Berkshire Money Management, Inc.: 13F Holdings & AI Insights

CIK: 0001535172

Diversified strategySector-focusedContrarian

Total reported value

$976.4M

Reporting period: 2026-03-31 · Number of holdings: 52

Berkshire Money Management, Inc. disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $976.4M and a quarterly turnover rate of 39.5%.

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Personality snowflake

Concentration: 34.07
Portfolio Stability: 39.52
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 81.3

Berkshire Money Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.085 — mathematically equivalent to about 12 equally-sized positions, well below its 52 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Sector classification currently covers about 1% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Trim KAUG
-80.6%　-$53.2M
Trim IWF
-48.5%　-$29.1M
Add PNOV
+4944.0%　$24.0M
Trim XLU
-97.2%　-$23.9M
Trim PJUN
-82.7%　-$22.1M
Trim QQQ
-26.7%　-$25.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	22.61%	+0.44%	-0.37%
2	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	9.73%	+0.26%	-0.69%
3	KNOV	Inn US Sml Cp Pow B ETF - No	ETF-Other	6.54%	+6.54%	NEW
4	VIG	Vanguard Dividend Apprec ETF	ETF-Other	6.16%	+0.22%	-1.23%
5	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	6.02%	+0.55%	+2.45%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.70%	-2.01%	-26.68%
7	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	4.30%	+0.06%	-4.24%
8	BSV	Vanguard Short-term Bond ETF	ETF-Other	3.39%	+0.33%	+3.62%
9	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.26%	—	-0.96%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.99%	+2.99%	NEW
11	IWF	Ishares Russell 1000 Growth	ETF-Other	2.58%	-2.60%	-48.55%
12	PNOV	Innovator U.s. Equity Power	ETF-Other	2.51%	+2.46%	+4944.04%
13	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	2.38%	—	+0.94%
14	IDV	Ishares International Select	ETF-Other	2.30%	+2.30%	NEW
15	VUG	Vanguard Growth ETF	ETF-Other	2.15%	-0.39%	-11.60%
16	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	2.13%	+0.03%	+1.20%
17	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	1.69%	+0.24%	+10.63%
18	THNQ	Robo Global Artificial Intel	ETF-Other	1.51%	+0.05%	+3.88%
19	IGPT	Invesco Ai And Next Gen Soft	ETF-Other	1.39%	—	-4.51%
20	KAUG	Inv US Sml Cap Pb ETF - Aug	ETF-Other	1.33%	-4.99%	-80.56%
21	INOV	Inno Int Dev Power Buff Nov	ETF-Other	0.91%	+0.91%	NEW
22	GRNY	Fundstr Gran Sh US Lrg Cap	ETF-Other	0.74%	—	+5.90%
23	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.71%	+0.54%	+294.19%
24	AAPL	Apple INC	Stock-Tech	0.71%	—	+0.86%
25	BFEB	Innovator U.s. Equity Buffer	ETF-Other	0.69%	—	-0.01%
26	KJAN	Innovator U.s. Small Cap Pow	ETF-Small Cap	0.64%	—	—
27	KRE	Ss Spdr S&p Regional Bank	ETF-Other	0.56%	+0.56%	NEW
28	QQQE	Dirx Nasdaq-100eq Wi Etf-usd	ETF-Tech	0.53%	—	-4.92%
29	PJUN	Innovator U.s. Equity Power	ETF-Other	0.47%	-2.08%	-82.71%
30	UJAN	Innovator U.s. Equity Ultra	ETF-Other	0.35%	—	—
31	KAPR	Innovator U.s. Small Cap Pow	ETF-Small Cap	0.33%	—	-10.29%
32	NVDA	Nvidia CORP	Stock-Tech	0.32%	—	+9.41%
33	BOCT	Innovator U.s. Equity Buffer	ETF-Other	0.27%	—	—
34	AMZN	Amazon.com INC	Stock-Consumer Disc	0.24%	—	+0.33%
35	PJUL	Innovator U.s. Equity Power	ETF-Other	0.21%	—	—
36	XOM	Exxon Mobil CORP	Stock-Energy	0.20%	+0.08%	+10.36%
37	BJUL	Innovator U.s. Equity Buffer	ETF-Other	0.18%	—	-1.06%
38	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.14%	—	-4.82%
39	BJAN	Innovator U.s. Equity Buffer	ETF-Other	0.13%	—	—
40	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.11%	—	—
41	BAPR	Innovator U.s. Equity Buffer	ETF-Other	0.11%	—	—
42	KDEC	Inn US Sml Cap P B ETF - Dec	ETF-Other	0.10%	—	-3.65%
43	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.10%	—	+1.88%
44	BNOV	Innovator U.s. Equity Buffer	ETF-Other	0.09%	—	—
45	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.09%	—	—
46	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.08%	-2.27%	-97.23%
47	NJAN	Innovator Growth 100 Power B	ETF-Other	0.07%	—	—
48	BSEP	Innovator U.s. Equity Buffer	ETF-Other	0.06%	—	—
49	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.06%	—	—
50	BAUG	Innovator U.s. Equity Buffer	ETF-Other	0.05%	—	—

1–50 of 52

Portfolio Performance

Performance for Q3 2026

+4.1%

Performance Last 4 Quarters

+18.2%

Stdev: +10.9%
Beta: +0.82
Alpha: -0.4%
Max Drawdown: -6.9%
Annualized Perf: +15.2%
Batting Avg vs S&P: +38.9%
Sortino: +2.79
Stutzer: +0.4
Treynor: +0.18
Sterling: +0.97
Calmar: +2.21
Information Ratio: -1.25
Tracking Error: +2.9%
Stdev Down: +5.3%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +28.5%
Worst 12 Months: +5.9%
Efficiency Ratio: +0.54
Sharpe: +1.36
Stdev Sectors: +26.2%
Skewness: +0.12
Kurtosis: -0.33
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	52	$976.4M	40	1SPY 2DIA 3KNOV Top holdings2026-03-31 1.SPY 2.DIA 3.KNOV 4.VIG 5.RSP 6.QQQ 7.SJNK 8.BSV 9.IVE 10.VEA
2025-12-31	132	$1.0B	10	1SPY 2DIA 3QQQ Top holdings2025-12-31 1.SPY 2.DIA 3.QQQ 4.KAUG 5.VIG 6.RSP 7.IWF 8.SJNK 9.IVE 10.BSV
2025-09-30	48	$971.6M	26	1SPY 2DIA 3QQQ Top holdings2025-09-30 1.SPY 2.DIA 3.QQQ 4.KAUG 5.VIG 6.RSP 7.IWF 8.SJNK 9.BSV 10.IVE
2025-06-30	167	$950.3M	0	1SPY 2DIA 3QQQ Top holdings2025-06-30 1.SPY 2.DIA 3.QQQ 4.BSV 5.KAUG 6.VIG 7.RSP 8.SJNK 9.IWF 10.IVE
2025-03-31	103	$891.1M	100	1SPY 2QQQ 3DIA Top holdings2025-03-31 1.SPY 2.QQQ 3.DIA 4.KAUG 5.VIG 6.RSP 7.BSV 8.IWF 9.SJNK 10.VUG
2024-12-31	87	$919.8M	0	1SPY 2QQQ 3DIA Top holdings2024-12-31 1.SPY 2.QQQ 3.DIA 4.RSP 5.VIG 6.KAUG 7.IWF 8.BSV 9.SJNK 10.IVE
2024-09-30	40	$873.7M	0	1SPY 2QQQ 3KJAN Top holdings2024-09-30 1.SPY 2.QQQ 3.KJAN 4.RSP 5.DIA 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2024-06-30	39	$823.5M	0	1SPY 2QQQE 3QQQ Top holdings2024-06-30 1.SPY 2.QQQE 3.QQQ 4.KJAN 5.DIA 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2024-03-31	85	$828.4M	0	1SPY 2DIA 3QQQE Top holdings2024-03-31 1.SPY 2.DIA 3.QQQE 4.KJAN 5.QQQ 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2023-12-31	40	$751.4M	0	1SPY 2BJUL 3DIA Top holdings2023-12-31 1.SPY 2.BJUL 3.DIA 4.QQQE 5.VIG 6.IWF 7.QQQ 8.BSV 9.IVE 10.VUG
2023-09-30	40	$660.2M	0	1SPY 2BJUL 3DIA Top holdings2023-09-30 1.SPY 2.BJUL 3.DIA 4.VIG 5.QQQE 6.IVE 7.BSV 8.IWF 9.KJAN 10.IWM
2023-06-30	47	$692.1M	0	1SPY 2VIG 3DIA Top holdings2023-06-30 1.SPY 2.VIG 3.DIA 4.LQD 5.IVE 6.BSV 7.BAUG 8.QQQE 9.BNOV 10.IWF
2023-03-31	45	$659.7M	0	1DIA 2SPY 3VIG Top holdings2023-03-31 1.DIA 2.SPY 3.VIG 4.BNOV 5.SJNK 6.IVE 7.BSV 8.BJUL 9.IWM 10.IWF
2022-12-31	45	$631.3M	0	1DIA 2SPY 3VIG Top holdings2022-12-31 1.DIA 2.SPY 3.VIG 4.BOCT 5.BNOV 6.SJNK 7.IWF 8.IVE 9.XLV 10.IWM
2022-09-30	43	$581.6M	0	1DIA 2SPY 3VIG Top holdings2022-09-30 1.DIA 2.SPY 3.VIG 4.BOCT 5.SJNK 6.IWF 7.SPLV 8.IVE 9.IWM 10.XLV
2022-06-30	47	$602.1M	0	1VIG 2DIA 3SPY Top holdings2022-06-30 1.VIG 2.DIA 3.SPY 4.SJNK 5.IWF 6.TIP 7.SPLV 8.IWM 9.XLV 10.VUG
2022-03-31	30	$696.3M	0	1VIG 2DIA 3SPY Top holdings2022-03-31 1.VIG 2.DIA 3.SPY 4.SJNK 5.IWF 6.TIP 7.SPLV 8.IWM 9.VUG 10.XLV
2021-12-31	28	$683.6M	0	1VIG 2SPY 3DIA Top holdings2021-12-31 1.VIG 2.SPY 3.DIA 4.IWF 5.VUG 6.SJNK 7.TIP 8.IWM 9.XLV 10.VCSH
2021-09-30	26	$629.9M	0	1SPY 2VIG 3DIA Top holdings2021-09-30 1.SPY 2.VIG 3.DIA 4.IWF 5.VUG 6.SPSB 7.TIP 8.IWM 9.XLV 10.VCSH
2021-06-30	27	$621.5M	96	1VIG 2SPY 3DIA Top holdings2021-06-30 1.VIG 2.SPY 3.DIA 4.IWF 5.VUG 6.SJNK 7.IWM 8.TIP 9.XLV 10.VCSH
2021-03-31	28	$571.7M	19	1SPY 2VIG 3DIA Top holdings2021-03-31 1.SPY 2.VIG 3.DIA 4.IWF 5.VUG 6.SJNK 7.TIP 8.IWM 9.XLV 10.VCSH
2020-12-31	31	$541.9M	41	1VIG 2SPY 3IWF Top holdings2020-12-31 1.VIG 2.SPY 3.IWF 4.DIA 5.VUG 6.TIP 7.IWM 8.SJNK 9.LQD 10.VCSH
2020-09-30	29	$481.4M	71	1SPY 2VIG 3IWF Top holdings2020-09-30 1.SPY 2.VIG 3.IWF 4.KJAN 5.DIA 6.TIP 7.VUG 8.XLV 9.VCSH 10.LQD
2020-06-30	45	$454.4M	83	1DIA 2VIG 3IWF Top holdings2020-06-30 1.DIA 2.VIG 3.IWF 4.SPY 5.TIP 6.BOCT 7.BJUN 8.POCT 9.BNOV 10.XLV
2020-03-31	80	$407.0M	100	1PJUN 2PJUL 3SPY Top holdings2020-03-31 1.PJUN 2.PJUL 3.SPY 4.TIP 5.BOCT 6.VIG 7.POCT 8.IWF 9.UJUN 10.KJAN
2019-12-31	37	$513.6M	10	1SPY 2VIG 3IWF Top holdings2019-12-31 1.SPY 2.VIG 3.IWF 4.MDY 5.BOCT 6.SPLV 7.POCT 8.SJNK 9.DIA 10.IWM
2019-09-30	35	$483.8M	3	1SPY 2VIG 3MDY Top holdings2019-09-30 1.SPY 2.VIG 3.MDY 4.IWF 5.BOCT 6.SPLV 7.POCT 8.SJNK 9.DIA 10.IWM
2019-06-30	34	$473.0M	30	1SPY 2VIG 3MDY Top holdings2019-06-30 1.SPY 2.VIG 3.MDY 4.IWF 5.BOCT 6.POCT 7.SPLV 8.SJNK 9.DIA 10.IWM
2019-03-31	29	$451.7M	24	1SPY 2DIA 3VIG Top holdings2019-03-31 1.SPY 2.DIA 3.VIG 4.MDY 5.IWF 6.SPLV 7.SJNK 8.IWM 9.VUG 10.XLV
2018-12-31	30	$401.6M	57	1SPY 2DIA 3VIG Top holdings2018-12-31 1.SPY 2.DIA 3.VIG 4.IWF 5.MDY 6.USMV 7.SJNK 8.SPLV 9.IWM 10.POCT
2018-09-30	25	$452.7M	10	1SPY 2IWF 3DIA Top holdings2018-09-30 1.SPY 2.IWF 3.DIA 4.IWM 5.VUG 6.MDY 7.VIG 8.OEF 9.SJNK 10.MTUM
2018-06-30	23	$428.7M	12	1SPY 2IWF 3DIA Top holdings2018-06-30 1.SPY 2.IWF 3.DIA 4.IWM 5.MDY 6.VUG 7.VIG 8.OEF 9.SJNK 10.MTUM
2018-03-31	27	$400.6M	33	1SPY 2IWF 3DIA Top holdings2018-03-31 1.SPY 2.IWF 3.DIA 4.VIG 5.MDY 6.IWM 7.VUG 8.OEF 9.SJNK 10.SCHF
2017-12-31	23	$399.4M	5	1SPY 2MDY 3DIA Top holdings2017-12-31 1.SPY 2.MDY 3.DIA 4.IWF 5.IWM 6.VIG 7.VUG 8.LQD 9.OEF 10.PFF
2017-09-30	24	$383.1M	13	1SPY 2MDY 3DIA Top holdings2017-09-30 1.SPY 2.MDY 3.DIA 4.IWF 5.IWM 6.VIG 7.VUG 8.LQD 9.OEF 10.PFF
2017-06-30	21	$354.7M	7	1SPY 2MDY 3IWM Top holdings2017-06-30 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.VUG 8.LQD 9.PFF 10.OEF
2017-03-31	20	$332.9M	9	1SPY 2MDY 3IWM Top holdings2017-03-31 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.LQD 8.VUG 9.PFF 10.SJNK
2016-12-31	22	$337.2M	63	1SPY 2MDY 3IWM Top holdings2016-12-31 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.XLV 8.LQD 9.VUG 10.PFF
2016-09-30	25	$325.8M	25	1SPY 2MDY 3SDY Top holdings2016-09-30 1.SPY 2.MDY 3.SDY 4.PFF 5.IWF 6.OEF 7.IYR 8.LQD 9.VUG 10.XLV
2016-06-30	26	$291.0M	39	1SPY 2SDY 3PFF Top holdings2016-06-30 1.SPY 2.SDY 3.PFF 4.IWF 5.MDY 6.IYR 7.USMV 8.LQD 9.73937B 10.OEF
2016-03-31	26	$328.4M	8	1SPY 2IWF 3SDY Top holdings2016-03-31 1.SPY 2.IWF 3.SDY 4.VUG 5.PFF 6.MDY 7.IYR 8.OEF 9.XLV 10.73937B
2015-12-31	23	$328.4M	75	1SPY 2IWF 3VUG Top holdings2015-12-31 1.SPY 2.IWF 3.VUG 4.SDY 5.PFF 6.MDY 7.IYR 8.OEF 9.XLV 10.XLF
2015-09-30	18	$326.0M	17	1SPY 2IWF 3QNDX Top holdings2015-09-30 1.SPY 2.IWF 3.QNDX 4.IVE 5.SDY 6.VIG 7.FXI 8.OEF 9.PFF 10.XLV
2015-06-30	19	$340.0M	3	1SPY 2IWF 3IVE Top holdings2015-06-30 1.SPY 2.IWF 3.IVE 4.SDY 5.VIG 6.QNDX 7.FXI 8.OEF 9.XLV 10.PFF
2015-03-31	19	$339.5M	14	1SPY 2IWF 3IVE Top holdings2015-03-31 1.SPY 2.IWF 3.IVE 4.SDY 5.VIG 6.QNDX 7.FXI 8.OEF 9.PFF 10.XLV
2014-12-31	18	$334.2M	63	1SPY 2IWF 3QNDX Top holdings2014-12-31 1.SPY 2.IWF 3.QNDX 4.IVE 5.SDY 6.VIG 7.FXI 8.OEF 9.PFF 10.XLV
2014-09-30	17	$237.5M	50	1IWF 2EFA 3IVE Top holdings2014-09-30 1.IWF 2.EFA 3.IVE 4.SPY 5.SDY 6.VIG 7.OEF 8.PFF 9.XLV 10.FXI
2014-06-30	14	$143.3M	44	1IWF 2EFA 3SPY Top holdings2014-06-30 1.IWF 2.EFA 3.SPY 4.VIG 5.SDY 6.XLF 7.PFF 8.XOM 9.UNP 10.T
2014-03-31	15	$218.6M	31	1IWF 2MDY 3EFA Top holdings2014-03-31 1.IWF 2.MDY 3.EFA 4.IWO 5.SPY 6.VIG 7.SDY 8.XLV 9.XLF 10.PFF
2013-12-31	17	$273.3M	43	1DIA 2IWF 3EFA Top holdings2013-12-31 1.DIA 2.IWF 3.EFA 4.MDY 5.IWO 6.SPY 7.VIG 8.SDY 9.DXJ 10.XLV
2013-09-30	15	$230.0M	43	1DIA 2VIG 3EFA Top holdings2013-09-30 1.DIA 2.VIG 3.EFA 4.SPY 5.MDY 6.SDY 7.IWF 8.XLF 9.XLV 10.DXJ
2013-06-30	17	$211.1M	35	1VIG 2DIA 3EFA Top holdings2013-06-30 1.VIG 2.DIA 3.EFA 4.SPY 5.IWF 6.73935X 7.PFF 8.XLF 9.MDY 10.ACWI

Holding changes this quarter

Berkshire Money Management, Inc.'s most significant position changes for 2026-03-31: New buy: Inn US Sml Cp Pow B ETF - No (KNOV); New buy: Vanguard Ftse Developed ETF (VEA); New buy: Ishares International Select (IDV); New buy: Inno Int Dev Power Buff Nov (INOV); New buy: Ss Spdr S&p Regional Bank (KRE).

Position changes disclosed by Berkshire Money Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PNOV	Innovator U.s. Equity Power	+2.5%	+4944.04%	Add
2	RSP	Invesco S&p 500 Equal Weight	+0.6%	+2.45%	Add
3	IWM	Ishares Russell 2000 ETF	+0.5%	+294.19%	Add
4	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.4%	-0.37%	Trim
5	BSV	Vanguard Short-term Bond ETF	+0.3%	+3.62%	Add
6	DIA	Ss Spdr Dow Jones Indus Avg	+0.3%	-0.69%	Trim
7	JNK	Ss Spdr Bb High Yield Bond	+0.2%	+10.63%	Add
8	VIG	Vanguard Dividend Apprec ETF	+0.2%	-1.23%	Trim
9	XOM	Exxon Mobil CORP	+0.1%	+10.36%	Add
10	SJNK	Ss Spdr Bb St Hi Yield ETF	+0.1%	-4.24%	Trim
11	THNQ	Robo Global Artificial Intel	+0.1%	+3.88%	Add
12	MOAT	Vaneck Morningstar Wide Moat	0%	+1.20%	Add
13	IGPT	Invesco Ai And Next Gen Soft	—	-4.51%	Trim
14	VUG	Vanguard Growth ETF	-0.4%	-11.60%	Trim
15	QQQ	Invesco Qqq Trust Series 1	-2%	-26.68%	Trim
16	PJUN	Innovator U.s. Equity Power	-2.1%	-82.71%	Trim
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	-2.3%	-97.23%	Trim
18	IWF	Ishares Russell 1000 Growth	-2.6%	-48.55%	Trim
19	KAUG	Inv US Sml Cap Pb ETF - Aug	-5%	-80.56%	Trim
20	KNOV	Inn US Sml Cp Pow B ETF - No	—	NEW	New buy
21	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
22	IDV	Ishares International Select	—	NEW	New buy
23	INOV	Inno Int Dev Power Buff Nov	—	NEW	New buy
24	KRE	Ss Spdr S&p Regional Bank	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
26	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
27	MSFT	Microsoft CORP	—	EXIT	Sold out
28	OEF	Ishares S&p 100 ETF	—	EXIT	Sold out
29	AVGO	Broadcom INC	—	EXIT	Sold out
30	VOT	Vanguard Mid-cap Growth ETF	—	EXIT	Sold out
31	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
32	VONE	Vanguard Russell 1000	—	EXIT	Sold out
33	VV	Vanguard Large-cap ETF	—	EXIT	Sold out
34	MDY	State Street Spdr S&p Midcap	—	EXIT	Sold out
35	SMH	Vaneck Semiconductor ETF	—	EXIT	Sold out
36	RTX	Rtx CORP	—	EXIT	Sold out
37	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
38	META	Meta Platforms Inc-class A	—	EXIT	Sold out
39	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
40	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
41	V	Visa Inc-class A Shares	—	EXIT	Sold out
42	MGK	Vanguard Mega Cap Growth ETF	—	EXIT	Sold out
43	COST	Costco Wholesale CORP	—	EXIT	Sold out
44	FDN	First Trust Dj Internet Ind	—	EXIT	Sold out
45	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
46	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
47	TFC	Truist Financial CORP	—	EXIT	Sold out
48	PRK	Park National CORP	—	EXIT	Sold out
49	TSLA	Tesla INC	—	EXIT	Sold out
50	PH	Parker Hannifin CORP	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-21	13F-HR	View on EDGAR
2025-12-31	2026-01-27	13F-HR	View on EDGAR
2025-09-30	2025-10-14	13F-HR	View on EDGAR
2025-06-30	2025-07-22	13F-HR	View on EDGAR
2025-03-31	2025-04-23	13F-HR	View on EDGAR
2024-12-31	2025-01-27	13F-HR	View on EDGAR
2024-09-30	2024-10-16	13F-HR	View on EDGAR
2024-06-30	2024-07-19	13F-HR	View on EDGAR
2024-03-31	2024-05-08	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-10-21	13F-HR	View on EDGAR
2022-06-30	2022-07-14	13F-HR	View on EDGAR
2022-03-31	2022-04-19	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-20	13F-HR	View on EDGAR
2020-12-31	2021-01-25	13F-HR	View on EDGAR
2020-09-30	2020-10-26	13F-HR	View on EDGAR
2020-06-30	2020-07-27	13F-HR	View on EDGAR
2020-03-31	2020-04-15	13F-HR	View on EDGAR
2019-12-31	2020-01-09	13F-HR	View on EDGAR
2019-09-30	2019-10-21	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-04-24	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-10-17	13F-HR	View on EDGAR
2018-06-30	2018-07-19	13F-HR	View on EDGAR
2018-03-31	2018-05-02	13F-HR	View on EDGAR
2017-12-31	2018-01-29	13F-HR	View on EDGAR
2017-09-30	2017-11-03	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-26	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-11-09	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-04-22	13F-HR	View on EDGAR
2014-12-31	2015-01-22	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-07	13F-HR	View on EDGAR
2014-03-31	2014-04-23	13F-HR	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR
2013-09-30	2014-01-03	13F-HR	View on EDGAR
2013-06-30	2014-01-10	Amendment	View on EDGAR
2013-06-30	2014-01-07	13F-HR	View on EDGAR

FAQ

What is Berkshire Money Management, Inc. and what type of investor is it?

Berkshire Money Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $976.4M, spread across 52 disclosed positions.

What are Berkshire Money Management, Inc.'s largest equity positions?

Based on the latest 13F filing, Berkshire Money Management, Inc.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $220.8M (22.6%) 2. Ss Spdr Dow Jones Indus Avg (DIA) — $95.0M (9.7%) 3. Inn US Sml Cp Pow B ETF - No (KNOV) — $63.8M (6.5%) 4. Vanguard Dividend Apprec ETF (VIG) — $60.1M (6.2%) 5. Invesco S&p 500 Equal Weight (RSP) — $58.8M (6.0%)

What changes did Berkshire Money Management, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Berkshire Money Management, Inc. made 50 notable position adjustments: 5 new positions were initiated, 8 existing holdings were added to, 11 positions were partially reduced, and 26 were completely exited. The largest of these moves: New buy: Inn US Sml Cp Pow B ETF - No (KNOV); New buy: Vanguard Ftse Developed ETF (VEA); New buy: Ishares International Select (IDV); New buy: Inno Int Dev Power Buff Nov (INOV); New buy: Ss Spdr S&p Regional Bank (KRE)

What sectors does Berkshire Money Management, Inc. focus on?

Berkshire Money Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 70.3% • Consumer Discretionary: 16.1% • Energy: 13.6%

Peer Institutions

Institutions with a similar AUM

PSG Equity L.L.C.

CIK 0001865991

Total reported value

$976.9M

1 stks

2026-03-31

Concentration100.0

Portfolio Stability5.8

Sector conviction0.0

AUM within 0.0% of this institution

View detail

Fortis Capital Management LLC

CIK 0001802167

Total reported value

$976.9M

211 stks

2026-03-31

Concentration31.9

Portfolio Stability50.4

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Kim, LLC

CIK 0001888968

Total reported value

$975.9M

64 stks

2026-03-31

Concentration29.1

Portfolio Stability66.4

Sector conviction90.2

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Greenberg Financial Group

CIK 0000946626

Total reported value

$242.9M

113 stks

2025-12-31

Stale — no recent filing

Concentration19.8

Portfolio Stability12.8

Sector conviction98.0

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail

Select Asset Management & Trust

CIK 0001600636

Total reported value

$320.2M

93 stks

2026-03-31

Concentration58.1

Portfolio Stability29.1

Sector conviction53.7

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail

Jackson, Grant Investment Advisers, Inc.

CIK 0001650300

Total reported value

$299.5M

398 stks

2026-03-31

Concentration18.9

Portfolio Stability6.9

Sector conviction46.9

3 of the top 5 holdings overlap, including Ss Spdr S&p 500 ETF Trust-us

View detail

Berkshire Money Management, Inc.: 13F Holdings & AI Insights

CIK: 0001535172

Diversified strategySector-focusedContrarian

Total reported value

$976.4M

Reporting period: 2026-03-31 · Number of holdings: 52

Berkshire Money Management, Inc. disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $976.4M and a quarterly turnover rate of 39.5%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "B"

Personality snowflake

Concentration: 34.07
Portfolio Stability: 39.52
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 81.3

Position sizes vary widely across the portfolio (a coefficient of variation of 1.87), with a handful of outsized bets alongside many smaller positions.

No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.

Recent moves

Trim KAUG
-80.6%　-$53.2M
Trim IWF
-48.5%　-$29.1M
Add PNOV
+4944.0%　$24.0M
Trim XLU
-97.2%　-$23.9M
Trim PJUN
-82.7%　-$22.1M
Trim QQQ
-26.7%　-$25.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	22.61%	+0.44%	-0.37%
2	DIA	Ss Spdr Dow Jones Indus Avg	ETF-Large Cap & Growth	9.73%	+0.26%	-0.69%
3	KNOV	Inn US Sml Cp Pow B ETF - No	ETF-Other	6.54%	+6.54%	NEW
4	VIG	Vanguard Dividend Apprec ETF	ETF-Other	6.16%	+0.22%	-1.23%
5	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	6.02%	+0.55%	+2.45%
6	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.70%	-2.01%	-26.68%
7	SJNK	Ss Spdr Bb St Hi Yield ETF	ETF-Other	4.30%	+0.06%	-4.24%
8	BSV	Vanguard Short-term Bond ETF	ETF-Other	3.39%	+0.33%	+3.62%
9	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.26%	—	-0.96%
10	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.99%	+2.99%	NEW
11	IWF	Ishares Russell 1000 Growth	ETF-Other	2.58%	-2.60%	-48.55%
12	PNOV	Innovator U.s. Equity Power	ETF-Other	2.51%	+2.46%	+4944.04%
13	BIL	Ss Spdr Bb 1-3m T-bill ETF	ETF-Gov Bonds	2.38%	—	+0.94%
14	IDV	Ishares International Select	ETF-Other	2.30%	+2.30%	NEW
15	VUG	Vanguard Growth ETF	ETF-Other	2.15%	-0.39%	-11.60%
16	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	2.13%	+0.03%	+1.20%
17	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	1.69%	+0.24%	+10.63%
18	THNQ	Robo Global Artificial Intel	ETF-Other	1.51%	+0.05%	+3.88%
19	IGPT	Invesco Ai And Next Gen Soft	ETF-Other	1.39%	—	-4.51%
20	KAUG	Inv US Sml Cap Pb ETF - Aug	ETF-Other	1.33%	-4.99%	-80.56%
21	INOV	Inno Int Dev Power Buff Nov	ETF-Other	0.91%	+0.91%	NEW
22	GRNY	Fundstr Gran Sh US Lrg Cap	ETF-Other	0.74%	—	+5.90%
23	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.71%	+0.54%	+294.19%
24	AAPL	Apple INC	Stock-Tech	0.71%	—	+0.86%
25	BFEB	Innovator U.s. Equity Buffer	ETF-Other	0.69%	—	-0.01%
26	KJAN	Innovator U.s. Small Cap Pow	ETF-Small Cap	0.64%	—	—
27	KRE	Ss Spdr S&p Regional Bank	ETF-Other	0.56%	+0.56%	NEW
28	QQQE	Dirx Nasdaq-100eq Wi Etf-usd	ETF-Tech	0.53%	—	-4.92%
29	PJUN	Innovator U.s. Equity Power	ETF-Other	0.47%	-2.08%	-82.71%
30	UJAN	Innovator U.s. Equity Ultra	ETF-Other	0.35%	—	—
31	KAPR	Innovator U.s. Small Cap Pow	ETF-Small Cap	0.33%	—	-10.29%
32	NVDA	Nvidia CORP	Stock-Tech	0.32%	—	+9.41%
33	BOCT	Innovator U.s. Equity Buffer	ETF-Other	0.27%	—	—
34	AMZN	Amazon.com INC	Stock-Consumer Disc	0.24%	—	+0.33%
35	PJUL	Innovator U.s. Equity Power	ETF-Other	0.21%	—	—
36	XOM	Exxon Mobil CORP	Stock-Energy	0.20%	+0.08%	+10.36%
37	BJUL	Innovator U.s. Equity Buffer	ETF-Other	0.18%	—	-1.06%
38	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	0.14%	—	-4.82%
39	BJAN	Innovator U.s. Equity Buffer	ETF-Other	0.13%	—	—
40	SGOV	Ishares 0-3 Month Treasury B	ETF-Gov Bonds	0.11%	—	—
41	BAPR	Innovator U.s. Equity Buffer	ETF-Other	0.11%	—	—
42	KDEC	Inn US Sml Cap P B ETF - Dec	ETF-Other	0.10%	—	-3.65%
43	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.10%	—	+1.88%
44	BNOV	Innovator U.s. Equity Buffer	ETF-Other	0.09%	—	—
45	IGV	Ishares Expanded Tech-softwa	ETF-Tech	0.09%	—	—
46	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-Other	0.08%	-2.27%	-97.23%
47	NJAN	Innovator Growth 100 Power B	ETF-Other	0.07%	—	—
48	BSEP	Innovator U.s. Equity Buffer	ETF-Other	0.06%	—	—
49	BSCQ	Invesco Bulletshares 2026 Cb	ETF-Other	0.06%	—	—
50	BAUG	Innovator U.s. Equity Buffer	ETF-Other	0.05%	—	—

1–50 of 52

Portfolio Performance

Performance for Q3 2026

+4.1%

Performance Last 4 Quarters

+18.2%

Stdev: +10.9%
Beta: +0.82
Alpha: -0.4%
Max Drawdown: -6.9%
Annualized Perf: +15.2%
Batting Avg vs S&P: +38.9%
Sortino: +2.79
Stutzer: +0.4
Treynor: +0.18
Sterling: +0.97
Calmar: +2.21
Information Ratio: -1.25
Tracking Error: +2.9%
Stdev Down: +5.3%
Winning Months %: +69.4%
Losing Months %: +30.6%
Best 12 Months: +28.5%
Worst 12 Months: +5.9%
Efficiency Ratio: +0.54
Sharpe: +1.36
Stdev Sectors: +26.2%
Skewness: +0.12
Kurtosis: -0.33
Upside Potential: +4.46

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	52	$976.4M	40	1SPY 2DIA 3KNOV Top holdings2026-03-31 1.SPY 2.DIA 3.KNOV 4.VIG 5.RSP 6.QQQ 7.SJNK 8.BSV 9.IVE 10.VEA
2025-12-31	132	$1.0B	10	1SPY 2DIA 3QQQ Top holdings2025-12-31 1.SPY 2.DIA 3.QQQ 4.KAUG 5.VIG 6.RSP 7.IWF 8.SJNK 9.IVE 10.BSV
2025-09-30	48	$971.6M	26	1SPY 2DIA 3QQQ Top holdings2025-09-30 1.SPY 2.DIA 3.QQQ 4.KAUG 5.VIG 6.RSP 7.IWF 8.SJNK 9.BSV 10.IVE
2025-06-30	167	$950.3M	0	1SPY 2DIA 3QQQ Top holdings2025-06-30 1.SPY 2.DIA 3.QQQ 4.BSV 5.KAUG 6.VIG 7.RSP 8.SJNK 9.IWF 10.IVE
2025-03-31	103	$891.1M	100	1SPY 2QQQ 3DIA Top holdings2025-03-31 1.SPY 2.QQQ 3.DIA 4.KAUG 5.VIG 6.RSP 7.BSV 8.IWF 9.SJNK 10.VUG
2024-12-31	87	$919.8M	0	1SPY 2QQQ 3DIA Top holdings2024-12-31 1.SPY 2.QQQ 3.DIA 4.RSP 5.VIG 6.KAUG 7.IWF 8.BSV 9.SJNK 10.IVE
2024-09-30	40	$873.7M	0	1SPY 2QQQ 3KJAN Top holdings2024-09-30 1.SPY 2.QQQ 3.KJAN 4.RSP 5.DIA 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2024-06-30	39	$823.5M	0	1SPY 2QQQE 3QQQ Top holdings2024-06-30 1.SPY 2.QQQE 3.QQQ 4.KJAN 5.DIA 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2024-03-31	85	$828.4M	0	1SPY 2DIA 3QQQE Top holdings2024-03-31 1.SPY 2.DIA 3.QQQE 4.KJAN 5.QQQ 6.VIG 7.IWF 8.BSV 9.IVE 10.SJNK
2023-12-31	40	$751.4M	0	1SPY 2BJUL 3DIA Top holdings2023-12-31 1.SPY 2.BJUL 3.DIA 4.QQQE 5.VIG 6.IWF 7.QQQ 8.BSV 9.IVE 10.VUG
2023-09-30	40	$660.2M	0	1SPY 2BJUL 3DIA Top holdings2023-09-30 1.SPY 2.BJUL 3.DIA 4.VIG 5.QQQE 6.IVE 7.BSV 8.IWF 9.KJAN 10.IWM
2023-06-30	47	$692.1M	0	1SPY 2VIG 3DIA Top holdings2023-06-30 1.SPY 2.VIG 3.DIA 4.LQD 5.IVE 6.BSV 7.BAUG 8.QQQE 9.BNOV 10.IWF
2023-03-31	45	$659.7M	0	1DIA 2SPY 3VIG Top holdings2023-03-31 1.DIA 2.SPY 3.VIG 4.BNOV 5.SJNK 6.IVE 7.BSV 8.BJUL 9.IWM 10.IWF
2022-12-31	45	$631.3M	0	1DIA 2SPY 3VIG Top holdings2022-12-31 1.DIA 2.SPY 3.VIG 4.BOCT 5.BNOV 6.SJNK 7.IWF 8.IVE 9.XLV 10.IWM
2022-09-30	43	$581.6M	0	1DIA 2SPY 3VIG Top holdings2022-09-30 1.DIA 2.SPY 3.VIG 4.BOCT 5.SJNK 6.IWF 7.SPLV 8.IVE 9.IWM 10.XLV
2022-06-30	47	$602.1M	0	1VIG 2DIA 3SPY Top holdings2022-06-30 1.VIG 2.DIA 3.SPY 4.SJNK 5.IWF 6.TIP 7.SPLV 8.IWM 9.XLV 10.VUG
2022-03-31	30	$696.3M	0	1VIG 2DIA 3SPY Top holdings2022-03-31 1.VIG 2.DIA 3.SPY 4.SJNK 5.IWF 6.TIP 7.SPLV 8.IWM 9.VUG 10.XLV
2021-12-31	28	$683.6M	0	1VIG 2SPY 3DIA Top holdings2021-12-31 1.VIG 2.SPY 3.DIA 4.IWF 5.VUG 6.SJNK 7.TIP 8.IWM 9.XLV 10.VCSH
2021-09-30	26	$629.9M	0	1SPY 2VIG 3DIA Top holdings2021-09-30 1.SPY 2.VIG 3.DIA 4.IWF 5.VUG 6.SPSB 7.TIP 8.IWM 9.XLV 10.VCSH
2021-06-30	27	$621.5M	96	1VIG 2SPY 3DIA Top holdings2021-06-30 1.VIG 2.SPY 3.DIA 4.IWF 5.VUG 6.SJNK 7.IWM 8.TIP 9.XLV 10.VCSH
2021-03-31	28	$571.7M	19	1SPY 2VIG 3DIA Top holdings2021-03-31 1.SPY 2.VIG 3.DIA 4.IWF 5.VUG 6.SJNK 7.TIP 8.IWM 9.XLV 10.VCSH
2020-12-31	31	$541.9M	41	1VIG 2SPY 3IWF Top holdings2020-12-31 1.VIG 2.SPY 3.IWF 4.DIA 5.VUG 6.TIP 7.IWM 8.SJNK 9.LQD 10.VCSH
2020-09-30	29	$481.4M	71	1SPY 2VIG 3IWF Top holdings2020-09-30 1.SPY 2.VIG 3.IWF 4.KJAN 5.DIA 6.TIP 7.VUG 8.XLV 9.VCSH 10.LQD
2020-06-30	45	$454.4M	83	1DIA 2VIG 3IWF Top holdings2020-06-30 1.DIA 2.VIG 3.IWF 4.SPY 5.TIP 6.BOCT 7.BJUN 8.POCT 9.BNOV 10.XLV
2020-03-31	80	$407.0M	100	1PJUN 2PJUL 3SPY Top holdings2020-03-31 1.PJUN 2.PJUL 3.SPY 4.TIP 5.BOCT 6.VIG 7.POCT 8.IWF 9.UJUN 10.KJAN
2019-12-31	37	$513.6M	10	1SPY 2VIG 3IWF Top holdings2019-12-31 1.SPY 2.VIG 3.IWF 4.MDY 5.BOCT 6.SPLV 7.POCT 8.SJNK 9.DIA 10.IWM
2019-09-30	35	$483.8M	3	1SPY 2VIG 3MDY Top holdings2019-09-30 1.SPY 2.VIG 3.MDY 4.IWF 5.BOCT 6.SPLV 7.POCT 8.SJNK 9.DIA 10.IWM
2019-06-30	34	$473.0M	30	1SPY 2VIG 3MDY Top holdings2019-06-30 1.SPY 2.VIG 3.MDY 4.IWF 5.BOCT 6.POCT 7.SPLV 8.SJNK 9.DIA 10.IWM
2019-03-31	29	$451.7M	24	1SPY 2DIA 3VIG Top holdings2019-03-31 1.SPY 2.DIA 3.VIG 4.MDY 5.IWF 6.SPLV 7.SJNK 8.IWM 9.VUG 10.XLV
2018-12-31	30	$401.6M	57	1SPY 2DIA 3VIG Top holdings2018-12-31 1.SPY 2.DIA 3.VIG 4.IWF 5.MDY 6.USMV 7.SJNK 8.SPLV 9.IWM 10.POCT
2018-09-30	25	$452.7M	10	1SPY 2IWF 3DIA Top holdings2018-09-30 1.SPY 2.IWF 3.DIA 4.IWM 5.VUG 6.MDY 7.VIG 8.OEF 9.SJNK 10.MTUM
2018-06-30	23	$428.7M	12	1SPY 2IWF 3DIA Top holdings2018-06-30 1.SPY 2.IWF 3.DIA 4.IWM 5.MDY 6.VUG 7.VIG 8.OEF 9.SJNK 10.MTUM
2018-03-31	27	$400.6M	33	1SPY 2IWF 3DIA Top holdings2018-03-31 1.SPY 2.IWF 3.DIA 4.VIG 5.MDY 6.IWM 7.VUG 8.OEF 9.SJNK 10.SCHF
2017-12-31	23	$399.4M	5	1SPY 2MDY 3DIA Top holdings2017-12-31 1.SPY 2.MDY 3.DIA 4.IWF 5.IWM 6.VIG 7.VUG 8.LQD 9.OEF 10.PFF
2017-09-30	24	$383.1M	13	1SPY 2MDY 3DIA Top holdings2017-09-30 1.SPY 2.MDY 3.DIA 4.IWF 5.IWM 6.VIG 7.VUG 8.LQD 9.OEF 10.PFF
2017-06-30	21	$354.7M	7	1SPY 2MDY 3IWM Top holdings2017-06-30 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.VUG 8.LQD 9.PFF 10.OEF
2017-03-31	20	$332.9M	9	1SPY 2MDY 3IWM Top holdings2017-03-31 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.LQD 8.VUG 9.PFF 10.SJNK
2016-12-31	22	$337.2M	63	1SPY 2MDY 3IWM Top holdings2016-12-31 1.SPY 2.MDY 3.IWM 4.DIA 5.IWF 6.VIG 7.XLV 8.LQD 9.VUG 10.PFF
2016-09-30	25	$325.8M	25	1SPY 2MDY 3SDY Top holdings2016-09-30 1.SPY 2.MDY 3.SDY 4.PFF 5.IWF 6.OEF 7.IYR 8.LQD 9.VUG 10.XLV
2016-06-30	26	$291.0M	39	1SPY 2SDY 3PFF Top holdings2016-06-30 1.SPY 2.SDY 3.PFF 4.IWF 5.MDY 6.IYR 7.USMV 8.LQD 9.73937B 10.OEF
2016-03-31	26	$328.4M	8	1SPY 2IWF 3SDY Top holdings2016-03-31 1.SPY 2.IWF 3.SDY 4.VUG 5.PFF 6.MDY 7.IYR 8.OEF 9.XLV 10.73937B
2015-12-31	23	$328.4M	75	1SPY 2IWF 3VUG Top holdings2015-12-31 1.SPY 2.IWF 3.VUG 4.SDY 5.PFF 6.MDY 7.IYR 8.OEF 9.XLV 10.XLF
2015-09-30	18	$326.0M	17	1SPY 2IWF 3QNDX Top holdings2015-09-30 1.SPY 2.IWF 3.QNDX 4.IVE 5.SDY 6.VIG 7.FXI 8.OEF 9.PFF 10.XLV
2015-06-30	19	$340.0M	3	1SPY 2IWF 3IVE Top holdings2015-06-30 1.SPY 2.IWF 3.IVE 4.SDY 5.VIG 6.QNDX 7.FXI 8.OEF 9.XLV 10.PFF
2015-03-31	19	$339.5M	14	1SPY 2IWF 3IVE Top holdings2015-03-31 1.SPY 2.IWF 3.IVE 4.SDY 5.VIG 6.QNDX 7.FXI 8.OEF 9.PFF 10.XLV
2014-12-31	18	$334.2M	63	1SPY 2IWF 3QNDX Top holdings2014-12-31 1.SPY 2.IWF 3.QNDX 4.IVE 5.SDY 6.VIG 7.FXI 8.OEF 9.PFF 10.XLV
2014-09-30	17	$237.5M	50	1IWF 2EFA 3IVE Top holdings2014-09-30 1.IWF 2.EFA 3.IVE 4.SPY 5.SDY 6.VIG 7.OEF 8.PFF 9.XLV 10.FXI
2014-06-30	14	$143.3M	44	1IWF 2EFA 3SPY Top holdings2014-06-30 1.IWF 2.EFA 3.SPY 4.VIG 5.SDY 6.XLF 7.PFF 8.XOM 9.UNP 10.T
2014-03-31	15	$218.6M	31	1IWF 2MDY 3EFA Top holdings2014-03-31 1.IWF 2.MDY 3.EFA 4.IWO 5.SPY 6.VIG 7.SDY 8.XLV 9.XLF 10.PFF
2013-12-31	17	$273.3M	43	1DIA 2IWF 3EFA Top holdings2013-12-31 1.DIA 2.IWF 3.EFA 4.MDY 5.IWO 6.SPY 7.VIG 8.SDY 9.DXJ 10.XLV
2013-09-30	15	$230.0M	43	1DIA 2VIG 3EFA Top holdings2013-09-30 1.DIA 2.VIG 3.EFA 4.SPY 5.MDY 6.SDY 7.IWF 8.XLF 9.XLV 10.DXJ
2013-06-30	17	$211.1M	35	1VIG 2DIA 3EFA Top holdings2013-06-30 1.VIG 2.DIA 3.EFA 4.SPY 5.IWF 6.73935X 7.PFF 8.XLF 9.MDY 10.ACWI

Holding changes this quarter

Position changes disclosed by Berkshire Money Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PNOV	Innovator U.s. Equity Power	+2.5%	+4944.04%	Add
2	RSP	Invesco S&p 500 Equal Weight	+0.6%	+2.45%	Add
3	IWM	Ishares Russell 2000 ETF	+0.5%	+294.19%	Add
4	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.4%	-0.37%	Trim
5	BSV	Vanguard Short-term Bond ETF	+0.3%	+3.62%	Add
6	DIA	Ss Spdr Dow Jones Indus Avg	+0.3%	-0.69%	Trim
7	JNK	Ss Spdr Bb High Yield Bond	+0.2%	+10.63%	Add
8	VIG	Vanguard Dividend Apprec ETF	+0.2%	-1.23%	Trim
9	XOM	Exxon Mobil CORP	+0.1%	+10.36%	Add
10	SJNK	Ss Spdr Bb St Hi Yield ETF	+0.1%	-4.24%	Trim
11	THNQ	Robo Global Artificial Intel	+0.1%	+3.88%	Add
12	MOAT	Vaneck Morningstar Wide Moat	0%	+1.20%	Add
13	IGPT	Invesco Ai And Next Gen Soft	—	-4.51%	Trim
14	VUG	Vanguard Growth ETF	-0.4%	-11.60%	Trim
15	QQQ	Invesco Qqq Trust Series 1	-2%	-26.68%	Trim
16	PJUN	Innovator U.s. Equity Power	-2.1%	-82.71%	Trim
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	-2.3%	-97.23%	Trim
18	IWF	Ishares Russell 1000 Growth	-2.6%	-48.55%	Trim
19	KAUG	Inv US Sml Cap Pb ETF - Aug	-5%	-80.56%	Trim
20	KNOV	Inn US Sml Cp Pow B ETF - No	—	NEW	New buy
21	VEA	Vanguard Ftse Developed ETF	—	NEW	New buy
22	IDV	Ishares International Select	—	NEW	New buy
23	INOV	Inno Int Dev Power Buff Nov	—	NEW	New buy
24	KRE	Ss Spdr S&p Regional Bank	—	NEW	New buy
25	VOO	Vanguard S&p 500 ETF	—	EXIT	Sold out
26	MTUM	Ishares Msci USA Momentum Fa	—	EXIT	Sold out
27	MSFT	Microsoft CORP	—	EXIT	Sold out
28	OEF	Ishares S&p 100 ETF	—	EXIT	Sold out
29	AVGO	Broadcom INC	—	EXIT	Sold out
30	VOT	Vanguard Mid-cap Growth ETF	—	EXIT	Sold out
31	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
32	VONE	Vanguard Russell 1000	—	EXIT	Sold out
33	VV	Vanguard Large-cap ETF	—	EXIT	Sold out
34	MDY	State Street Spdr S&p Midcap	—	EXIT	Sold out
35	SMH	Vaneck Semiconductor ETF	—	EXIT	Sold out
36	RTX	Rtx CORP	—	EXIT	Sold out
37	IVV	Ishares Core S&p 500 ETF	—	EXIT	Sold out
38	META	Meta Platforms Inc-class A	—	EXIT	Sold out
39	XLV	Ss Health Care Select Sector	—	EXIT	Sold out
40	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	Sold out
41	V	Visa Inc-class A Shares	—	EXIT	Sold out
42	MGK	Vanguard Mega Cap Growth ETF	—	EXIT	Sold out
43	COST	Costco Wholesale CORP	—	EXIT	Sold out
44	FDN	First Trust Dj Internet Ind	—	EXIT	Sold out
45	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
46	JPM	Jpmorgan Chase & Co	—	EXIT	Sold out
47	TFC	Truist Financial CORP	—	EXIT	Sold out
48	PRK	Park National CORP	—	EXIT	Sold out
49	TSLA	Tesla INC	—	EXIT	Sold out
50	PH	Parker Hannifin CORP	—	EXIT	Sold out

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-21	13F-HR	View on EDGAR
2025-12-31	2026-01-27	13F-HR	View on EDGAR
2025-09-30	2025-10-14	13F-HR	View on EDGAR
2025-06-30	2025-07-22	13F-HR	View on EDGAR
2025-03-31	2025-04-23	13F-HR	View on EDGAR
2024-12-31	2025-01-27	13F-HR	View on EDGAR
2024-09-30	2024-10-16	13F-HR	View on EDGAR
2024-06-30	2024-07-19	13F-HR	View on EDGAR
2024-03-31	2024-05-08	13F-HR	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-10-17	13F-HR	View on EDGAR
2023-06-30	2023-08-07	13F-HR	View on EDGAR
2023-03-31	2023-05-12	13F-HR	View on EDGAR
2022-12-31	2023-02-14	13F-HR	View on EDGAR
2022-09-30	2022-10-21	13F-HR	View on EDGAR
2022-06-30	2022-07-14	13F-HR	View on EDGAR
2022-03-31	2022-04-19	13F-HR	View on EDGAR
2021-12-31	2022-01-14	13F-HR	View on EDGAR
2021-09-30	2021-10-13	13F-HR	View on EDGAR
2021-06-30	2021-07-23	13F-HR	View on EDGAR
2021-03-31	2021-04-20	13F-HR	View on EDGAR
2020-12-31	2021-01-25	13F-HR	View on EDGAR
2020-09-30	2020-10-26	13F-HR	View on EDGAR
2020-06-30	2020-07-27	13F-HR	View on EDGAR
2020-03-31	2020-04-15	13F-HR	View on EDGAR
2019-12-31	2020-01-09	13F-HR	View on EDGAR
2019-09-30	2019-10-21	13F-HR	View on EDGAR
2019-06-30	2019-07-29	13F-HR	View on EDGAR
2019-03-31	2019-04-24	13F-HR	View on EDGAR
2018-12-31	2019-02-06	13F-HR	View on EDGAR
2018-09-30	2018-10-17	13F-HR	View on EDGAR
2018-06-30	2018-07-19	13F-HR	View on EDGAR
2018-03-31	2018-05-02	13F-HR	View on EDGAR
2017-12-31	2018-01-29	13F-HR	View on EDGAR
2017-09-30	2017-11-03	13F-HR	View on EDGAR
2017-06-30	2017-07-21	13F-HR	View on EDGAR
2017-03-31	2017-05-12	13F-HR	View on EDGAR
2016-12-31	2017-02-14	13F-HR	View on EDGAR
2016-09-30	2016-11-08	13F-HR	View on EDGAR
2016-06-30	2016-08-26	13F-HR	View on EDGAR
2016-03-31	2016-05-16	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-11-09	13F-HR	View on EDGAR
2015-06-30	2015-08-12	13F-HR	View on EDGAR
2015-03-31	2015-04-22	13F-HR	View on EDGAR
2014-12-31	2015-01-22	13F-HR	View on EDGAR
2014-09-30	2014-11-13	13F-HR	View on EDGAR
2014-06-30	2014-08-07	13F-HR	View on EDGAR
2014-03-31	2014-04-23	13F-HR	View on EDGAR
2013-12-31	2014-01-10	13F-HR	View on EDGAR
2013-09-30	2014-01-03	13F-HR	View on EDGAR
2013-06-30	2014-01-10	Amendment	View on EDGAR
2013-06-30	2014-01-07	13F-HR	View on EDGAR