Berkshire Money Management, Inc.
All 13F Filings
- Location
- Dalton, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 976,419
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 52 | 976,419 | 13F-HR | Berkshire Money Management, Inc. |
| Q4 2025 | 1/27/2026 | 131 | 1,048,216 | 13F-HR | Berkshire Money Management, Inc. |
| Q3 2025 | 10/14/2025 | 48 | 971,599 | 13F-HR | Berkshire Money Management, Inc. |
| Q2 2025 | 7/22/2025 | 155 | 950,266 | 13F-HR | Berkshire Money Management, Inc. |
| Q2 2014 | 8/7/2014 | 14 | 143,325 | 13F-HR | Berkshire Money Management, Inc. |
| Q1 2014 | 4/23/2014 | 15 | 218,564 | 13F-HR | Berkshire Money Management, Inc. |
| Q4 2013 | 1/10/2014 | 17 | 273,307 | 13F-HR | Berkshire Money Management, Inc. |
| Q3 2013 | 1/3/2014 | 14 | 230,025 | 13F-HR | Berkshire Money Management, Inc. |
| Q2 2013 | 1/10/2014 | 17 | 211,140 | 13F-HR/A - RESTATEMENT | Berkshire Money Management, Inc. |
| Q2 2013 | 1/7/2014 | 49 | 4,211 | 13F-HR | Berkshire Money Management, Inc. |
| Q1 2013 | 1/10/2014 | 13 | 160,439 | 13F-HR/A - RESTATEMENT | Berkshire Money Management, Inc. |
| Q1 2013 | 1/7/2014 | 42 | 2,863 | 13F-HR | Berkshire Money Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 168.4 K | 17.3% | 0 | 659.8 K | -659.8 K |
| ETFs | 769.8 K | 79.3% | 581.9 K | 0 | 581.9 K |
| Debt | 33.06 K | 3.4% | 992 | 0 | 992 |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
976,419
Holdings
52
QoQ value change ($000)
-71,797
(-6.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.