Berkshire Money Management

Berkshire Money Management as of March 31, 2026

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