Holders — by stockHoldings — by fund
Berkshire Money Management, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001535172
$1.09B
disclosed book value
56
positions
22.9%
largest position share
Positions, as of 2026-06-30
top 56 of 56 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYSTATE STR SPDR S&P 500 ETF T | 336,187 | $251.1M | 22.9% |
| 2 | DIASTATE STR SPDR DOW JONES IND | 204,256 | $106.7M | 9.7% |
| 3 | QQQINVESCO QQQ TR | 103,208 | $76.0M | 6.9% |
| 4 | KNOVINNOVATOR ETFS TRUST | 2.4M | $74.8M | 6.8% |
| 5 | RSPINVESCO EXCHANGE TRADED FD T | 311,345 | $66.2M | 6.1% |
| 6 | VIGVANGUARD SPECIALIZED FUNDS | 278,890 | $66.0M | 6% |
| 7 | SJNKSPDR SERIES TRUST | 1.7M | $42.1M | 3.8% |
| 8 | IVEISHARES TR | 151,371 | $34.4M | 3.1% |
| 9 | VEAVANGUARD TAX-MANAGED FDS | 481,545 | $34.3M | 3.1% |
| 10 | BSVVANGUARD BD INDEX FDS | 423,447 | $33.0M | 3% |
| 11 | IWFISHARES TR | 237,171 | $29.4M | 2.7% |
| 12 | PNOVINNOVATOR ETFS TRUST | 608,729 | $27.0M | 2.5% |
| 13 | VUGVANGUARD INDEX FDS | 288,061 | $24.8M | 2.3% |
| 14 | IGPTINVESCO EXCHANGE TRADED FD T | 224,341 | $23.4M | 2.1% |
| 15 | BILSPDR SERIES TRUST | 252,727 | $23.2M | 2.1% |
| 16 | IDVISHARES TR | 551,300 | $22.8M | 2.1% |
| 17 | MOATVANECK ETF TRUST | 213,872 | $22.2M | 2% |
| 18 | THNQEXCHANGE TRADED CONCEPTS TRU | 243,260 | $22.2M | 2% |
| 19 | JNKSPDR SERIES TRUST | 174,941 | $16.9M | 1.5% |
| 20 | INOVINNOVATOR ETFS TRUST | 263,759 | $9.7M | 0.9% |
| 21 | IWMISHARES TR | 31,009 | $9.3M | 0.9% |
| 22 | GRNYTIDAL TRUST I | 294,243 | $8.1M | 0.7% |
| 23 | AAPLAPPLE INC | 27,427 | $7.9M | 0.7% |
| 24 | KAUGINNOVATOR ETFS TRUST | 269,755 | $7.7M | 0.7% |
| 25 | KJANINNOVATOR ETFS TRUST | 148,779 | $6.8M | 0.6% |
| 26 | QQQEDIREXION SHARES ETF TRUST | 52,469 | $6.4M | 0.6% |
| 27 | BFEBINNOVATOR ETFS TRUST | 95,648 | $5.0M | 0.5% |
| 28 | UJANINNOVATOR ETFS TRUST | 79,793 | $3.6M | 0.3% |
| 29 | NVDANVIDIA CORPORATION | 17,092 | $3.4M | 0.3% |
| 30 | BOCTINNOVATOR ETFS TRUST | 55,587 | $2.9M | 0.3% |
| 31 | AMZNAMAZON COM INC | 12,057 | $2.9M | 0.3% |
| 32 | PJUNINNOVATOR ETFS TRUST | 58,061 | $2.5M | 0.2% |
| 33 | KAPRINNOVATOR ETFS TRUST | 55,618 | $2.2M | 0.2% |
| 34 | PJULINNOVATOR ETFS TRUST | 44,137 | $2.2M | 0.2% |
| 35 | BJULINNOVATOR ETFS TRUST | 34,038 | $1.8M | 0.2% |
| 36 | EXMOCEXXON MOBIL CORP | 11,212 | $1.5M | 0.1% |
| 37 | STMSTMICROELECTRONICS N V | 19,780 | $1.5M | 0.1% |
| 38 | VCSHVANGUARD SCOTTSDALE FDS | 17,560 | $1.4M | 0.1% |
| 39 | BJANINNOVATOR ETFS TRUST | 23,219 | $1.4M | 0.1% |
| 40 | BAPRINNOVATOR ETFS TRUST | 21,374 | $1.1M | 0.1% |
| 41 | KDECINNOVATOR ETFS TRUST | 37,421 | $1.1M | 0.1% |
| 42 | BNOVINNOVATOR ETFS TRUST | 21,410 | $1.0M | 0.1% |
| 43 | IGVISHARES TR | 11,230 | $1.0M | 0.1% |
| 44 | NJANINNOVATOR ETFS TRUST | 12,055 | $711,487 | 0.1% |
| 45 | BSEPINNOVATOR ETFS TRUST | 12,687 | $668,986 | 0.1% |
| 46 | BAUGINNOVATOR ETFS TRUST | 10,801 | $579,091 | 0.1% |
| 47 | XLUSELECT SECTOR SPDR TR | 11,663 | $528,801 | 0% |
| 48 | BSCQINVESCO EXCH TRD SLF IDX FD | 26,453 | $516,495 | 0% |
| 49 | BSCSINVESCO EXCH TRD SLF IDX FD | 20,159 | $410,539 | 0% |
| 50 | IBDXISHARES TR | 12,288 | $309,535 | 0% |
| 51 | IBDWISHARES TR | 14,224 | $296,429 | 0% |
| 52 | IBDSISHARES TR | 12,213 | $295,799 | 0% |
| 53 | IBDUISHARES TR | 12,756 | $295,429 | 0% |
| 54 | IBDTISHARES TR | 11,687 | $295,097 | 0% |
| 55 | BSCRINVESCO EXCH TRD SLF IDX FD | 13,004 | $255,074 | 0% |
| 56 | IBDVISHARES TR | 11,520 | $251,136 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.