Berkshire Money Management, Inc.
CIK: 0001535172Latest portfolio: $1.0B · Q4 2025
Holdings
131
Total Value
$1.0B
New Positions
84
Closed Positions
1
Top Holdings
View All 131 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 340,752 | $232.4M | 22.17% | -462 | |
| 2 | DONSPDR DOW JONES INDL AVERAGE | 206,574 | $99.3M | 9.47% | +6K | |
| 3 | NDQINVESCO QQQ TR | 131,616 | $80.9M | 7.71% | +1K | |
| 4 | KAUGINNOVATOR ETFS TRUST | 2,496,244 | $66.2M | 6.32% | +47K | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 283,087 | $62.2M | 5.94% | -2 | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 299,108 | $57.3M | 5.47% | +17K | |
| 7 | IWFISHARES TR | 114,706 | $54.3M | 5.18% | +1K | |
| 8 | SJNKSPDR SERIES TRUST | 1,755,779 | $44.5M | 4.24% | +51K | |
| 9 | IVEISHARES TR | 152,364 | $32.3M | 3.08% | +263 | |
| 10 | BSVVANGUARD BD INDEX FDS | 406,845 | $32.1M | 3.06% | -80,952 | |
| 11 | PJUNINNOVATOR ETFS TRUST | 637,168 | $26.7M | 2.55% | +1K | |
| 12 | VUGVANGUARD INDEX FDS | 54,479 | $26.6M | 2.54% | +1K | |
| 13 | XLUSELECT SECTOR SPDR TR | 576,065 | $24.6M | 2.35% | +294K | |
| 14 | BILSPDR SERIES TRUST | 251,294 | $23.0M | 2.19% | +7K | |
| 15 | MOATVANECK ETF TRUST | 212,614 | $22.0M | 2.10% | +5K | |
| 16 | THNQEXCHANGE TRADED CONCEPTS TRU | 241,058 | $15.3M | 1.46% | +7K | |
| 17 | JNKSPDR SERIES TRUST | 156,057 | $15.2M | 1.45% | +54K | |
| 18 | IGPTINVESCO EXCHANGE TRADED FD T | 245,620 | $14.6M | 1.39% | +2K | |
| 19 | AAPLAPPLE INC | 26,950 | $7.3M | 0.70% | +3K | |
| 20 | GRNYTIDAL TRUST I | 287,529 | $7.1M | 0.68% | +42K | |
| 21 | BFEBINNOVATOR ETFS TRUST | 141,361 | $6.9M | 0.66% | -6 | |
| 22 | KJANINNOVATOR ETFS TRUST | 149,379 | $6.2M | 0.59% | -4,343 | |
| 23 | QQQEDIREXION SHS ETF TR | 55,368 | $5.7M | 0.54% | -945 | |
| 24 | KAPRINNOVATOR ETFS TRUST | 100,464 | $3.5M | 0.34% | -769 | |
| 25 | VOOVANGUARD INDEX FDS | 5,556 | $3.5M | 0.33% | NEW |
Quarterly Changes
New Positions
Closed Positions
- BSCPCLOSED$256.6M
Sector Breakdown
Financial Services0.0% ($2.3236499273622163e+287T)
Technology0.0% ($7.326314230861932e+27T)
Industrials0.0% ($1.1784854203353323e+21T)
Unknown0.0% ($8085366225994.8T)
Consumer Cyclical0.0% ($2547487449.3T)
Communication Services0.0% ($16471053.6T)
Consumer Defensive0.0% ($605409.3T)
Healthcare0.0% ($371339.3T)
Utilities0.0% ($219.2M)
Energy0.0% ($1.2M)
Filing History
Fund Information
Berkshire Money Management, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.0B across 131 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 22.2% of the portfolio. Compared to the previous quarter, the fund opened 84 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.