§ 13F · FUND PROFILE
Berkshire Money Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $972M (13F)Positions · 48Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$130M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 339K | $221M | 22.6% | ±0% |
| 2 | DIA | STATE STR SPDR DOW JONES IND | 205K | $95M | 9.7% | −1% |
| 3 | KNOV | INNOVATOR ETFS TRUST | 2.23M | $64M | 6.5% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 280K | $60M | 6.2% | −1% |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | 306K | $59M | 6.0% | +2% |
| 6 | QQQ | INVESCO QQQ TR | 97K | $56M | 5.7% | −27% |
| 7 | SJNK | SPDR SERIES TRUST | 1.68M | $42M | 4.3% | −4% |
| 8 | BSV | VANGUARD BD INDEX FDS | 422K | $33M | 3.4% | +4% |
| 9 | IVE | ISHARES TR | 151K | $32M | 3.3% | −1% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 456K | $29M | 3.0% | NEW |
§ 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 $972 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed