Berkshire Money Management, Inc.

hedge fundUpdated 50 days ago

Managed by Berkshire Money Management, Inc. • Latest filing Q2 2026

Portfolio value

$1.1B

Q2 2026

Filings

14

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

16.9%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 14 quarters

Show data table

Period	Portfolio value
Q1 2023	$659.7M
Q2 2023	$692.1M
Q3 2023	$660.2M
Q4 2023	$751.4M
Q1 2024	$828.4M
Q2 2024	$823.5M
Q3 2024	$873.7M
Q4 2024	$919.8M
Q1 2025	$891.1M
Q2 2025	$950.3M
Q3 2025	$971.6M
Q4 2025	$1B
Q1 2026	$976.4M
Q2 2026	$1.1B

Top holdings

56 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	S SPY STATE STR SPDR S&P 500 ETF T	$251.1M	336.2K	22.94%	Trimmed(-1.0%)
2	D DIA STATE STR SPDR DOW JONES IND	$106.7M	204.3K	9.75%	Trimmed(-0.4%)
3	Q QQQ INVESCO QQQ TR	$76M	103.2K	6.94%	Added(+7.0%)
4	? N/A INNOVATOR ETFS TRUST	$74.8M	2.36M	6.83%	Added(+5.9%)
5	I IVZ INVESCO EXCHANGE TRADED FD T	$66.2M	311.3K	6.05%	Added(+1.6%)
6	B BX VANGUARD SPECIALIZED FUNDS	$66M	278.9K	6.03%	Trimmed(-0.3%)
7	S STT-PG SPDR SERIES TRUST	$42.1M	1.68M	3.85%	Added(0.0%)
8	E ETHA ISHARES TR	$34.4M	151.4K	3.14%	Added(+0.3%)
9	V VGES VANGUARD TAX-MANAGED FDS	$34.3M	481.5K	3.13%	Added(+5.7%)
10	V VGES VANGUARD BD INDEX FDS	$33M	423.4K	3.01%	Added(+0.5%)
11	E ETHA ISHARES TR	$29.4M	237.2K	2.69%	Added(+301.9%)
12	? N/A INNOVATOR ETFS TRUST	$27M	608.7K	2.47%	Added(+1.7%)
13	V VGES VANGUARD INDEX FDS	$24.8M	288.1K	2.27%	Added(+498.2%)
14	? N/A INVESCO EXCHANGE TRADED FD T	$23.4M	224.3K	2.13%	Trimmed(-4.3%)
15	S STT-PG SPDR SERIES TRUST	$23.2M	252.7K	2.12%	Trimmed(-0.4%)
16	E ETHA ISHARES TR	$22.8M	551.3K	2.09%	Added(+4.5%)
17	? N/A VANECK ETF TRUST	$22.2M	213.9K	2.03%	Trimmed(-0.6%)
18	? N/A EXCHANGE TRADED CONCEPTS TRU	$22.2M	243.3K	2.03%	Trimmed(-2.9%)
19	? N/A SPDR SERIES TRUST	$16.9M	174.9K	1.54%	Added(+1.3%)
20	? N/A INNOVATOR ETFS TRUST	$9.7M	263.8K	0.89%	Added(+2.7%)

S

STATE STR SPDR S&P 500 ETF T

-1.0%

Value

$251.1M

Shares

336.2K

% Port

22.94%

D

STATE STR SPDR DOW JONES IND

-0.4%

Value

$106.7M

Shares

204.3K

% Port

9.75%

Q

INVESCO QQQ TR

+7.0%

Value

$76M

Shares

103.2K

% Port

6.94%

?

4.N/A

INNOVATOR ETFS TRUST

+5.9%

Value

$74.8M

Shares

2.36M

% Port

6.83%

I

INVESCO EXCHANGE TRADED FD T

+1.6%

Value

$66.2M

Shares

311.3K

% Port

6.05%

B

6.BX

VANGUARD SPECIALIZED FUNDS

-0.3%

Value

$66M

Shares

278.9K

% Port

6.03%

S

SPDR SERIES TRUST

0.0%

Value

$42.1M

Shares

1.68M

% Port

3.85%

E

ISHARES TR

+0.3%

Value

$34.4M

Shares

151.4K

% Port

3.14%

V

VANGUARD TAX-MANAGED FDS

+5.7%

Value

$34.3M

Shares

481.5K

% Port

3.13%

V

VANGUARD BD INDEX FDS

+0.5%

Value

$33M

Shares

423.4K

% Port

3.01%

E

ISHARES TR

+301.9%

Value

$29.4M

Shares

237.2K

% Port

2.69%

?

12.N/A

INNOVATOR ETFS TRUST

+1.7%

Value

$27M

Shares

608.7K

% Port

2.47%

V

VANGUARD INDEX FDS

+498.2%

Value

$24.8M

Shares

288.1K

% Port

2.27%

?

14.N/A

INVESCO EXCHANGE TRADED FD T

-4.3%

Value

$23.4M

Shares

224.3K

% Port

2.13%

S

SPDR SERIES TRUST

-0.4%

Value

$23.2M

Shares

252.7K

% Port

2.12%

E

ISHARES TR

+4.5%

Value

$22.8M

Shares

551.3K

% Port

2.09%

?

17.N/A

VANECK ETF TRUST

-0.6%

Value

$22.2M

Shares

213.9K

% Port

2.03%

?

18.N/A

EXCHANGE TRADED CONCEPTS TRU

-2.9%

Value

$22.2M

Shares

243.3K

% Port

2.03%

?

19.N/A

SPDR SERIES TRUST

+1.3%

Value

$16.9M

Shares

174.9K

% Port

1.54%

?

20.N/A

INNOVATOR ETFS TRUST

+2.7%

Value

$9.7M

Shares

263.8K

% Port

0.89%

View full portfolio (56 holdings) →

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