Berkshire Money Management, Inc.

Q4 2025 13F-HR Holdings

Location
Dalton, MA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
131
Total value ($000)
$1,048,216
Net value change ($000)
+76,617 (7.9%)
New positions
84
Sold out positions
1
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DIA 6,150 6.6%
JNK 5,143 51.3%
SPY 5,055 2.2%
RSP 3,738 7.0%
VOO 3,485 NEW
MSFT 3,142 NEW
KAUG 2,554 4.0%
QQQ 2,482 3.2%
OEF 2,229 NEW
AVGO 1,933 NEW
Top Reduces (Value $000, Stocks/ETFs)
USMV -4,708 -83.3%
BSCP -257 -100.0%
QQQE -57 -1.0%
BAUG -32 -5.6%
XLU -17 -0.1%
KJAN -16 -0.3%
SGOV -4 -0.4%
KDEC -1 -0.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type