Berkshire Money Management, Inc. Portfolio Stock Holdings
Berkshire Money Management, Inc. disclosed 52 stock positions valued at approximately $976.4 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, STATE STR SPDR DOW JONES IND, and VANGUARD SPECIALIZED FUNDS. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 52
- Portfolio Value
- $976.4M
Holdings by Sector
Berkshire Money Management, Inc. Portfolio Holdings in Q1 2026
47 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 22.61% | 339,480 | -1,272 | -0.37% | $220,777,598 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 9.73% | 205,145 | -1,429 | -0.69% | $95,021,333 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 6.16% | 279,611 | -3,476 | -1.23% | $60,133,041 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.02% | 306,432 | +7,324 | +2.45% | $58,810,438 |
| INVESCO QQQ TR | QQQ | Other | 5.70% | 96,501 | -35,115 | -26.68% | $55,698,700 |
| SPDR SERIES TRUST | SJNK | Other | 4.30% | 1,681,308 | -74,471 | -4.24% | $41,999,067 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.39% | 421,566 | +14,721 | +3.62% | $33,054,985 |
| ISHARES TR | IVE | Other | 3.26% | 150,908 | -1,456 | -0.96% | $31,864,134 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.99% | 455,647 | +455,647 | +100.00% | $29,197,862 |
| ISHARES TR | IWF | Other | 2.58% | 59,019 | -55,687 | -48.55% | $25,165,895 |
| INNOVATOR ETFS TRUST | PNOV | Other | 2.51% | 598,778 | +586,907 | +4944.04% | $24,466,070 |
| SPDR SERIES TRUST | BIL | Other | 2.38% | 253,667 | +2,373 | +0.94% | $23,246,048 |
| ISHARES TR | IDV | Other | 2.30% | 527,447 | +527,447 | +100.00% | $22,448,145 |
| VANGUARD INDEX FDS | VUG | Other | 2.15% | 48,157 | -6,322 | -11.60% | $21,034,497 |
| VANECK ETF TRUST | MOAT | Other | 2.13% | 215,158 | +2,544 | +1.20% | $20,805,815 |
| SPDR SERIES TRUST | JNK | Other | 1.69% | 172,651 | +16,594 | +10.63% | $16,526,201 |
| EXCHANGE TRADED CONCEPTS TRU | THNQ | Other | 1.51% | 250,406 | +9,348 | +3.88% | $14,776,859 |
| INVESCO EXCHANGE TRADED FD T | IGPT | Other | 1.39% | 234,552 | -11,068 | -4.51% | $13,619,028 |
| ISHARES TR | IWM | Other | 0.71% | 27,861 | +20,793 | +294.19% | $6,909,449 |
| APPLE INC | AAPL | Technology | 0.71% | 27,183 | +233 | +0.86% | $6,898,800 |
| INNOVATOR ETFS TRUST | BFEB | Other | 0.69% | 141,346 | -15 | -0.01% | $6,742,530 |
| INNOVATOR ETFS TRUST | KJAN | Other | 0.64% | 149,379 | - | - | $6,232,391 |
| SPDR SERIES TRUST | KRE | Other | 0.56% | 84,141 | +84,141 | +100.00% | $5,481,806 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.53% | 52,644 | -2,724 | -4.92% | $5,187,000 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.47% | 110,197 | -526,971 | -82.71% | $4,609,177 |
| INNOVATOR ETFS TRUST | UJAN | Other | 0.35% | 79,793 | - | - | $3,392,001 |
| INNOVATOR ETFS TRUST | KAPR | Other | 0.33% | 90,130 | -10,334 | -10.29% | $3,267,213 |
| NVIDIA CORPORATION | NVDA | Technology | 0.32% | 18,109 | +1,558 | +9.41% | $3,158,160 |
| INNOVATOR ETFS TRUST | BOCT | Other | 0.27% | 55,587 | - | - | $2,667,443 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.24% | 11,072 | +36 | +0.33% | $2,306,027 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.21% | 44,137 | - | - | $2,028,868 |
| EXXON MOBIL CORP | XOM | Energy | 0.20% | 11,436 | +1,074 | +10.36% | $1,940,221 |
| INNOVATOR ETFS TRUST | BJUL | Other | 0.18% | 34,856 | -374 | -1.06% | $1,731,845 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.14% | 17,620 | -893 | -4.82% | $1,396,738 |
| INNOVATOR ETFS TRUST | BJAN | Other | 0.13% | 23,219 | - | - | $1,238,270 |
| ISHARES TR | SGOV | Other | 0.11% | 10,542 | - | - | $1,061,158 |
| INNOVATOR ETFS TRUST | BAPR | Other | 0.11% | 21,374 | - | - | $1,046,899 |
| ISHARES TR | USMV | Other | 0.10% | 10,251 | +189 | +1.88% | $950,678 |
| INNOVATOR ETFS TRUST | BNOV | Other | 0.09% | 21,410 | - | - | $921,123 |
| ISHARES TR | IGV | Other | 0.09% | 11,230 | - | - | $898,962 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.08% | 15,984 | -560,081 | -97.23% | $733,506 |
| INNOVATOR ETFS TRUST | NJAN | Other | 0.07% | 12,055 | - | - | $643,376 |
| INNOVATOR ETFS TRUST | BSEP | Other | 0.06% | 12,687 | - | - | $610,036 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.06% | 28,942 | - | - | $565,238 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.05% | 10,801 | - | - | $527,606 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.04% | 20,159 | - | - | $411,708 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.03% | 13,004 | - | - | $255,204 |