Berkshire Money Management

Berkshire Money Management as of Sept. 30, 2025

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