Q2 2026 13F · SEC CIK 1535172

Berkshire Money Management, Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 56
Top holdings a year, 3 yrs: +15.3%
Assets under management: $1.2B

Berkshire Money Management, Inc. is a wealth manager that reported 56 positions worth $1.1B in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 22.9%), State Street Spdr Dow Jones Industrial A (DIA, 9.7%), Invesco Qqq Tr (QQQ, 6.9%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Berkshire Money Management, Inc. holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Berkshire Money Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	22.9%	22.6%	336,187	-1.0%	$251.1M
DIAState Street Spdr Dow Jones Industrial A	9.7%	9.7%	204,256	-0.4%	$106.7M
QQQInvesco Qqq Tr	6.9%	5.7%	103,208	+7.0%	$76.0M
KNOVInnovator Etfs Trust US Small Cap Pwr	6.8%	6.5%	2,357,804	+5.9%	$74.8M
RSPInvesco S&p 500 Equal Weight ETF	6.1%	6.0%	311,345	+1.6%	$66.2M
VIGVanguard Dividend Appreciation ETF	6.0%	6.2%	278,890	-0.3%	$66.0M
SJNKSpdr Series Trust	3.8%	4.3%	1,681,386	+0.0%	$42.1M
IVEIshares S&p 500 Value ETF	3.1%	3.3%	151,371	+0.3%	$34.4M
VEAVanguard Tax-Managed Fds	3.1%	3.0%	481,545	+5.7%	$34.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	3.0%	3.4%	423,447	+0.4%	$33.0M
IWFIshares Russell 1000 Growth ETF	2.7%	2.6%	237,171	+301.9%	$29.4M
PNOVInnovator Etfs Trust	2.5%	2.5%	608,729	+1.7%	$27.0M
VUGVanguard Indx Fd	2.3%	2.2%	288,061	+498.2%	$24.8M
PSJInvesco Exchange Traded Fd T	2.1%	1.4%	224,341	-4.4%	$23.4M
BILSPDR Brcy1-3 Ser	2.1%	2.4%	252,727	-0.4%	$23.2M
IDVIshares Tr	2.1%	2.3%	551,300	+4.5%	$22.8M
MOATVaneck ETF Trust	2.0%	2.1%	213,872	-0.6%	$22.2M
THNQExchange Traded Concepts Tru	2.0%	1.5%	243,260	-2.9%	$22.2M
JNKState Street Spdr Bloomberg High Yield B	1.5%	1.7%	174,941	+1.3%	$16.9M
INOVInnovator Etfs Trust	0.9%	0.9%	263,759	+2.7%	$9.7M
IWMIshares	0.9%	0.7%	31,009	+11.3%	$9.3M
GRNYFundstrat Granny Sht US Lg Cp ETF	0.7%	0.7%	294,243	-3.4%	$8.1M
AAPLApple Inc	0.7%	0.7%	27,427	+0.9%	$7.9M
KAUGInnovator Etfs Trust US Small Cap Pwr	0.7%	1.3%	269,755	-44.4%	$7.7M
KJANInnovator Etfs Trust	0.6%	0.6%	148,779	-0.4%	$6.8M
QQQEDirexion Shares ETF Trust	0.6%	0.5%	52,469	-0.3%	$6.4M
BFEBInnovator Etfs Trust	0.5%	0.7%	95,648	-32.3%	$5.0M
UJANInnovator Etfs Trust	0.3%	0.3%	79,793	+0.0%	$3.6M
NVDANvidia Corporation Com	0.3%	0.3%	17,092	-5.6%	$3.4M
BOCTInnovator Etfs Trust	0.3%	0.3%	55,587	+0.0%	$2.9M
AMZNAmazon Com Inc Com	0.3%	0.2%	12,057	+8.9%	$2.9M
PJUNInnovator Etfs Trust	0.2%	0.5%	58,061	-47.3%	$2.5M
KAPRInnovator Etfs Trust	0.2%	0.3%	55,618	-38.3%	$2.2M
PJULInnovator Etfs Trust	0.2%	0.2%	44,137	+0.0%	$2.2M
BJULInnovator Etfs Trust	0.2%	0.2%	34,038	-2.3%	$1.8M
XOMExxon Mobil Corp	0.1%	0.2%	11,212	-2.0%	$1.5M
STMStmicroelectronics N V Ny Registry	0.1%	—	19,780	—	$1.5M
VCSHVanguard Scottsdale Fds	0.1%	0.1%	17,560	-0.3%	$1.4M
BJANInnovator Etfs Trust	0.1%	0.1%	23,219	+0.0%	$1.4M
BAPRInnovator Etfs Trust	0.1%	0.1%	21,374	+0.0%	$1.1M
KDECInnovator Etfs Trust	0.1%	0.1%	37,421	-0.3%	$1.1M
BNOVInnovator Etfs Trust	0.1%	0.1%	21,410	+0.0%	$1.0M
IGVIshares Tr	0.1%	0.1%	11,230	+0.0%	$1.0M
NJANInnovator Etfs Trust	0.1%	0.1%	12,055	+0.0%	$711K
BSEPInnovator Etfs Trust	0.1%	0.1%	12,687	+0.0%	$669K
BAUGInnovator Etfs Trust	0.1%	0.1%	10,801	+0.0%	$579K
XLUSpdr	0.0%	0.1%	11,663	-27.0%	$529K
BSCQInvesco Exch Trd Slf Idx Fd	0.0%	0.1%	26,453	-8.6%	$516K
BSCSInvesco Exch Trd Slf Idx Fd	0.0%	—	20,159	—	$411K
IBDXIshares Tr	0.0%	—	12,288	—	$310K

What Berkshire Money Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +8.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	56
Q1 2026	$976.4M	52
Q4 2025	$1.0B	131
Q3 2025	$971.6M	48
Q2 2025	$950.3M	155
Q1 2025	$891.1M	102
Q4 2024	$919.8M	86
Q3 2024	$873.7M	40
Q2 2024	$823.5M	39
Q1 2024	$828.4M	84
Q4 2023	$751.4M	40
Q3 2023	$660.2M	40

Questions about Berkshire Money Management, Inc.'s portfolio

What stocks does Berkshire Money Management, Inc. own?

Berkshire Money Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 56 positions worth $1.1B. The largest are Spdr S&p 500 ETF Tr (SPY) at 22.9%, State Street Spdr Dow Jones Industrial A (DIA) at 9.7%, Invesco Qqq Tr (QQQ) at 6.9%, Innovator Etfs Trust US Small Cap Pwr (KNOV) at 6.8% and Invesco S&p 500 Equal Weight ETF (RSP) at 6.1%.

What did Berkshire Money Management, Inc. buy last quarter?

In Q2 2026, Berkshire Money Management, Inc. added Vanguard Indx Fd (VUG) (+498.2% shares), Ishares Russell 1000 Growth ETF (IWF) (+301.9% shares) and Ishares (IWM) (+11.3% shares), compared with its Q1 2026 filing.

What did Berkshire Money Management, Inc. sell last quarter?

In Q2 2026, Berkshire Money Management, Inc. cut from its top 50 Spdr Series Trust (KRE), cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Ishares Msci USA Min Volfctr ETF (USMV), Innovator Etfs Trust (PJUN) (-47.3% shares), Innovator Etfs Trust US Small Cap Pwr (KAUG) (-44.4% shares) and Innovator Etfs Trust (KAPR) (-38.3% shares), compared with its Q1 2026 filing.

How has Berkshire Money Management, Inc.'s portfolio performed?

A portfolio copying Berkshire Money Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.5% against +20.1%. Over 5 years: +8.1% a year against +11.6%.

When is Berkshire Money Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Berkshire Money Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Berkshire Money Management, Inc. manage?

Berkshire Money Management, Inc. reported $1.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.