StockDriftsStockDriftsTop 50 Berkshire Money Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 22.33% | 339.2K | $258.7M | +0.89%(+2.98K) | $349.28(+120.26%) | 2026-09-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 9.04% | 206.0K | $104.8M | +0.84%(+1.72K) | $335.44(+56.21%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.63% | 103.7K | $76.7M | +0.52%(+537) | $425.30(+69.04%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 5.74% | 319.5K | $66.5M | +2.61%(+8.14K) | $174.82(+23.37%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.65% | 280.2K | $65.4M | +0.48%(+1.34K) | $138.67(+75.29%) | 2026-09-30 | |
| KJUL | INNOVATOR ETFS TRUST | 5.63% | 1.98M | $65.3M | new | $33.44(-1.94%) | 2026-09-30 | |
| SJNK | SPDR SERIES TRUST | 3.59% | 1.71M | $41.5M | +1.85%(+31.11K) | $25.12(-4.26%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.13% | 514.0K | $36.3M | +6.73%(+32.41K) | $63.93(+9.23%) | 2026-09-30 | |
| IVE | ISHARES TR | 3% | 152.2K | $34.8M | +0.58%(+875) | $150.76(+57.27%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.87% | 435.7K | $33.3M | +2.89%(+12.23K) | $76.86(-0.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.17% | +8.62% | +51.20% |
| Top 20 Holdings Unweighted | +15.76% | +55.11% | +8.31% | +49.07% |
Berkshire Money Management INC reports $1.16B in US-listed equity holdings across 147 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.3%), DIA (9.0%) and QQQ (6.6%). The top 20 holdings account for 86.08% of reported assets. Its disclosed equity book has returned +56.17% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Berkshire Money Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535172). View Berkshire Money Management INC’s 13F filings on SEC