Berkshire Money Management, Inc.
Annual return '25
+25.5%
SPY '25
+17.7%
Alpha
+7.8ptsvs SPY
Invested
$2B
Holdings
52
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 680.5k shares)
22.6%
02
$DIA
STATE STR SPDR DOW JONES IND
Q1 2026: Exited (was 206.6k shares)
9.7%
03
$KNOV
INNOVATOR ETFS TRUST
Held since at least Q1 2024
6.5%
04
$VIG
VANGUARD SPECIALIZED FUNDS
Q1 2026: Exited (was 283.1k shares)
6.2%
05
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 299.1k shares)
6.0%
06
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 131.6k shares)
5.7%
07
$SJNK
SPDR SERIES TRUST
Q1 2026: Exited (was 1.76M shares)
4.3%
08
$BSV
VANGUARD BD INDEX FDS
Q1 2026: Exited (was 406.8k shares)
3.4%
09
$IVE
ISHARES TR
Q1 2026: Exited (was 152.4k shares)
3.3%
10
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.