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Latest Berkshire Money Management, Inc. Stock Portfolio

$1.09Billion | No. of Holdings #55

Berkshire Money Management, Inc. Performance

2026 Q2+1.20%
YTD-1.48%
2025+10.48%

About Berkshire Money Management, Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Berkshire Money Management, Inc. reported an equity portfolio of $1.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 22.9% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.8% of portfolio in STATE STR SPDR DOW JONES IND. <br><br> The fund managers got completely rid off SPDR SERIES TRUST (BIL), ISHARES TR (DMXF) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), INNOVATOR ETFS TRUST (BALT) and SELECT SECTOR SPDR TR (XLB). Berkshire Money Management, Inc. opened new stock positions in STMICROELECTRONICS N V (STM), ISHARES TR (DMXF) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and AMAZON COM INC (AMZN).
Berkshire Money Management, Inc. Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$1.09Billion
  as of Jul 23, 2026

Berkshire Money Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Berkshire Money Management, Inc. made a return of 1.2% in the last quarter. In trailing 12 months, it's portfolio return was 5.82%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
stmicroelectronics n v1,481,320
ishares tr309,535
ishares tr296,429
ishares tr295,799
ishares tr295,429
ishares tr295,097
ishares tr251,136
New stocks bought by Berkshire Money Management, Inc.

Additions

Ticker% Inc.
vanguard index fds498
ishares tr301
ishares tr11.3
amazon com inc8.9
invesco qqq tr6.95
innovator etfs trust5.92
vanguard tax-managed fds5.68
ishares tr4.52
Additions to existing portfolio by Berkshire Money Management, Inc.

Reductions

Ticker% Reduced
innovator etfs trust-47.31
innovator etfs trust-44.4
innovator etfs trust-38.29
innovator etfs trust-32.33
select sector spdr tr-27.03
invesco exch trd slf idx fd-8.6
nvidia corporation-5.62
invesco exchange traded fd t-4.35
Berkshire Money Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
spdr series trust-5,481,810
ishares tr-1,061,160
ishares tr-950,678
Berkshire Money Management, Inc. got rid off the above stocks

Sector Distribution

Berkshire Money Management, Inc. has about 98.6% of it's holdings in Others sector.

  • Others
Sector%
Others98.6

Market Cap. Distribution

Berkshire Money Management, Inc. has about 1.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED98.6
MEGA-CAP1.4

Stocks belong to which Index?

About 1.4% of the stocks held by Berkshire Money Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others98.6
S&P 5001.4
Top 5 Winners (%)%
CSD
invesco exchange traded fd t
77.6 %
BITQ
exchange traded concepts tru
53.8 %
QQQ
invesco qqq tr
26.4 %
BRZU
direxion shares etf trust
23.8 %
IJR
ishares tr
19.9 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
32.6 M
QQQ
invesco qqq tr
15.9 M
DIA
state str spdr dow jones ind
12.1 M
CSD
invesco exchange traded fd t
10.6 M
BITQ
exchange traded concepts tru
7.9 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
IJR
ishares tr
-60.3 %
XOM
exxon mobil corp
-19.2 %
AAXJ
ishares tr
-2.6 %
XLB
select sector spdr tr
-1.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-58.9 M
IJR
ishares tr
-44.8 M
AAXJ
ishares tr
-0.6 M
XOM
exxon mobil corp
-0.4 M
BIV
vanguard bd index fds
-0.2 M

Berkshire Money Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Berkshire Money Management, Inc.

Berkshire Money Management, Inc. has 55 stocks in it's portfolio. About 71.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Berkshire Money Management, Inc. last quarter.

$1.09BTotal Value
59.00Positions
23 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Berkshire Money Management, Inc., last reported on 23 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Berkshire Money Management, Inc.'s holding in Ishares Tr over time
2.09%551,300
$22.84M
2.09%
increased 4.52 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Berkshire Money Management, Inc.'s holding in Tidal Trust I over time
0.74%294,243
$8.14M
0.74%
decreased 3.36 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Berkshire Money Management, Inc.'s holding in Vaneck Etf Trust over time
2.03%213,872
$22.23M
2.03%
decreased 0.6 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.88%263,759
$9.69M
0.88%
increased 2.69 percentadded
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.71%269,755
$7.72M
0.71%
decreased 44.4 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
2.47%608,729
$27.00M
2.47%
increased 1.66 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.62%148,779
$6.79M
0.62%
decreased 0.4 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.46%95,648
$5.04M
0.46%
decreased 32.33 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.33%79,793
$3.62M
0.33%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.27%55,587
$2.95M
0.27%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.23%58,061
$2.51M
0.23%
decreased 47.31 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.2%55,618
$2.21M
0.2%
decreased 38.29 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.2%44,137
$2.15M
0.2%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.17%34,038
$1.85M
0.17%
decreased 2.35 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.12%23,219
$1.37M
0.12%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.1%21,374
$1.14M
0.1%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.09%21,410
$1.02M
0.09%
unchanged 0 percentunchanged