Berkshire Money Management, Inc.
Filing Date
Global Rank
#2,388
/ 8,793
▼ 43
· as of Jun 2026
Top Industry
Consumer Electronics
46.0%
Period ended 3 months ago
Filed Jul 23, 2026 · 2mo
26 quarters · since Mar 2020
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
23.1%
−2.5 pts
Top 5
59.0%
−4.0 pts
Top 10
86.4%
−3.6 pts
HHI
1,042
Diversified−144
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 98.4% | $1,070,797,010 |
| Technology | 1.2% | $12,837,538 |
| Consumer Cyclical | 0.3% | $2,873,665 |
| Energy | 0.1% | $1,532,904 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | +259,511 | 1,056,769 | $98,737,693 | |
| VB | Vanguard Morningstar Small-Cap ETF | +239,904 | 288,061 | $24,813,574 | |
| VEA | Vanguard FTSE Developed Markets ETF | +25,898 | 481,545 | $34,310,081 | |
| QQQ | Invesco Qqq Trust, Series 1 | +6,707 | 103,208 | $76,002,371 | |
| BIV | Vanguard Intermediate-Term Bond ETF | +1,881 | 423,447 | $32,990,755 | |
| AMZN | Amazon Com Inc | +985 | 12,057 | $2,873,665 | |
| AAPL | Apple Inc. | +244 | 27,427 | $7,936,276 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPR | Innovator Equity Defined Protection ETF - 2 Yr to April 2028 | −129,022 | 2,986,800 | $95,746,233 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −81,851 | 174,941 | $16,859,064 | |
| BAPR | Innovator U.S. Equity Buffer ETF - April | −71,677 | 1,223,875 | $57,090,400 | |
| — | −10,242 | 294,243 | $8,135,818 | ||
| BDBT | Bluemonte Core Bond ETF | −7,146 | 243,260 | $22,187,744 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | −5,298 | 535,686 | $89,598,773 | |
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | −4,321 | 11,663 | $528,800 | |
| SPY | Spdr S&P 500 ETF Trust | −3,293 | 336,187 | $251,054,365 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | −2,489 | 59,616 | $1,182,205 | |
| AFK | VanEck Africa Index ETF | −1,286 | 213,872 | $22,234,133 | |
| NVDA | Nvidia Corp | −1,017 | 17,092 | $3,419,938 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | −889 | 204,256 | $106,701,291 | |
| — | −862 | 1,934,113 | $65,244,993 | ||
| VIG | Vanguard Dividend Appreciation ETF | −721 | 278,890 | $65,990,951 | |
| XOM | ExxonMobil Holdings Corp | −224 | 11,212 | $1,532,904 | |
| AAPD | Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF | −175 | 52,469 | $0 | |
| BNDW | Vanguard Total World Bond ETF | −60 | 17,560 | $1,387,766 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| STM | STMicroelectronics N.V. | 19,780 | $1,481,324 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
25 tracked positions ·
$1,088,041,117 total
· filing declares
56 positions · $1,094,443,345
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 336,187 | $251,054,365 | 23.07% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 204,256 | $106,701,291 | 9.81% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Added | 1,056,769 | $98,737,693 | 9.07% | |
| AAPR |
Innovator Equity Defined Protection ETF - 2 Yr to April 2028
|
Reduced | 2,986,800 | $95,746,233 | 8.80% | |
| ABI |
VictoryShares Pioneer Asset-Based Income ETF
|
Reduced | 535,686 | $89,598,773 | 8.23% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 103,208 | $76,002,371 | 6.99% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
Reduced | 278,890 | $65,990,951 | 6.07% | |
|
|
Reduced | 1,934,113 | $65,244,993 | 6.00% | ||
| BAPR |
Innovator U.S. Equity Buffer ETF - April
|
Reduced | 1,223,875 | $57,090,400 | 5.25% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 481,545 | $34,310,081 | 3.15% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Added | 423,447 | $32,990,755 | 3.03% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Added | 288,061 | $24,813,574 | 2.28% | |
| AFK |
VanEck Africa Index ETF
|
Reduced | 213,872 | $22,234,133 | 2.04% | |
| BDBT |
Bluemonte Core Bond ETF
|
Reduced | 243,260 | $22,187,744 | 2.04% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 174,941 | $16,859,064 | 1.55% | |
|
|
Reduced | 294,243 | $8,135,818 | 0.75% | ||
| AAPL |
Apple Inc.
Technology
|
Added | 27,427 | $7,936,276 | 0.73% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 17,092 | $3,419,938 | 0.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 12,057 | $2,873,665 | 0.26% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 11,212 | $1,532,904 | 0.14% | |
| STM |
STMicroelectronics N.V.
Technology
|
NEW | 19,780 | $1,481,324 | 0.14% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 17,560 | $1,387,766 | 0.13% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Reduced | 59,616 | $1,182,205 | 0.11% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Reduced | 11,663 | $528,800 | 0.05% | |
| AAPD |
Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF
|
Reduced | 52,469 | $0 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.