Berkshire Money Management, Inc. Top Holdings and 13F Report (2026) About Berkshire Money Management, Inc.Investment ActivityBerkshire Money Management, Inc. has $1.09 billion in total holdings as of June 30, 2026.Berkshire Money Management, Inc. owns shares of 56 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.61% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Berkshire Money Management, Inc. has purchased 52 new stocks and bought additional shares in 16 stocks.Berkshire Money Management, Inc. sold shares of 21 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $251,054,262SPDR Dow Jones Industrial Average ETF Trust $106,701,255Invesco QQQ $76,002,694INNOVATOR ETFS TRUST $74,765,965Invesco S&P 500 Equal Weight ETF $66,244,903 Largest New Holdings this Quarter 861012102 - STMicroelectronics $1,481,325 Holding46436E312 - iShares iBonds Dec 2032 Term Corporate ETF $309,535 Holding46436E486 - iShares iBonds Dec 2031 Term Corporate ETF $296,429 Holding46435UAA9 - iShares iBonds Dec 2027 Term Corporate ETF $295,799 Holding46436E205 - iShares iBonds Dec 2029 Term Corporate ETF $295,429 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 178,152 shares (about $22.12M)Vanguard Growth ETF 239,904 shares (about $20.67M)Invesco QQQ 6,707 shares (about $4.94M)INNOVATOR ETFS TRUST 131,732 shares (about $4.18M)Vanguard FTSE Developed Markets ETF 25,898 shares (about $1.85M) Largest Sales this Quarter INNOVATOR ETFS TRUST 215,422 shares (about $6.17M)SPDR S&P 500 ETF Trust 3,293 shares (about $2.46M)Innovator U.S. Equity Buffer ETF - February 45,698 shares (about $2.41M)Innovator U.S. Equity Power Buffer ETF - June 52,136 shares (about $2.25M)Innovator U.S. Small Cap Power Buffer ETF - April 34,512 shares (about $1.37M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerkshire Money Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$251,054,262$2,459,113 â–¼-1.0%336,18722.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$106,701,255$464,405 â–¼-0.4%204,2569.7%FinanceQQQInvesco QQQ$76,002,694$4,939,056 â–²7.0%103,2086.9%FinanceINNOVATOR ETFS TRUST$74,765,965$4,177,222 â–²5.9%2,357,8046.8%US SMALL CAP PWRRSPInvesco S&P 500 Equal Weight ETF$66,244,903$1,045,339 â–²1.6%311,3456.1%ETFVIGVanguard Dividend Appreciation ETF$65,990,873$170,603 â–¼-0.3%278,8906.0%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$42,085,086$1,952 â–²0.0%1,681,3863.8%ETFIVEiShares S&P 500 Value ETF$34,370,338$105,129 â–²0.3%151,3713.1%ETFVEAVanguard FTSE Developed Markets ETF$34,310,099$1,845,233 â–²5.7%481,5453.1%ETFBSVVanguard Short-Term Bond ETF$32,990,793$146,549 â–²0.4%423,4473.0%ETFIWFiShares Russell 1000 Growth ETF$29,449,555$22,121,158 â–²301.9%237,1712.7%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$26,997,132$441,327 â–²1.7%608,7292.5%ETFVUGVanguard Growth ETF$24,813,575$20,665,331 â–²498.2%288,0612.3%ETFIGPTInvesco AI and Next Gen Software ETF$23,353,899$1,062,965 â–¼-4.4%224,3412.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$23,159,895$86,142 â–¼-0.4%252,7272.1%ETFIDViShares International Select Dividend ETF$22,840,359$988,230 â–²4.5%551,3002.1%ETFMOATVanEck Morningstar Wide Moat ETF$22,234,172$133,693 â–¼-0.6%213,8722.0%ETFTHNQROBO Global Artificial Intelligence ETF$22,187,745$651,787 â–¼-2.9%243,2602.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$16,859,040$220,687 â–²1.3%174,9411.5%FinanceINNOVATOR ETFS TRUST$9,686,655$253,883 â–²2.7%263,7590.9%INTL DEV PWR BUFIWMiShares Russell 2000 ETF$9,316,622$945,813 â–²11.3%31,0090.9%FinanceTIDAL TRUST I$8,135,819$283,191 â–¼-3.4%294,2430.7%FUND GRAN US ETFAAPLApple$7,936,313$70,604 â–²0.9%27,4270.7%Computer and TechnologyINNOVATOR ETFS TRUST$7,721,738$6,166,456 â–¼-44.4%269,7550.7%US SMALL CAP PWRKJANInnovator U.S. Small Cap Power Buffer ETF - January$6,788,786$27,378 â–¼-0.4%148,7790.6%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$6,401,726$21,352 â–¼-0.3%52,4690.6%ETFBFEBInnovator U.S. Equity Buffer ETF - February$5,035,112$2,405,639 â–¼-32.3%95,6480.5%ETFUJANInnovator U.S. Equity Ultra Buffer ETF - January$3,617,1930.0%79,7930.3%ETFNVDANVIDIA$3,419,892$203,489 â–¼-5.6%17,0920.3%Computer and TechnologyBOCTInnovator U.S. Equity Buffer ETF - October$2,947,3070.0%55,5870.3%ETFAMZNAmazon.com$2,873,736$234,771 â–²8.9%12,0570.3%Retail/WholesalePJUNInnovator U.S. Equity Power Buffer ETF - June$2,509,978$2,253,840 â–¼-47.3%58,0610.2%ETFKAPRInnovator U.S. Small Cap Power Buffer ETF - April$2,213,597$1,373,578 â–¼-38.3%55,6180.2%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$2,154,3270.0%44,1370.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$1,848,604$44,426 â–¼-2.3%34,0380.2%ETFXOMExxonMobil$1,532,968$30,627 â–¼-2.0%11,2120.1%EnergySTMSTMicroelectronics$1,481,325$1,481,325 â–²New Holding19,7800.1%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$1,387,767$4,742 â–¼-0.3%17,5600.1%ETFBJANInnovator U.S. Equity Buffer ETF - January$1,366,9030.0%23,2190.1%ETFBAPRInnovator U.S. Equity Buffer ETF - April$1,138,3800.0%21,3740.1%ETFINNOVATOR ETFS TRUST$1,062,008$3,093 â–¼-0.3%37,4210.1%US SMALL CAP PWRBNOVInnovator U.S. Equity Buffer ETF - November$1,023,6130.0%21,4100.1%ETFIGViShares Expanded Tech-Software Sector ETF$1,017,4380.0%11,2300.1%ETFNJANInnovator Growth-100 Power Buffer ETF - January$711,4870.0%12,0550.1%ETFBSEPInnovator U.S. Equity Buffer ETF - September$668,9860.0%12,6870.1%ETFBAUGInnovator U.S. Equity Buffer ETF - August$579,0910.0%10,8010.1%ETFXLUUtilities Select Sector SPDR Fund$528,801$195,914 â–¼-27.0%11,6630.0%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$516,495$48,598 â–¼-8.6%26,4530.0%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$410,5390.0%20,1590.0%ETFIBDXiShares iBonds Dec 2032 Term Corporate ETF$309,535$309,535 â–²New Holding12,2880.0%ETFIBDWiShares iBonds Dec 2031 Term Corporate ETF$296,429$296,429 â–²New Holding14,2240.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$295,799$295,799 â–²New Holding12,2130.0%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$295,429$295,429 â–²New Holding12,7560.0%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$295,097$295,097 â–²New Holding11,6870.0%ETFBSCRInvesco BulletShares 2027 Corporate Bond ETF$255,0740.0%13,0040.0%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$251,136$251,136 â–²New Holding11,5200.0%ETFKRESPDR S&P Regional Banking ETF$0$5,481,806 â–¼-100.0%00.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$0$1,061,158 â–¼-100.0%00.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$0$950,678 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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