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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 51.61% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: XLU (+$13M), JNK (+$5.2M), VOO, RSP, MSFT, DIA, OEF, AVGO, IWM, VOT.
Started 84 new stock positions in XLE, IYJ, T, LLY, CAT, BJUN, XLI, BA, MDY, V.
Reduced shares in these 10 stocks: BSV (-$6.4M), USMV, SPY, BSCP, KJAN, QQQE, XOM, BAUG, BOCT, BJUL.
Sold out of its position in BSCP.
Berkshire Money Management was a net buyer of stock by $71M.
Berkshire Money Management has $1.0B in assets under management (AUM), dropping by 7.89%.
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 131 positions in its portfolio as reported in the December 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)	22.2	$232M		341k	681.92	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	9.5	$99M	+2%	207k	480.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	7.7	$81M		132k	614.31	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	6.3	$66M		2.5M	26.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.9	$62M		283k	219.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.5	$57M	+5%	299k	191.56	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.2	$54M		115k	473.30	View chart
Spdr Series Trust State Street Spd (SJNK)	4.2	$45M	+2%	1.8M	25.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$32M		152k	212.07	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.1	$32M	-16%	407k	78.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.5	$27M		637k	41.88	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$27M	+2%	55k	487.86	View chart
Select Sector Spdr Tr State Street Uti (XLU)	2.3	$25M	+104%	576k	42.69	View chart
Spdr Series Trust State Street Spd (BIL)	2.2	$23M	+2%	251k	91.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.1	$22M	+2%	213k	103.56	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	1.5	$15M	+3%	241k	63.49	View chart
Spdr Series Trust State Street Spd (JNK)	1.4	$15M	+52%	156k	97.21	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	1.4	$15M		246k	59.47	View chart
Apple (AAPL)	0.7	$7.3M	+12%	27k	271.86	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.7	$7.1M	+17%	288k	24.76	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.7	$6.9M		141k	48.66	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.6	$6.2M	-2%	149k	41.42	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.5	$5.7M		55k	102.31	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.5M		101k	35.13	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$3.5M	NEW	5.6k	627.17	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$3.5M	+16%	14k	250.30	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.5M		80k	43.26	View chart
Microsoft Corporation (MSFT)	0.3	$3.1M	NEW	6.5k	483.58	View chart
NVIDIA Corporation (NVDA)	0.3	$3.1M	+3%	17k	186.50	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.7M		56k	49.42	View chart
Amazon (AMZN)	0.2	$2.5M	+2%	11k	230.83	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$2.2M	NEW	6.5k	342.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.0M		44k	46.43	View chart
Broadcom (AVGO)	0.2	$1.9M	NEW	5.6k	346.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.8M		35k	50.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.7M	NEW	7.1k	246.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$1.7M	NEW	6.2k	279.14	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.6M	NEW	5.3k	312.99	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.2	$1.6M	NEW	5.3k	309.04	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.5M	+4%	19k	79.73	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.4M	NEW	4.4k	314.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.3M	NEW	2.2k	603.34	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.3M		23k	55.05	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.2M	-3%	10k	120.34	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.2M	NEW	3.3k	360.13	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.2M	NEW	11k	105.69	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	NEW	6.4k	183.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$1.1M	NEW	1.6k	684.78	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M		11k	100.38	View chart
Meta Platforms Cl A (META)	0.1	$1.1M	NEW	1.6k	660.29	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$1.0M		21k	47.98	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$995k		39k	25.54	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$952k	+3%	21k	44.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$947k	-83%	10k	94.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$835k	NEW	5.4k	154.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$810k	NEW	1.6k	502.65	View chart
Visa Com Cl A (V)	0.1	$698k	NEW	2.0k	350.71	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$693k	NEW	1.7k	412.77	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$662k		12k	54.92	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$625k		13k	49.25	View chart
Costco Wholesale Corporation (COST)	0.1	$606k	NEW	702.00	862.46	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$589k	NEW	2.2k	269.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$567k		29k	19.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$554k	NEW	1.8k	313.83	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$541k	-7%	11k	50.04	View chart
JPMorgan Chase & Co. (JPM)	0.0	$521k	NEW	1.6k	322.15	View chart
Truist Financial Corp equities (TFC)	0.0	$502k		10k	49.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$496k		12k	41.78	View chart
Park National Corporation (PRK)	0.0	$491k	NEW	3.2k	152.18	View chart
Tesla Motors (TSLA)	0.0	$488k	NEW	1.1k	449.72	View chart
Parker-Hannifin Corporation (PH)	0.0	$485k	NEW	552.00	878.96	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$470k	NEW	6.6k	71.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$462k	NEW	1.2k	396.31	View chart
Home Depot (HD)	0.0	$450k	NEW	1.3k	344.12	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$444k	NEW	2.9k	155.10	View chart
Advanced Micro Devices (AMD)	0.0	$440k	NEW	2.1k	214.16	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$439k	NEW	2.1k	204.85	View chart
Boeing Company (BA)	0.0	$420k	NEW	1.9k	217.12	View chart
Mastercard Incorporated Cl A (MA)	0.0	$416k	NEW	729.00	570.88	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$415k		20k	20.60	View chart
Coca-Cola Company (KO)	0.0	$410k	NEW	5.9k	69.91	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$407k	NEW	2.9k	139.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$386k	NEW	8.2k	47.02	View chart
Micron Technology (MU)	0.0	$382k	NEW	1.3k	285.41	View chart
Eli Lilly & Co. (LLY)	0.0	$371k	NEW	346.00	1073.40	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$370k	NEW	2.5k	148.17	View chart
Wayfair Cl A (W)	0.0	$350k	NEW	3.5k	100.41	View chart
Procter & Gamble Company (PG)	0.0	$348k	NEW	2.4k	143.31	View chart
Johnson & Johnson (JNJ)	0.0	$339k	NEW	1.6k	206.95	View chart
Emerson Electric (EMR)	0.0	$336k	NEW	2.5k	132.72	View chart
General Dynamics Corporation (GD)	0.0	$333k	NEW	989.00	336.66	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$328k	NEW	3.0k	110.19	View chart
CSX Corporation (CSX)	0.0	$322k	NEW	8.9k	36.25	View chart
Hilton Worldwide Holdings (HLT)	0.0	$320k	NEW	1.1k	287.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$310k	NEW	7.0k	43.92	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$308k	NEW	3.5k	88.08	View chart
Analog Devices (ADI)	0.0	$304k	NEW	1.1k	271.20	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$296k	NEW	6.3k	46.74	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$295k	NEW	1.2k	251.17	View chart
Spdr Series Trust State Street Spd (MMTM)	0.0	$290k	NEW	994.00	292.07	View chart
Principal Financial (PFG)	0.0	$284k	NEW	3.2k	88.21	View chart
Cisco Systems (CSCO)	0.0	$272k	NEW	3.5k	77.03	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.0	$272k	NEW	6.1k	44.82	View chart
Abbott Laboratories (ABT)	0.0	$271k	NEW	2.2k	125.29	View chart
Wal-Mart Stores (WMT)	0.0	$259k	NEW	2.3k	111.42	View chart
Carrier Global Corporation (CARR)	0.0	$257k	NEW	4.9k	52.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$257k		13k	19.74	View chart
Bank of America Corporation (BAC)	0.0	$255k	NEW	4.6k	55.00	View chart
Qualcomm (QCOM)	0.0	$254k	NEW	1.5k	171.01	View chart
Vera Therapeutics Cl A (VERA)	0.0	$253k	NEW	5.0k	50.64	View chart
Automatic Data Processing (ADP)	0.0	$253k	NEW	982.00	257.23	View chart
Caterpillar (CAT)	0.0	$249k	NEW	434.00	572.87	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$247k	NEW	811.00	303.89	View chart
TJX Companies (TJX)	0.0	$246k	NEW	1.6k	153.61	View chart
Netflix (NFLX)	0.0	$243k	NEW	2.6k	93.75	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$231k	NEW	1.9k	123.26	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$224k	NEW	5.2k	43.25	View chart
Constellation Energy (CEG)	0.0	$219k	NEW	620.00	353.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$216k	NEW	2.0k	109.91	View chart
UnitedHealth (UNH)	0.0	$215k	NEW	651.00	330.11	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$213k	NEW	3.9k	54.78	View chart
Honeywell International (HON)	0.0	$212k	NEW	1.1k	195.09	View chart
salesforce (CRM)	0.0	$210k	NEW	791.00	264.91	View chart
At&t (T)	0.0	$209k	NEW	8.4k	24.84	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$208k	NEW	821.00	252.92	View chart
Pepsi (PEP)	0.0	$207k	NEW	1.4k	143.52	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$207k	NEW	801.00	257.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$206k	NEW	2.1k	96.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$204k	NEW	2.8k	74.07	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$203k	NEW	4.5k	44.71	View chart
Nextera Energy (NEE)	0.0	$202k	NEW	2.5k	80.29	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 Q4 filed Jan. 27, 2026
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

View all past filings

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