Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Berkshire Money Management

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

Top 5 stock holdings are SPY, QQQ, DIA, RSP, VIG, and represent 53.71% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: KAUG (+$49M), IWM (+$13M), Innovator Etfs Trust (+$9.2M), VOO, MSFT, SJNK, AMZN, BSV, RSP, VOT.
Started 46 new stock positions in VCSH, MDY, POCT, JPM, LLY, COST, HD, CRM, GOOGL, MSFT.
Reduced shares in these 10 stocks: KJAN (-$55M), EFA (-$12M), XLV, BJUL, BSEP, IWF, PJUN, BOCT, T, QQQE.
Berkshire Money Management was a net buyer of stock by $38M.
Berkshire Money Management has $920M in assets under management (AUM), dropping by 5.27%.
Central Index Key (CIK): 0001535172

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 86 positions in its portfolio as reported in the December 2024 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)	25.0	$230M		392k	586.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.5	$79M		154k	511.23	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	6.8	$62M		147k	425.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.8	$62M	+2%	355k	175.23	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.7	$61M		313k	195.83	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	5.6	$52M	+2210%	2.1M	25.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.5	$51M		126k	401.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.8	$44M	+4%	567k	77.27	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	4.4	$40M	+5%	1.6M	25.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	4.3	$39M		207k	190.88	View chart
Vanguard Index Fds Growth Etf (VUG)	3.6	$33M		80k	410.44	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	2.5	$23M	+5%	256k	91.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.5	$23M		250k	92.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$20M	+201%	89k	220.96	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	1.5	$14M	-79%	370k	37.35	View chart
Vanguard World Mega Cap Index (MGC)	1.1	$11M		49k	212.66	View chart
Innovator Etfs Trust Us Small Cap Pwr	1.0	$9.2M	NEW	384k	23.98	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	1.0	$9.1M		101k	89.77	View chart
Apple (AAPL)	0.6	$5.8M	+12%	23k	250.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$3.6M	NEW	6.7k	538.81	View chart
Microsoft Corporation (MSFT)	0.4	$3.3M	NEW	7.8k	421.52	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.1M		80k	38.95	View chart
NVIDIA Corporation (NVDA)	0.3	$2.6M	+38%	20k	134.29	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.4M	-8%	56k	43.23	View chart
Amazon (AMZN)	0.2	$2.1M	NEW	9.4k	219.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.8M		44k	41.17	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.8M	-53%	40k	44.56	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.6M	NEW	6.2k	253.75	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.5M	+9%	14k	107.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.5M	NEW	5.4k	269.70	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	NEW	4.4k	288.85	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.1	$1.2M		27k	43.07	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.1M		23k	47.95	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$947k		21k	44.31	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$923k	-78%	6.7k	137.58	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$859k	NEW	4.5k	189.29	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$800k	NEW	1.4k	569.67	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$793k	-30%	21k	37.52	View chart
Tesla Motors (TSLA)	0.1	$769k	NEW	1.9k	403.84	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$763k		19k	39.27	View chart
Meta Platforms Cl A (META)	0.1	$750k	NEW	1.3k	585.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$705k	NEW	1.6k	453.28	View chart
Emerson Electric (EMR)	0.1	$583k	NEW	4.7k	123.93	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$580k		12k	48.09	View chart
Costco Wholesale Corporation (COST)	0.1	$575k	NEW	627.00	916.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$562k		29k	19.43	View chart
Raytheon Technologies Corp (RTX)	0.1	$559k	NEW	4.8k	115.72	View chart
Park National Corporation (PRK)	0.1	$553k	NEW	3.2k	171.43	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$544k	-66%	13k	42.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$526k	NEW	2.8k	184.51	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.1	$522k	+4%	14k	37.87	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$509k	-6%	12k	43.58	View chart
JPMorgan Chase & Co. (JPM)	0.1	$471k	NEW	2.0k	239.73	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$467k	NEW	6.0k	77.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$465k	NEW	6.0k	78.01	View chart
Spdr Ser Tr S&p1500momtilt (MMTM)	0.0	$458k	NEW	1.8k	260.31	View chart
Home Depot (HD)	0.0	$457k	NEW	1.2k	389.02	View chart
Visa Com Cl A (V)	0.0	$435k	NEW	1.4k	316.04	View chart
Broadcom (AVGO)	0.0	$419k	NEW	1.8k	231.87	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$406k		20k	20.13	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$364k	NEW	3.6k	101.53	View chart
Parker-Hannifin Corporation (PH)	0.0	$351k	NEW	552.00	636.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$347k	NEW	8.2k	42.25	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$340k	NEW	2.6k	132.10	View chart
Procter & Gamble Company (PG)	0.0	$339k	NEW	2.0k	167.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$337k	NEW	572.00	588.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$335k	NEW	1.8k	190.44	View chart
Netflix (NFLX)	0.0	$335k	NEW	376.00	891.51	View chart
Hilton Worldwide Holdings (HLT)	0.0	$323k	NEW	1.3k	247.16	View chart
salesforce (CRM)	0.0	$305k	NEW	912.00	334.33	View chart
Carrier Global Corporation (CARR)	0.0	$302k	NEW	4.4k	68.26	View chart
Eli Lilly & Co. (LLY)	0.0	$302k	NEW	391.00	771.67	View chart
UnitedHealth (UNH)	0.0	$296k	NEW	586.00	505.86	View chart
General Dynamics Corporation (GD)	0.0	$290k	NEW	1.1k	263.49	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$287k	NEW	7.1k	40.32	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$279k	NEW	7.0k	39.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$276k	-97%	3.7k	75.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$270k	NEW	1.3k	206.95	View chart
At&t (T)	0.0	$268k	-25%	12k	22.77	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$263k	NEW	6.3k	41.52	View chart
Chevron Corporation (CVX)	0.0	$259k	NEW	1.8k	144.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$256k		12k	20.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$253k		13k	19.48	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$250k	NEW	1.2k	210.45	View chart
Compass Cl A (COMP)	0.0	$110k	NEW	19k	5.85	View chart
Anavex Life Sciences Corp Com New (AVXL)	0.0	$107k	NEW	10k	10.74	View chart

Past Filings by Berkshire Money Management

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

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
Berkshire Money Management 2021 Q3 filed Oct. 13, 2021
Berkshire Money Management 2021 Q2 filed July 23, 2021
Berkshire Money Management 2021 Q1 filed April 20, 2021

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z