Berkshire Money Management, Inc.
Holdings as of 2026-06-30, filed 2026-07-23
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 23 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
56
Value reported by manager
$1.1B
Sum of our stored positions
$1.1B
should match the line above
Disclosure lag
23 d
quarter end to filing
Top 5 concentration
52.5%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
56 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $251.1M | 336,187 | — | 78462F103 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $106.7M | 204,256 | — | 78467X109 |
| INVESCO QQQ TR | UNIT SER 1 | $76M | 103,208 | — | 46090E103 |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $74.8M | 2,357,804 | — | 45784N866 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $66.2M | 311,345 | — | 46137V357 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $66M | 278,890 | — | 921908844 |
| SPDR SERIES TRUST | ST TERM HIGH ETF | $42.1M | 1,681,386 | — | 78468R408 |
| ISHARES TR | S&P 500 VAL ETF | $34.4M | 151,371 | — | 464287408 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $34.3M | 481,545 | — | 921943858 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $33M | 423,447 | — | 921937827 |
| ISHARES TR | RUS 1000 GRW ETF | $29.4M | 237,171 | — | 464287614 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $27M | 608,729 | — | 45782C573 |
| VANGUARD INDEX FDS | GROWTH ETF | $24.8M | 288,061 | — | 922908736 |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | $23.4M | 224,341 | — | 46137V639 |
| SPDR SERIES TRUST | ST STR BLO 1 ETF | $23.2M | 252,727 | — | 78468R663 |
| ISHARES TR | INTL SEL DIV ETF | $22.8M | 551,300 | — | 464288448 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $22.2M | 213,872 | — | 92189F643 |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | $22.2M | 243,260 | — | 301505731 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | $16.9M | 174,941 | — | 78468R622 |
| INNOVATOR ETFS TRUST | INTL DEV PWR BUF | $9.7M | 263,759 | — | 45783Y459 |
| ISHARES TR | RUSSELL 2000 ETF | $9.3M | 31,009 | — | 464287655 |
| TIDAL TRUST I | FUND GRAN US ETF | $8.1M | 294,243 | — | 886364231 |
| APPLE INC | COM | $7.9M | 27,427 | — | 037833100 |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $7.7M | 269,755 | — | 45783Y137 |
| INNOVATOR ETFS TRUST | US SML CP PWR B | $6.8M | 148,779 | — | 45782C474 |
| DIREXION SHARES ETF TRUST | NASDAQ 100 EQ WT | $6.4M | 52,469 | — | 25459Y207 |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $5M | 95,648 | — | 45782C433 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $3.6M | 79,793 | — | 45782C300 |
| NVIDIA CORPORATION | COM | $3.4M | 17,092 | — | 67066G104 |
| INNOVATOR ETFS TRUST | US EQTY BUF OCT | $2.9M | 55,587 | — | 45782C771 |
| AMAZON COM INC | COM | $2.9M | 12,057 | — | 023135106 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.5M | 58,061 | — | 45782C748 |
| INNOVATOR ETFS TRUST | US SML CP PWR ET | $2.2M | 55,618 | — | 45782C342 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.2M | 44,137 | — | 45782C813 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $1.8M | 34,038 | — | 45782C789 |
| EXXON MOBIL CORP | COM | $1.5M | 11,212 | — | 30231G102 |
| STMICROELECTRONICS N V | NY REGISTRY | $1.5M | 19,780 | — | 861012102 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | $1.4M | 17,560 | — | 92206C409 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $1.4M | 23,219 | — | 45782C409 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $1.1M | 21,374 | — | 45782C888 |
| INNOVATOR ETFS TRUST | US SMALL CAP PWR | $1.1M | 37,421 | — | 45784N833 |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $1M | 21,410 | — | 45782C581 |
| ISHARES TR | EXPANDED TECH | $1M | 11,230 | — | 464287515 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BF | $711.5K | 12,055 | — | 45782C466 |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | $669K | 12,687 | — | 45782C664 |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $579.1K | 10,801 | — | 45782C698 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $528.8K | 11,663 | — | 81369Y886 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $516.5K | 26,453 | — | 46138J791 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | $410.5K | 20,159 | — | 46138J643 |
| ISHARES TR | IBONDS DEC 2032 | $309.5K | 12,288 | — | 46436E312 |
| ISHARES TR | IBONDS DEC 2031 | $296.4K | 14,224 | — | 46436E486 |
| ISHARES TR | IBONDS 27 ETF | $295.8K | 12,213 | — | 46435UAA9 |
| ISHARES TR | IBONDS DEC 29 | $295.4K | 12,756 | — | 46436E205 |
| ISHARES TR | IBDS DEC28 ETF | $295.1K | 11,687 | — | 46435U515 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | $255.1K | 13,004 | — | 46138J783 |
| ISHARES TR | IBONDS DEC 2030 | $251.1K | 11,520 | — | 46436E726 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-23