Berkshire Money Management, Inc.
Q2 2026 13F filing
Updated 50 days ago56 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPY STATE STR SPDR S&P 500 ETF T | $251.1M | 336.2K | 22.94% | Trimmed(-1.0%) |
| 2 | D DIA STATE STR SPDR DOW JONES IND | $106.7M | 204.3K | 9.75% | Trimmed(-0.4%) |
| 3 | Q QQQ INVESCO QQQ TR | $76M | 103.2K | 6.94% | Added(+7.0%) |
| 4 | ? N/A INNOVATOR ETFS TRUST | $74.8M | 2.36M | 6.83% | Added(+5.9%) |
| 5 | I IVZ INVESCO EXCHANGE TRADED FD T | $66.2M | 311.3K | 6.05% | Added(+1.6%) |
| 6 | B BX VANGUARD SPECIALIZED FUNDS | $66M | 278.9K | 6.03% | Trimmed(-0.3%) |
| 7 | S STT-PG SPDR SERIES TRUST | $42.1M | 1.68M | 3.85% | Added(0.0%) |
| 8 | E ETHA ISHARES TR | $34.4M | 151.4K | 3.14% | Added(+0.3%) |
| 9 | V VGES VANGUARD TAX-MANAGED FDS | $34.3M | 481.5K | 3.13% | Added(+5.7%) |
| 10 | V VGES VANGUARD BD INDEX FDS | $33M | 423.4K | 3.01% | Added(+0.5%) |
| 11 | E ETHA ISHARES TR | $29.4M | 237.2K | 2.69% | Added(+301.9%) |
| 12 | ? N/A INNOVATOR ETFS TRUST | $27M | 608.7K | 2.47% | Added(+1.7%) |
| 13 | V VGES VANGUARD INDEX FDS | $24.8M | 288.1K | 2.27% | Added(+498.2%) |
| 14 | ? N/A INVESCO EXCHANGE TRADED FD T | $23.4M | 224.3K | 2.13% | Trimmed(-4.3%) |
| 15 | S STT-PG SPDR SERIES TRUST | $23.2M | 252.7K | 2.12% | Trimmed(-0.4%) |
| 16 | E ETHA ISHARES TR | $22.8M | 551.3K | 2.09% | Added(+4.5%) |
| 17 | ? N/A VANECK ETF TRUST | $22.2M | 213.9K | 2.03% | Trimmed(-0.6%) |
| 18 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $22.2M | 243.3K | 2.03% | Trimmed(-2.9%) |
| 19 | ? N/A SPDR SERIES TRUST | $16.9M | 174.9K | 1.54% | Added(+1.3%) |
| 20 | ? N/A INNOVATOR ETFS TRUST | $9.7M | 263.8K | 0.89% | Added(+2.7%) |
| 21 | E ETHA ISHARES TR | $9.3M | 31.0K | 0.85% | Added(+11.3%) |
| 22 | ? N/A TIDAL TRUST I | $8.1M | 294.2K | 0.74% | Trimmed(-3.4%) |
| 23 | A AAPL APPLE INC | $7.9M | 27.4K | 0.73% | Added(+0.9%) |
| 24 | ? N/A INNOVATOR ETFS TRUST | $7.7M | 269.8K | 0.71% | Trimmed(-44.4%) |
| 25 | ? N/A INNOVATOR ETFS TRUST | $6.8M | 148.8K | 0.62% | Trimmed(-0.4%) |
| 26 | ? N/A DIREXION SHARES ETF TRUST | $6.4M | 52.5K | 0.58% | Trimmed(-0.3%) |
| 27 | ? N/A INNOVATOR ETFS TRUST | $5M | 95.6K | 0.46% | Trimmed(-32.3%) |
| 28 | ? N/A INNOVATOR ETFS TRUST | $3.6M | 79.8K | 0.33% | Unchanged |
| 29 | N NVDA NVIDIA CORPORATION | $3.4M | 17.1K | 0.31% | Trimmed(-5.6%) |
| 30 | ? N/A INNOVATOR ETFS TRUST | $2.9M | 55.6K | 0.27% | Unchanged |
| 31 | A AMZN AMAZON COM INC | $2.9M | 12.1K | 0.26% | Added(+8.9%) |
| 32 | ? N/A INNOVATOR ETFS TRUST | $2.5M | 58.1K | 0.23% | Trimmed(-47.3%) |
| 33 | ? N/A INNOVATOR ETFS TRUST | $2.2M | 55.6K | 0.20% | Trimmed(-38.3%) |
| 34 | ? N/A INNOVATOR ETFS TRUST | $2.2M | 44.1K | 0.20% | Unchanged |
| 35 | ? N/A INNOVATOR ETFS TRUST | $1.8M | 34.0K | 0.17% | Trimmed(-2.4%) |
| 36 | X XOM EXXON MOBIL CORP | $1.5M | 11.2K | 0.14% | Trimmed(-2.0%) |
| 37 | S STMEF STMICROELECTRONICS N V | $1.5M | 19.8K | 0.14% | — |
| 38 | ? N/A VANGUARD SCOTTSDALE FDS | $1.4M | 17.6K | 0.13% | Trimmed(-0.3%) |
| 39 | ? N/A INNOVATOR ETFS TRUST | $1.4M | 23.2K | 0.12% | Unchanged |
| 40 | ? N/A INNOVATOR ETFS TRUST | $1.1M | 21.4K | 0.10% | Unchanged |
| 41 | ? N/A INNOVATOR ETFS TRUST | $1.1M | 37.4K | 0.10% | Trimmed(-0.3%) |
| 42 | ? N/A INNOVATOR ETFS TRUST | $1M | 21.4K | 0.09% | Unchanged |
| 43 | ? N/A ISHARES TR | $1M | 11.2K | 0.09% | Unchanged |
| 44 | ? N/A INNOVATOR ETFS TRUST | $711K | 12.1K | 0.07% | Unchanged |
| 45 | ? N/A INNOVATOR ETFS TRUST | $669K | 12.7K | 0.06% | Unchanged |
| 46 | ? N/A INNOVATOR ETFS TRUST | $579K | 10.8K | 0.05% | Unchanged |
| 47 | S STT-PG SELECT SECTOR SPDR TR | $529K | 11.7K | 0.05% | Trimmed(-27.0%) |
| 48 | ? N/A INVESCO EXCH TRD SLF IDX FD | $516K | 26.5K | 0.05% | Trimmed(-8.6%) |
| 49 | ? N/A INVESCO EXCH TRD SLF IDX FD | $411K | 20.2K | 0.04% | Unchanged |
| 50 | ? N/A ISHARES TR | $310K | 12.3K | 0.03% | — |