Latest Berkshire Money Management, Inc. Stock Portfolio

Berkshire Money Management, Inc. Performance:

2025 Q4: -0.04%YTD: 8.55%2024: 13.87%

Performance for 2025 Q4 is -0.04%, and YTD is 8.55%, and 2024 is 13.87%.

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 $1 Billions as of 31 Dec, 2025.

The top stock holdings of Berkshire Money Management, Inc. are SPY, DIA, QQQ. The fund has invested 22.2% of it's portfolio in SPDR S&P 500 ETF TR and 9.5% of portfolio in SPDR DOW JONES INDL AVERAGE.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), VANGUARD BD INDEX FDS (BIV) and INNOVATOR ETFS TRUST (BAPR). Berkshire Money Management, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), MICROSOFT CORP (MSFT) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), SPDR SERIES TRUST (BIL) and TIDAL TRUST I (ACSI).

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

Our best estimate is that Berkshire Money Management, Inc. made a return of -0.04% in the last quarter. In trailing 12 months, it's portfolio return was 8.55%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard index fds	3,484,530
microsoft corp	3,142,330
ishares tr	2,229,300
broadcom inc	1,932,510
ishares tr	1,739,980
vanguard index fds	1,730,670
alphabet inc	1,647,570
vanguard scottsdale fds	1,636,370

New stocks bought by Berkshire Money Management, Inc.

Additions

Ticker	% Inc.
select sector spdr tr	104
spdr series trust	52.5
tidal trust i	17.19
ishares tr	16.16
apple inc	12.54
invesco exchange traded fd t	5.94
vanguard scottsdale fds	4.19
nvidia corporation	3.96

Additions to existing portfolio by Berkshire Money Management, Inc.

Reductions

Ticker	% Reduced
ishares tr	-83.07
vanguard bd index fds	-16.6
innovator etfs trust	-7.46
exxon mobil corp	-3.71
innovator etfs trust	-2.83
innovator etfs trust	-1.93
direxion shs etf tr	-1.68
innovator etfs trust	-1.54

Berkshire Money Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-256,619

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

Sector Distribution

Berkshire Money Management, Inc. has about 96.3% of it's holdings in Others sector.

Sector	%
Others	96.3
Technology	1.7

Market Cap. Distribution

Berkshire Money Management, Inc. has about 2.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	96.3
MEGA-CAP	2.8

Stocks belong to which Index?

About 3.5% of the stocks held by Berkshire Money Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	96.4
S&P 500	3.5

Top 5 Winners (%)		%
CSD	invesco exchange traded fd t	10.0 %
TFC	truist finl corp	7.6 %
XOM	exxon mobil corp	6.6 %
AAPL	apple inc	6.4 %
AMZN	amazon com inc	5.1 %

Top 5 Winners ($)		$
SPY	spdr s&p 500 etf tr	5.4 M
DIA	spdr dow jones indl average	3.4 M
QQQ	invesco qqq tr	1.8 M
CSD	invesco exchange traded fd t	1.3 M
BALT	innovator etfs trust	1.3 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-43.7 %
IBCE	ishares tr	-2.2 %
BIL	spdr series trust	-1.1 %
BITQ	exchange traded concepts tru	-0.8 %
ACSI	tidal trust i	-0.8 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-19.1 M
BIL	spdr series trust	-0.5 M
BITQ	exchange traded concepts tru	-0.1 M
BIL	spdr series trust	-0.1 M
BIL	spdr series trust	-0.1 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 131 stocks in it's portfolio. About 72.6% of the portfolio is in top 10 stocks. XLB 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: 27 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.70	26,950	7,326,700	added	12.54

ABT	abbott labs	0.03	2,165	271,253	new

ACSI	tidal trust i	0.68	287,529	7,119,220	added	17.19

ADI	analog devices inc	0.03	1,119	303,473	new

ADP	automatic data processing in	0.02	982	252,600	new

AFK	vaneck etf trust	2.10	212,614	22,018,300	added	2.28

AFK	vaneck etf trust	0.12	3,347	1,205,360	new

AGZD	wisdomtree tr	0.03	3,500	308,280	new

AMD	advanced micro devices inc	0.04	2,056	440,313	new

AMPS	ishares tr	0.09	10,062	947,438	reduced	-83.07

AMZN	amazon com inc	0.24	11,036	2,547,400	added	2.39

AVGO	broadcom inc	0.18	5,584	1,932,510	new

BA	boeing co	0.04	1,936	420,345	new

BAB	invesco exch traded fd tr ii	0.02	821	207,648	new

BAC	bank america corp	0.02	4,637	255,035	new

BALT	innovator etfs trust	6.32	2,496,240	66,225,400	added	1.93

BAPR	innovator etfs trust	2.55	637,168	26,684,600	added	0.23

BAPR	innovator etfs trust	0.66	141,361	6,879,330	reduced	0.00

BAPR	innovator etfs trust	0.59	149,379	6,187,280	reduced	-2.83

BAPR	innovator etfs trust	0.34	100,464	3,529,300	reduced	-0.76