Berkshire Money Management, Inc.
โขCIK: 1535172โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other74.3%
ETF22.6%
Technology1.9%
Consumer0.4%
Industrial0.2%
Financial0.2%
Energy0.1%
Healthcare0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW84 new positions
โ22 increased
โ15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022