Berkshire Money Management Portfolio Shifts: Q2 2026 Activity Analysis
A detailed look at holdings changes and sector allocation for Berkshire Money Management Inc. as of June 30, 2026.
As part of its ongoing investment strategy, Berkshire Money Management Inc. has made several notable adjustments to its portfolio during the second quarter of 2026. This analysis focuses on observable changes based on available data, highlighting both new positions and modifications to existing holdings.
The firm's primary activity appears to be buying more shares in certain exchange-traded funds (ETFs) rather than selling significant portions this quarter. Among the most significant purchases are increases in IWF, a Technology sector stock, and substantial additions to popular ETFs like VUG (Innovator ETFs Trust) and STM (STMicroelectronics N.V.). These actions suggest confidence in specific sectors or individual stocks.
Berkshire Money Management also appears to have initiated new positions during Q2. This includes adding shares to VIG (Vanguard Specialized Funds), SJNK (SPDR Series Trust), and BSV (Vanguard BD Index Funds). These additions, while not necessarily large in absolute terms compared to their existing holdings, represent new allocations or increased stakes that weren't present at the end of the previous quarter.
The portfolio shows a heavy reliance on ETFs for its core allocation. The Technology sector holds approximately 1.29% of the total value (STM is highlighted here), while the majority (around 98.26%) consists of various ETFs, including broad-market funds like SPY and DIA, sector-specific ones such as VUG, RSP, and VEA, and bond-focused ETFs like BSV.
In terms of stock performance within the portfolio, IWF saw a massive increase in shares held (up 301.86%) and contributed positively to its allocation percentage. Similarly, VUG experienced significant growth with an almost 500% increase in holdings during the quarter.
Conversely, some positions saw reductions or were exited entirely. The firm decreased its stake in SPY and DIA by nearly a percent each (down ~1%) but kept these ETFs as core holdings. There was also a substantial reduction (~47%) in PJUN shares, though this is likely part of normal rebalancing rather than an exit from the Innovator ETFs Trust universe entirely.