1y return+17.7%S&P 500 +20.9%
3y return+50.6%S&P 500 +68.5%
5y return+50.3%S&P 500 +74.5%
10y return+149.8%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $250 against $357 in the S&P 500.2
Berkshire Money Management, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $251.1M | 22.9% | |
| DIAState Str Spdr Dow Jones Ind | $106.7M | 9.7% | |
| QQQInvesco Qqq Tr | $76.0M | 6.9% | +7.0% |
| KNOVInnovator Etfs Trust | $74.8M | 6.8% | +5.9% |
| RSPInvesco Exchange Traded Fd T | $66.2M | 6.1% | +1.6% |
| VIGVanguard Specialized Funds | $66.0M | 6.0% | |
| SJNKSpdr Series Trust | $42.1M | 3.8% | |
| IVEIshares Tr | $34.4M | 3.1% | |
| VEAVanguard Tax-managed Fds | $34.3M | 3.1% | +5.7% |
| BSVVanguard Bd Index Fds | $33.0M | 3.0% | |
| IWFIshares Tr | $29.4M | 2.7% | |
| PNOVInnovator Etfs Trust | $27.0M | 2.5% | +1.7% |
| VUGVanguard Index Fds | $24.8M | 2.3% | |
| IGPTInvesco Exchange Traded Fd T | $23.4M | 2.1% | −4.4% |
| BILSpdr Series Trust | $23.2M | 2.1% | |
| IDVIshares Tr | $22.8M | 2.1% | +4.5% |
| MOATVaneck Etf Trust | $22.2M | 2.0% | |
| THNQExchange Traded Concepts Tru | $22.2M | 2.0% | −2.9% |
| JNKSpdr Series Trust | $16.9M | 1.5% | +1.3% |
| INOVInnovator Etfs Trust | $9.7M | 0.9% | +2.7% |
| IWMIshares Tr | $9.3M | 0.9% | +11.3% |
| GRNYTidal Trust I | $8.1M | 0.7% | −3.4% |
| AAPLApple Inc | $7.9M | 0.7% | |
| KAUGInnovator Etfs Trust | $7.7M | 0.7% | −44.4% |
| KJANInnovator Etfs Trust | $6.8M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AAPLApple Inc | June 30, 2020 | +217.3% | $7.9M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $1.5M |
| IWFIshares Tr | June 30, 2020 | +158.7% | $29.4M |
| IGPTInvesco Exchange Traded Fd T | March 31, 2025 | +157.1% | $23.4M |
| VUGVanguard Index Fds | June 30, 2020 | +155.7% | $24.8M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $251.1M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $3.4M |
| BJANInnovator Etfs Trust | June 30, 2020 | +107.6% | $1.4M |
| THNQExchange Traded Concepts Tru | March 31, 2025 | +106.1% | $22.2M |
| DIAState Str Spdr Dow Jones Ind | June 30, 2020 | +102.6% | $106.7M |
Sold off last quarter
- KRESpdr Series Trust was $5.5M
- SGOVIshares Tr was $1.1M
- USMVIshares Tr was $951K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.9% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +1.9% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +8.4% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +10.2% | +11.2% |
| September 30, 2023 | −3.3% | −3.6% |
| June 30, 2023 | +5.4% | +8.3% |
| March 31, 2023 | +4.3% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −0.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Berkshire Money Management, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535172&type=13F-HR&dateb=&owner=include&count=40CIK 1535172
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1535172/000139834426012534/Filed July 23, 2026 · accession 0001398344-26-012534