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Latest Berkshire Money Management, Inc. Stock Portfolio

$1.16Billion | No. of Holdings #146

Berkshire Money Management, Inc. Performance

2026 Q3+0.20%
YTD-1.28%
2025+10.48%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Berkshire Money Management, Inc. reported an equity portfolio of $1.2 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 22.3% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9% of portfolio in STATE STR SPDR DOW JONES IND. <br><br> The fund managers got completely rid off INNOVATOR ETFS TRUST (BALT) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), INVESCO EXCHANGE TRADED FD T (CSD) and INNOVATOR ETFS TRUST. Berkshire Money Management, Inc. opened new stock positions in INNOVATOR ETFS TRUST (BAPR), ISHARES TR (IJR) and MICROSOFT CORP (MSFT). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), VANGUARD TAX-MANAGED FDS (VEA) and VANECK ETF TRUST (AFK).
Berkshire Money Management, Inc. Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$1.16Billion
  as of Oct 21, 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 0.2% in the last quarter. In trailing 12 months, it's portfolio return was 0.43%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
innovator etfs trust65,258,600
ishares tr10,629,000
innovator etfs trust9,472,960
microsoft corp3,680,300
vanguard index fds3,485,030
innovator etfs trust2,595,350
ishares tr2,471,680
broadcom inc2,262,390
New stocks bought by Berkshire Money Management, Inc.

Additions

Ticker% Inc.
innovator etfs trust1,104
vanguard tax-managed fds6.73
vaneck etf trust5.73
spdr series trust4.9
ishares tr3.49
vanguard bd index fds2.89
ishares tr2.66
invesco exchange traded fd t2.61
Additions to existing portfolio by Berkshire Money Management, Inc.

Reductions

Ticker% Reduced
innovator etfs trust-86.75
invesco exchange traded fd t-85.12
innovator etfs trust-85.02
innovator etfs trust-74.56
stmicroelectronics n v-16.98
innovator etfs trust-7.91
exchange traded concepts tru-7.15
select sector spdr tr-5.42
Berkshire Money Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
innovator etfs trust-9,686,660
exxon mobil corp-1,532,970
Berkshire Money Management, Inc. got rid off the above stocks

Sector Distribution

Berkshire Money Management, Inc. has about 96.2% of it's holdings in Others sector.

  • Others
  • Technology
Sector%
Others96.2
Technology1.9

Market Cap. Distribution

Berkshire Money Management, Inc. has about 3.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED96.2
MEGA-CAP3.2

Stocks belong to which Index?

About 3.6% of the stocks held by Berkshire Money Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others96.3
S&P 5003.6
Top 5 Winners (%)%
IJR
ishares tr
17.5 %
AAPL
apple inc
15.1 %
NVDA
nvidia corporation
14.1 %
BITQ
exchange traded concepts tru
6.3 %
VB
vanguard index fds
4.6 %
Top 5 Winners ($)$
SPY
state str spdr s&p 500 etf t
5.4 M
BITQ
exchange traded concepts tru
1.4 M
AAPL
apple inc
1.2 M
VB
vanguard index fds
1.1 M
NVDA
nvidia corporation
0.5 M
Top 5 Losers (%)%
STM
stmicroelectronics n v
-26.3 %
XLB
select sector spdr tr
-12.7 %
IJR
ishares tr
-7.4 %
DMXF
ishares tr
-4.5 %
DMXF
ishares tr
-3.7 %
Top 5 Losers ($)$
DIA
state str spdr dow jones ind
-2.8 M
CSD
invesco exchange traded fd t
-1.5 M
BIL
spdr series trust
-1.3 M
VIG
vanguard specialized funds
-0.9 M
IJR
ishares tr
-0.7 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 146 stocks in it's portfolio. About 67.6% of the portfolio is in top 10 stocks. DIA proved to be the most loss making stock for the portfolio. SPY was the most profitable stock for Berkshire Money Management, Inc. last quarter.

$1.16BTotal Value
149Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Berkshire Money Management, Inc., last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Berkshire Money Management, Inc.'s holding in Ishares Tr over time
2.08%570,542
$24.07M
2.08%
increased 3.49 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Berkshire Money Management, Inc.'s holding in Tidal Trust I over time
0.72%299,530
$8.34M
0.72%
increased 1.8 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Berkshire Money Management, Inc.'s holding in Vaneck Etf Trust over time
2.06%226,127
$23.90M
2.06%
increased 5.73 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Berkshire Money Management, Inc.'s holding in Vaneck Etf Trust over time
0.17%3,307
$2.01M
0.17%
new position
AGZD
Wisdomtree Tr

Wisdomtree Tr

AGZD
Berkshire Money Management, Inc.'s holding in Wisdomtree Tr over time
0.02%2,717
$264.1K
0.02%
new position
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.63%258,215
$7.32M
0.63%
decreased 4.28 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
5.64%1,983,540
$65.26M
5.64%
new position
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
2.28%531,587
$26.41M
2.28%
increased 1104.4 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Berkshire Money Management, Inc.'s holding in Innovator Etfs Trust over time
0.82%262,196
$9.47M
0.82%
new position