The Analysis of Berkshire Money Management, Inc.'s Holdings & P&L


Currently, Berkshire Money Management, Inc. holds 56 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in IWF (+178.2K shares, valued at $22.1M), VUG (+239.9K shares, valued at $20.7M), QQQ (+6.7K shares, valued at $4.9M); decreased their positions in KAUG (-215.4K shares, valued at $6.2M), N/A (-3.3K shares, valued at $2.5M), BFEB (-45.7K shares, valued at $2.4M); initiated new positions in STM (+19.8K shares, valued at $1.5M), IBDX (+12.3K shares, valued at $309.5K), IBDW (+14.2K shares, valued at $296.4K).


1M P&L
+2.7M+0.32%
3M P&L
+29.2M+3.59%
HY P&L
-108.1M-11.36%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A825.6M
98.1%
2Consumer Electronics7.9M
0.9%
3Semiconductors4.9M
0.6%

Top Industries by Stock Count

1N/A49 stocks
92.5%
2Semiconductors2 stocks
3.8%
3Internet Retail1 stocks
1.9%
Stock Holdings
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-0.97%
Shares336.2K
Event2026-06-30
Filed2026-07-23
DIA
STATE STR SPDR DOW JONES IND
-0.43%
Shares204.3K
Event2026-06-30
Filed2026-07-23
QQQ
INVESCO QQQ TR
6.95%
Shares103.2K
Event2026-06-30
Filed2026-07-23
KNOV
INNOVATOR ETFS TRUST
5.92%
Shares2.4M
Event2026-06-30
Filed2026-07-23
RSP
INVESCO EXCHANGE TRADED FD T
1.60%
Shares311.3K
Event2026-06-30
Filed2026-07-23
VIG
VANGUARD SPECIALIZED FUNDS
-0.26%
Shares278.9K
Event2026-06-30
Filed2026-07-23
SJNK
SPDR SERIES TRUST
0.00%
Shares1.7M
Event2026-06-30
Filed2026-07-23
IVE
ISHARES TR
0.31%
Shares151.4K
Event2026-06-30
Filed2026-07-23
VEA
VANGUARD TAX-MANAGED FDS
5.68%
Shares481.5K
Event2026-06-30
Filed2026-07-23
BSV
VANGUARD BD INDEX FDS
0.45%
Shares423.4K
Event2026-06-30
Filed2026-07-23
IWF
ISHARES TR
301.86%
Shares237.2K
Event2026-06-30
Filed2026-07-23
PNOV
INNOVATOR ETFS TRUST
1.66%
Shares608.7K
Event2026-06-30
Filed2026-07-23
VUG
VANGUARD INDEX FDS
498.17%
Shares288.1K
Event2026-06-30
Filed2026-07-23
IGPT
INVESCO EXCHANGE TRADED FD T
-4.35%
Shares224.3K
Event2026-06-30
Filed2026-07-23
BIL
SPDR SERIES TRUST
-0.37%
Shares252.7K
Event2026-06-30
Filed2026-07-23
IDV
ISHARES TR
4.52%
Shares551.3K
Event2026-06-30
Filed2026-07-23
MOAT
VANECK ETF TRUST
-0.60%
Shares213.9K
Event2026-06-30
Filed2026-07-23
THNQ
EXCHANGE TRADED CONCEPTS TRU
-2.85%
Shares243.3K
Event2026-06-30
Filed2026-07-23
JNK
SPDR SERIES TRUST
1.33%
Shares174.9K
Event2026-06-30
Filed2026-07-23
INOV
INNOVATOR ETFS TRUST
2.69%
Shares263.8K
Event2026-06-30
Filed2026-07-23
IWM
ISHARES TR
11.30%
Shares31.0K
Event2026-06-30
Filed2026-07-23
GRNY
TIDAL TRUST I
-3.36%
Shares294.2K
Event2026-06-30
Filed2026-07-23
AAPL
APPLE INC
0.90%
Shares27.4K
Event2026-06-30
Filed2026-07-23
KAUG
INNOVATOR ETFS TRUST
-44.40%
Shares269.8K
Event2026-06-30
Filed2026-07-23
KJAN
INNOVATOR ETFS TRUST
-0.40%
Shares148.8K
Event2026-06-30
Filed2026-07-23
QQQE
DIREXION SHARES ETF TRUST
-0.33%
Shares52.5K
Event2026-06-30
Filed2026-07-23
BFEB
INNOVATOR ETFS TRUST
-32.33%
Shares95.6K
Event2026-06-30
Filed2026-07-23
UJAN
INNOVATOR ETFS TRUST
0.00%
Shares79.8K
Event2026-06-30
Filed2026-07-23
NVDA
NVIDIA CORPORATION
-5.62%
Shares17.1K
Event2026-06-30
Filed2026-07-23
BOCT
INNOVATOR ETFS TRUST
0.00%
Shares55.6K
Event2026-06-30
Filed2026-07-23
AMZN
AMAZON COM INC
8.90%
Shares12.1K
Event2026-06-30
Filed2026-07-23
PJUN
INNOVATOR ETFS TRUST
-47.31%
Shares58.1K
Event2026-06-30
Filed2026-07-23
KAPR
INNOVATOR ETFS TRUST
-38.29%
Shares55.6K
Event2026-06-30
Filed2026-07-23
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares44.1K
Event2026-06-30
Filed2026-07-23
BJUL
INNOVATOR ETFS TRUST
-2.35%
Shares34.0K
Event2026-06-30
Filed2026-07-23
EXXON MOBIL CORP
EXXON MOBIL CORP
-1.96%
Shares11.2K
Event2026-06-30
Filed2026-07-23
STM
STMICROELECTRONICS N V
New
Shares19.8K
Event2026-06-30
Filed2026-07-23
VCSH
VANGUARD SCOTTSDALE FDS
-0.34%
Shares17.6K
Event2026-06-30
Filed2026-07-23
BJAN
INNOVATOR ETFS TRUST
0.00%
Shares23.2K
Event2026-06-30
Filed2026-07-23
BAPR
INNOVATOR ETFS TRUST
0.00%
Shares21.4K
Event2026-06-30
Filed2026-07-23
KDEC
INNOVATOR ETFS TRUST
-0.29%
Shares37.4K
Event2026-06-30
Filed2026-07-23
BNOV
INNOVATOR ETFS TRUST
0.00%
Shares21.4K
Event2026-06-30
Filed2026-07-23
IGV
ISHARES TR
0.00%
Shares11.2K
Event2026-06-30
Filed2026-07-23
NJAN
INNOVATOR ETFS TRUST
0.00%
Shares12.1K
Event2026-06-30
Filed2026-07-23
BSEP
INNOVATOR ETFS TRUST
0.00%
Shares12.7K
Event2026-06-30
Filed2026-07-23
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares10.8K
Event2026-06-30
Filed2026-07-23
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
-27.03%
Shares11.7K
Event2026-06-30
Filed2026-07-23
BSCQ
INVESCO EXCH TRD SLF IDX FD
-8.60%
Shares26.5K
Event2026-06-30
Filed2026-07-23
BSCS
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares20.2K
Event2026-06-30
Filed2026-07-23
IBDX
ISHARES TR
New
Shares12.3K
Event2026-06-30
Filed2026-07-23
IBDW
ISHARES TR
New
Shares14.2K
Event2026-06-30
Filed2026-07-23
IBDS
ISHARES TR
New
Shares12.2K
Event2026-06-30
Filed2026-07-23
IBDU
ISHARES TR
New
Shares12.8K
Event2026-06-30
Filed2026-07-23
IBDT
ISHARES TR
New
Shares11.7K
Event2026-06-30
Filed2026-07-23
BSCR
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares13.0K
Event2026-06-30
Filed2026-07-23
IBDV
ISHARES TR
New
Shares11.5K
Event2026-06-30
Filed2026-07-23

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available