Latest Berkshire Money Management, Inc. Stock Portfolio

Berkshire Money Management, Inc. Performance:

2025 Q2: 5.05%YTD: 2%2024: 10.15%

Performance for 2025 Q2 is 5.05%, and YTD is 2%, and 2024 is 10.15%.

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

In it's latest 13F Holdings report, Berkshire Money Management, Inc. reported an equity portfolio of $950.3 Millions as of 30 Jun, 2025.

The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 22.4% of it's portfolio in SPDR S&P 500 ETF TR and 8.4% of portfolio in SPDR DOW JONES INDL AVERAGE.

The fund managers got completely rid off UNITEDHEALTH GROUP INC (UNH), INVESCO EXCH TRADED FD TR II (BAB) and MERCK & CO INC (MRK) stocks. They significantly reduced their stock positions in VANGUARD WORLD FD (EDV), ISHARES TR (IJR) and INNOVATOR ETFS TRUST. Berkshire Money Management, Inc. opened new stock positions in ISHARES TR (AMPS), INNOVATOR ETFS TRUST (BAPR) and INVESCO EXCH TRADED FD TR II (CGW). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), ISHARES TR (IBCE) and ISHARES TR (DMXF).

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

Our best estimate is that Berkshire Money Management, Inc. made a return of 5.05% in the last quarter. In trailing 12 months, it's portfolio return was 6.23%.

New Buys

Ticker	$ Bought
ishares tr	25,405,900
innovator etfs trust	3,294,910
invesco exch traded fd tr ii	2,929,040
vanguard scottsdale fds	1,549,220
vanguard world fd	1,323,640
spdr series trust	822,905
vanguard world fd	652,515
bank america corp	210,858

New stocks bought by Berkshire Money Management, Inc.

Additions

Ticker	% Inc.
innovator etfs trust	2,852
innovator etfs trust	1,280
ishares tr	539
ishares tr	221
vanguard scottsdale fds	202
ishares tr	47.27
vanguard bd index fds	33.24
ishares tr	27.69

Additions to existing portfolio by Berkshire Money Management, Inc.

Reductions

Ticker	% Reduced
vanguard world fd	-98.91
ishares tr	-94.21
innovator etfs trust	-90.83
vanguard index fds	-68.65
ishares tr	-61.67
innovator etfs trust	-38.1
at&t inc	-29.92
spdr series trust	-28.46

Berkshire Money Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
merck & co inc	-203,217
invesco exch traded fd tr ii	-220,043
unitedhealth group inc	-296,443

Berkshire Money Management, Inc. got rid off the above stocks

Sector Distribution

Berkshire Money Management, Inc. has about 94.6% of it's holdings in Others sector.

Sector	%
Others	94.6
Utilities	2.7
Technology	1.2

Market Cap. Distribution

Berkshire Money Management, Inc. has about 2.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.6
SMALL-CAP	2.7
MEGA-CAP	2.2

Stocks belong to which Index?

About 5.5% of the stocks held by Berkshire Money Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	94.6
RUSSELL 2000	2.8
S&P 500	2.7

Top 5 Winners (%)		%
GALT	galectin therapeutics inc	73.0 %
AVGO	broadcom inc	62.9 %
NVDA	nvidia corporation	45.3 %
NFLX	netflix inc	42.6 %
MSFT	microsoft corp	32.3 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	21.0 M
QQQ	invesco qqq tr	11.6 M
IJR	ishares tr	6.1 M
DIA	spdr dow jones indl average	3.9 M
IJR	ishares tr	0.8 M

Top 5 Losers (%)		%
COMP	compass inc	-28.1 %
CVX	chevron corp new	-14.4 %
PEP	pepsico inc	-11.9 %
XLB	select sector spdr tr	-9.2 %
XOM	exxon mobil corp	-9.2 %

Top 5 Losers ($)		$
AAPL	apple inc	-0.4 M
XOM	exxon mobil corp	-0.2 M
XLB	select sector spdr tr	-0.1 M
COMP	compass inc	0.0 M
CVX	chevron corp new	0.0 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 154 stocks in it's portfolio. About 74% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Berkshire Money Management, Inc. last quarter.

Last Reported on: 22 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	SPY	spdr s&p 500 etf tr	22.38	344,209	212,670,000	reduced	-11.18
Historical Trend of SPDR S&P 500 ETF TR Position Held By Berkshire Money Management, Inc. What % of Portfolio is SPY?: Number of SPY shares held: Change in No. of Shares Held:
	DIA	spdr dow jones indl average	8.39	180,920	79,722,400	added	24.92

	QQQ	invesco qqq tr	7.60	130,909	72,214,800	reduced	-13.16

	BIV	vanguard bd index fds	6.56	791,653	62,303,100	added	33.24

	BALT	innovator etfs trust	6.38	2,438,490	60,597,900	added	2.69

	VIG	vanguard specialized funds	6.12	284,097	58,146,100	added	0.19

	CSD	invesco exchange traded fd t	4.74	247,987	45,069,200	reduced	-19.45

	BIL	spdr series trust	4.38	1,633,610	41,624,500	reduced	-2.06

	IJR	ishares tr	4.36	97,528	41,408,400	reduced	-19.99

	IJR	ishares tr	3.13	152,352	29,772,600	added	15.63

	AMPS	ishares tr	2.67	270,650	25,405,900	new

	BAPR	innovator etfs trust	2.61	623,576	24,793,400	added	2,852

	XLB	select sector spdr tr	2.37	275,874	22,527,900	added	7.73

	BIL	spdr series trust	2.26	234,053	21,469,700	reduced	-12.44

	AFK	vaneck etf trust	2.09	211,852	19,869,600	reduced	-16.59

	BAPR	innovator etfs trust	1.73	368,923	16,472,400	added	1,280

	VB	vanguard index fds	1.15	24,971	10,947,300	reduced	-68.65

	CSD	invesco exchange traded fd t	0.85	164,343	8,076,640	added	4.02

	BITQ	exchange traded concepts tru	0.81	140,553	7,730,420	added	6.68

	BAPR	innovator etfs trust	0.62	157,000	5,884,360	reduced	-38.1