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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, KNOV, VIG, RSP, and represent 51.06% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: KNOV (+$64M), VEA (+$29M), PNOV (+$24M), IDV (+$22M), INOV (+$8.9M), KRE (+$5.5M), IWM (+$5.2M), JNK, RSP, BSV.
Started 5 new stock positions in INOV, KRE, IDV, VEA, KNOV.
Reduced shares in these 10 stocks: KAUG (-$54M), XLU (-$26M), IWF (-$24M), PJUN (-$22M), QQQ (-$20M), VOO, MTUM, MSFT, VUG, OEF.
Sold out of its positions in T, ABT, AMD, GOOG, GOOGL, ADI, ADP, BAC, BRK.B, BA.
Berkshire Money Management was a net seller of stock by $-40M.
Berkshire Money Management has $976M in assets under management (AUM), dropping by -6.85%.
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 52 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	22.6	$221M		340k	650.34	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	9.7	$95M		205k	463.19	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	6.5	$64M	NEW	2.2M	28.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.2	$60M		280k	215.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.0	$59M	+2%	306k	191.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.7	$56M	-26%	97k	577.18	View chart
Spdr Series Trust State Street Spd (SJNK)	4.3	$42M	-4%	1.7M	24.98	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.4	$33M	+3%	422k	78.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.3	$32M		151k	211.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$29M	NEW	456k	64.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.6	$25M	-48%	59k	426.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	2.5	$25M	+4944%	599k	40.86	View chart
Spdr Series Trust State Street Spd (BIL)	2.4	$23M		254k	91.64	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.3	$22M	NEW	527k	42.56	View chart
Vanguard Index Fds Growth Etf (VUG)	2.2	$21M	-11%	48k	436.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.1	$21M		215k	96.70	View chart
Spdr Series Trust State Street Spd (JNK)	1.7	$17M	+10%	173k	95.72	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	1.5	$15M	+3%	250k	59.01	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	1.4	$14M	-4%	235k	58.06	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	1.3	$13M	-80%	485k	26.81	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.9	$8.9M	NEW	257k	34.69	View chart
Tidal Trust I Fundstrat Granny (GRNY)	0.7	$7.3M	+5%	305k	23.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$6.9M	+294%	28k	248.00	View chart
Apple (AAPL)	0.7	$6.9M		27k	253.79	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.7	$6.7M		141k	47.70	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.6	$6.2M		149k	41.72	View chart
Spdr Series Trust State Street Spd (KRE)	0.6	$5.5M	NEW	84k	65.15	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.5	$5.2M	-4%	53k	98.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.5	$4.6M	-82%	110k	41.83	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.4M		80k	42.51	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.3	$3.3M	-10%	90k	36.25	View chart
NVIDIA Corporation (NVDA)	0.3	$3.2M	+9%	18k	174.40	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.7M		56k	47.99	View chart
Amazon (AMZN)	0.2	$2.3M		11k	208.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.0M		44k	45.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.9M	+10%	11k	169.66	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.7M		35k	49.69	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M	-4%	18k	79.27	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.2M		23k	53.33	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$1.1M		11k	100.66	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$1.0M		21k	48.98	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$965k	-3%	38k	25.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$951k		10k	92.74	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$921k		21k	43.02	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$899k		11k	80.05	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$734k	-97%	16k	45.89	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$643k		12k	53.37	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$610k		13k	48.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$565k		29k	19.53	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$528k		11k	48.85	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$412k		20k	20.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$255k		13k	19.62	View chart

Past Filings by Berkshire Money Management

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

Berkshire Money Management 2026 Q1 filed April 21, 2026
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

View all past filings

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