Berkshire Money Management
Berkshire Money Management reported 147 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPY (22.3%), DIA (9.0%) and QQQ (6.6%). Compared with Q2 2026, the fund opened new positions in KJUL, IWN and IJUL, added to SPY, DIA and QQQ, trimmed IWF, VUG and THNQ and sold out of INOV and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $259M | 22.3% | 339K | +2,977 (+1%) | 8 of 8 | |
| 2 |  DIA Spdr Dow Jones Indl Average | $105M | 9.0% | 206K | +1,724 (+1%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $76.7M | 6.6% | 104K | +537 (+1%) | 8 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $66.5M | 5.7% | 319K | +8,136 (+3%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $65.4M | 5.7% | 280K | +1,339 (+0%) | 8 of 8 | |
| 6 |  KJUL Innovator U S | $65.3M | 5.6% | 2M | New position | 1 of 8 | |
| 7 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $41.5M | 3.6% | 1.7M | +31K (+2%) | 8 of 8 | |
| 8 |  VEA Vanguard Tax-Managed Fds | $36.3M | 3.1% | 514K | +32K (+7%) | 3 of 8 | |
| 9 |  IVE Ishares TR | $34.8M | 3.0% | 152K | +875 (+1%) | 8 of 8 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $33.3M | 2.9% | 436K | +12K (+3%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Berkshire Money Management 13F FAQ
What does Berkshire Money Management own?
Berkshire Money Management reported 147 stocks worth $1.2B in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are SPY (22.3%), DIA (9.0%) and QQQ (6.6%). The table above lists every position in the filing (the top 10 without an account).
What did Berkshire Money Management buy and sell in Q3 2026?
Compared with Q2 2026: 93 new positions, 18 added to, 17 trimmed and 2 sold out. New positions include KJUL, IWN and IJUL. It sold all of INOV and XOM.
When will Berkshire Money Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Berkshire Money Management's portfolio worth?
The Q3 2026 filing reports $1.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.