Berkshire Money Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 27, 2026, for the 2025 Q4 period, Berkshire Money Management, Inc. held in its portfolio 122 assets valued at $1,048,215,970 (i.e. $1.05B).
The most valuable assets in the portfolio included: SPDR S&P 500 ETF TR ($232.37M), SPDR DOW JONES INDL AVERAGE ($99.27M), and SPDR SERIES TRUST ($83.29M).
The chart below shows the top 10 valuable assets, and the table below shows the top 122 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Berkshire Money Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 340752 | 232365490 | TR UNIT |
| SPDR DOW JONES INDL AVERAGE | 206574 | 99273231 | UT SER 1 |
| SPDR SERIES TRUST | 2167046 | 83286835 | STATE STREET SPD |
| INVESCO QQQ TR | 131616 | 80853114 | UNIT SER 1 |
| INNOVATOR ETFS TRUST | 2535195 | 67220260 | US SMALL CAP PWR |
| VANGUARD SPECIALIZED FUNDS | 283087 | 62216799 | DIV APP ETF |
| INVESCO EXCHANGE TRADED FD T | 299108 | 57297129 | S&P500 EQL WGT |
| ISHARES TR | 114706 | 54290466 | RUS 1000 GRW ETF |
| ISHARES TR | 152364 | 32311801 | S&P 500 VAL ETF |
| VANGUARD BD INDEX FDS | 406845 | 32063440 | SHORT TRM BOND |
| INNOVATOR ETFS TRUST | 708426 | 29925062 | US EQTY PWR BUF |
| VANGUARD INDEX FDS | 54479 | 26578125 | GROWTH ETF |
| SELECT SECTOR SPDR TR | 576065 | 24592215 | STATE STREET UTI |
| VANECK ETF TRUST | 212614 | 22018344 | MRNGSTR WDE MOAT |
| EXCHANGE TRADED CONCEPTS TRU | 241058 | 15304773 | ROBO GLB ARTIF |
| INVESCO EXCHANGE TRADED FD T | 245620 | 14607022 | AI AND NEXT GEN |
| APPLE INC | 26950 | 7326700 | COM |
| TIDAL TRUST I | 287529 | 7119219 | FUNDSTRAT GRANNY |
| INNOVATOR ETFS TRUST | 141361 | 6879334 | US EQTY BUFR FEB |
| INNOVATOR ETFS TRUST | 149379 | 6187279 | US SML CP PWR B |
| DIREXION SHS ETF TR | 55368 | 5664686 | NAS100 EQL WGT |
| INNOVATOR ETFS TRUST | 100464 | 3529301 | US SML CP PWR ET |
| VANGUARD INDEX FDS | 5556 | 3484530 | S&P 500 ETF SHS |
| ISHARES TR | 13878 | 3473684 | MSCI USA MMENTM |
| INNOVATOR ETFS TRUST | 79793 | 3451846 | US EQT ULTRA BF |
| MICROSOFT CORP | 6498 | 3142334 | COM |
| NVIDIA CORPORATION | 16551 | 3086699 | COM |
| INNOVATOR ETFS TRUST | 55587 | 2747366 | US EQTY BUF OCT |
| AMAZON COM INC | 11036 | 2547398 | COM |
| ISHARES TR | 6500 | 2229305 | S&P 100 ETF |
| BROADCOM INC | 5584 | 1932506 | COM |
| INNOVATOR ETFS TRUST | 35230 | 1788377 | US EQTY BUFR JUL |
| ISHARES TR | 7068 | 1739977 | RUSSELL 2000 ETF |
| VANGUARD INDEX FDS | 6200 | 1730668 | MCAP GR IDXVIP |
| ALPHABET INC | 5264 | 1647571 | CAP STK CL A |
| VANGUARD SCOTTSDALE FDS | 5295 | 1636367 | VNG RUS1000IDX |
| VANGUARD SCOTTSDALE FDS | 18513 | 1476042 | SHRT TRM CORP BD |
| VANGUARD INDEX FDS | 4420 | 1391416 | LARGE CAP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 2163 | 1305024 | UTSER1 S&PDCRP |
| INNOVATOR ETFS TRUST | 23219 | 1278288 | US EQTY BUFR JAN |
| EXXON MOBIL CORP | 10362 | 1246995 | COM |
| VANECK ETF TRUST | 3347 | 1205356 | SEMICONDUCTR ETF |
| ISHARES TR | 11230 | 1186899 | EXPANDED TECH |
| RTX CORPORATION | 6428 | 1178896 | COM |
| ISHARES TR | 1569 | 1074415 | CORE S&P500 ETF |
| ISHARES TR | 10542 | 1058206 | 0-3 MNTH TREASRY |
| META PLATFORMS INC | 1595 | 1053165 | CL A |
| INNOVATOR ETFS TRUST | 21374 | 1025525 | US EQT BUFR APR |
| INNOVATOR ETFS TRUST | 21410 | 951964 | US EQTY BUF NOV |
| ISHARES TR | 10062 | 947438 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 5394 | 835053 | STATE STREET HEA |
| BERKSHIRE HATHAWAY INC DEL | 1612 | 810272 | CL B NEW |
| VISA INC | 1989 | 697563 | COM CL A |
| VANGUARD WORLD FD | 1679 | 693041 | MEGA GRWTH IND |
| INNOVATOR ETFS TRUST | 12055 | 662061 | GRWT100 PWR BF |
| INNOVATOR ETFS TRUST | 12687 | 624835 | US EQTY BUF SEP |
| COSTCO WHSL CORP NEW | 702 | 605450 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2188 | 588966 | DJ INTERNT IDX |
| INVESCO EXCH TRD SLF IDX FD | 28942 | 566540 | BULSHS 2026 CB |
| ALPHABET INC | 1765 | 553916 | CAP STK CL C |
| INNOVATOR ETFS TRUST | 10801 | 540477 | US EQUT BUFR AUG |
| JPMORGAN CHASE & CO. | 1616 | 520594 | COM |
| TRUIST FINL CORP | 10192 | 501549 | COM |
| PARK NATL CORP | 3228 | 491238 | COM |
| TESLA INC | 1085 | 487947 | COM |
| PARKER-HANNIFIN CORP | 552 | 485186 | COM |
| INVESCO EXCH TRADED FD TR II | 6578 | 469801 | S&P500 LOW VOL |
| SPDR GOLD TR | 1166 | 462098 | GOLD SHS |
| HOME DEPOT INC | 1307 | 449767 | COM |
| SELECT SECTOR SPDR TR | 2864 | 444212 | STATE STREET IND |
| ADVANCED MICRO DEVICES INC | 2056 | 440313 | COM |
| VANGUARD ADMIRAL FDS INC | 2142 | 438789 | 500 VAL IDX FD |
| BOEING CO | 1936 | 420345 | COM |
| MASTERCARD INCORPORATED | 729 | 416172 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 20159 | 415276 | INVSCO BLSH 28 |
| COCA COLA CO | 5858 | 409533 | COM |
| MICRON TECHNOLOGY INC | 1340 | 382450 | COM |
| ELI LILLY & CO | 346 | 371398 | COM |
| ISHARES TR | 2500 | 370425 | US INDUSTRIALS |
| WAYFAIR INC | 3483 | 349729 | CL A |
| PROCTER AND GAMBLE CO | 2431 | 348387 | COM |
| JOHNSON & JOHNSON | 1640 | 339398 | COM |
| EMERSON ELEC CO | 2528 | 335517 | COM |
| GENERAL DYNAMICS CORP | 989 | 332957 | COM |
| ISHARES TR | 2973 | 327599 | IBOXX INV CP ETF |
| CSX CORP | 8869 | 321510 | COM |
| HILTON WORLDWIDE HLDGS INC | 1114 | 319997 | COM |
| WISDOMTREE TR | 3500 | 308280 | US LARGECAP DIVD |
| ANALOG DEVICES INC | 1119 | 303473 | COM |
| INNOVATOR ETFS TRUST | 6329 | 295818 | US EQTY BUFR JUN |
| VANGUARD WORLD FD | 1175 | 295125 | MEGA CAP INDEX |
| PRINCIPAL FINANCIAL GROUP IN | 3222 | 284213 | COM |
| CISCO SYS INC | 3536 | 272379 | COM |
| INNOVATOR ETFS TRUST | 6072 | 272120 | US EQTY BUFR MAY |
| ABBOTT LABS | 2165 | 271253 | COM |
| WALMART INC | 2323 | 258830 | COM |
| CARRIER GLOBAL CORPORATION | 4862 | 256909 | COM |
| INVESCO EXCH TRD SLF IDX FD | 13004 | 256699 | BULSHS 2027 CB |
| BANK AMERICA CORP | 4637 | 255035 | COM |
| QUALCOMM INC | 1485 | 253944 | COM |
| VERA THERAPEUTICS INC | 5000 | 253200 | CL A |
| AUTOMATIC DATA PROCESSING IN | 982 | 252600 | COM |
| CATERPILLAR INC | 434 | 248626 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 811 | 246455 | SPONSORED ADS |
| TJX COS INC NEW | 1604 | 246391 | COM |
| NETFLIX INC | 2591 | 242915 | COM |
| ISHARES TR | 1875 | 231113 | S&P 500 GRWT ETF |
| INNOVATOR ETFS TRUST | 5173 | 223733 | US EQTY PWR BF |
| CONSTELLATION ENERGY CORP | 620 | 219028 | COM |
| ISHARES TR | 1963 | 215754 | TIPS BD ETF |
| UNITEDHEALTH GROUP INC | 651 | 214902 | COM |
| SELECT SECTOR SPDR TR | 3882 | 212644 | STATE STREET FIN |
| HONEYWELL INTL INC | 1084 | 211478 | COM |
| SALESFORCE INC | 791 | 209544 | COM |
| AT&T INC | 8396 | 208557 | COM |
| INVESCO EXCH TRADED FD TR II | 821 | 207648 | NASDAQ 100 ETF |
| PEPSICO INC | 1442 | 206956 | COM |
| VANGUARD INDEX FDS | 801 | 206618 | SMALL CP ETF |
| ISHARES TR | 2146 | 206081 | MSCI EAFE ETF |
| VANGUARD BD INDEX FDS | 2751 | 203767 | TOTAL BND MRKT |
| SELECT SECTOR SPDR TR | 4537 | 202871 | STATE STREET ENE |
| NEXTERA ENERGY INC | 2513 | 201768 | COM |
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