Berkshire Money Management, Inc.
Strategy in plain words
auto-generated from filingsBerkshire Money Management, Inc. is a wealth-management firm allocating client money, specialised in technology (70% of the long book), running a $976.4M US long book across 52 positions.
The portfolio is concentrated: the top 10 names carry 71% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, SS SPDR DOW JONES INDUS AVG, INN US SML CP POW B ETF - NO, VANGUARD DIVIDEND APPREC ETF, INVESCO S&P 500 EQUAL WEIGHT.
Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Berkshire Money own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 52 | $976.4M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 132 | $1.05B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 14, 2025 | 48 | $971.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 167 | $950.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 103 | $891.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 87 | $919.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 16, 2024 | 40 | $873.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 19, 2024 | 39 | $823.5M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 85 | $828.4M | canonical | SEC ↗ |