Berkshire Money Management, Inc.
Q3 2026 13F filing
Updated 15 days ago148 disclosed positions worth $1.2B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STATE STR SPDR S&P 500 ETF T | $258.3M | 338.7K | 22.30% | Added(+0.8%) |
| 2 | D STATE STR SPDR DOW JONES IND | $104.8M | 206.0K | 9.04% | Added(+0.8%) |
| 3 | Q INVESCO QQQ TR | $76.7M | 103.7K | 6.63% | Added(+0.5%) |
| 4 | I INVESCO EXCHANGE TRADED FD T | $66.5M | 319.5K | 5.74% | Added(+2.6%) |
| 5 | B VANGUARD SPECIALIZED FUNDS | $65.4M | 280.2K | 5.65% | Added(+0.5%) |
| 6 | ? N/A INNOVATOR ETFS TRUST | $65.3M | 1.98M | 5.63% | — |
| 7 | S SPDR SERIES TRUST | $41.5M | 1.71M | 3.59% | Added(+1.9%) |
| 8 | V VANGUARD TAX-MANAGED FDS | $36.3M | 514.0K | 3.13% | Added(+6.7%) |
| 9 | E ISHARES TR | $34.8M | 152.2K | 3.00% | Added(+0.6%) |
| 10 | V VANGUARD BD INDEX FDS | $33.3M | 435.7K | 2.87% | Added(+2.9%) |
| 11 | E ISHARES TR | $29.5M | 235.3K | 2.55% | Trimmed(-0.8%) |
| 12 | I INNOVATOR ETFS TRUST | $26.4M | 531.6K | 2.28% | Added(+1104.4%) |
| 13 | V VANGUARD INDEX FDS | $25.9M | 287.5K | 2.24% | Trimmed(-0.2%) |
| 14 | E ISHARES TR | $24.1M | 570.5K | 2.08% | Added(+3.5%) |
| 15 | H VANECK ETF TRUST | $23.9M | 226.1K | 2.06% | Added(+5.7%) |
| 16 | S SPDR SERIES TRUST | $23.4M | 255.8K | 2.02% | Added(+1.2%) |
| 17 | ? N/A EXCHANGE TRADED CONCEPTS TRU | $21.9M | 225.9K | 1.89% | Trimmed(-7.2%) |
| 18 | S SPDR SERIES TRUST | $17M | 183.5K | 1.47% | Added(+4.9%) |
| 19 | ? N/A INNOVATOR ETFS TRUST | $11.1M | 353.1K | 0.96% | Trimmed(-85.0%) |
| 20 | E ISHARES TR | $10.6M | 50.7K | 0.92% | — |
| 21 | ? N/A INNOVATOR ETFS TRUST | $9.5M | 262.2K | 0.82% | — |
| 22 | A APPLE INC | $9.2M | 27.5K | 0.79% | Added(+0.3%) |
| 23 | E ISHARES TR | $8.8M | 31.8K | 0.76% | Added(+2.7%) |
| 24 | ? N/A TIDAL TRUST I | $8.3M | 299.5K | 0.72% | Added(+1.8%) |
| 25 | ? N/A INNOVATOR ETFS TRUST | $7.3M | 258.2K | 0.63% | Trimmed(-4.3%) |
| 26 | ? N/A INNOVATOR ETFS TRUST | $6.8M | 148.8K | 0.59% | Unchanged |
| 27 | D DIREXION SHARES ETF TRUST | $6.2M | 51.5K | 0.53% | Trimmed(-1.8%) |
| 28 | ? N/A INNOVATOR ETFS TRUST | $5.2M | 95.5K | 0.45% | Trimmed(-0.1%) |
| 29 | N NVIDIA CORPORATION | $3.9M | 17.1K | 0.34% | Added(+0.1%) |
| 30 | M MICROSOFT CORP | $3.7M | 7.2K | 0.32% | — |
| 31 | ? N/A INNOVATOR ETFS TRUST | $3.7M | 80.6K | 0.32% | Trimmed(-86.8%) |
| 32 | V VANGUARD INDEX FDS | $3.5M | 5.0K | 0.30% | — |
| 33 | I INVESCO EXCHANGE TRADED FD T | $3.4M | 33.4K | 0.29% | Trimmed(-85.1%) |
| 34 | ? N/A INNOVATOR ETFS TRUST | $3.1M | 55.6K | 0.26% | Unchanged |
| 35 | A AMAZON COM INC | $3M | 12.1K | 0.26% | Added(+0.6%) |
| 36 | ? N/A INNOVATOR ETFS TRUST | $2.6M | 61.8K | 0.22% | — |
| 37 | ? N/A INNOVATOR ETFS TRUST | $2.5M | 56.2K | 0.21% | Trimmed(-3.2%) |
| 38 | E ISHARES TR | $2.5M | 6.5K | 0.21% | — |
| 39 | A BROADCOM INC | $2.3M | 6.4K | 0.20% | — |
| 40 | ? N/A INNOVATOR ETFS TRUST | $2.2M | 55.6K | 0.19% | Unchanged |
| 41 | H VANECK ETF TRUST | $2M | 3.3K | 0.17% | — |
| 42 | G ALPHABET INC | $1.9M | 5.6K | 0.17% | — |
| 43 | ? N/A INNOVATOR ETFS TRUST | $1.8M | 33.2K | 0.16% | Trimmed(-2.4%) |
| 44 | X EXXONMOBIL HOLDINGS CORP | $1.8M | 11.2K | 0.16% | — |
| 45 | V VANGUARD INDEX FDS | $1.8M | 6.2K | 0.16% | — |
| 46 | E ISHARES TR | $1.8M | 2.3K | 0.16% | — |
| 47 | V VANGUARD SCOTTSDALE FDS | $1.6M | 4.8K | 0.14% | — |
| 48 | M STATE STR SPDR S&P MIDCAP 40 | $1.5M | 2.3K | 0.13% | — |
| 49 | V VANGUARD INDEX FDS | $1.5M | 4.2K | 0.13% | — |
| 50 | ? N/A INNOVATOR ETFS TRUST | $1.4M | 23.2K | 0.12% | Unchanged |