§ 13F · FUND PROFILE
Berkshire Money Management, Inc..
AUM · $1.1B (13F)Positions · 56Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 336K | $251M | 22.9% | −1% |
| 2 | DIA | STATE STR SPDR DOW JONES IND | 204K | $107M | 9.7% | ±0% |
| 3 | QQQ | INVESCO QQQ TR | 103K | $76M | 6.9% | +7% |
| 4 | KNOV | INNOVATOR ETFS TRUST | 2.36M | $75M | 6.8% | +6% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 311K | $66M | 6.1% | +2% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 279K | $66M | 6.0% | ±0% |
| 7 | SJNK | SPDR SERIES TRUST | 1.68M | $42M | 3.8% | ±0% |
| 8 | IVE | ISHARES TR | 151K | $34M | 3.1% | ±0% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 482K | $34M | 3.1% | +6% |
| 10 | BSV | VANGUARD BD INDEX FDS | 423K | $33M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERKSHIRE SIGNAL
AC read
Berkshire Money Management, Inc. is a Other fund managing $1.1 billion in assets. The fund runs a portfolio of 56 positions.
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