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BMM
Berkshire Money Management Portfolio holdings
AUM
$1.09B
1-Year Est. Return
20.64%
This Fund
S&P 500
This Quarter
Est. Return
+1.99%
1 Year Est. Return
+20.64%
3 Year Est. Return
+56.49%
5 Year Est. Return
+59.31%
10 Year Est. Return
+214.77%
AUM
$1.05B
AUM Growth
+$76.6M
(+7.9%)
Cap. Flow
+$58M
Cap. Flow
% of AUM
5.54%
Top 10 Holdings %
Top 10 Hldgs %
72.63%
Holding
132
New
84
Increased
22
Reduced
15
Closed
1
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$5.22M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$3.45M |
| 3 |
Microsoft
MSFT
|
+$3.26M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$3.18M |
| 5 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$2.73M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$6.39M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$4.65M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$312K |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$257K |
| 5 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$178K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.7% |
| 2 | Consumer Discretionary | 0.42% |
| 3 | Financials | 0.38% |
| 4 | Industrials | 0.36% |
| 5 | Communication Services | 0.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Principal Financial Group
PFG
$24.3B
| $284K | 0.03% |
+3,222
| New | +$272K |
|
102
Cisco
CSCO
$479B
| $272K | 0.03% |
+3,536
| New | +$262K |
|
103
Innovator US Equity Buffer ETF May
BMAY
$237M
| $272K | 0.03% |
+6,072
| New | +$268K |
|
104
Abbott
ABT
$187B
| $271K | 0.03% |
+2,165
| New | +$276K |
|
105
Walmart Inc
WMT
$890B
| $259K | 0.02% |
+2,323
| New | +$249K |
|
106
Carrier Global
CARR
$52.8B
| $257K | 0.02% |
+4,862
| New | +$270K |
|
107
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.59B
| $257K | 0.02% |
13,004
| – | – |
|
108
Bank of America
BAC
$442B
| $255K | 0.02% |
+4,637
| New | +$245K |
|
109
Qualcomm
QCOM
$176B
| $254K | 0.02% |
+1,485
| New | +$255K |
|
110
Vera Therapeutics
VERA
$2.36B
| $253K | 0.02% |
+5,000
| New | +$178K |
|
111
Automatic Data Processing
ADP
$108B
| $253K | 0.02% |
+982
| New | +$261K |
|
112
Caterpillar
CAT
$387B
| $249K | 0.02% |
+434
| New | +$241K |
|
113
TSMC
TSM
$2.18T
| $246K | 0.02% |
+811
| New | +$238K |
|
114
TJX Companies
TJX
$178B
| $246K | 0.02% |
+1,604
| New | +$237K |
|
115
Netflix
NFLX
$309B
| $243K | 0.02% |
+2,591
| New | +$279K |
|
116
iShares S&P 500 Growth ETF
IVW
$77.6B
| $231K | 0.02% |
+1,875
| New | +$229K |
|
117
Innovator US Equity Power Buffer ETF August
PAUG
$936M
| $224K | 0.02% |
+5,173
| New | +$221K |
|
118
Constellation Energy
CEG
$95.6B
| $219K | 0.02% |
+620
| New | +$225K |
|
119
iShares TIPS Bond ETF
TIP
$14.7B
| $216K | 0.02% |
+1,963
| New | +$218K |
|
120
UnitedHealth
UNH
$370B
| $215K | 0.02% |
+651
| New | +$221K |
|
121
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
| $213K | 0.02% |
+3,882
| New | +$207K |
|
122
Honeywell
HON
$78B
| $211K | 0.02% |
+1,084
| New | +$212K |
|
123
Salesforce
CRM
$158B
| $210K | 0.02% |
+791
| New | +$197K |
|
124
AT&T
T
$163B
| $209K | 0.02% |
+8,396
| New | +$213K |
|
125
Invesco NASDAQ 100 ETF
QQQM
$102B
| $208K | 0.02% |
+821
| New | +$207K |
|
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Berkshire Money Management's Q4 2025 Portfolio in Review
As of Q4 2025, Berkshire Money Management held 132 positions worth $1.05B, up 7.9% from $972M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Berkshire Money Management deployed $58M of net new capital in Q4 2025, opening 84 new positions and adding to 22 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 5,556 shares worth $3.48M.
By sector, the portfolio is most concentrated in Technology at 1.7% of assets, up from 0.93% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was Vanguard Short-Term Bond ETF, an estimated $6.39M trimmed.
- Berkshire Money Management's largest Q4 2025 buy was Vanguard S&P 500 ETF: 5,556 shares worth $3.48M.
- Berkshire Money Management added most to State Street SPDR Bloomberg High Yield Bond ETF in Q4 2025, an estimated $5.22M increase.
- Berkshire Money Management's biggest Q4 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $6.39M.
- Berkshire Money Management fully exited Invesco BulletShares 2025 Corporate Bond ETF in Q4 2025, selling an estimated $257K.
- Berkshire Money Management's ten largest holdings make up 73% of its $1.05B portfolio in Q4 2025.
- Berkshire Money Management opened 84 new positions and closed 1 in Q4 2025.
- Berkshire Money Management's portfolio value rose 7.9% quarter-over-quarter to $1.05B.
Based on Berkshire Money Management's 13F filing for Q4 2025, filed 27 Jan 2026.