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CIK: 0001535172
Total reported value
$1.1B
$1.1B
155 檔
44.5%
At the close of Q2 2025, Berkshire Money Management, Inc. disclosed equity holdings valued at approximately $1.1B, spread across 155 reported holdings.
In Q2 2025, Berkshire Money Management, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 19 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 | 22.38% | +0.33% | -11.18% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 8.39% | +0.02% | +24.92% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.60% | +1.24% | -13.16% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 6.56% | -0.38% | +33.24% | |
| 5 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 6.38% | -0.62% | +2.69% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.12% | -0.13% | +0.19% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.74% | +0.03% | -19.45% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.38% | -0.45% | -2.06% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.36% | +0.11% | -19.99% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.13% | -0.12% | +15.63% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 2.67% | -0.10% | EXIT | |
| 12 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.61% | -0.24% | +2852.12% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.37% | -0.03% | +7.73% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.26% | -0.26% | -12.44% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.09% | -0.10% | -16.59% | |
| 16 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.73% | -0.23% | +1280.85% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 1.15% | +0.12% | -68.65% | |
| 18 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 0.85% | +0.74% | +4.02% | |
| 19 | THNQ | Robo Global Artificial Intel | ETF-Other | 0.81% | +0.52% | +6.68% | |
| 20 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.62% | -0.02% | -38.10% | |
| 21 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.59% | +0.05% | -27.86% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.50% | +0.02% | +0.46% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.37% | — | -2.47% | |
| 24 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.35% | -0.13% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | — | +0.61% | |
| 26 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.34% | -0.02% | — | |
| 27 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.31% | — | — | |
| 28 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | -0.01% | +1.71% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.02% | +3.04% | |
| 31 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.20% | — | +539.03% | |
| 32 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.20% | -0.01% | — | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.19% | — | +47.27% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.19% | — | — | |
| 35 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | -0.01% | +1.71% | |
| 36 | VONE | Vanguard Russell 1000 | ETF-Other | 0.16% | — | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.06% | +1.90% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | -0.01% | +202.33% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.14% | — | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.14% | — | -3.35% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.13% | -0.11% | EXIT | |
| 42 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | -0.01% | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.12% | +0.14% | -94.21% | |
| 44 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 0.10% | — | -90.83% | |
| 45 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | -0.01% | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.09% | — | -7.19% | |
| 47 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | +6.82% | |
| 48 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.09% | -0.15% | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.08% | — | — | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.08% | — | +1.02% |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 155 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, DIA, QQQ) accounted for 44.5% of total reported equity market value during Q2 2025.
Top New Position Initiated
USMV
市值: $25.4M
Top Position Liquidated / Trimmed
UNH
前期市值: $296.4K
During Q2 2025, Berkshire Money Management, Inc.'s top holdings by market value included SPY (22.4%)、DIA (8.4%)、QQQ (7.6%). The largest single position, SPY, represented 22.4% of total portfolio value.
In Q2 2025, Berkshire Money Management, Inc. made 49 total portfolio adjustments, initiating 13 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 3 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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