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Berkshire Money Management, Inc.
hedge fundUpdated 15 days agoManaged by Berkshire Money Management, Inc. • Latest filing Q3 2026
Portfolio value
$1.2B
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
14.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $1B |
| Q1 2026 | $976.4M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.2B |
Top holdings
148 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $258.3M | 338.7K | 22.30% | Added(+0.8%) | |
| 2 | $104.8M | 206.0K | 9.04% | Added(+0.8%) | |
| 3 | $76.7M | 103.7K | 6.63% | Added(+0.5%) | |
| 4 | $66.5M | 319.5K | 5.74% | Added(+2.6%) | |
| 5 | $65.4M | 280.2K | 5.65% | Added(+0.5%) | |
| 6 | ? N/A INNOVATOR ETFS TRUST | $65.3M | 1.98M | 5.63% | — |
| 7 | $41.5M | 1.71M | 3.59% | Added(+1.9%) | |
| 8 | $36.3M | 514.0K | 3.13% | Added(+6.7%) | |
| 9 | $34.8M | 152.2K | 3.00% | Added(+0.6%) | |
| 10 | $33.3M | 435.7K | 2.87% | Added(+2.9%) | |
| 11 | $29.5M | 235.3K | 2.55% | Trimmed(-0.8%) | |
| 12 | $26.4M | 531.6K | 2.28% | Added(+1104.4%) | |
| 13 | $25.9M | 287.5K | 2.24% | Trimmed(-0.2%) | |
| 14 | $24.1M | 570.5K | 2.08% | Added(+3.5%) | |
| 15 | $23.9M | 226.1K | 2.06% | Added(+5.7%) | |
| 16 | $23.4M | 255.8K | 2.02% | Added(+1.2%) | |
| 17 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $21.9M | 225.9K | 1.89% | Trimmed(-7.2%) |
| 18 | $17M | 183.5K | 1.47% | Added(+4.9%) | |
| 19 | ? N/A INNOVATOR ETFS TRUST | $11.1M | 353.1K | 0.96% | Trimmed(-85.0%) |
| 20 | $10.6M | 50.7K | 0.92% | — |