Berkshire Money Management, Inc. Portfolio Stock Holdings
Berkshire Money Management, Inc. disclosed 56 stock positions valued at approximately $1.1 billion 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 INVESCO QQQ TR. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 56
- Portfolio Value
- $1.1B
Holdings by Sector
Berkshire Money Management, Inc. Portfolio Holdings in Q2 2026
51 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 | 22.94% | 336,187 | -3,293 | -0.97% | $251,054,262 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 9.75% | 204,256 | -889 | -0.43% | $106,701,255 |
| INVESCO QQQ TR | QQQ | Other | 6.94% | 103,208 | +6,707 | +6.95% | $76,002,694 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 6.05% | 311,345 | +4,913 | +1.60% | $66,244,903 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 6.03% | 278,890 | -721 | -0.26% | $65,990,873 |
| SPDR SERIES TRUST | SJNK | Other | 3.85% | 1,681,386 | +78 | +0.00% | $42,085,086 |
| ISHARES TR | IVE | Other | 3.14% | 151,371 | +463 | +0.31% | $34,370,338 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.13% | 481,545 | +25,898 | +5.68% | $34,310,099 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.01% | 423,447 | +1,881 | +0.45% | $32,990,793 |
| ISHARES TR | IWF | Other | 2.69% | 237,171 | +178,152 | +301.86% | $29,449,555 |
| INNOVATOR ETFS TRUST | PNOV | Other | 2.47% | 608,729 | +9,951 | +1.66% | $26,997,132 |
| VANGUARD INDEX FDS | VUG | Other | 2.27% | 288,061 | +239,904 | +498.17% | $24,813,575 |
| INVESCO EXCHANGE TRADED FD T | IGPT | Other | 2.13% | 224,341 | -10,211 | -4.35% | $23,353,899 |
| SPDR SERIES TRUST | BIL | Other | 2.12% | 252,727 | -940 | -0.37% | $23,159,895 |
| ISHARES TR | IDV | Other | 2.09% | 551,300 | +23,853 | +4.52% | $22,840,359 |
| VANECK ETF TRUST | MOAT | Other | 2.03% | 213,872 | -1,286 | -0.60% | $22,234,172 |
| EXCHANGE TRADED CONCEPTS TRU | THNQ | Other | 2.03% | 243,260 | -7,146 | -2.85% | $22,187,745 |
| SPDR SERIES TRUST | JNK | Other | 1.54% | 174,941 | +2,290 | +1.33% | $16,859,040 |
| ISHARES TR | IWM | Other | 0.85% | 31,009 | +3,148 | +11.30% | $9,316,622 |
| APPLE INC | AAPL | Technology | 0.73% | 27,427 | +244 | +0.90% | $7,936,313 |
| INNOVATOR ETFS TRUST | KJAN | Other | 0.62% | 148,779 | -600 | -0.40% | $6,788,786 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.58% | 52,469 | -175 | -0.33% | $6,401,726 |
| INNOVATOR ETFS TRUST | BFEB | Other | 0.46% | 95,648 | -45,698 | -32.33% | $5,035,112 |
| INNOVATOR ETFS TRUST | UJAN | Other | 0.33% | 79,793 | - | - | $3,617,193 |
| NVIDIA CORPORATION | NVDA | Technology | 0.31% | 17,092 | -1,017 | -5.62% | $3,419,892 |
| INNOVATOR ETFS TRUST | BOCT | Other | 0.27% | 55,587 | - | - | $2,947,307 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.26% | 12,057 | +985 | +8.90% | $2,873,736 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.23% | 58,061 | -52,136 | -47.31% | $2,509,978 |
| INNOVATOR ETFS TRUST | KAPR | Other | 0.20% | 55,618 | -34,512 | -38.29% | $2,213,597 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.20% | 44,137 | - | - | $2,154,327 |
| INNOVATOR ETFS TRUST | BJUL | Other | 0.17% | 34,038 | -818 | -2.35% | $1,848,604 |
| EXXON MOBIL CORP | XOM | Energy | 0.14% | 11,212 | -224 | -1.96% | $1,532,968 |
| STMICROELECTRONICS N V | STM | Technology | 0.14% | 19,780 | +19,780 | +100.00% | $1,481,325 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.13% | 17,560 | -60 | -0.34% | $1,387,767 |
| INNOVATOR ETFS TRUST | BJAN | Other | 0.12% | 23,219 | - | - | $1,366,903 |
| INNOVATOR ETFS TRUST | BAPR | Other | 0.10% | 21,374 | - | - | $1,138,380 |
| INNOVATOR ETFS TRUST | BNOV | Other | 0.09% | 21,410 | - | - | $1,023,613 |
| ISHARES TR | IGV | Other | 0.09% | 11,230 | - | - | $1,017,438 |
| INNOVATOR ETFS TRUST | NJAN | Other | 0.07% | 12,055 | - | - | $711,487 |
| INNOVATOR ETFS TRUST | BSEP | Other | 0.06% | 12,687 | - | - | $668,986 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.05% | 10,801 | - | - | $579,091 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.05% | 11,663 | -4,321 | -27.03% | $528,801 |
| INVESCO EXCH TRD SLF IDX FD | BSCQ | Other | 0.05% | 26,453 | -2,489 | -8.60% | $516,495 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 0.04% | 20,159 | - | - | $410,539 |
| ISHARES TR | IBDX | Other | 0.03% | 12,288 | +12,288 | +100.00% | $309,535 |
| ISHARES TR | IBDW | Other | 0.03% | 14,224 | +14,224 | +100.00% | $296,429 |
| ISHARES TR | IBDS | Other | 0.03% | 12,213 | +12,213 | +100.00% | $295,799 |
| ISHARES TR | IBDU | Other | 0.03% | 12,756 | +12,756 | +100.00% | $295,429 |
| ISHARES TR | IBDT | Other | 0.03% | 11,687 | +11,687 | +100.00% | $295,097 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.02% | 13,004 | - | - | $255,074 |
| ISHARES TR | IBDV | Other | 0.02% | 11,520 | +11,520 | +100.00% | $251,136 |