Berkshire Money Management
$1.2B 13F equity value
148 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Berkshire Money Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 339,164 | $259M | 22.3% |
| DIA | STATE STR SPDR DOW JONES IND | 205,980 | $105M | 9.0% |
| QQQ | INVESCO QQQ TR | 103,745 | $77M | 6.6% |
| RSP | INVESCO EXCHANGE TRADED FD T | 319,481 | $66M | 5.7% |
| VIG | VANGUARD SPECIALIZED FUNDS | 280,229 | $65M | 5.6% |
| KJUL | INNOVATOR ETFS TRUST | 1,983,544 | $65M | 5.6% |
| SJNK | SPDR SERIES TRUST | 1,712,499 | $42M | 3.6% |
| VEA | VANGUARD TAX-MANAGED FDS | 513,955 | $36M | 3.1% |
| IVE | ISHARES TR | 152,246 | $35M | 3.0% |
| BSV | VANGUARD BD INDEX FDS | 435,680 | $33M | 2.9% |
Track Berkshire Money Management's 13F portfolio: $1.2B in reported holdings, 148 positions. Top holdings and quarterly changes on SentiSense.
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