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CIK: 0001535172
Total reported value
$1.2B
$1.2B
56 檔
49.6%
During the Q2 2026 filing period, Berkshire Money Management, Inc. (CIK: 0001535172) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 56 reported positions.
Berkshire Money Management, Inc. executed strategic sector rebalancing during Q2 2026, establishing 7 new positions while fully exiting 3 holdings and trimming 21 positions.
| # | 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 | 22.94% | -0.61% | -0.97% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.75% | -0.71% | -0.43% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.94% | -0.31% | +6.95% | |
| 4 | KNOV | Inn US Sml Cp Pow B ETF - No | ETF-Other | 6.83% | -5.87% | +5.92% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.05% | -0.31% | +1.60% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.03% | -0.38% | -0.26% | |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 3.85% | -0.26% | +0.00% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.14% | -0.14% | +0.31% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.13% | — | +5.68% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.01% | -0.14% | +0.45% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.69% | -0.14% | +301.86% | |
| 12 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.47% | -2.15% | +1.66% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 2.27% | -0.03% | +498.17% | |
| 14 | IGPT | Invesco Ai And Next Gen Soft | ETF-Other | 2.13% | -1.84% | -4.35% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 2.12% | -0.10% | -0.37% | |
| 16 | IDV | Ishares International Select | ETF-Other | 2.09% | -0.01% | +4.52% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 2.03% | +0.03% | -0.60% | |
| 18 | THNQ | Robo Global Artificial Intel | ETF-Other | 2.03% | -0.14% | -2.85% | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 1.54% | -0.07% | +1.33% | |
| 20 | INOV | Inno Int Dev Power Buff Nov | ETF-Other | 0.89% | -0.89% | EXIT | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | -0.09% | +11.30% | |
| 22 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.74% | -0.02% | -3.36% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.06% | +0.90% | |
| 24 | KAUG | Inv US Sml Cap Pb ETF - Aug | ETF-Other | 0.71% | -0.08% | -44.40% | |
| 25 | KJAN | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.62% | -0.03% | -0.40% | |
| 26 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.58% | -0.05% | -0.33% | |
| 27 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.01% | -32.33% | |
| 28 | UJAN | Innovator U.s. Equity Ultra | ETF-Other | 0.33% | -0.25% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.03% | -5.62% | |
| 30 | BOCT | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | -0.01% | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | — | +8.90% | |
| 32 | PJUN | Innovator U.s. Equity Power | ETF-Other | 0.23% | -0.02% | -47.31% | |
| 33 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.20% | -0.01% | -38.29% | |
| 34 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.20% | +2.08% | — | |
| 35 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.17% | -0.01% | -2.35% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.14% | EXIT | |
| 37 | STM | Stmicroelectronics Nv-ny Shs | Stock-Tech | 0.14% | -0.06% | — | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.13% | -0.02% | -0.34% | |
| 39 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 0.12% | — | — | |
| 40 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.10% | — | — | |
| 41 | KDEC | Inn US Sml Cap P B ETF - Dec | ETF-Other | 0.10% | -0.02% | -0.29% | |
| 42 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | — | |
| 43 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.09% | +0.01% | — | |
| 44 | NJAN | Innovator Growth 100 Power B | ETF-Other | 0.07% | — | — | |
| 45 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.06% | — | — | |
| 46 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.05% | — | — | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.05% | -0.01% | -27.03% | |
| 48 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.05% | -0.01% | -8.60% | |
| 49 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.04% | — | — | |
| 50 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 0.03% | — | — |
According to official SEC Form 13F filings, Berkshire Money Management, Inc. reported a total U.S. public equity portfolio value of $1.2B across 56 disclosed positions in Q2 2026.
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 49.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
STM
市值: $1.5M
Top Position Liquidated / Trimmed
KRE
前期市值: $5.5M
During Q2 2026, Berkshire Money Management, Inc.'s top holdings by market value included SPY (22.9%)、DIA (9.8%)、QQQ (6.9%). The largest single position, SPY, represented 22.9% of total portfolio value.
In Q2 2026, Berkshire Money Management, Inc. made 47 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 21 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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