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CIK: 0001535172
Total reported value
$1.1B
$1.1B
48 檔
47.8%
As reported in its official Q3 2025 Form 13F filing, Berkshire Money Management, Inc.'s tracked investment portfolio stood at $1.1B with 48 total positions.
In Q3 2025, Berkshire Money Management, Inc. adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 19 holdings to manage risk exposure.
| # | 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 | 23.40% | +0.33% | -0.87% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.58% | +0.02% | +10.99% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.07% | +1.24% | -0.28% | |
| 4 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 6.55% | -0.62% | +0.43% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.29% | -0.13% | -0.35% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.51% | +0.03% | +13.85% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.47% | +0.11% | +16.40% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.49% | -0.45% | +4.37% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.96% | -0.38% | -38.38% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.23% | -0.12% | -0.16% | |
| 11 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.69% | -0.24% | +1.95% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 2.62% | +0.12% | +112.26% | |
| 13 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.53% | -0.03% | +2.29% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.31% | -0.26% | +4.45% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.12% | -0.10% | -1.88% | |
| 16 | THNQ | Robo Global Artificial Intel | ETF-Other | 1.54% | +0.52% | +66.43% | |
| 17 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.35% | +0.74% | +48.17% | |
| 18 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.03% | -0.15% | +1109.57% | |
| 19 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.69% | -0.23% | -61.68% | |
| 20 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.64% | -0.02% | -2.09% | |
| 21 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.63% | — | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.02% | +2.45% | |
| 23 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.59% | +0.05% | -0.49% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.58% | -0.10% | EXIT | |
| 25 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.36% | -0.13% | -0.50% | |
| 26 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.02% | — | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.32% | — | +48.02% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | -0.01% | +3.90% | |
| 29 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.28% | — | — | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | +9.48% | |
| 31 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | — | |
| 32 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.18% | -0.01% | -3.90% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.15% | -0.01% | -1.29% | |
| 34 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.01% | — | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.12% | -0.06% | -23.08% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.11% | -0.11% | EXIT | |
| 37 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | -0.01% | — | |
| 38 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 0.10% | — | -3.52% | |
| 39 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | — | |
| 40 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.07% | -0.01% | — | |
| 41 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | — | |
| 42 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | — | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.06% | -0.01% | — | |
| 44 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.05% | -0.04% | — | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.05% | — | — | |
| 46 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.04% | — | — | |
| 47 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.03% | — | — | |
| 48 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.03% | -0.01% | — |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 48 disclosed positions in Q3 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, DIA, QQQ) accounted for 47.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
JNK
市值: $10.0M
Top Position Liquidated / Trimmed
IWM
前期市值: $18.7M
During Q3 2025, Berkshire Money Management, Inc.'s top holdings by market value included SPY (23.4%)、DIA (9.6%)、QQQ (8.1%). The largest single position, SPY, represented 23.4% of total portfolio value.
In Q3 2025, Berkshire Money Management, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 15 positions, trimming 11 holdings, and fully liquidating 19 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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