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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, KNOV, RSP, and represent 52.52% of Berkshire Money Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$22M), VUG (+$21M), QQQ, KNOV, VEA, STM, RSP, IDV, IWM, PNOV.
Started 7 new stock positions in IBDW, IBDT, IBDU, IBDV, STM, IBDX, IBDS.
Reduced shares in these 10 stocks: KAUG (-$6.2M), , SPY, BFEB, PJUN, KAPR, IGPT, SGOV, , THNQ.
Sold out of its positions in USMV, SGOV, KRE.
Berkshire Money Management was a net buyer of stock by $36M.
Berkshire Money Management has $1.1B in assets under management (AUM), dropping by 12.09%.
Central Index Key (CIK): 0001535172

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Portfolio Holdings for Berkshire Money Management

Berkshire Money Management holds 56 positions in its portfolio as reported in the June 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)	22.9	$251M		336k	746.77	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	9.7	$107M		204k	522.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.9	$76M	+6%	103k	736.40	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	6.8	$75M	+5%	2.4M	31.71	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	6.1	$66M		311k	212.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.0	$66M		279k	236.62	View chart
Spdr Series Trust St Term High Etf (SJNK)	3.8	$42M		1.7M	25.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$34M		151k	227.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$34M	+5%	482k	71.25	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$33M		423k	77.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.7	$29M	+301%	237k	124.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	2.5	$27M		609k	44.35	View chart
Vanguard Index Fds Growth Etf (VUG)	2.3	$25M	+498%	288k	86.14	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	2.1	$23M	-4%	224k	104.10	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	2.1	$23M		253k	91.64	View chart
Ishares Tr Intl Sel Div Etf (IDV)	2.1	$23M	+4%	551k	41.43	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	2.0	$22M		214k	103.96	View chart
Exchange Traded Concepts Tru Robo Glb Artif (THNQ)	2.0	$22M	-2%	243k	91.21	View chart
Spdr Series Trust St Bloo High Etf (JNK)	1.5	$17M		175k	96.37	View chart
Innovator Etfs Trust Intl Dev Pwr Buf (INOV)	0.9	$9.7M	+2%	264k	36.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.9	$9.3M	+11%	31k	300.45	View chart
Tidal Trust I Fund Gran Us Etf (GRNY)	0.7	$8.1M	-3%	294k	27.65	View chart
Apple (AAPL)	0.7	$7.9M		27k	289.36	View chart
Innovator Etfs Trust Us Small Cap Pwr (KAUG)	0.7	$7.7M	-44%	270k	28.62	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.6	$6.8M		149k	45.63	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.6	$6.4M		53k	122.01	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$5.0M	-32%	96k	52.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.3	$3.6M		80k	45.33	View chart
NVIDIA Corporation (NVDA)	0.3	$3.4M	-5%	17k	200.09	View chart
Innovator Etfs Trust Us Eqty Buf Oct (BOCT)	0.3	$2.9M		56k	53.02	View chart
Amazon (AMZN)	0.3	$2.9M	+8%	12k	238.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$2.5M	-47%	58k	43.23	View chart
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR)	0.2	$2.2M	-38%	56k	39.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$2.2M		44k	48.81	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$1.8M	-2%	34k	54.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$1.5M		11k	136.73	View chart
Stmicroelectronics N V Ny Registry (STM)	0.1	$1.5M	NEW	20k	74.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.4M		18k	79.03	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.1	$1.4M		23k	58.87	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.1	$1.1M		21k	53.26	View chart
Innovator Etfs Trust Us Small Cap Pwr (KDEC)	0.1	$1.1M		37k	28.38	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.1	$1.0M		21k	47.81	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$1.0M		11k	90.60	View chart
Innovator Etfs Trust GRWT100 PWR BF (NJAN)	0.1	$712k		12k	59.02	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.1	$669k		13k	52.73	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.1	$579k		11k	53.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$529k	-27%	12k	45.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$517k	-8%	27k	19.52	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$411k		20k	20.36	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	0.0	$310k	NEW	12k	25.19	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	0.0	$296k	NEW	14k	20.84	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$296k	NEW	12k	24.22	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	0.0	$295k	NEW	13k	23.16	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$295k	NEW	12k	25.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.0	$255k		13k	19.61	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	0.0	$251k	NEW	12k	21.80	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 Q2 filed July 23, 2026
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

View all past filings

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