Berkshire Money Management, Inc.
Berkshire Money Management, Inc. reported 56 positions worth $1.09B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: SPY (22.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $251.1M | 22.94% | 336,187 | — | — | |
| ▸ 2 | DIA | SH | $106.7M | 9.75% | 204,256 | — | — | |
| ▸ 3 | QQQ | SH | $76.0M | 6.94% | 103,208 | — | — | |
| ▸ 4 | KNOV | SH | $74.8M | 6.83% | 2,357,804 | — | — | |
| ▸ 5 | RSP | SH | $66.2M | 6.05% | 311,345 | — | — | |
| ▸ 6 | VIG | SH | $66.0M | 6.03% | 278,890 | — | — | |
| ▸ 7 | SJNK | SH | $42.1M | 3.85% | 1,681,386 | — | — | |
| ▸ 8 | IVE | SH | $34.4M | 3.14% | 151,371 | — | — | |
| ▸ 9 | VEA | SH | $34.3M | 3.13% | 481,545 | — | — | |
| ▸ 10 | BSV | SH | $33.0M | 3.01% | 423,447 | — | — |
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Frequently Asked Questions
What stocks does Berkshire Money Management, Inc. hold as of Q2 2026?
Berkshire Money Management, Inc. reported 56 positions worth $1.09B in its Q2 2026 13F filing. Largest positions: SPY (22.9%), DIA (9.7%), QQQ (6.9%), KNOV (6.8%) and RSP (6.1%).
What did Berkshire Money Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berkshire Money Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.