Berkshire Money Management, Inc. reported 54 positions worth $48.47M for the quarter ended Sep 30, 2026, up 181.1% on the prior quarter. It opened 49 new positions, added to 3, trimmed 2 and exited 0. Its largest holding is Apple Inc. at 18.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +7,175 | – | $3.68M | 7.59% |
| AVGO Broadcom Inc. | +6,442 | – | $2.26M | 4.67% |
| GOOGL Alphabet Inc. | +5,625 | – | $1.94M | 3.99% |
| AMD Advanced Micro Devices Inc | +2,156 | – | $1.32M | 2.72% |
| META Meta Platforms, Inc. | +1,715 | – | $1.24M | 2.57% |
| RTX RTX Corp | +6,459 | – | $1.20M | 2.47% |
| BRK-B Berkshire Hathaway Inc | +2,127 | – | $1.06M | 2.18% |
| GOOG Alphabet Inc. | +2,910 | – | $991.63K | 2.05% |
| ELV Elevance Health, Inc. | +2,249 | – | $874.46K | 1.8% |
| LMT Lockheed Martin Corp | +1,632 | – | $831.29K | 1.71% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MSFT Microsoft Corp | +7,175 | $3.68M | 7.59% |
| AVGO Broadcom Inc. | +6,442 | $2.26M | 4.67% |
| GOOGL Alphabet Inc. | +5,625 | $1.94M | 3.99% |
| AMD Advanced Micro Devices Inc | +2,156 | $1.32M | 2.72% |
| META Meta Platforms, Inc. | +1,715 | $1.24M | 2.57% |
| RTX RTX Corp | +6,459 | $1.20M | 2.47% |
| BRK-B Berkshire Hathaway Inc | +2,127 | $1.06M | 2.18% |
| GOOG Alphabet Inc. | +2,910 | $991.63K | 2.05% |
| ELV Elevance Health, Inc. | +2,249 | $874.46K | 1.8% |
| LMT Lockheed Martin Corp | +1,632 | $831.29K | 1.71% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 27.5K | $9.16M | 18.89% | +71 | +0.3% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 17.1K | $3.91M | 8.06% | +9 | +0.1% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 7,175 | $3.68M | 7.59% | +7,175 | – | New | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 12.1K | $3.02M | 6.24% | +75 | +0.6% | Added | 0% |
| 5 | AVGO Broadcom Inc. | Technology | 6,442 | $2.26M | 4.67% | +6,442 | – | New | 0% |
| 6 | GOOGL Alphabet Inc. | Technology | 5,625 | $1.94M | 3.99% | +5,625 | – | New | 0% |
| 7 | XOM ExxonMobil Holdings Corp | Energy | 11.2K | $1.82M | 3.75% | -32 | -0.3% | Reduced | 0% |
| 8 | AMD Advanced Micro Devices Inc | Technology | 2,156 | $1.32M | 2.72% | +2,156 | – | New | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 1,715 | $1.24M | 2.57% | +1,715 | – | New | 0% |
| 10 | RTX RTX Corp | Industrials | 6,459 | $1.20M | 2.47% | +6,459 | – | New | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 2,127 | $1.06M | 2.18% | +2,127 | – | New | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 2,910 | $991.64K | 2.05% | +2,910 | – | New | 0% |
| 13 | STM STMicroelectronics N.V. | Technology | 16.4K | $876.28K | 1.81% | -3,358 | -17.0% | Reduced | 0% |
| 14 | ELV Elevance Health, Inc. | Healthcare | 2,249 | $874.46K | 1.8% | +2,249 | – | New | 0% |
| 15 | LMT Lockheed Martin Corp | Industrials | 1,632 | $831.29K | 1.71% | +1,632 | – | New | 0% |
Tip. Select a row to see that position’s full history at Berkshire Money Management.
As of its Q3 2026 13F filing, Berkshire Money Management, Inc.’s five largest positions were Apple Inc. (AAPL) at 18.9%, Nvidia Corp (NVDA) at 8.1%, Microsoft Corp (MSFT) at 7.6%, Amazon Com Inc (AMZN) at 6.2%, Broadcom Inc. (AVGO) at 4.7% of the reported portfolio.
Berkshire Money Management, Inc. reported a 13F portfolio worth $48.47M across 54 positions for Q3 2026. That is up 181.1% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($3.68M), Broadcom Inc. ($2.26M), Alphabet Inc. ($1.94M). It opened 49 new positions.
Its largest sales by value were STMicroelectronics N.V. ($179.18K), ExxonMobil Holdings Corp ($5.21K). It exited 0 positions entirely.
From the Form 13F-HR reports Berkshire Money Management, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.