Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Berkshire Money Management, Inc.

•CIK: 1535172•Filing: Q4 2025

**Berkshire Money Management, Inc.** manages $1.0B across a diversified portfolio of 131 positions. The fund exhibits significant exposure to broad market indices, notably holding SPY at $232.4M and NDQ at $80.9M. Key allocations also include substantial positions in sector-specific ETFs such as DON ($99.3M) and KAUG ($66.2M). This structure suggests a core strategy focused on systematic, index-based growth across major market segments.

Total AUM

$1.0B

QoQ Performance

+7.9%

Positions

76

Top 10 Concentration

72.6%

Latest Filing

Q4 2025

Top Holdings Allocation

SPY

DON

NDQ

KAUG

VIG

RSP

IWF

SPY22.2%

DON9.5%

NDQ7.7%

KAUG6.3%

VIG5.9%

RSP5.5%

IWF5.2%

SJNK4.2%

📈 Biggest Buys

SELECT SECTOR SPDR TR

+104.1%

2.3% of portfolio

SPDR SERIES TRUST

+52.5%

1.4% of portfolio

VANGUARD INDEX FDS

NEW

0.3% of portfolio

INVESCO EXCHANGE TRADED FD T

+5.9%

5.5% of portfolio

MICROSOFT CORP

NEW

0.3% of portfolio

📉 Biggest Sells

VANGUARD BD INDEX FDS

-16.6%

3.1% of portfolio

ISHARES TR

-83.1%

0.1% of portfolio

SPDR S&P 500 ETF TR

-0.1%

22.2% of portfolio

INNOVATOR ETFS TRUST

-2.8%

0.6% of portfolio

DIREXION SHS ETF TR

-1.7%

0.5% of portfolio

Sector Breakdown

Other74.2%

ETF22.6%

Technology1.9%

Consumer0.4%

Financial0.3%

Industrial0.2%

Energy0.1%

Healthcare0.1%

🚪 Exited Positionssold since Q3 2025

INVESCO EXCH TRD SLF IDX FD

SOLD

$256.6K

Changes from Q3 2025

NEW84 new positions

↑22 increased

↓15 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPDR S&P 500 ETF TR

SPDR DOW JONES INDL AVERAGE

INNOVATOR ETFS TRUST

VANGUARD SPECIALIZED FUNDS

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