar ranges, rather than exact amounts, the full value of the activity is estimated at between $78.1 million and $263.1 million.
The June 18 switch that caught attention
One of the most notable trading days came on June 18.
Trump reported selling between $1 million and $5 million each in Meta and Motorola Solutions, while buying roughly the same transaction range in Berkshire Hathaway, Cintas, Visa and Mastercard.
The pattern is significant because it shows money moving away from some individual technology and communications exposure toward a broader mix of established companies spanning insurance, consumer services and financial payments.
But the disclosure should not be interpreted as proof that Trump personally decided each trade. The White House has said his investments are independently managed, while his son Eric Trump has previously described the assets as being held in a blind trust.
It wasn’t just Berkshire and Meta
The June filing shows a much broader trading strategy.
Among the other companies appearing in the transactions were Visa, Mastercard, Cintas, Home Depot, Palantir, Coinbase, RTX and Northrop Grumman.
Trump also bought and sold a variety of ETFs, including Treasury, technology, consumer-discretionary, European and commodity-linked funds.
One of the largest individual transactions was a June 22 sale of between $5 million and $25 million of the Vanguard Dividend Appreciation ETF.
On that same day, the disclosure showed purchases of between $1 million and $5 million each in Fidelity National Information Services and Home Depot.
Trump also traded defense and AI-related names
The filing also reveals activity in companies that have become major players in the U.S. technology and defense landscape.
Trump bought a relatively small amount of Palantir early in June, followed by larger sales later in the month. The filing also records a purchase of between $100,001 and $250,000 in RTX on June 12, alongside a smaller Northrop Grumman sale.
The Palantir trades are particularly notable because the company has become one of the most closely watched U.S. defense and artificial-intelligence stocks.
Why Berkshire Hathaway is the bigger story
Trump’s purchase of Berkshire Hathaway comes at an interesting moment for the conglomerate.
Berkshire is now operating under CEO Greg Abel, who succeeded Warren Buffett as chief executive at the start of 2026, although Buffett remains chairman and continues to influence major investment decisions.
And Berkshire itself has been changing its investment strategy.
During the second quarter, Berkshire became a net buyer of stocks after 14 consecutive quarters of net selling, according to recent reporting. The company significantly increased its position in Alphabet, Google’s parent company, and expanded several homebuilder investments while cutting positions in companies including Bank of America, Capital One, Ally Financial, Kroger and Nucor.
Berkshire also ended June with roughly $364.7 billion in cash and Treasury bills, meaning the company still maintains an enormous financial cushion despite becoming more active in the market.
A portfolio that keeps moving
Trump’s June activity is striking not simply because of the size of individual transactions, but because of the sheer number of them.
The latest disclosure follows an even more active 2025, when Trump’s filings showed more than 21,000 securities transactions, with total transaction values ranging from roughly $600 million to $1.86 billion because of the reporting ranges used by the disclosure system.
That makes the June filing less a story about one stock and more a snapshot of an extremely active investment portfolio.
The key takeaway is therefore not that Trump has abandoned technology or suddenly become a Berkshire-only investor. The filing shows continued exposure to technology, defense, financial services, ETFs and other asset classes — while individual positions were repeatedly bought and sold.
And that may be the most interesting part of the disclosure: the president’s portfolio isn’t simply getting bigger or smaller. It is constantly being repositioned.
Leave a Reply