BM

Berkshire Money Management, Inc.

Diversified strategySector-focusedContrarian

Total reported value

$976.4M

Reporting period: 2026-03-31 · Number of holdings: 52

Berkshire Money Management, Inc. disclosed 52 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $976.4M and a quarterly turnover rate of 39.5%.

Personality snowflake

Concentration
34.07
Portfolio Stability
39.52
Momentum/Contrarian
0
Sector conviction
100
Diversification
100
Sizing Uniformity
81.3

Recent moves

  • Trim KAUG

    -80.6%　-$53.2M

  • Trim IWF

    -48.5%　-$29.1M

  • Add PNOV

    +4944.0%　$24.0M

  • Trim XLU

    -97.2%　-$23.9M

  • Trim PJUN

    -82.7%　-$22.1M

  • Trim QQQ

    -26.7%　-$25.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth22.61%+0.44%-0.37%
2DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth9.73%+0.26%-0.69%
3KNOVInn US Sml Cp Pow B ETF - NoETF-Other6.54%+6.54%NEW
4VIGVanguard Dividend Apprec ETFETF-Other6.16%+0.22%-1.23%
5RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth6.02%+0.55%+2.45%
6QQQInvesco Qqq Trust Series 1ETF-Tech5.70%-2.01%-26.68%
7SJNKSs Spdr Bb St Hi Yield ETFETF-Other4.30%+0.06%-4.24%
8BSVVanguard Short-term Bond ETFETF-Other3.39%+0.33%+3.62%
9IVEIshares S&p 500 Value ETFETF-Large Cap & Growth3.26%—-0.96%
10VEAVanguard Ftse Developed ETFETF-Other2.99%+2.99%NEW
11IWFIshares Russell 1000 GrowthETF-Other2.58%-2.60%-48.55%
12PNOVInnovator U.s. Equity PowerETF-Other2.51%+2.46%+4944.04%
13BILSs Spdr Bb 1-3m T-bill ETFETF-Gov Bonds2.38%—+0.94%
14IDVIshares International SelectETF-Other2.30%+2.30%NEW
15VUGVanguard Growth ETFETF-Other2.15%-0.39%-11.60%
16MOATVaneck Morningstar Wide MoatETF-Other2.13%+0.03%+1.20%
17JNKSs Spdr Bb High Yield BondETF-High Yield1.69%+0.24%+10.63%
18THNQRobo Global Artificial IntelETF-Other1.51%+0.05%+3.88%
19IGPTInvesco Ai And Next Gen SoftETF-Other1.39%—-4.51%
20KAUGInv US Sml Cap Pb ETF - AugETF-Other1.33%-4.99%-80.56%
21INOVInno Int Dev Power Buff NovETF-Other0.91%+0.91%NEW
22GRNYFundstr Gran Sh US Lrg CapETF-Other0.74%—+5.90%
23IWMIshares Russell 2000 ETFETF-Small Cap0.71%+0.54%+294.19%
24AAPLApple INCStock-Tech0.71%—+0.86%
25BFEBInnovator U.s. Equity BufferETF-Other0.69%—-0.01%
26KJANInnovator U.s. Small Cap PowETF-Small Cap0.64%——
27KRESs Spdr S&p Regional BankETF-Other0.56%+0.56%NEW
28QQQEDirx Nasdaq-100eq Wi Etf-usdETF-Tech0.53%—-4.92%
29PJUNInnovator U.s. Equity PowerETF-Other0.47%-2.08%-82.71%
30UJANInnovator U.s. Equity UltraETF-Other0.35%——
31KAPRInnovator U.s. Small Cap PowETF-Small Cap0.33%—-10.29%
32NVDANvidia CORPStock-Tech0.32%—+9.41%
33BOCTInnovator U.s. Equity BufferETF-Other0.27%——
34AMZNAmazon.com INCStock-Consumer Disc0.24%—+0.33%
35PJULInnovator U.s. Equity PowerETF-Other0.21%——
36XOMExxon Mobil CORPStock-Energy0.20%+0.08%+10.36%
37BJULInnovator U.s. Equity BufferETF-Other0.18%—-1.06%
38VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds0.14%—-4.82%
39BJANInnovator U.s. Equity BufferETF-Other0.13%——
40SGOVIshares 0-3 Month Treasury BETF-Gov Bonds0.11%——
41BAPRInnovator U.s. Equity BufferETF-Other0.11%——
42KDECInn US Sml Cap P B ETF - DecETF-Other0.10%—-3.65%
43USMVIshares Msci USA Min Vol FacETF-Other0.10%—+1.88%
44BNOVInnovator U.s. Equity BufferETF-Other0.09%——
45IGVIshares Expanded Tech-softwaETF-Tech0.09%——
46XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.08%-2.27%-97.23%
47NJANInnovator Growth 100 Power BETF-Other0.07%——
48BSEPInnovator U.s. Equity BufferETF-Other0.06%——
49BSCQInvesco Bulletshares 2026 CbETF-Other0.06%——
50BAUGInnovator U.s. Equity BufferETF-Other0.05%——
1–50 of 52

Holding changes this quarter

Berkshire Money Management, Inc.'s most significant position changes for 2026-03-31: New buy: Inn US Sml Cp Pow B ETF - No (KNOV); New buy: Vanguard Ftse Developed ETF (VEA); New buy: Ishares International Select (IDV); New buy: Inno Int Dev Power Buff Nov (INOV); New buy: Ss Spdr S&p Regional Bank (KRE).

Position changes disclosed by Berkshire Money Management, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PNOVInnovator U.s. Equity Power+2.5%+4944.04%Add
2RSPInvesco S&p 500 Equal Weight+0.6%+2.45%Add
3IWMIshares Russell 2000 ETF+0.5%+294.19%Add
4SPYSs Spdr S&p 500 ETF Trust-us+0.4%-0.37%Trim
5BSVVanguard Short-term Bond ETF+0.3%+3.62%Add
6DIASs Spdr Dow Jones Indus Avg+0.3%-0.69%Trim
7JNKSs Spdr Bb High Yield Bond+0.2%+10.63%Add
8VIGVanguard Dividend Apprec ETF+0.2%-1.23%Trim
9XOMExxon Mobil CORP+0.1%+10.36%Add
10SJNKSs Spdr Bb St Hi Yield ETF+0.1%-4.24%Trim
11THNQRobo Global Artificial Intel+0.1%+3.88%Add
12MOATVaneck Morningstar Wide Moat0%+1.20%Add
13IGPTInvesco Ai And Next Gen Soft—-4.51%Trim
14VUGVanguard Growth ETF-0.4%-11.60%Trim
15QQQInvesco Qqq Trust Series 1-2%-26.68%Trim
16PJUNInnovator U.s. Equity Power-2.1%-82.71%Trim
17XLUSt Sr Utl Sl Se Spdr Etf-usd-2.3%-97.23%Trim
18IWFIshares Russell 1000 Growth-2.6%-48.55%Trim
19KAUGInv US Sml Cap Pb ETF - Aug-5%-80.56%Trim
20KNOVInn US Sml Cp Pow B ETF - No—NEWNew buy
21VEAVanguard Ftse Developed ETF—NEWNew buy
22IDVIshares International Select—NEWNew buy
23INOVInno Int Dev Power Buff Nov—NEWNew buy
24KRESs Spdr S&p Regional Bank—NEWNew buy
25VOOVanguard S&p 500 ETF—EXITSold out
26MTUMIshares Msci USA Momentum Fa—EXITSold out
27MSFTMicrosoft CORP—EXITSold out
28OEFIshares S&p 100 ETF—EXITSold out
29AVGOBroadcom INC—EXITSold out
30VOTVanguard Mid-cap Growth ETF—EXITSold out
31GOOGLAlphabet Inc-cl A—EXITSold out
32VONEVanguard Russell 1000—EXITSold out
33VVVanguard Large-cap ETF—EXITSold out
34MDYState Street Spdr S&p Midcap—EXITSold out
35SMHVaneck Semiconductor ETF—EXITSold out
36RTXRtx CORP—EXITSold out
37IVVIshares Core S&p 500 ETF—EXITSold out
38METAMeta Platforms Inc-class A—EXITSold out
39XLVSs Health Care Select Sector—EXITSold out
40BRK-BBerkshire Hathaway Inc-cl B—EXITSold out
41VVisa Inc-class A Shares—EXITSold out
42MGKVanguard Mega Cap Growth ETF—EXITSold out
43COSTCostco Wholesale CORP—EXITSold out
44FDNFirst Trust Dj Internet Ind—EXITSold out
45GOOGAlphabet Inc-cl C—EXITSold out
46JPMJpmorgan Chase & Co—EXITSold out
47TFCTruist Financial CORP—EXITSold out
48PRKPark National CORP—EXITSold out
49TSLATesla INC—EXITSold out
50PHParker Hannifin CORP—EXITSold out

FAQ

What is Berkshire Money Management, Inc. and what type of investor is it?
Berkshire Money Management, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $976.4M, spread across 52 disclosed positions.
What are Berkshire Money Management, Inc.'s largest equity positions?
Based on the latest 13F filing, Berkshire Money Management, Inc.'s top holdings by market value are: 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — $220.8M (22.6%) 2. Ss Spdr Dow Jones Indus Avg (DIA) — $95.0M (9.7%) 3. Inn US Sml Cp Pow B ETF - No (KNOV) — $63.8M (6.5%) 4. Vanguard Dividend Apprec ETF (VIG) — $60.1M (6.2%) 5. Invesco S&p 500 Equal Weight (RSP) — $58.8M (6.0%)
What changes did Berkshire Money Management, Inc. make in its most recent portfolio filing?
In the latest reported quarter, Berkshire Money Management, Inc. made 50 notable position adjustments: 5 new positions were initiated, 8 existing holdings were added to, 11 positions were partially reduced, and 26 were completely exited. The largest of these moves: New buy: Inn US Sml Cp Pow B ETF - No (KNOV); New buy: Vanguard Ftse Developed ETF (VEA); New buy: Ishares International Select (IDV); New buy: Inno Int Dev Power Buff Nov (INOV); New buy: Ss Spdr S&p Regional Bank (KRE)
What sectors does Berkshire Money Management, Inc. focus on?
Berkshire Money Management, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 70.3% • Consumer Discretionary: 16.1% • Energy: 13.6%