§ 13F · FUND PROFILE
Berkshire Money Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $950.3T (13F)Positions · 167Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$50.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 340K | $232.0T | 22.1% | ±0% |
| 2 | DIA | SPDR DOW JONES INDL AVERAGE | 207K | $99.3T | 9.5% | +3% |
| 3 | QQQ | INVESCO QQQ TR | 132K | $80.9T | 7.7% | +1% |
| 4 | KAUG | INNOVATOR ETFS TRUST | 2.50M | $66.2T | 6.3% | +2% |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 283K | $62.2T | 5.9% | ±0% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 299K | $57.3T | 5.5% | +6% |
| 7 | IWF | ISHARES TR | 115K | $54.3T | 5.2% | +1% |
| 8 | SJNK | SPDR SERIES TRUST | 1.76M | $44.5T | 4.2% | +3% |
| 9 | IVE | ISHARES TR | 152K | $32.3T | 3.1% | ±0% |
| 10 | BSV | VANGUARD BD INDEX FDS | 407K | $32.1T | 3.1% | −17% |
§ 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 $950265.8 trillion in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed