Berkshire Money Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Growth ETF
VUG
|
+$12.9M |
| 2 |
State Street SPDR Bloomberg High Yield Bond ETF
JNK
|
+$9.12M |
| 3 |
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$8.96M |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$7.12M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$6.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$23.9M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$19.8M |
| 3 |
Innovator US Equity Buffer ETF February
BFEB
|
+$10.4M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$3.55M |
| 5 |
Microsoft
MSFT
|
+$3.26M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.93% |
| 2 | Consumer Discretionary | 0.24% |
| 3 | Energy | 0.12% |
| 4 | Financials | 0.05% |
| 5 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
iShares ESG Screened S&P Mid-Cap ETF
XJH
$435M
| – | – |
-1,000
| Closed | -$41.5K |
|
152
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
| – | – |
-800
| Closed | -$35.1K |
|
153
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
| – | – |
-4,504
| Closed | -$191K |
|
154
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
| – | – |
-1,874
| Closed | -$98.1K |
|
155
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
| – | – |
-1,272
| Closed | -$188K |
|
156
State Street Technology Select Sector SPDR ETF
XLK
$123B
| – | – |
-1,162
| Closed | -$147K |
|
157
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
| – | – |
-5,634
| Closed | -$759K |
|
Similar funds
Berkshire Money Management's Q3 2025 Portfolio in Review
As of Q3 2025, Berkshire Money Management held 157 positions worth $972M, up 2.2% from $950M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Berkshire Money Management withdrew a net $33.3M in Q3 2025, closing 109 positions and reducing 16 holdings. Its most notable exit was Vanguard S&P 500 ETF, an estimated $3.55M position sold in full.
By sector, the portfolio is most concentrated in Technology at 0.93% of assets, down from 1.2% a quarter earlier, followed by Consumer Discretionary and Energy.
Against the trend, Berkshire Money Management opened a new position in FundStrat Granny Shots US Large Cap ETF worth $6.13M.
- Berkshire Money Management's largest Q3 2025 buy was FundStrat Granny Shots US Large Cap ETF: 245,357 shares worth $6.13M.
- Berkshire Money Management added most to Vanguard Morningstar Growth ETF in Q3 2025, an estimated $12.9M increase.
- Berkshire Money Management's biggest Q3 2025 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $23.9M.
- Berkshire Money Management fully exited Vanguard S&P 500 ETF in Q3 2025, selling an estimated $3.55M.
- Berkshire Money Management's ten largest holdings make up 77% of its $972M portfolio in Q3 2025.
- Berkshire Money Management opened 2 new positions and closed 109 in Q3 2025.
- Berkshire Money Management's portfolio value rose 2.2% quarter-over-quarter to $972M.
Based on Berkshire Money Management's 13F filing for Q3 2025, filed 14 Oct 2025.