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Berkshire Money Management, Inc.
Berkshire Money Management, Inc. is an institution, managing $964.5M across 46 long positions as of Q3 2025 with 86% ETF concentration, 77% concentrated in top 10 holdings, and 24% allocation to SPY.
- Portfolio Value
- $964.5M
- Positions
- 46
- Top Holding
- SPY at 23.57%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Berkshire Money Management, Inc.'s portfolio (77.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $227.3M | 23.57% | -$2.0M Sold | — 341.2K shares | |
ETF ETF | $93.1M | 9.66% | +$9.2M Bought | — 200.8K shares | |
ETF ETF | $78.4M | 8.13% | -$223.3K Sold | — 130.5K shares | |
Unknown Unknown | $63.7M | 6.60% | +$275.0K Bought | — 2.4M shares | |
Unknown Unknown | $61.1M | 6.33% | -$217.5K Sold | — 283.1K shares | |
ETF ETF | $53.6M | 5.55% | +$6.5M Bought | — 282.3K shares | |
ETF ETF | $53.2M | 5.51% | +$7.5M Bought | — 113.5K shares | |
ETF ETF | $43.6M | 4.53% | +$1.8M Bought | — 1.7M shares | |
ETF ETF | $38.5M | 3.99% | -$24.0M Sold | — 487.8K shares | |
ETF ETF | $31.4M | 3.26% | -$51.8K Sold | — 152.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Berkshire Money Management, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+1,109.57% | |
+112.26% | |
+66.43% | |
+48.17% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Berkshire Money Management, Inc.
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