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


Currently, Berkshire Money Management, Inc. holds 52 types of securities in its portfolio with a total value $976.4M. In the most recent quarter, they have increased their positions in KNOV (+2.2M shares, valued at $63.8M), VEA (+455.6K shares, valued at $29.2M), PNOV (+586.9K shares, valued at $24.0M); decreased their positions in KAUG (-2.0M shares, valued at $53.9M), XLU (-560.1K shares, valued at $25.7M), IWF (-55.7K shares, valued at $23.7M); initiated new positions in KNOV (+2.2M shares, valued at $63.8M), VEA (+455.6K shares, valued at $29.2M), IDV (+527.4K shares, valued at $22.4M).


1M P&L
-47.0M-4.81%
3M P&L
-141.6M-13.21%
HY P&L
-110.5M-10.62%

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/A831.1M
98.3%
2Consumer Electronics6.9M
0.8%
3Semiconductors3.2M
0.4%

Top Industries by Stock Count

1N/A45 stocks
91.8%
2Internet Retail1 stocks
2.0%
3Consumer Electronics1 stocks
2.0%
Stock Holdings
SPY
STATE STR SPDR S&P 500 ETF T
-0.37%
Shares339.5K
Event2026-03-31
Filed2026-04-21
DIA
STATE STR SPDR DOW JONES IND
-0.69%
Shares205.1K
Event2026-03-31
Filed2026-04-21
KNOV
INNOVATOR ETFS TRUST
New
Shares2.2M
Event2026-03-31
Filed2026-04-21
VIG
VANGUARD SPECIALIZED FUNDS
-1.23%
Shares279.6K
Event2026-03-31
Filed2026-04-21
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.45%
Shares306.4K
Event2026-03-31
Filed2026-04-21
INVESCO QQQ TR
INVESCO QQQ TR
-26.68%
Shares96.5K
Event2026-03-31
Filed2026-04-21
SJNK
SPDR SERIES TRUST
-4.24%
Shares1.7M
Event2026-03-31
Filed2026-04-21
BSV
VANGUARD BD INDEX FDS
3.62%
Shares421.6K
Event2026-03-31
Filed2026-04-21
IVE
ISHARES TR
-0.96%
Shares150.9K
Event2026-03-31
Filed2026-04-21
VEA
VANGUARD TAX-MANAGED FDS
New
Shares455.6K
Event2026-03-31
Filed2026-04-21
IWF
ISHARES TR
-48.55%
Shares59.0K
Event2026-03-31
Filed2026-04-21
PNOV
INNOVATOR ETFS TRUST
4944.04%
Shares598.8K
Event2026-03-31
Filed2026-04-21
BIL
SPDR SERIES TRUST
0.94%
Shares253.7K
Event2026-03-31
Filed2026-04-21
IDV
ISHARES TR
New
Shares527.4K
Event2026-03-31
Filed2026-04-21
VUG
VANGUARD INDEX FDS
-11.60%
Shares48.2K
Event2026-03-31
Filed2026-04-21
MOAT
VANECK ETF TRUST
1.20%
Shares215.2K
Event2026-03-31
Filed2026-04-21
SPDR SERIES TRUST
SPDR SERIES TRUST
10.63%
Shares172.7K
Event2026-03-31
Filed2026-04-21
THNQ
EXCHANGE TRADED CONCEPTS TRU
3.88%
Shares250.4K
Event2026-03-31
Filed2026-04-21
IGPT
INVESCO EXCHANGE TRADED FD T
-4.51%
Shares234.6K
Event2026-03-31
Filed2026-04-21
KAUG
INNOVATOR ETFS TRUST
-80.56%
Shares485.2K
Event2026-03-31
Filed2026-04-21
INOV
INNOVATOR ETFS TRUST
New
Shares256.8K
Event2026-03-31
Filed2026-04-21
GRNY
TIDAL TRUST I
5.90%
Shares304.5K
Event2026-03-31
Filed2026-04-21
IWM
ISHARES TR
294.19%
Shares27.9K
Event2026-03-31
Filed2026-04-21
AAPL
APPLE INC
0.86%
Shares27.2K
Event2026-03-31
Filed2026-04-21
BFEB
INNOVATOR ETFS TRUST
-0.01%
Shares141.3K
Event2026-03-31
Filed2026-04-21
KJAN
INNOVATOR ETFS TRUST
0.00%
Shares149.4K
Event2026-03-31
Filed2026-04-21
KRE
SPDR SERIES TRUST
New
Shares84.1K
Event2026-03-31
Filed2026-04-21
QQQE
DIREXION SHARES ETF TRUST
-4.92%
Shares52.6K
Event2026-03-31
Filed2026-04-21
PJUN
INNOVATOR ETFS TRUST
-82.71%
Shares110.2K
Event2026-03-31
Filed2026-04-21
UJAN
INNOVATOR ETFS TRUST
0.00%
Shares79.8K
Event2026-03-31
Filed2026-04-21
KAPR
INNOVATOR ETFS TRUST
-10.29%
Shares90.1K
Event2026-03-31
Filed2026-04-21
NVDA
NVIDIA CORPORATION
9.41%
Shares18.1K
Event2026-03-31
Filed2026-04-21
BOCT
INNOVATOR ETFS TRUST
0.00%
Shares55.6K
Event2026-03-31
Filed2026-04-21
AMZN
AMAZON COM INC
0.33%
Shares11.1K
Event2026-03-31
Filed2026-04-21
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares44.1K
Event2026-03-31
Filed2026-04-21
XOM
EXXON MOBIL CORP
10.36%
Shares11.4K
Event2026-03-31
Filed2026-04-21
BJUL
INNOVATOR ETFS TRUST
-1.06%
Shares34.9K
Event2026-03-31
Filed2026-04-21
VCSH
VANGUARD SCOTTSDALE FDS
-4.82%
Shares17.6K
Event2026-03-31
Filed2026-04-21
BJAN
INNOVATOR ETFS TRUST
0.00%
Shares23.2K
Event2026-03-31
Filed2026-04-21
SGOV
ISHARES TR
0.00%
Shares10.5K
Event2026-03-31
Filed2026-04-21
BAPR
INNOVATOR ETFS TRUST
0.00%
Shares21.4K
Event2026-03-31
Filed2026-04-21
KDEC
INNOVATOR ETFS TRUST
-3.65%
Shares37.5K
Event2026-03-31
Filed2026-04-21
USMV
ISHARES TR
1.88%
Shares10.3K
Event2026-03-31
Filed2026-04-21
BNOV
INNOVATOR ETFS TRUST
0.00%
Shares21.4K
Event2026-03-31
Filed2026-04-21
IGV
ISHARES TR
0.00%
Shares11.2K
Event2026-03-31
Filed2026-04-21
XLU
SELECT SECTOR SPDR TR
-97.23%
Shares16.0K
Event2026-03-31
Filed2026-04-21
NJAN
INNOVATOR ETFS TRUST
0.00%
Shares12.1K
Event2026-03-31
Filed2026-04-21
BSEP
INNOVATOR ETFS TRUST
0.00%
Shares12.7K
Event2026-03-31
Filed2026-04-21
BSCQ
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares28.9K
Event2026-03-31
Filed2026-04-21
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares10.8K
Event2026-03-31
Filed2026-04-21
BSCS
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares20.2K
Event2026-03-31
Filed2026-04-21
BSCR
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares13.0K
Event2026-03-31
Filed2026-04-21

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available