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CIK: 0001535172
Total reported value
$1.1B
$1.1B
52 檔
45.6%
In Q1 2026, Berkshire Money Management, Inc.'s U.S. equity holdings reached a combined market value of $1.1B, distributed across 52 disclosed stock positions.
In Q1 2026, Berkshire Money Management, Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 84 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 | 22.61% | +0.33% | -0.37% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.73% | +0.02% | -0.69% | |
| 3 | KNOV | Inn US Sml Cp Pow B ETF - No | ETF-Other | 6.54% | +0.29% | — | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.16% | -0.13% | -1.23% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.02% | +0.03% | +2.45% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.70% | +1.24% | -26.68% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.30% | -0.45% | -4.24% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.39% | -0.38% | +3.62% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.26% | -0.12% | -0.96% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.99% | +0.14% | — | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.58% | +0.11% | -48.55% | |
| 12 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.51% | -0.04% | +4944.04% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.38% | -0.26% | +0.94% | |
| 14 | IDV | Ishares International Select | ETF-Other | 2.30% | -0.21% | — | |
| 15 | VUG | Vanguard Growth ETF | ETF-Other | 2.15% | +0.12% | -11.60% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.13% | -0.10% | +1.20% | |
| 17 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.69% | -0.15% | +10.63% | |
| 18 | THNQ | Robo Global Artificial Intel | ETF-Other | 1.51% | +0.52% | +3.88% | |
| 19 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 1.39% | +0.74% | -4.51% | |
| 20 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 1.33% | -0.62% | -80.56% | |
| 21 | INOV | Inno Int Dev Power Buff Nov | ETF-Other | 0.91% | -0.02% | — | |
| 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% | +0.14% | +294.19% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.71% | +0.02% | +0.86% | |
| 25 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.69% | -0.23% | -0.01% | |
| 26 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.64% | -0.02% | — | |
| 27 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 0.56% | -0.56% | EXIT | |
| 28 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.53% | +0.05% | -4.92% | |
| 29 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.24% | -82.71% | |
| 30 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.35% | -0.02% | — | |
| 31 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.33% | -0.13% | -10.29% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | -0.01% | +9.41% | |
| 33 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | — | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | +0.02% | +0.33% | |
| 35 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.06% | +10.36% | |
| 37 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.18% | -0.01% | -1.06% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.14% | -0.01% | -4.82% | |
| 39 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.13% | -0.01% | — | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.11% | -0.11% | EXIT | |
| 41 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.11% | -0.01% | — | |
| 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% | -0.10% | EXIT | |
| 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% | -0.03% | -97.23% | |
| 47 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.07% | -0.01% | — | |
| 48 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | — | |
| 49 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.06% | -0.01% | — | |
| 50 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.1B across 52 disclosed positions in Q1 2026.
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, KNOV) accounted for 45.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
KNOV
市值: $63.8M
Top Position Liquidated / Trimmed
VOO
前期市值: $3.5M
During Q1 2026, Berkshire Money Management, Inc.'s top holdings by market value included SPY (22.6%)、DIA (9.7%)、KNOV (6.5%). The largest single position, SPY, represented 22.6% of total portfolio value.
In Q1 2026, Berkshire Money Management, Inc. made 121 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 18 holdings, and fully liquidating 84 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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