Berkshire Money Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$976.4M
Q ending 2026-03-31
Prior quarter
$1.05B
Q ending 2025-12-31
Change
-6.8% QoQ · +9.6% YoY
Positions
52
reported holdings
Largest positions
All 52 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $220.8M | 339K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $95.0M | 205K |
| Innovator Etfs Trust | KNOV | Shares | $63.8M | 2.2M |
| Vanguard Specialized Funds | VIG | Shares | $60.1M | 280K |
| Invesco Exchange Traded Fd T | RSP | Shares | $58.8M | 306K |
| Invesco Qqq Tr | QQQ | Shares | $55.7M | 97K |
| Spdr Series Trust | SJNK | Shares | $42.0M | 1.7M |
| Vanguard Bd Index Fds | BSV | Shares | $33.1M | 422K |
| Ishares Tr | IVE | Shares | $31.9M | 151K |
| Vanguard Tax-Managed Fds | VEA | Shares | $29.2M | 456K |
| Ishares Tr | IWF | Shares | $25.2M | 59K |
| Innovator Etfs Trust | PNOV | Shares | $24.5M | 599K |
| Spdr Series Trust | BIL | Shares | $23.2M | 254K |
| Ishares Tr | IDV | Shares | $22.4M | 527K |
| Vanguard Index Fds | VUG | Shares | $21.0M | 48K |
| Vaneck Etf Trust | MOAT | Shares | $20.8M | 215K |
| Spdr Series Trust | JNK | Shares | $16.5M | 173K |
| Exchange Traded Concepts Tru | THNQ | Shares | $14.8M | 250K |
| Invesco Exchange Traded Fd T | IGPT | Shares | $13.6M | 235K |
| Innovator Etfs Trust | KAUG | Shares | $13.0M | 485K |
| Innovator Etfs Trust | INOV | Shares | $8.9M | 257K |
| Tidal Trust I | GRNY | Shares | $7.3M | 304K |
| Ishares Tr | IWM | Shares | $6.9M | 28K |
| Apple Inc | AAPL | Shares | $6.9M | 27K |
| Innovator Etfs Trust | BFEB | Shares | $6.7M | 141K |
| Innovator Etfs Trust | KJAN | Shares | $6.2M | 149K |
| Spdr Series Trust | KRE | Shares | $5.5M | 84K |
| Direxion Shares Etf Trust | QQQE | Shares | $5.2M | 53K |
| Innovator Etfs Trust | PJUN | Shares | $4.6M | 110K |
| Innovator Etfs Trust | UJAN | Shares | $3.4M | 80K |
| Innovator Etfs Trust | KAPR | Shares | $3.3M | 90K |
| Nvidia Corporation | NVDA | Shares | $3.2M | 18K |
| Innovator Etfs Trust | BOCT | Shares | $2.7M | 56K |
| Amazon Com Inc | AMZN | Shares | $2.3M | 11K |
| Innovator Etfs Trust | PJUL | Shares | $2.0M | 44K |
| Exxon Mobil Corp | XOM | Shares | $1.9M | 11K |
| Innovator Etfs Trust | BJUL | Shares | $1.7M | 35K |
| Vanguard Scottsdale Fds | VCSH | Shares | $1.4M | 18K |
| Innovator Etfs Trust | BJAN | Shares | $1.2M | 23K |
| Ishares Tr | SGOV | Shares | $1.1M | 11K |
| Innovator Etfs Trust | BAPR | Shares | $1.0M | 21K |
| Innovator Etfs Trust | KDEC | Shares | $964K | 38K |
| Ishares Tr | USMV | Shares | $951K | 10K |
| Innovator Etfs Trust | BNOV | Shares | $921K | 21K |
| Ishares Tr | IGV | Shares | $899K | 11K |
| Select Sector Spdr Tr | XLU | Shares | $734K | 16K |
| Innovator Etfs Trust | NJAN | Shares | $643K | 12K |
| Innovator Etfs Trust | BSEP | Shares | $610K | 13K |
| Invesco Exch Trd Slf Idx Fd | BSCQ | Shares | $565K | 29K |
| Innovator Etfs Trust | BAUG | Shares | $528K | 11K |
| Invesco Exch Trd Slf Idx Fd | BSCS | Shares | $412K | 20K |
| Invesco Exch Trd Slf Idx Fd | BSCR | Shares | $255K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.