Berkshire Money Management, Inc.

CIK 0001535172 · Q2 2026

13F Equity AUM

$1.1B

+12.1% QoQ

Positions

-52 QoQ

AUM Rank

#3,228

Top 26%

Skill Alpha (FF)

-1.7%/yr

Underperformer

Rank #4,750 · Top 58%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 52.5%Top 10: 71.7%Top 20: 91.9%

SPY22.9%

DON9.8%

NDQ6.9%

KNOV6.8%

RSP6.0%

VIG6.0%

SJNK3.9%

IVE3.1%

VEA3.1%

BSV3.0%

Others (46)28.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 56Median: 0.32%Avg: 1.79%

0–0.5%

30(3.8%)

0.5–1%

7(5.1%)

1–3%

9(19.4%)

3–5%

4(13.1%)

5%+

6(58.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 56vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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