greeksoup/ stock research
Stock research / United States / Funds / Berkshire Money Management, Inc.

Berkshire Money Management, Inc.

CIK 1535172 · latest 13F filed 23 July 2026 · Read the filing on EDGAR

Berkshire Money Management, Inc. reported 56 US-listed holdings worth $1.09 billion in its 13F for the quarter ended 30 June 2026, filed 23 July 2026. Its largest: SPDR S&P 500 (22.9%), SPDR Dow Jones Indl Average (9.7%) and Invesco QQQ Trust (6.9%). Against the quarter before, it opened 7 positions, added to 15, trimmed 21 and sold out of 3.

Reported holdings$1.09B+12.1% on Q1 2026
Positions56+4 on Q1 2026
The largest ten71.7%of its reported holdings
Latest 13FQ2 2026filed 23 July 2026
Where the money is
Added toHeldTrimmed
SPY22.9%DIA9.7%QQQ6.9%KNOV6.8%RSP6.1%VIG6.0%SJNK3.8%IVE3.1%VEA3.1%BSV3.0%IWF2.7%PNOV2.5%VUG2.3%IGPT2.1%42 more18.8%

The 14 largest of its 56 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $873.7 million in 40 positions$874MQ3 24Q4 2024: $919.8 million in 86 positions$920MQ4 24Q1 2025: $891.1 million in 102 positions$891MQ1 25Q2 2025: $950.3 million in 155 positions$950MQ2 25Q3 2025: $971.6 million in 48 positions$972MQ3 25Q4 2025: $1.05 billion in 131 positions$1.05BQ4 25Q1 2026: $976.4 million in 52 positions$976MQ1 26Q2 2026: $1.09 billion in 56 positions$1.09BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 7Added 15Held 13Trimmed 21Sold out 3
Opened: 7Added: 15Held: 13Trimmed: 21Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 7

  1. STMicroelectronics N.V. STM$1.5 million
  2. iShares Trust IBDX$309,535
  3. iShares Trust IBDW$296,429
  4. iShares Trust IBDS$295,799
  5. iShares Trust IBDU$295,429
  6. iShares Trust IBDT$295,097
  7. iShares Trust IBDV$251,136

Added to 15

  1. iShares Trust IWF+178,152 shares · +302%
  2. Vanguard Growth ETF VUG+239,904 shares · +498%
  3. Invesco QQQ Trust QQQ+6,707 shares · +7%
  4. Innovator Etfs Trust KNOV+131,732 shares · +6%
  5. Vanguard Ftse Developed Markets VEA+25,898 shares · +6%
  6. Invesco Exchange Traded FD T RSP+4,913 shares · +2%
  7. iShares Trust IDV+23,853 shares · +5%
  8. iShares Russell 2000 ETF IWM+3,148 shares · +11%

and 7 more in the table below

Trimmed 21

  1. Innovator Etfs Trust KAUG-215,422 shares · -44%
  2. SPDR S&P 500 SPY-3,293 shares · -1%
  3. Innovator Etfs Trust BFEB-45,698 shares · -32%
  4. Innovator Etfs Trust PJUN-52,136 shares · -47%
  5. Innovator Etfs Trust KAPR-34,512 shares · -38%
  6. Invesco Ai and Next Gen Software ETF IGPT-10,211 shares · -4%
  7. Robo Global Artificial Intelligence ETF THNQ-7,146 shares · -3%
  8. SPDR Dow Jones Indl Average DIA-889 shares · -0%

and 13 more in the table below

Sold out of 3

  1. SPDR Ser Trust KRE$5.5 million last quarter
  2. iShares Trust SGOV$1.1 million last quarter
  3. iShares Edge MSCI Min Vol USA ETF USMV$950,678 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
SPDR S&P 500 SPY336,187$251.1 million22.94%-3,293
SPDR Dow Jones Indl Average DIA204,256$106.7 million9.75%-889
Invesco QQQ Trust QQQ103,208$76.0 million6.94%+6,707
Innovator Etfs Trust KNOV2,357,804$74.8 million6.83%+131,732
Invesco Exchange Traded FD T RSP311,345$66.2 million6.05%+4,913
Vanguard Specialized Funds VIG278,890$66.0 million6.03%-721
SPDR Ser Trust SJNK1,681,386$42.1 million3.85%+78
iShares S&P 500 Value ETF IVE151,371$34.4 million3.14%+463
Vanguard Ftse Developed Markets VEA481,545$34.3 million3.13%+25,898
Vanguard BD Index FDS BSV423,447$33.0 million3.01%+1,881
iShares Trust IWF237,171$29.4 million2.69%+178,152
Innovator Etfs Trust PNOV608,729$27.0 million2.47%+9,951
Vanguard Growth ETF VUG288,061$24.8 million2.27%+239,904
Invesco Ai and Next Gen Software ETF IGPT224,341$23.4 million2.13%-10,211
SPDR Ser Trust BIL252,727$23.2 million2.12%-940
iShares Trust IDV551,300$22.8 million2.09%+23,853
Vaneck ETF Trust MOAT213,872$22.2 million2.03%-1,286
Robo Global Artificial Intelligence ETF THNQ243,260$22.2 million2.03%-7,146
SPDR Ser Trust JNK174,941$16.9 million1.54%+2,290
Innovator Etfs Trust INOV263,759$9.7 million0.89%+6,913
iShares Russell 2000 ETF IWM31,009$9.3 million0.85%+3,148
Tidal ETF Trust GRNY294,243$8.1 million0.74%-10,242
Apple Inc. AAPL27,427$7.9 million0.73%+244
Innovator Etfs Trust KAUG269,755$7.7 million0.71%-215,422
Innovator Etfs Trust KJAN148,779$6.8 million0.62%-600
Direxion SHS ETF Trust QQQE52,469$6.4 million0.58%-175
Innovator Etfs Trust BFEB95,648$5.0 million0.46%-45,698
Innovator Etfs Trust UJAN79,793$3.6 million0.33%no change
NVIDIA Corp. NVDA17,092$3.4 million0.31%-1,017
Innovator U.s. Equity Buffer ETF - October BOCT55,587$2.9 million0.27%no change
Amazon.com Inc. AMZN12,057$2.9 million0.26%+985
Innovator Etfs Trust PJUN58,061$2.5 million0.23%-52,136
Innovator Etfs Trust KAPR55,618$2.2 million0.20%-34,512
Innovator Etfs Trust PJUL44,137$2.2 million0.20%no change
Innovator U.s. Equity Buffer ETF - July BJUL34,038$1.8 million0.17%-818
ExxonMobil Holdings Corp. XOM11,212$1.5 million0.14%-224
STMicroelectronics N.V. STM19,780$1.5 million0.14%new
Vanguard Short-Term Corp. BD Idx VCSH17,560$1.4 million0.13%-60
Innovator Etfs Trust BJAN23,219$1.4 million0.12%no change
Innovator Etfs Trust BAPR21,374$1.1 million0.10%no change
Innovator Etfs Trust KDEC37,421$1.1 million0.10%-109
Innovator Etfs Trust BNOV21,410$1.0 million0.09%no change
iShares Trust IGV11,230$1.0 million0.09%no change
Innovator Etfs Trust NJAN12,055$711,4870.07%no change
Innovator Etfs Trust BSEP12,687$668,9860.06%no change
Innovator Etfs Trust BAUG10,801$579,0910.05%no change
Select Sector SPDR Trust XLU11,663$528,8010.05%-4,321
Invesco Exch TRD SLF Idx FD BSCQ26,453$516,4950.05%-2,489
Invesco Exch TRD SLF Idx FD BSCS20,159$410,5390.04%no change
iShares Trust IBDX12,288$309,5350.03%new
iShares Trust IBDW14,224$296,4290.03%new
iShares Trust IBDS12,213$295,7990.03%new
iShares Trust IBDU12,756$295,4290.03%new
iShares Trust IBDT11,687$295,0970.03%new
Invesco ETFs BSCR13,004$255,0740.02%no change
iShares Trust IBDV11,520$251,1360.02%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.