Berkshire Money Management, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 21, 2026, Berkshire Money Management, Inc. disclosed 147 stock positions valued at approximately $1.16B as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, STATE STR SPDR DOW JONES IND, and INVESCO QQQ TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $1.16B
Holdings by Sector
Berkshire Money Management, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 22.33% | 339,164 | +2,977 | +0.89% | $258,656,531 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 9.04% | 205,980 | +1,724 | +0.84% | $104,750,876 |
| INVESCO QQQ TR | QQQ | Other | 6.63% | 103,745 | +537 | +0.52% | $76,747,218 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 5.74% | 319,481 | +8,136 | +2.61% | $66,458,482 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 5.65% | 280,229 | +1,339 | +0.48% | $65,380,126 |
| INNOVATOR ETFS TRUST | KJUL | Other | 5.63% | 1,983,544 | +1,983,544 | +100.00% | $65,258,598 |
| SPDR SERIES TRUST | SJNK | Other | 3.59% | 1,712,499 | +31,113 | +1.85% | $41,528,110 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 3.13% | 513,955 | +32,410 | +6.73% | $36,290,387 |
| ISHARES TR | IVE | Other | 3.00% | 152,246 | +875 | +0.58% | $34,754,679 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.87% | 435,680 | +12,233 | +2.89% | $33,285,964 |
| ISHARES TR | IWF | Other | 2.55% | 235,335 | -1,836 | -0.77% | $29,478,120 |
| INNOVATOR ETFS TRUST | PJUL | Other | 2.28% | 531,587 | +487,450 | +1104.40% | $26,409,243 |
| VANGUARD INDEX FDS | VUG | Other | 2.24% | 287,484 | -577 | -0.20% | $25,905,184 |
| ISHARES TR | IDV | Other | 2.08% | 570,542 | +19,242 | +3.49% | $24,071,167 |
| VANECK ETF TRUST | MOAT | Other | 2.06% | 226,127 | +12,255 | +5.73% | $23,903,925 |
| SPDR SERIES TRUST | BIL | Other | 2.02% | 255,807 | +3,080 | +1.22% | $23,442,119 |
| EXCHANGE TRADED CONCEPTS TRU | THNQ | Other | 1.89% | 225,864 | -17,396 | -7.15% | $21,941,355 |
| SPDR SERIES TRUST | JNK | Other | 1.47% | 183,505 | +8,564 | +4.90% | $17,020,094 |
| INNOVATOR ETFS TRUST | KNOV | Other | 0.96% | 353,138 | -2,004,666 | -85.02% | $11,138,044 |
| ISHARES TR | IWN | Other | 0.92% | 50,747 | +50,747 | +100.00% | $10,628,960 |
| INNOVATOR ETFS TRUST | IJUL | Other | 0.82% | 262,196 | +262,196 | +100.00% | $9,472,958 |
| APPLE INC | AAPL | Technology | 0.79% | 27,498 | +71 | +0.26% | $9,157,338 |
| ISHARES TR | IWM | Other | 0.76% | 31,835 | +826 | +2.66% | $8,846,520 |
| TIDAL TRUST I | GRNY | Other | 0.72% | 299,530 | +5,287 | +1.80% | $8,335,920 |
| INNOVATOR ETFS TRUST | KAUG | Other | 0.63% | 258,215 | -11,540 | -4.28% | $7,315,231 |
| INNOVATOR ETFS TRUST | KJAN | Other | 0.59% | 148,779 | - | - | $6,776,170 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.53% | 51,517 | -952 | -1.81% | $6,187,691 |
| INNOVATOR ETFS TRUST | BFEB | Other | 0.45% | 95,512 | -136 | -0.14% | $5,163,064 |
| NVIDIA CORPORATION | NVDA | Technology | 0.34% | 17,101 | +9 | +0.05% | $3,905,474 |
| MICROSOFT CORP | MSFT | Technology | 0.32% | 7,175 | +677 | +10.42% | $3,680,299 |
Showing 30 of 147 holdings in the latest reporting period.