13F-HR filed by Berkshire Money Management, Inc.
Berkshire Money Management, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-23, with 56 holding rows worth $1,094,443,345.
- Accession
- 0001398344-26-012534
- Filer
- CIK 1535172
- Filed
- 2026-07-23
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 56 entries on the cover page, a total value of $1,094,443,345 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,094,443,345 with VALUE read as dollars as filed, 13F file number 028-15668. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 336,187 | $251,054,262 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 204,256 | $106,701,255 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 103,208 | $76,002,694 | dollars as filed | |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER | 45784N866 | ETF | 2,357,804 | $74,765,965 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 311,345 | $66,244,903 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 278,890 | $65,990,873 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 1,681,386 | $42,085,086 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 151,371 | $34,370,338 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 481,545 | $34,310,099 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 423,447 | $32,990,793 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 237,171 | $29,449,555 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C573 | US EQTY PWR BUF | 608,729 | $26,997,132 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 288,061 | $24,813,575 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V639 | AI AND NEXT GEN | 224,341 | $23,353,899 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 252,727 | $23,159,895 | dollars as filed | |
| ISHARES TR | 464288448 | INTL SEL DIV ETF | 551,300 | $22,840,359 | dollars as filed | |
| VANECK ETF TRUST | 92189F643 | MRNGSTR WDE MOAT | 213,872 | $22,234,172 | dollars as filed | |
| EXCHANGE TRADED CONCEPTS TRU | 301505731 | ROBO GLB ARTIF | 243,260 | $22,187,745 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 174,941 | $16,859,040 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y459 | INTL DEV PWR BUF | 263,759 | $9,686,655 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 31,009 | $9,316,622 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 294,243 | $8,135,819 | dollars as filed | |
| Apple Inc | 037833100 | COM | 27,427 | $7,936,313 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45783Y137 | US SMALL CAP PWR | 269,755 | $7,721,738 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C474 | US SML CP PWR B | 148,779 | $6,788,786 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459Y207 | NASDAQ 100 EQ WT | 52,469 | $6,401,726 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C433 | US EQTY BUFR FEB | 95,648 | $5,035,112 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C300 | US EQT ULTRA BF | 79,793 | $3,617,193 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 17,092 | $3,419,892 | dollars as filed | |
| INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | 45782C771 | ETF | 55,587 | $2,947,307 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 12,057 | $2,873,736 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C748 | US EQTY PWR BUF | 58,061 | $2,509,978 | dollars as filed | |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | 45782C342 | ETF | 55,618 | $2,213,597 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 44,137 | $2,154,327 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C789 | US EQTY BUFR JUL | 34,038 | $1,848,604 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 11,212 | $1,532,968 | dollars as filed | |
| STMICROELECTRONICS N V NY REGISTRY | 861012102 | ADR | 19,780 | $1,481,325 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 17,560 | $1,387,767 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C409 | US EQTY BUFR JAN | 23,219 | $1,366,903 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 21,374 | $1,138,380 | dollars as filed | |
| INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - DECEMBER | 45784N833 | ETF | 37,421 | $1,062,008 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C581 | US EQTY BUF NOV | 21,410 | $1,023,613 | dollars as filed | |
| iShares Expanded Tech-Software Sector ETF | 464287515 | SHS | 11,230 | $1,017,438 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C466 | GRWT100 PWR BF | 12,055 | $711,487 | dollars as filed | |
| INNOVATOR ETFS TR ETF S&P 500 BUFFER SEPTEMBER | 45782C664 | ETF | 12,687 | $668,986 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C698 | US EQUT BUFR AUG | 10,801 | $579,091 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 11,663 | $528,801 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 26,453 | $516,495 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 20,159 | $410,539 | dollars as filed | |
| ISHARES TR | 46436E312 | IBONDS DEC 2032 | 12,288 | $309,535 | dollars as filed | |
| ISHARES TR | 46436E486 | IBONDS DEC 2031 | 14,224 | $296,429 | dollars as filed | |
| iShares iBonds Dec. 2027 Corporate Bond ETF | 46435UAA9 | ETF | 12,213 | $295,799 | dollars as filed | |
| iShares iBonds Dec. 2029 Corporate Bond ETF | 46436E205 | ETF | 12,756 | $295,429 | dollars as filed | |
| iShares iBonds Dec. 2028 Corporate Bond ETF | 46435U515 | ETF | 11,687 | $295,097 | dollars as filed | |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | 46138J783 | ETF | 13,004 | $255,074 | dollars as filed | |
| ISHARES TR | 46436E726 | IBONDS DEC 2030 | 11,520 | $251,136 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001398344-26-012534 | this filing | 2026-07-23 | acceptance time not in the bulk data set |