Berkshire Money Management, Inc.
Follow13F filer, CIK 1535172, DALTON, MA
Berkshire Money Management, Inc. reported $971,598,778 across 48 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-14. Its ten largest share positions make up 76.56% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001398344-25-019126
- Period
- 2025-09-30
- Reported value
- $972M
- Holdings
- 48
- Top 10 weight
- 76.56%
- New
- 2
- Sold out
- 109
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUGadded | +28,033 | $13.4M |
| DIAadded | +19,888 | $9.22M |
| JNKadded | +93,870 | $9.2M |
| IWFadded | +15,990 | $7.49M |
| RSPadded | +34,350 | $6.52M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BSVreduced | -303,856 | -$24M |
| USMVreduced | -211,215 | -$20.1M |
| BFEBreduced | -227,556 | -$10.8M |
| VOOexited | -6,244 | -$3.55M |
| MSFTexited | -6,550 | -$3.26M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 48 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VOOVANGUARD INDEX FDS | 6,244 | $3.55M | shares |
| MSFTMICROSOFT CORP | 6,550 | $3.26M | shares |
| SPLVINVESCO EXCH TRADED FD TR II | 40,223 | $2.93M | shares |
| OEFISHARES TR | 5,994 | $1.82M | shares |
| VOTVANGUARD INDEX FDS | 6,200 | $1.76M | shares |
| VONEVANGUARD SCOTTSDALE FDS | 5,516 | $1.55M | shares |
| VDCVANGUARD WORLD FD | 6,044 | $1.32M | shares |
| VVVANGUARD INDEX FDS | 4,536 | $1.29M | shares |
| IWMISHARES TR | 5,444 | $1.17M | shares |
| METAMETA PLATFORMS INC | 1,200 | $886K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 1,401 | $794K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 793 | $785K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 1,592 | $773K | shares |
| XLVSELECT SECTOR SPDR TR | 5,634 | $759K | shares |
| RTXRTX CORPORATION | 4,782 | $698K | shares |
| GOOGLALPHABET INC | 3,826 | $674K | shares |
| MGKVANGUARD WORLD FD | 1,782 | $653K | shares |
| EMREMERSON ELEC CO | 4,720 | $629K | shares |
| PRKPARK NATL CORP | 3,228 | $540K | shares |
| DLNWISDOMTREE TR | 6,000 | $493K | shares |
| VVISA INC | 1,377 | $489K | shares |
| AVGOBROADCOM INC | 1,710 | $471K | shares |
| JPMJPMORGAN CHASE & CO | 1,516 | $440K | shares |
| NFLXNETFLIX INC. | 307 | $411K | shares |
| BABOEING CO | 1,949 | $408K | shares |
| VOOVVANGUARD ADMIRAL FDS INC | 2,162 | $408K | shares |
| TSLATESLA INC | 1,233 | $392K | shares |
| PHPARKER-HANNIFIN CORP | 552 | $386K | shares |
| PJANINNOVATOR ETFS TRUST | 8,204 | $361K | shares |
| SDYSPDR SERIES TRUST | 2,570 | $349K | shares |
| CARRCARRIER GLOBAL CORPORATION | 4,629 | $339K | shares |
| HDHOME DEPOT INC | 889 | $326K | shares |
| LQDISHARES TR | 2,942 | $322K | shares |
| PGPROCTER & GAMBLE CO | 1,986 | $316K | shares |
| MMTMSPDR SERIES TRUST | 1,136 | $303K | shares |
| BMAYINNOVATOR ETFS TRUST | 7,127 | $301K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 1,114 | $297K | shares |
| POCTINNOVATOR ETFS TRUST | 7,046 | $291K | shares |
| GDGENERAL DYNAMICS CORP | 989 | $288K | shares |
| BJUNINNOVATOR ETFS TRUST | 6,329 | $277K | shares |
| GOOGALPHABET INC | 1,540 | $273K | shares |
| IVVISHARES TR | 407 | $252K | shares |
| GLDSPDR GOLD TR | 816 | $249K | shares |
| LLYELI LILLY & CO | 312 | $243K | shares |
| TAT&T INC | 8,249 | $239K | shares |
| QCOMQUALCOMM INC | 1,484 | $236K | shares |
| HONHONEYWELL INTL INC | 1,012 | $236K | shares |
| CRMSALESFORCE INC | 793 | $216K | shares |
| WMTWALMART INC | 2,210 | $216K | shares |
| CVXCHEVRON CORPORATION | 1,491 | $213K | shares |
| BACBANK OF AMER CORP | 4,456 | $211K | shares |
| KOCOCA COLA CO | 2,976 | $211K | shares |
| PAUGINNOVATOR ETFS TRUST | 5,173 | $209K | shares |
| OTISOTIS WORLDWIDE CORP | 2,100 | $208K | shares |
| PEPPEPSICO INC | 1,557 | $206K | shares |
| CSCOCISCO SYS INC | 2,889 | $200K | shares |
| CEGCONSTELLATION ENERGY CORP | 620 | $200K | shares |
| EFAISHARES TR | 2,221 | $199K | shares |
| TIPISHARES TR | 1,793 | $197K | shares |
| XLESELECT SECTOR SPDR TR | 2,252 | $191K | shares |
| XLISELECT SECTOR SPDR TR | 1,272 | $188K | shares |
| VBVANGUARD INDEX FDS | 765 | $181K | shares |
| UJUNINNOVATOR ETFS TRUST | 4,459 | $159K | shares |
| NJULINNOVATOR ETFS TRUST | 2,266 | $154K | shares |
| XLKSELECT SECTOR SPDR TR | 581 | $147K | shares |
| PHOINVESCO EXCHANGE TRADED FD T | 1,863 | $130K | shares |
| IVWISHARES TR | 1,171 | $129K | shares |
| MGCVANGUARD WORLD FD | 533 | $120K | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 248 | $98.3K | shares |
| XLFSELECT SECTOR SPDR TR | 1,874 | $98.1K | shares |
| COMPCOMPASS INC | 14,800 | $92.9K | shares |
| AVXLANAVEX LIFE SCIENCES CORP | 10,000 | $92.2K | shares |
| VLUEISHARES TR | 772 | $87.4K | shares |
| DJDINVESCO EXCHANGE TRADED FD T | 1,551 | $82.5K | shares |
| DVYISHARES TR | 566 | $75.2K | shares |
| IEFAISHARES TR | 821 | $68.5K | shares |
| VMBSVANGUARD SCOTTSDALE FDS | 1,459 | $67.6K | shares |
| SCHRSCHWAB STRATEGIC TR | 2,587 | $64.8K | shares |
| SPYMSPDR SERIES TRUST | 851 | $61.9K | shares |
| PFEBINNOVATOR ETFS TRUST | 1,621 | $61.6K | shares |
| VTIVANGUARD INDEX FDS | 198 | $60.2K | shares |
| SHESPDR SERIES TRUST | 456 | $56.9K | shares |
| BDECINNOVATOR ETFS TRUST | 1,232 | $55.6K | shares |
| VNQVANGUARD INDEX FDS | 592 | $52.7K | shares |
| FNDXSCHWAB STRATEGIC TR | 2,112 | $51.8K | shares |
| BSCTINVESCO EXCH TRD SLF IDX FD | 2,726 | $51K | shares |
| IWRISHARES TR | 553 | $50.9K | shares |
| XHBSPDR SERIES TRUST | 500 | $49.3K | shares |
| BANK OF AMER CORPBANK OF AMER CORP | 40 | $48.5K | shares |
| IWPISHARES TR | 325 | $45.1K | shares |
| SCHXSCHWAB STRATEGIC TR | 1,836 | $44.9K | shares |
| VBKVANGUARD INDEX FDS | 158 | $43.8K | shares |
| SHYISHARES TR | 520 | $43.1K | shares |
| XJHISHARES TR | 1,000 | $41.5K | shares |
| SCHISCHWAB STRATEGIC TR | 1,699 | $38.7K | shares |
| XBAPINNOVATOR ETFS TRUST | 964 | $35.4K | shares |
| XLBSELECT SECTOR SPDR TR | 400 | $35.1K | shares |
| ROBOEXCHANGE TRADED CONCEPTS TRU | 575 | $34.4K | shares |
| VTVVANGUARD INDEX FDS | 186 | $32.9K | shares |
| NLRVANECK ETF TRUST | 294 | $32.7K | shares |
| IBBISHARES TR | 220 | $27.8K | shares |
| SPHQINVESCO EXCHANGE TRADED FD T | 390 | $27.8K | shares |
| VGSHVANGUARD SCOTTSDALE FDS | 460 | $27K | shares |
| VBRVANGUARD INDEX FDS | 125 | $24.4K | shares |
| SCHVSCHWAB STRATEGIC TR | 867 | $24K | shares |
| GALTGALECTIN THERAPEUTICS INC | 11,349 | $23.9K | shares |
| IWDISHARES TR | 123 | $23.9K | shares |
| FXIISHARES TR | 600 | $22.1K | shares |
| EPIWISDOMTREE TR | 450 | $21.4K | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001398344-25-019126 | base | 2025-10-14 | acceptance time not in the bulk data set |