Institutions / Berkshire Money Management, Inc.
Berkshire Money Management, Inc.
CIK 1535172 · Institution · as of Dec 31, 2025
Portfolio value
$1.05B
Positions
131
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 131 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $232.37M | 22.2% |
| SPDR Dow Jones Indl Average | $99.27M | 9.5% |
| Invesco Qqq Tr | $80.85M | 7.7% |
| Innovator Etfs Trust | $66.23M | 6.3% |
| Vanguard Specialized Funds | $62.22M | 5.9% |
| Invesco Exchange Traded Fd T | $57.30M | 5.5% |
| iShares Tr | $54.29M | 5.2% |
| SPDR Series Trust | $44.46M | 4.2% |
| iShares Tr | $32.31M | 3.1% |
| Vanguard Bd Index Fds | $32.06M | 3.1% |
| Innovator Etfs Trust | $26.68M | 2.5% |
| Vanguard Index Fds | $26.58M | 2.5% |
| Select Sector SPDR Tr | $24.59M | 2.3% |
| SPDR Series Trust | $22.96M | 2.2% |
| VanEck ETF Trust | $22.02M | 2.1% |
| Exchange Traded Concepts Tru | $15.30M | 1.5% |
| SPDR Series Trust | $15.17M | 1.4% |
| Invesco Exchange Traded Fd T | $14.61M | 1.4% |
| Apple Inc. | $7.33M | 0.7% |
| Tidal Trust I | $7.12M | 0.7% |
| Innovator Etfs Trust | $6.88M | 0.7% |
| Innovator Etfs Trust | $6.19M | 0.6% |
| Direxion Shs ETF Tr | $5.66M | 0.5% |
| Innovator Etfs Trust | $3.53M | 0.3% |
| Vanguard Index Fds | $3.48M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.