Berkshire Money Management, Inc. - Portfolio overview

Berkshire Money Management, Inc. has 55 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 22.52%
2. DIA - STATE STR SPDR DOW JONES IND, 9.69%
3. KNOV - INNOVATOR ETFS TRUST, 6.51%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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