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Berkshire Money Management

Latest statistics and disclosures from Berkshire Money Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, DIA, QQQ, KAUG, VIG, and represent 53.89% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: VUG (+$13M), DIA (+$9.2M), JNK (+$9.2M), IWF (+$7.5M), RSP (+$6.5M), GRNY (+$6.1M), THNQ (+$6.0M), IGPT, SJNK, MTUM.
Started 2 new stock positions in GRNY, TFC.
Reduced shares in these 10 stocks: BSV (-$24M), USMV (-$20M), BFEB (-$11M), VOO, MSFT, SPLV, SPY, OEF, VOT, .
Sold out of its positions in T, GOOG, GOOGL, AVXL, BAC, BAC.PL, BRK.B, BA, AVGO, CARR.
Berkshire Money Management was a net seller of stock by $-32M.
Berkshire Money Management has $972M in assets under management (AUM), dropping by 2.24%.
Central Index Key (CIK): 0001535172

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Positions held by Berkshire Money Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 48 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	23.4	$227M		341k	666.18	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	9.6	$93M	+10%	201k	463.74	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.1	$78M		131k	600.37	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	6.6	$64M		2.4M	26.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.3	$61M		283k	215.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.5	$54M	+13%	282k	189.70	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.5	$53M	+16%	114k	468.41	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	4.5	$44M	+4%	1.7M	25.60	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.0	$39M	-38%	488k	78.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.2	$31M		152k	206.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.7	$26M		636k	41.15	View chart
Vanguard Index Fds Growth Etf (VUG)	2.6	$25M	+112%	53k	479.61	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	2.5	$25M	+2%	282k	87.21	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	2.3	$22M	+4%	245k	91.75	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.1	$21M		208k	99.11	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	1.5	$15M	+66%	234k	64.04	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	1.4	$13M	+48%	244k	54.03	View chart
Spdr Series Trust Bloomberg High Y (JNK)	1.0	$10M	+1109%	102k	97.99	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.7	$6.7M	-61%	141k	47.25	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.6	$6.2M	-2%	154k	40.35	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.6	$6.1M	NEW	245k	24.99	View chart
Apple (AAPL)	0.6	$6.1M	+2%	24k	254.63	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.6	$5.7M		56k	101.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$5.7M	-78%	59k	95.14	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.4	$3.5M		101k	34.20	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.4M		80k	42.13	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$3.1M	+48%	12k	256.46	View chart
NVIDIA Corporation (NVDA)	0.3	$3.0M	+3%	16k	186.58	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.7M		56k	48.42	View chart
Amazon (AMZN)	0.2	$2.4M	+9%	11k	219.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.0M		44k	45.60	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.8M	-3%	36k	49.66	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M		18k	79.93	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.3M		24k	53.02	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-23%	11k	112.75	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M	-15%	11k	100.70	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$1.0M		21k	46.91	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$996k	-3%	39k	25.47	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$903k		21k	43.50	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$641k		12k	53.19	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$613k		13k	48.29	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$572k		12k	48.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$566k		29k	19.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$487k		12k	41.06	View chart
Truist Financial Corp equities (TFC)	0.0	$471k	NEW	10k	45.72	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$415k		20k	20.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$257k		12k	20.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$256k		13k	19.71	View chart

Past Filings by Berkshire Money Management

SEC 13F filings are viewable for Berkshire Money Management going back to 2013

Berkshire Money Management 2025 Q3 filed Oct. 14, 2025
Berkshire Money Management 2025 Q2 filed July 22, 2025
Berkshire Money Management 2025 Q1 filed April 23, 2025
Berkshire Money Management 2024 Q4 filed Jan. 27, 2025
Berkshire Money Management 2024 Q3 filed Oct. 16, 2024
Berkshire Money Management 2024 Q2 filed July 19, 2024
Berkshire Money Management 2024 Q1 filed May 8, 2024
Berkshire Money Management 2023 Q4 filed Feb. 8, 2024
Berkshire Money Management 2023 Q3 filed Oct. 17, 2023
Berkshire Money Management 2023 Q2 filed Aug. 7, 2023
Berkshire Money Management 2023 Q1 filed May 12, 2023
Berkshire Money Management 2022 Q4 filed Feb. 14, 2023
Berkshire Money Management 2022 Q3 filed Oct. 21, 2022
Berkshire Money Management 2022 Q2 filed July 14, 2022
Berkshire Money Management 2022 Q1 filed April 19, 2022
Berkshire Money Management 2021 Q4 filed Jan. 14, 2022

View all past filings

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