Latest Berkshire Money Management, Inc. Stock Portfolio

Berkshire Money Management, Inc. Performance:

2026 Q1: -2.65%YTD: -2.65%2025: 10.48%

Performance for 2026 Q1 is -2.65%, and YTD is -2.65%, and 2025 is 10.48%.

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

On 2026-04-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Berkshire Money Management, Inc. reported an equity portfolio of $976.4 Millions as of 31 Mar, 2026.

The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, . The fund has invested 22.6% of it's portfolio in STATE STR SPDR S&P 500 ETF T and 9.7% of portfolio in STATE STR SPDR DOW JONES IND.

The fund managers got completely rid off VANGUARD INDEX FDS (VB), ISHARES TR (IBCE) and MICROSOFT CORP (MSFT) stocks. They significantly reduced their stock positions in SELECT SECTOR SPDR TR (XLB), INNOVATOR ETFS TRUST (BAPR) and INNOVATOR ETFS TRUST (BALT). Berkshire Money Management, Inc. opened new stock positions in INNOVATOR ETFS TRUST, VANGUARD TAX-MANAGED FDS (VEA) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to INNOVATOR ETFS TRUST (BAPR), ISHARES TR (IJR) and SPDR SERIES TRUST (BIL).

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

Our best estimate is that Berkshire Money Management, Inc. made a return of -2.65% in the last quarter. In trailing 12 months, it's portfolio return was 11.78%.

Performance
S&P 500

New Buys

Ticker	$ Bought
innovator etfs trust	63,810,400
vanguard tax-managed fds	29,197,900
ishares tr	22,448,100
innovator etfs trust	8,910,480
spdr series trust	5,481,810

New stocks bought by Berkshire Money Management, Inc.

Additions

Ticker	% Inc.
innovator etfs trust	4,944
ishares tr	294
spdr series trust	10.63
exxon mobil corp	10.36
nvidia corporation	9.41
tidal trust i	5.9
exchange traded concepts tru	3.88
vanguard bd index fds	3.62

Additions to existing portfolio by Berkshire Money Management, Inc.

Reductions

Ticker	% Reduced
select sector spdr tr	-97.23
innovator etfs trust	-82.71
innovator etfs trust	-80.56
ishares tr	-48.55
invesco qqq tr	-26.68
vanguard index fds	-11.6
innovator etfs trust	-10.29
direxion shares etf trust	-4.92

Berkshire Money Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-3,473,680
truist finl corp	-501,549
csx corp	-321,510
at&t inc	-208,557
innovator etfs trust	-385,753
innovator etfs trust	-309,461
invesco exch traded fd tr ii	-469,801
ishares tr	-2,229,300

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

Sector Distribution

Berkshire Money Management, Inc. has about 98.4% of it's holdings in Others sector.

Sector	%
Others	98.4

Market Cap. Distribution

Berkshire Money Management, Inc. has about 1.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	98.4
MEGA-CAP	1.5

Stocks belong to which Index?

About 1.5% of the stocks held by Berkshire Money Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	98.4
S&P 500	1.5

Top 5 Winners (%)		%
XOM	exxon mobil corp	38.3 %
XLB	select sector spdr tr	3.9 %
BAPR	innovator etfs trust	3.0 %
BAPR	innovator etfs trust	2.1 %
BAPR	innovator etfs trust	0.7 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	0.9 M
XOM	exxon mobil corp	0.5 M
BALT	innovator etfs trust	0.4 M
CSD	invesco exchange traded fd t	0.1 M
BAPR	innovator etfs trust	0.1 M

Top 5 Losers (%)		%
IJR	ishares tr	-24.3 %
VB	vanguard index fds	-9.9 %
AMZN	amazon com inc	-9.8 %
IJR	ishares tr	-7.5 %
BITQ	exchange traded concepts tru	-6.9 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-10.7 M
QQQ	invesco qqq tr	-4.2 M
IJR	ishares tr	-4.1 M
DIA	state str spdr dow jones ind	-3.6 M
VB	vanguard index fds	-2.6 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 52 stocks in it's portfolio. About 70.7% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Berkshire Money Management, Inc. last quarter.

Last Reported on: 21 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.71	27,183	6,898,800	added	0.86

AAXJ	ishares tr	2.30	527,447	22,448,100	new

ABT	abbott labs	0.00	0.00	0.00	sold off	-100

ACSI	tidal trust i	0.74	304,485	7,268,060	added	5.9

ADI	analog devices inc	0.00	0.00	0.00	sold off	-100

ADP	automatic data processing in	0.00	0.00	0.00	sold off	-100

AFK	vaneck etf trust	2.13	215,158	20,805,800	added	1.2

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

AMD	advanced micro devices inc	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	0.10	10,251	950,678	added	1.88

AMZN	amazon com inc	0.24	11,072	2,306,030	added	0.33

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BA	boeing co	0.00	0.00	0.00	sold off	-100

BAB	invesco exch traded fd tr ii	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	1.33	485,177	13,006,900	reduced	-80.56

BALT	innovator etfs trust	0.91	256,846	8,910,480	new

BAPR	innovator etfs trust	2.51	598,778	24,466,100	added	4,944

BAPR	innovator etfs trust	0.69	141,346	6,742,530	reduced	-0.01