Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares △%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
STATE STR SPDR S&P 500 ETF T
-0.97%STATE STR SPDR S&P 500 ETF T
Shares336.2K
Event2026-06-30
Filed2026-07-23
DIA
-0.43%STATE STR SPDR DOW JONES IND
Shares204.3K
Event2026-06-30
Filed2026-07-23
QQQ
6.95%INVESCO QQQ TR
Shares103.2K
Event2026-06-30
Filed2026-07-23
KNOV
5.92%INNOVATOR ETFS TRUST
Shares2.4M
Event2026-06-30
Filed2026-07-23
RSP
1.60%INVESCO EXCHANGE TRADED FD T
Shares311.3K
Event2026-06-30
Filed2026-07-23
VIG
-0.26%VANGUARD SPECIALIZED FUNDS
Shares278.9K
Event2026-06-30
Filed2026-07-23
SJNK
0.00%SPDR SERIES TRUST
Shares1.7M
Event2026-06-30
Filed2026-07-23
IVE
0.31%ISHARES TR
Shares151.4K
Event2026-06-30
Filed2026-07-23
VEA
5.68%VANGUARD TAX-MANAGED FDS
Shares481.5K
Event2026-06-30
Filed2026-07-23
BSV
0.45%VANGUARD BD INDEX FDS
Shares423.4K
Event2026-06-30
Filed2026-07-23
IWF
301.86%ISHARES TR
Shares237.2K
Event2026-06-30
Filed2026-07-23
PNOV
1.66%INNOVATOR ETFS TRUST
Shares608.7K
Event2026-06-30
Filed2026-07-23
VUG
498.17%VANGUARD INDEX FDS
Shares288.1K
Event2026-06-30
Filed2026-07-23
IGPT
-4.35%INVESCO EXCHANGE TRADED FD T
Shares224.3K
Event2026-06-30
Filed2026-07-23
BIL
-0.37%SPDR SERIES TRUST
Shares252.7K
Event2026-06-30
Filed2026-07-23
IDV
4.52%ISHARES TR
Shares551.3K
Event2026-06-30
Filed2026-07-23
MOAT
-0.60%VANECK ETF TRUST
Shares213.9K
Event2026-06-30
Filed2026-07-23
THNQ
-2.85%EXCHANGE TRADED CONCEPTS TRU
Shares243.3K
Event2026-06-30
Filed2026-07-23
JNK
1.33%SPDR SERIES TRUST
Shares174.9K
Event2026-06-30
Filed2026-07-23
INOV
2.69%INNOVATOR ETFS TRUST
Shares263.8K
Event2026-06-30
Filed2026-07-23
IWM
11.30%ISHARES TR
Shares31.0K
Event2026-06-30
Filed2026-07-23
GRNY
-3.36%TIDAL TRUST I
Shares294.2K
Event2026-06-30
Filed2026-07-23
AAPL
0.90%APPLE INC
Shares27.4K
Event2026-06-30
Filed2026-07-23
KAUG
-44.40%INNOVATOR ETFS TRUST
Shares269.8K
Event2026-06-30
Filed2026-07-23
KJAN
-0.40%INNOVATOR ETFS TRUST
Shares148.8K
Event2026-06-30
Filed2026-07-23
QQQE
-0.33%DIREXION SHARES ETF TRUST
Shares52.5K
Event2026-06-30
Filed2026-07-23
BFEB
-32.33%INNOVATOR ETFS TRUST
Shares95.6K
Event2026-06-30
Filed2026-07-23
UJAN
0.00%INNOVATOR ETFS TRUST
Shares79.8K
Event2026-06-30
Filed2026-07-23
NVDA
-5.62%NVIDIA CORPORATION
Shares17.1K
Event2026-06-30
Filed2026-07-23
BOCT
0.00%INNOVATOR ETFS TRUST
Shares55.6K
Event2026-06-30
Filed2026-07-23
AMZN
8.90%AMAZON COM INC
Shares12.1K
Event2026-06-30
Filed2026-07-23
PJUN
-47.31%INNOVATOR ETFS TRUST
Shares58.1K
Event2026-06-30
Filed2026-07-23
KAPR
-38.29%INNOVATOR ETFS TRUST
Shares55.6K
Event2026-06-30
Filed2026-07-23
PJUL
0.00%INNOVATOR ETFS TRUST
Shares44.1K
Event2026-06-30
Filed2026-07-23
BJUL
-2.35%INNOVATOR ETFS TRUST
Shares34.0K
Event2026-06-30
Filed2026-07-23
EXXON MOBIL CORP
-1.96%EXXON MOBIL CORP
Shares11.2K
Event2026-06-30
Filed2026-07-23
STM
NewSTMICROELECTRONICS N V
Shares19.8K
Event2026-06-30
Filed2026-07-23
VCSH
-0.34%VANGUARD SCOTTSDALE FDS
Shares17.6K
Event2026-06-30
Filed2026-07-23
BJAN
0.00%INNOVATOR ETFS TRUST
Shares23.2K
Event2026-06-30
Filed2026-07-23
BAPR
0.00%INNOVATOR ETFS TRUST
Shares21.4K
Event2026-06-30
Filed2026-07-23
KDEC
-0.29%INNOVATOR ETFS TRUST
Shares37.4K
Event2026-06-30
Filed2026-07-23
BNOV
0.00%INNOVATOR ETFS TRUST
Shares21.4K
Event2026-06-30
Filed2026-07-23
IGV
0.00%ISHARES TR
Shares11.2K
Event2026-06-30
Filed2026-07-23
NJAN
0.00%INNOVATOR ETFS TRUST
Shares12.1K
Event2026-06-30
Filed2026-07-23
BSEP
0.00%INNOVATOR ETFS TRUST
Shares12.7K
Event2026-06-30
Filed2026-07-23
BAUG
0.00%INNOVATOR ETFS TRUST
Shares10.8K
Event2026-06-30
Filed2026-07-23
SELECT SECTOR SPDR TR
-27.03%SELECT SECTOR SPDR TR
Shares11.7K
Event2026-06-30
Filed2026-07-23
BSCQ
-8.60%INVESCO EXCH TRD SLF IDX FD
Shares26.5K
Event2026-06-30
Filed2026-07-23
BSCS
0.00%INVESCO EXCH TRD SLF IDX FD
Shares20.2K
Event2026-06-30
Filed2026-07-23
IBDX
NewISHARES TR
Shares12.3K
Event2026-06-30
Filed2026-07-23
IBDW
NewISHARES TR
Shares14.2K
Event2026-06-30
Filed2026-07-23
IBDS
NewISHARES TR
Shares12.2K
Event2026-06-30
Filed2026-07-23
IBDU
NewISHARES TR
Shares12.8K
Event2026-06-30
Filed2026-07-23
IBDT
NewISHARES TR
Shares11.7K
Event2026-06-30
Filed2026-07-23
BSCR
0.00%INVESCO EXCH TRD SLF IDX FD
Shares13.0K
Event2026-06-30
Filed2026-07-23
IBDV
NewISHARES TR
Shares11.5K
Event2026-06-30
Filed2026-07-23
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available