Institutional Fund
Berkshire Money Management, Inc.
Dalton, MACIK 15351725 filings on record
Portfolio Value
$976.42M
Q1 2026
Holdings
52
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-6.8%
from $1.05B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr22.6%
- Spdr Dow Jones Indl Average9.7%
- Innovator Etfs Trust6.5%
- Vanguard Specialized Funds6.2%
- Invesco Exchange Traded Fd T6.0%
- Invesco Qqq Tr5.7%
- Other43.2%
Portfolio Holdings
52 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 339.5K | $220.78M | 22.6% | −1.3K | Reduced |
| 2 | Spdr Dow Jones Indl Average | 205.1K | $95.02M | 9.7% | −1.4K | Reduced |
| 3 | Innovator Etfs Trust | 2.23M | $63.81M | 6.5% | +2.23M | New |
| 4 | Vanguard Specialized Funds | 279.6K | $60.13M | 6.2% | −3.5K | Reduced |
| 5 | Invesco Exchange Traded Fd T | 306.4K | $58.81M | 6.0% | +7.3K | Added |
| 6 | Invesco Qqq Tr | 96.5K | $55.70M | 5.7% | −35.1K | Reduced |
| 7 | Spdr Series Trust | 1.68M | $42.00M | 4.3% | −74.5K | Reduced |
| 8 | Vanguard Bd Index Fds | 421.6K | $33.05M | 3.4% | +14.7K | Added |
| 9 | Ishares Tr | 150.9K | $31.86M | 3.3% | −1.5K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 455.6K | $29.20M | 3.0% | +455.6K | New |
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