Berkshire Money Management, Inc.
13F Reported Value
ⓘ$976.4M
Holdings
52
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Berkshire Money Management, Inc. disclosed 52 positions worth $976.4M in its Form 13F-HR for Q1 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 22.6% of the equity portfolio. During the quarter the fund opened 1 new position and exited 54 and a full exit from $MSFT. The portfolio is most concentrated in Other (87.3% of disclosed assets). All figures are sourced directly from Berkshire Money Management, Inc.’s Form 13F-HR filing with the SEC under CIK 1535172.
AI Fund Analysis
Diversifying
$SPY
$IVZ
$QQQ
$AAPL
$AMZN
$NVDA$IVZSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$220.8M339,480 sh STATE STR SPDR DOW JONES IND
—Quality
$95.0M205,145 shINNOVATOR ETFS TRUST
—Quality
$63.8M2,226,072 shVANGUARD SPECIALIZED FUNDS
—Quality
$60.1M279,611 sh- —
Quality
$58.8M306,432 sh - —
Quality
$55.7M96,501 sh SPDR SERIES TRUST
—Quality
$42.0M1,681,308 sh- 80.9
Quality
$33.1M421,566 sh ISHARES TR
—Quality
$31.9M150,908 shVANGUARD TAX-MANAGED FDS
—Quality
$29.2M455,647 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $220.8M | 339,480 |
| STATE STR SPDR DOW JONES IND | — | $95.0M | 205,145 |
| INNOVATOR ETFS TRUST | — | $63.8M | 2,226,072 |
| VANGUARD SPECIALIZED FUNDS | — | $60.1M | 279,611 |
| Invesco Ltd.$IVZ | — | $58.8M | 306,432 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $55.7M | 96,501 |
| SPDR SERIES TRUST | — | $42.0M | 1,681,308 |
 Meta Platforms, Inc.$META | 80.9 | $33.1M | 421,566 |
| ISHARES TR | — | $31.9M | 150,908 |
| VANGUARD TAX-MANAGED FDS | — | $29.2M | 455,647 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Berkshire Money Management, Inc.'s 52 positions.
Showing top 10 of 52 holdings.
Sector Allocation
Other
$852.0M
Financials
$73.7M
Technology
$43.1M
Consumer Discretionary
$5.7M
Energy
$1.9M
Full Holdings — Berkshire Money Management, Inc. (Q1 2026)
All 52 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $220.8M | 22.6% | -0% | — |
| 2 | — | STATE STR SPDR DOW JONES IND | $95.0M | 9.7% | -1% | — |
| 3 | — | INNOVATOR ETFS TRUST | $63.8M | 6.5% | NEW | — |
| 4 | — | VANGUARD SPECIALIZED FUNDS | $60.1M | 6.2% | -1% | — |
| 5 | $IVZ | Invesco Ltd. | $58.8M | 6.0% | +2% | — |
| 6 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $55.7M | 5.7% | -27% | — |
| 7 | — | SPDR SERIES TRUST | $42.0M | 4.3% | -4% | — |
| 8 | $META | Meta Platforms, Inc. | $33.1M | 3.4% | +4% | 80.9 |
| 9 | — | ISHARES TR | $31.9M | 3.3% | -1% | — |
| 10 | — | VANGUARD TAX-MANAGED FDS | $29.2M | 3.0% | NEW | — |
| 11 | — | ISHARES TR | $25.2M | 2.6% | -49% | — |
| 12 | — | INNOVATOR ETFS TRUST | $24.5M | 2.5% | +4944% | — |
| 13 | — | SPDR SERIES TRUST | $23.2M | 2.4% | +1% | — |
| 14 | — | ISHARES TR | $22.4M | 2.3% | NEW | — |
| 15 | — | VANGUARD INDEX FDS | $21.0M | 2.1% | -12% | — |
| 16 | — | VANECK ETF TRUST | $20.8M | 2.1% | +1% | — |
| 17 | — | SPDR SERIES TRUST | $16.5M | 1.7% | +11% | — |
| 18 | — | EXCHANGE TRADED CONCEPTS TRU | $14.8M | 1.5% | +4% | — |
| 19 | $IVZ | Invesco Ltd. | $13.6M | 1.4% | -5% | — |
| 20 | — | INNOVATOR ETFS TRUST | $13.0M | 1.3% | -81% | — |
| 21 | — | INNOVATOR ETFS TRUST | $8.9M | 0.9% | +4865% | — |
| 22 | — | TIDAL TRUST I | $7.3M | 0.7% | +6% | — |
| 23 | — | ISHARES TR | $6.9M | 0.7% | +294% | — |
| 24 | $AAPL | Apple Inc. | $6.9M | 0.7% | +1% | 76.1 |
| 25 | — | INNOVATOR ETFS TRUST | $6.7M | 0.7% | -0% | — |
| 26 | — | INNOVATOR ETFS TRUST | $6.2M | 0.6% | +0% | — |
| 27 | — | SPDR SERIES TRUST | $5.5M | 0.6% | +2780% | — |
| 28 | — | DIREXION SHARES ETF TRUST | $5.2M | 0.5% | -5% | — |
| 29 | — | INNOVATOR ETFS TRUST | $4.6M | 0.5% | -83% | — |
| 30 |  $HD | HOME DEPOT, INC. | $3.4M | 0.3% | +0% | 69.2 |
| 31 | — | INNOVATOR ETFS TRUST | $3.3M | 0.3% | -10% | — |
| 32 | $NVDA | NVIDIA CORP | $3.2M | 0.3% | +9% | 90.2 |
| 33 | — | INNOVATOR ETFS TRUST | $2.7M | 0.3% | +0% | — |
| 34 | $AMZN | AMAZON COM INC | $2.3M | 0.2% | +0% | 74.6 |
| 35 | — | INNOVATOR ETFS TRUST | $2.0M | 0.2% | +0% | — |
| 36 |  $XOM | EXXON MOBIL CORP | $1.9M | 0.2% | +10% | 61.8 |
| 37 | — | INNOVATOR ETFS TRUST | $1.7M | 0.2% | -1% | — |
| 38 | — | VANGUARD SCOTTSDALE FDS | $1.4M | 0.1% | -5% | — |
| 39 | — | INNOVATOR ETFS TRUST | $1.2M | 0.1% | +0% | — |
| 40 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 41 | — | INNOVATOR ETFS TRUST | $1.0M | 0.1% | +0% | — |
| 42 | — | INNOVATOR ETFS TRUST | $964,476 | 0.1% | -4% | — |
| 43 | — | ISHARES TR | $950,678 | 0.1% | +2% | — |
| 44 | — | INNOVATOR ETFS TRUST | $921,123 | 0.1% | +0% | — |
| 45 | — | ISHARES TR | $898,962 | 0.1% | +0% | — |
| 46 | — | SELECT SECTOR SPDR TR | $733,506 | 0.1% | -97% | — |
| 47 | — | INNOVATOR ETFS TRUST | $643,376 | 0.1% | +0% | — |
| 48 | — | INNOVATOR ETFS TRUST | $610,036 | 0.1% | +0% | — |
| 49 | $IVZ | Invesco Ltd. | $565,238 | 0.1% | +0% | — |
| 50 | — | INNOVATOR ETFS TRUST | $527,606 | 0.1% | +0% | — |
| 51 | $IVZ | Invesco Ltd. | $411,708 | 0.0% | +0% | — |
| 52 | $IVZ | Invesco Ltd. | $255,204 | 0.0% | +0% | — |
New Positions (1)
Exited Positions (54)
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AI-Powered Hedge Fund Analysis: Berkshire Money Management, Inc.
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