Berkshire Money Management, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 102Value: $890.8MLatest: 2025Q1

Berkshire Money Management, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 102 holdings worth $0.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  "GOOGL",
  "T",
  "AVGO",
  "GD",
  "HLT",
  "HON",
  "HD",
  "QCOM",
  "GALT",
  null,
  null,
  null,
  null,
  "EMR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "PRK",
  null,
  null,
  null,
  null,
  "MSFT",
  null,
  "DLN",
  null,
  "IWF",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "MRK",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  null,
  "VV",
  "AVXL",
  null,
  "VIG",
  null,
  null,
  "MGC",
  "SDY",
  "AMZN",
  "IVE",
  "VUG",
  "VOOV",
  null,
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  null,
  "OTIS",
  "CRM",
  "DIA",
  null,
  "MTUM",
  "BRK-B",
  "BA",
  "CARR",
  "CVX",
  "KO",
  "COMP",
  "COST",
  "RSP",
  "QQQ",
  "IWM",
  "MDY",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 102
Total Value: 890821502
Accession Number: 0001398344-25-007540
Form Type: 13F-HR
CIK: berkshire-money-management
Manager Name: Berkshire-Money-Management

Data Enrichment

62% identified

63 identified39 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

102 positions • $890.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:387.0K

Value:$216.5M

% of Portfolio:24.3% ($216.5M/$890.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:150.8K

Value:$70.7M

% of Portfolio:7.9% ($70.7M/$890.8M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:144.8K

Value:$60.8M

% of Portfolio:6.8% ($60.8M/$890.8M)

45783Y137

Shares:2.4M

Value:$57.1M

% of Portfolio:6.4% ($57.1M/$890.8M)

921908844

VIG|921908844

Shares:283.5K

Value:$55.0M

% of Portfolio:6.2% ($55.0M/$890.8M)

46137V357

RSP|46137V357

Shares:307.9K

Value:$53.3M

% of Portfolio:6.0% ($53.3M/$890.8M)

921937827

BSV|921937827

Shares:594.1K

Value:$46.5M

% of Portfolio:5.2% ($46.5M/$890.8M)

464287614

IWF|464287614

Shares:121.9K

Value:$44.0M

% of Portfolio:4.9% ($44.0M/$890.8M)

78468R408

Shares:1.7M

Value:$42.0M

% of Portfolio:4.7% ($42.0M/$890.8M)

922908736

VUG|922908736

Shares:79.7K

Value:$29.5M

% of Portfolio:3.3% ($29.5M/$890.8M)

464287408

IVE|464287408

Shares:131.8K

Value:$25.1M

% of Portfolio:2.8% ($25.1M/$890.8M)

78468R663

Shares:267.3K

Value:$24.5M

% of Portfolio:2.8% ($24.5M/$890.8M)

92189F643

Shares:254.0K

Value:$22.4M

% of Portfolio:2.5% ($22.4M/$890.8M)

81369Y886

Shares:256.1K

Value:$20.2M

% of Portfolio:2.3% ($20.2M/$890.8M)

464287655

IWM|464287655

Shares:94.0K

Value:$18.7M

% of Portfolio:2.1% ($18.7M/$890.8M)

45784N833

Shares:442.0K

Value:$10.1M

% of Portfolio:1.1% ($10.1M/$890.8M)

921910873

MGC|921910873

Shares:48.9K

Value:$9.8M

% of Portfolio:1.1% ($9.8M/$890.8M)

45782C474

Shares:253.6K

Value:$9.1M

% of Portfolio:1.0% ($9.1M/$890.8M)

25459Y207

Shares:78.4K

Value:$6.8M

% of Portfolio:0.8% ($6.8M/$890.8M)

46137V639

Shares:158.0K

Value:$6.4M

% of Portfolio:0.7% ($6.4M/$890.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	387.0K	QoQ +72099.62% (+386.5K) YoY +3.85% (+14.4K)	All Managers (Combined)	$216.5M	24.3% ($216.5M/$890.8M)	QoQ +68811.65% (+$216.2M) YoY +11.06% (+$21.6M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	150.8K	QoQ -1.98% (-3.1K) YoY +15.76% (+20.5K)	All Managers (Combined)	$70.7M	7.9% ($70.7M/$890.8M)	QoQ -10.09% (-$7.9M) YoY +22.25% (+$12.9M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	144.8K	QoQ -1.19% (-1.8K) YoY -26.34% (-51.8K)	All Managers (Combined)	$60.8M	6.8% ($60.8M/$890.8M)	QoQ -2.50% (-$1.6M) YoY -22.25% (-$17.4M)
(cusip45783Y137)✕	2.4M	QoQ +15.72% (+322.7K) YoY NEW(+2.4M)	All Managers (Combined)	$57.1M	6.4% ($57.1M/$890.8M)	QoQ +10.58% (+$5.5M) YoY NEW(+$57.1M)
(VIGcusip921908844)	283.5K	QoQ -9.45% (-29.6K) YoY -7.65% (-23.5K)	All Managers (Combined)	$55.0M	6.2% ($55.0M/$890.8M)	QoQ -10.30% (-$6.3M) YoY -1.89% (-$1.1M)
(RSPcusip46137V357)	307.9K	QoQ -13.27% (-47.1K) YoY +1216.04% (+284.5K)	All Managers (Combined)	$53.3M	6.0% ($53.3M/$890.8M)	QoQ -14.26% (-$8.9M) YoY +1246.03% (+$49.4M)
(BSVcusip921937827)	594.1K	QoQ +4.86% (+27.6K) YoY +16.23% (+83.0K)	All Managers (Combined)	$46.5M	5.2% ($46.5M/$890.8M)	QoQ +6.23% (+$2.7M) YoY +18.67% (+$7.3M)
(IWFcusip464287614)	121.9K	QoQ -3.01% (-3.8K) YoY -7.21% (-9.5K)	All Managers (Combined)	$44.0M	4.9% ($44.0M/$890.8M)	QoQ -12.79% (-$6.5M) YoY -0.59% (-$262.2K)
(cusip78468R408)✕	1.7M	QoQ +4.32% (+69.1K) YoY +17.63% (+250.0K)	All Managers (Combined)	$42.0M	4.7% ($42.0M/$890.8M)	QoQ +3.94% (+$1.6M) YoY +17.35% (+$6.2M)
(VUGcusip922908736)	79.7K	QoQ -0.56% (-454) YoY +29.59% (+18.2K)	All Managers (Combined)	$29.5M	3.3% ($29.5M/$890.8M)	QoQ -10.16% (-$3.3M) YoY +39.61% (+$8.4M)
(IVEcusip464287408)	131.8K	QoQ -36.20% (-74.8K) YoY -34.01% (-67.9K)	All Managers (Combined)	$25.1M	2.8% ($25.1M/$890.8M)	QoQ -36.30% (-$14.3M) YoY -32.68% (-$12.2M)
(cusip78468R663)✕	267.3K	QoQ +4.61% (+11.8K) YoY +14.56% (+34.0K)	All Managers (Combined)	$24.5M	2.8% ($24.5M/$890.8M)	QoQ +4.96% (+$1.2M) YoY +14.47% (+$3.1M)
(cusip92189F643)✕	254.0K	QoQ +1.70% (-4.2K) YoY +11.80% (+26.8K)	All Managers (Combined)	$22.4M	2.5% ($22.4M/$890.8M)	QoQ -3.48% (-$806.1K) YoY +9.43% (+$1.9M)
(cusip81369Y886)✕	256.1K	QoQ NEW(+256.1K) YoY NEW(+256.1K)	All Managers (Combined)	$20.2M	2.3% ($20.2M/$890.8M)	QoQ NEW(+$20.2M) YoY NEW(+$20.2M)
(IWMcusip464287655)	94.0K	QoQ +5.55% (-4.9K) YoY +244.96% (+66.7K)	All Managers (Combined)	$18.7M	2.1% ($18.7M/$890.8M)	QoQ -4.70% (-$924.8K) YoY +227.23% (+$13.0M)
(cusip45784N833)✕	442.0K	QoQ +15.25% (+58.5K) YoY NEW(+442.0K)	All Managers (Combined)	$10.1M	1.1% ($10.1M/$890.8M)	QoQ +10.11% (+$930.6K) YoY NEW(+$10.1M)
(MGCcusip921910873)	48.9K	QoQ -1.00% (-495) YoY +104.99% (+25.0K)	All Managers (Combined)	$9.8M	1.1% ($9.8M/$890.8M)	QoQ -6.25% (-$656.8K) YoY +120.91% (+$5.4M)
(cusip45782C474)✕	253.6K	QoQ -31.48% (-116.6K) YoY -84.94% (-1.4M)	All Managers (Combined)	$9.1M	1.0% ($9.1M/$890.8M)	QoQ -34.43% (-$4.8M) YoY -84.78% (-$50.5M)
(cusip25459Y207)✕	78.4K	QoQ -22.34% (-22.6K) YoY -89.95% (-702.4K)	All Managers (Combined)	$6.8M	0.8% ($6.8M/$890.8M)	QoQ -24.57% (-$2.2M) YoY -90.18% (-$62.8M)
(cusip46137V639)✕	158.0K	QoQ NEW(+158.0K) YoY NEW(+158.0K)	All Managers (Combined)	$6.4M	0.7% ($6.4M/$890.8M)	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)