Berkshire Money Management, Inc. 13F Holdings
CIK 0001535172 · Pittsfield, MA
As of Sep 30, 2025, Berkshire Money Management, Inc. reported 48 positions worth $971.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST | SPY | — | 341,214 | $227.3M | 23.40% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | — | 200,808 | $93.1M | 9.58% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 130,537 | $78.4M | 8.07% |
| INNOVATOR US SMALL CAP POWER BUFFER ETF - AUGUST | KAUG | — | 2,449,069 | $63.7M | 6.55% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 283,089 | $61.1M | 6.29% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 282,337 | $53.6M | 5.51% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 113,518 | $53.2M | 5.47% |
| STATE STREET(R) SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | SJNK | — | 1,705,063 | $43.6M | 4.49% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 487,797 | $38.5M | 3.96% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 152,101 | $31.4M | 3.23% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JUNE | PJUN | — | 635,721 | $26.2M | 2.69% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 53,004 | $25.4M | 2.62% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 282,184 | $24.6M | 2.53% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 244,478 | $22.4M | 2.31% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 207,871 | $20.6M | 2.12% |
| ROBO GLOBAL(R) ARTIFICIAL INTELLIGENCE ETF | THNQ | — | 233,926 |