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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
+7.83%
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
$950M
AUM Growth
+$59.1M
(+6.6%)
Cap. Flow
-$9.94M
Cap. Flow
% of AUM
-1.05%
Top 10 Holdings %
Top 10 Hldgs %
74.03%
Holding
158
New
56
Increased
30
Reduced
37
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$24.9M |
| 2 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$22.7M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$15.4M |
| 4 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$15M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$14.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$24.8M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$21.6M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$17.8M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.3M |
| 5 |
Vanguard Morningstar Mega Cap ETF
MGC
|
+$10M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.22% |
| 2 | Industrials | 0.34% |
| 3 | Consumer Discretionary | 0.33% |
| 4 | Communication Services | 0.26% |
| 5 | Financials | 0.26% |
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Berkshire Money Management's Q2 2025 Portfolio in Review
As of Q2 2025, Berkshire Money Management held 158 positions worth $950M, up 6.6% from $891M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Berkshire Money Management's Q2 2025 filing shows 56 new, 30 increased, 37 reduced and 3 closed positions. Its largest new stake was iShares MSCI USA Min Vol Factor ETF: 270,650 shares worth $25.4M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $24.8M.
By sector, the portfolio is most concentrated in Technology at 1.2% of assets, up from 1.1% a quarter earlier, followed by Industrials and Consumer Discretionary.
- Berkshire Money Management's largest Q2 2025 buy was iShares MSCI USA Min Vol Factor ETF: 270,650 shares worth $25.4M.
- Berkshire Money Management added most to Innovator US Equity Power Buffer ETF June in Q2 2025, an estimated $22.7M increase.
- Berkshire Money Management's biggest Q2 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $24.8M.
- Berkshire Money Management fully exited UnitedHealth in Q2 2025, selling an estimated $296K.
- Berkshire Money Management's ten largest holdings make up 74% of its $950M portfolio in Q2 2025.
- Berkshire Money Management opened 56 new positions and closed 3 in Q2 2025.
- Berkshire Money Management's portfolio value rose 6.6% quarter-over-quarter to $950M.
Based on Berkshire Money Management's 13F filing for Q2 2025, filed 22 Jul 2025.