Berkshire Money Management

Berkshire Money Management as of Dec. 31, 2025

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
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 9.5 $99M 207k 480.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.7 $81M 132k 614.31
Innovator Etfs Trust Us Small Cap Pwr (KAUG) 6.3 $66M 2.5M 26.53
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $62M 283k 219.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.5 $57M 299k 191.56
Ishares Tr Rus 1000 Grw Etf (IWF) 5.2 $54M 115k 473.30
Spdr Series Trust State Street Spd (SJNK) 4.2 $45M 1.8M 25.32
Ishares Tr S&p 500 Val Etf (IVE) 3.1 $32M 152k 212.07
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.1 $32M 407k 78.81
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 2.5 $27M 637k 41.88
Vanguard Index Fds Growth Etf (VUG) 2.5 $27M 55k 487.86
Select Sector Spdr Tr State Street Uti (XLU) 2.3 $25M 576k 42.69
Spdr Series Trust State Street Spd (BIL) 2.2 $23M 251k 91.38
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 2.1 $22M 213k 103.56
Exchange Traded Concepts Tru Robo Glb Artif (THNQ) 1.5 $15M 241k 63.49
Spdr Series Trust State Street Spd (JNK) 1.4 $15M 156k 97.21
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) 1.4 $15M 246k 59.47
Apple (AAPL) 0.7 $7.3M 27k 271.86
Tidal Trust I Fundstrat Granny (GRNY) 0.7 $7.1M 288k 24.76
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB) 0.7 $6.9M 141k 48.66
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) 0.6 $6.2M 149k 41.42
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.5 $5.7M 55k 102.31
Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) 0.3 $3.5M 101k 35.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.5M 5.6k 627.17
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $3.5M 14k 250.30
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN) 0.3 $3.5M 80k 43.26
Microsoft Corporation (MSFT) 0.3 $3.1M 6.5k 483.58
NVIDIA Corporation (NVDA) 0.3 $3.1M 17k 186.50
Innovator Etfs Trust Us Eqty Buf Oct (BOCT) 0.3 $2.7M 56k 49.42
Amazon (AMZN) 0.2 $2.5M 11k 230.83
Ishares Tr S&p 100 Etf (OEF) 0.2 $2.2M 6.5k 342.97
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $2.0M 44k 46.43
Broadcom (AVGO) 0.2 $1.9M 5.6k 346.08
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $1.8M 35k 50.76
Ishares Tr Russell 2000 Etf (IWM) 0.2 $1.7M 7.1k 246.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $1.7M 6.2k 279.14
Alphabet Cap Stk Cl A (GOOGL) 0.2 $1.6M 5.3k 312.99
Vanguard Scottsdale Fds Vng Rus1000idx (VONE) 0.2 $1.6M 5.3k 309.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.5M 19k 79.73
Vanguard Index Fds Large Cap Etf (VV) 0.1 $1.4M 4.4k 314.80
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.3M 2.2k 603.34
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 0.1 $1.3M 23k 55.05
Exxon Mobil Corporation (XOM) 0.1 $1.2M 10k 120.34
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $1.2M 3.3k 360.13
Ishares Tr Expanded Tech (IGV) 0.1 $1.2M 11k 105.69
Raytheon Technologies Corp (RTX) 0.1 $1.2M 6.4k 183.40
Ishares Tr Core S&p500 Etf (IVV) 0.1 $1.1M 1.6k 684.78
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $1.1M 11k 100.38
Meta Platforms Cl A (META) 0.1 $1.1M 1.6k 660.29
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR) 0.1 $1.0M 21k 47.98
Innovator Etfs Trust Us Small Cap Pwr (KDEC) 0.1 $995k 39k 25.54
Innovator Etfs Trust Us Eqty Buf Nov (BNOV) 0.1 $952k 21k 44.46
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $947k 10k 94.16
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $835k 5.4k 154.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $810k 1.6k 502.65
Visa Com Cl A (V) 0.1 $698k 2.0k 350.71
Vanguard World Mega Grwth Ind (MGK) 0.1 $693k 1.7k 412.77
Innovator Etfs Trust GRWT100 PWR BF (NJAN) 0.1 $662k 12k 54.92
Innovator Etfs Trust Us Eqty Buf Sep (BSEP) 0.1 $625k 13k 49.25
Costco Wholesale Corporation (COST) 0.1 $606k 702.00 862.46
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $589k 2.2k 269.18
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.1 $567k 29k 19.57
Alphabet Cap Stk Cl C (GOOG) 0.1 $554k 1.8k 313.83
Innovator Etfs Trust Us Equt Bufr Aug (BAUG) 0.1 $541k 11k 50.04
JPMorgan Chase & Co. (JPM) 0.0 $521k 1.6k 322.15
Truist Financial Corp equities (TFC) 0.0 $502k 10k 49.21
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.0 $496k 12k 41.78
Park National Corporation (PRK) 0.0 $491k 3.2k 152.18
Tesla Motors (TSLA) 0.0 $488k 1.1k 449.72
Parker-Hannifin Corporation (PH) 0.0 $485k 552.00 878.96
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $470k 6.6k 71.42
Spdr Gold Tr Gold Shs (GLD) 0.0 $462k 1.2k 396.31
Home Depot (HD) 0.0 $450k 1.3k 344.12
Select Sector Spdr Tr State Street Ind (XLI) 0.0 $444k 2.9k 155.10
Advanced Micro Devices (AMD) 0.0 $440k 2.1k 214.16
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.0 $439k 2.1k 204.85
Boeing Company (BA) 0.0 $420k 1.9k 217.12
Mastercard Incorporated Cl A (MA) 0.0 $416k 729.00 570.88
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.0 $415k 20k 20.60
Coca-Cola Company (KO) 0.0 $410k 5.9k 69.91
Spdr Series Trust State Street Spd (SDY) 0.0 $407k 2.9k 139.16
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.0 $386k 8.2k 47.02
Micron Technology (MU) 0.0 $382k 1.3k 285.41
Eli Lilly & Co. (LLY) 0.0 $371k 346.00 1073.40
Ishares Tr Us Industrials (IYJ) 0.0 $370k 2.5k 148.17
Wayfair Cl A (W) 0.0 $350k 3.5k 100.41
Procter & Gamble Company (PG) 0.0 $348k 2.4k 143.31
Johnson & Johnson (JNJ) 0.0 $339k 1.6k 206.95
Emerson Electric (EMR) 0.0 $336k 2.5k 132.72
General Dynamics Corporation (GD) 0.0 $333k 989.00 336.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $328k 3.0k 110.19
CSX Corporation (CSX) 0.0 $322k 8.9k 36.25
Hilton Worldwide Holdings (HLT) 0.0 $320k 1.1k 287.25
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.0 $310k 7.0k 43.92
Wisdomtree Tr Us Largecap Divd (DLN) 0.0 $308k 3.5k 88.08
Analog Devices (ADI) 0.0 $304k 1.1k 271.20
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN) 0.0 $296k 6.3k 46.74
Vanguard World Mega Cap Index (MGC) 0.0 $295k 1.2k 251.17
Spdr Series Trust State Street Spd (MMTM) 0.0 $290k 994.00 292.07
Principal Financial (PFG) 0.0 $284k 3.2k 88.21
Cisco Systems (CSCO) 0.0 $272k 3.5k 77.03
Innovator Etfs Trust Us Eqty Bufr May (BMAY) 0.0 $272k 6.1k 44.82
Abbott Laboratories (ABT) 0.0 $271k 2.2k 125.29
Wal-Mart Stores (WMT) 0.0 $259k 2.3k 111.42
Carrier Global Corporation (CARR) 0.0 $257k 4.9k 52.84
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.0 $257k 13k 19.74
Bank of America Corporation (BAC) 0.0 $255k 4.6k 55.00
Qualcomm (QCOM) 0.0 $254k 1.5k 171.01
Vera Therapeutics Cl A (VERA) 0.0 $253k 5.0k 50.64
Automatic Data Processing (ADP) 0.0 $253k 982.00 257.23
Caterpillar (CAT) 0.0 $249k 434.00 572.87
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $247k 811.00 303.89
TJX Companies (TJX) 0.0 $246k 1.6k 153.61
Netflix (NFLX) 0.0 $243k 2.6k 93.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $231k 1.9k 123.26
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.0 $224k 5.2k 43.25
Constellation Energy (CEG) 0.0 $219k 620.00 353.27
Ishares Tr Tips Bd Etf (TIP) 0.0 $216k 2.0k 109.91
UnitedHealth (UNH) 0.0 $215k 651.00 330.11
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $213k 3.9k 54.78
Honeywell International (HON) 0.0 $212k 1.1k 195.09
salesforce (CRM) 0.0 $210k 791.00 264.91
At&t (T) 0.0 $209k 8.4k 24.84
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $208k 821.00 252.92
Pepsi (PEP) 0.0 $207k 1.4k 143.52
Vanguard Index Fds Small Cp Etf (VB) 0.0 $207k 801.00 257.95
Ishares Tr Msci Eafe Etf (EFA) 0.0 $206k 2.1k 96.03
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $204k 2.8k 74.07
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $203k 4.5k 44.71
Nextera Energy (NEE) 0.0 $202k 2.5k 80.29