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CIK: 0001535172
Total reported value
$1.1B
$1.1B
84 檔
42.1%
As reported in its official Q1 2024 Form 13F filing, Berkshire Money Management, Inc.'s tracked investment portfolio stood at $1.1B with 84 total positions.
During Q1 2024, Berkshire Money Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.56% | +0.33% | +8.07% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.44% | +0.02% | -2.07% | |
| 3 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 8.41% | +0.05% | +2.40% | |
| 4 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 7.19% | -0.02% | +252.11% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.98% | +1.24% | +36.68% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.77% | -0.13% | -1.65% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.34% | +0.11% | -2.17% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.73% | -0.38% | +13.06% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 4.50% | -0.12% | +2.06% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.32% | -0.45% | +222.21% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.59% | -0.26% | +24.09% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.55% | +0.12% | -1.07% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.47% | -0.10% | +60.18% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.39% | — | +5.28% | |
| 15 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 1.23% | -0.01% | -88.55% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | +0.14% | +8.22% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-Other | 0.55% | — | -13.90% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.55% | +0.02% | +27.43% | |
| 19 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.54% | — | +46.45% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | +0.03% | -7.50% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | -33.51% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | — | — | |
| 23 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.02% | -1.08% | |
| 24 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | — | -22.95% | |
| 25 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.30% | — | -53.74% | |
| 26 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | — | |
| 27 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.18% | — | -91.78% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | +7.18% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.18% | — | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.02% | — | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.14% | — | — | |
| 32 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.13% | -0.24% | — | |
| 33 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.23% | — | |
| 34 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | — | |
| 35 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.11% | — | -91.08% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | -0.01% | — | |
| 37 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | -0.01% | — | |
| 38 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | — | -7.17% | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.09% | — | — | |
| 40 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | -60.74% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.08% | -0.01% | — | |
| 42 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.08% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | — | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.07% | -0.01% | +36.61% | |
| 45 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.06% | — | -24.66% | |
| 46 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 47 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.06% | -0.01% | — | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | — | — | |
| 49 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.06% | — | — | |
| 50 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.06% | -0.04% | -6.22% |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 84 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, DIA, QQQE) accounted for 42.1% of total reported equity market value during Q1 2024.
During Q1 2024, Berkshire Money Management, Inc.'s top holdings by market value included SPY (23.6%)、DIA (9.4%)、QQQE (8.4%). The largest single position, SPY, represented 23.6% of total portfolio value.
In Q1 2024, Berkshire Money Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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