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 | 22.94% | 336.2K | $251.1M | -0.97%(-3.29K) | $345.69(+124.29%) | 2026-06-30 | |
| DIA | STATE STR SPDR DOW JONES IND | 9.75% | 204.3K | $106.7M | -0.43%(-889) | $333.92(+60.76%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.94% | 103.2K | $76.0M | +6.95%(+6.71K) | $423.68(+72.89%) | 2026-06-30 | |
| KNOV | INNOVATOR ETFS TRUST | 6.83% | 2.36M | $74.8M | +5.92%(+131.73K) | $28.64(+12.76%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 6.05% | 311.3K | $66.2M | +1.60%(+4.91K) | $173.89(+27.53%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.03% | 278.9K | $66.0M | -0.26%(-721) | $122.87(+99.44%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 3.85% | 1.68M | $42.1M | +0.00%(+78) | $25.13(-0.93%) | 2026-06-30 | |
| IVE | ISHARES TR | 3.14% | 151.4K | $34.4M | +0.31%(+463) | $150.32(+57.75%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.13% | 481.5K | $34.3M | +5.68%(+25.90K) | $63.46(+16.63%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.01% | 423.4K | $33.0M | +0.45%(+1.88K) | $76.85(+1.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.69% | +50.84% | +8.50% | +50.36% |
| Top 20 Holdings Unweighted | +14.50% | +50.12% | +8.23% | +48.50% |
Berkshire Money Management, Inc. reports $1.09B in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.9%), DIA (9.8%) and QQQ (6.9%). The top 20 holdings account for 91.93% of reported assets. Its disclosed equity book has returned +50.84% on a three-year cumulative basis. Figures reflect the Q2 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