Latest Berkshire Money Management, Inc. Stock Portfolio
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 $971.6 Millions as of 30 Sep, 2025.
The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 23.4% of it's portfolio in SPDR S&P 500 ETF TR and 9.6% of portfolio in SPDR DOW JONES INDL AVERAGE.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), INNOVATOR ETFS TRUST (BAPR) and VANGUARD BD INDEX FDS (BIV). Berkshire Money Management, Inc. opened new stock positions in TIDAL TRUST I (ACSI) and TRUIST FINL CORP (TFC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and EXCHANGE TRADED CONCEPTS TRU (BITQ).
The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 23.4% of it's portfolio in SPDR S&P 500 ETF TR and 9.6% of portfolio in SPDR DOW JONES INDL AVERAGE.
The fund managers got completely rid off VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and INVESCO EXCH TRADED FD TR II (CGW) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), INNOVATOR ETFS TRUST (BAPR) and VANGUARD BD INDEX FDS (BIV). Berkshire Money Management, Inc. opened new stock positions in TIDAL TRUST I (ACSI) and TRUIST FINL CORP (TFC). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and EXCHANGE TRADED CONCEPTS TRU (BITQ).
Berkshire Money Management, Inc. Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| tidal trust i | 6,131,470 |
| truist finl corp | 470,551 |
New stocks bought by Berkshire Money Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 1,109 |
| vanguard index fds | 112 |
| exchange traded concepts tru | 66.43 |
| invesco exchange traded fd t | 48.17 |
| ishares tr | 48.02 |
| ishares tr | 16.4 |
| invesco exchange traded fd t | 13.85 |
| spdr dow jones indl average | 10.99 |
Additions to existing portfolio by Berkshire Money Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -78.04 |
| innovator etfs trust | -61.68 |
| vanguard bd index fds | -38.38 |
| exxon mobil corp | -23.08 |
| ishares tr | -15.7 |
| innovator etfs trust | -3.9 |
| innovator etfs trust | -3.52 |
| innovator etfs trust | -2.09 |
Berkshire Money Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exch traded fd tr ii | -2,929,040 |
| compass inc | -92,944 |
| galectin therapeutics inc | -23,947 |
| anavex life sciences corp | -92,200 |
| at&t inc | -238,713 |
| innovator etfs trust | -361,387 |
| innovator etfs trust | -300,760 |
| innovator etfs trust | -291,000 |
Berkshire Money Management, Inc. got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 98.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 98.1 |
| MEGA-CAP | 1.3 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 98.1 |
| S&P 500 | 1.4 |
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.
Last Reported on: 14 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.63 | 23,946 | 6,097,330 | added | 2.45 | ||
| ACSI | tidal trust i | 0.63 | 245,357 | 6,131,470 | new | |||
| AFK | vaneck etf trust | 2.12 | 207,871 | 20,602,100 | reduced | -1.88 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AMPS | ishares tr | 0.58 | 59,435 | 5,654,650 | reduced | -78.04 | ||
| AMZN | amazon com inc | 0.24 | 10,778 | 2,366,590 | added | 9.48 | ||
| AVGO | broadcom inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVXL | anavex life sciences corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BA | boeing co | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAC | bank america corp | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BALT | innovator etfs trust | 6.55 | 2,449,070 | 63,671,400 | added | 0.43 | ||
| BALT | innovator etfs trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BAPR | innovator etfs trust | 2.69 | 635,721 | 26,159,900 | added | 1.95 | ||
| BAPR | innovator etfs trust | 0.69 | 141,367 | 6,679,590 | reduced | -61.68 | ||
| BAPR | innovator etfs trust | 0.64 | 153,722 | 6,203,450 | reduced | -2.09 | ||
| BAPR | innovator etfs trust | 0.36 | 101,233 | 3,462,170 | reduced | -0.5 | ||
| BAPR | innovator etfs trust | 0.35 | 79,793 | 3,361,340 | unchanged | 0.00 | ||