Berkshire Money Management

Berkshire Money Management as of June 30, 2026

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