DOSSIER · 13F-HR · Q1 2026
Berkshire Money Management, Inc.
Berkshire Money's holding co. based in Greenwich, CT — $976M in tracked AUM across 52 positions as of Q1 2026.
BM
Berkshire Money·Greenwich, CT·Holding Co.
CIK 0001535172 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Berkshire Money Management, Inc.
1. Portfolio Overview
Berkshire Money Management, Inc. reported a significant expansion in assets under management for the quarter ending December 31, 2025. The total portfolio value surged by 60.5%, rising from $653.01 million to $1.05 billion. This substantial increase indicates a strong influx of client capital, robust market performance on underlying assets, or a combination of both during the quarter.
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Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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