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CIK: 0001535172
Total reported value
$1.1B
$1.1B
102 檔
42.1%
According to the latest 13F quarterly dataset, Berkshire Money Management, Inc. managed an equity portfolio of $1.1B at the end of Q1 2025, spanning 102 distinct U.S. exchange-listed positions.
In Q1 2025, Berkshire Money Management, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | 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 | 24.33% | +0.33% | -1.04% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.93% | +1.24% | -1.98% | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 6.82% | +0.02% | -1.19% | |
| 4 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 6.40% | -0.62% | +15.73% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.17% | -0.13% | -9.45% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.98% | +0.03% | -13.27% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.22% | -0.38% | +4.87% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.94% | +0.11% | -3.02% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.71% | -0.45% | +4.32% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 3.31% | +0.12% | -0.57% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.82% | -0.12% | -36.20% | |
| 12 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.75% | -0.26% | +4.62% | |
| 13 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.51% | -0.10% | +1.70% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.27% | -0.03% | — | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.10% | +0.14% | +5.56% | |
| 16 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 1.14% | — | +15.25% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.10% | — | -1.00% | |
| 18 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 1.02% | -0.02% | -31.49% | |
| 19 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.77% | +0.05% | -22.35% | |
| 20 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.72% | +0.74% | — | |
| 21 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.65% | +0.52% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.02% | +0.58% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | -4.42% | |
| 24 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.34% | -0.02% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | — | -16.48% | |
| 26 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | — | — | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.02% | +2.01% | |
| 28 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.01% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.01% | -22.74% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.06% | -1.83% | |
| 31 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.18% | -0.01% | -7.72% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.17% | — | — | |
| 33 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | — | -13.32% | |
| 34 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.23% | — | |
| 35 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.12% | — | -7.88% | |
| 36 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | +1.35% | |
| 37 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | -0.01% | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-Other | 0.10% | — | -8.11% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | +2.31% | |
| 40 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.09% | -0.24% | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | -0.28% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | — | +0.94% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | — | +25.20% | |
| 44 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.08% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.08% | — | +2.23% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.07% | — | -3.04% | |
| 47 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.06% | -0.01% | — | |
| 48 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.06% | -0.01% | — | |
| 49 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | — | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.06% | — | +7.55% |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 102 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, QQQ, DIA) accounted for 42.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPY
市值: $216.8M
During Q1 2025, Berkshire Money Management, Inc.'s top holdings by market value included SPY (24.3%)、QQQ (7.9%)、DIA (6.8%). The largest single position, SPY, represented 24.3% of total portfolio value.
In Q1 2025, Berkshire Money Management, Inc. made 50 total portfolio adjustments, initiating 50 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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