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Allen Pierre Harris

Berkshire Money Management, Inc.

Assets Managed
$976.419M
Holdings
52
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-6.84%(2Q avg: 0.52%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Berkshire Money Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Berkshire Money Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 976.419M in assets, with a quarterly growth rate of -6.84% and a 2-quarter average growth rate of 0.52%. The portfolio is managed by Allen Pierre Harris, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.37%
22.62%
$220.778M
339,480 shares@ $650.35 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -0.69%
9.74%
$95.021M
205,145 shares@ $463.2 avg price
KNOV
Inn Us Sml Cp Pow B Etf - No
Recent Activity
New Position
6.54%
$63.81M
2.226M shares@ $28.67 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.22%
6.16%
$60.133M
279,611 shares@ $215.06 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.45%
6.03%
$58.81M
306,432 shares@ $191.93 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -26.67%
5.71%
$55.699M
96,501 shares@ $577.19 avg price
SJNK
Spdr Bloomberg Short Term Hi
Recent Activity
Decreased -4.24%
4.31%
$41.999M
1.681M shares@ $24.98 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 3.62%
3.39%
$33.055M
421,566 shares@ $78.41 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -0.95%
3.27%
$31.864M
150,908 shares@ $211.15 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
3%
$29.198M
455,647 shares@ $64.09 avg price

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