Berkshire Money Management, Inc.

Q3 2025 13F-HR Holdings

Location
Dalton, MA
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
48
Total value ($000)
$971,599
Net value change ($000)
+21,333 (2.2%)
New positions
2
Sold out positions
109
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 14,640 6.9%
VUG 14,474 132.2%
DIA 13,401 16.8%
IWF 11,765 28.4%
JNK 9,204 1118.3%
RSP 8,490 18.8%
THNQ 7,251 93.8%
QQQ 6,156 8.5%
GRNY 6,131 NEW
IGPT 5,080 62.9%
Top Reduces (Value $000, Stocks/ETFs)
USMV -19,751 -77.7%
BFEB -9,792 -59.4%
VOO -3,547 -100.0%
MSFT -3,258 -100.0%
SPLV -2,929 -100.0%
OEF -1,824 -100.0%
VOT -1,763 -100.0%
VONE -1,549 -100.0%
VDC -1,324 -100.0%
VV -1,294 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type