Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Berkshire Money Management, Inc. (CIK 1535172) reported $1.09B across 56 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($251.1M, 22.94%), DIA ($106.7M, 9.75%), QQQ ($76.0M, 6.94%), KNOV ($74.8M, 6.83%), RSP ($66.2M, 6.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $251.1M | 22.94% | 336,187 | Trimmed |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $106.7M | 9.75% | 204,256 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $76.0M | 6.94% | 103,208 | Added |
| 4 | KNOV | INNOVATOR ETFS TRUST | $74.8M | 6.83% | 2.4M | Added |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $66.2M | 6.05% | 311,345 | Added |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $66.0M | 6.03% | 278,890 | Trimmed |
| 7 | SJNK | SPDR SERIES TRUST | $42.1M | 3.85% | 1.7M | Added |
| 8 | IVE | ISHARES TR | $34.4M | 3.14% | 151,371 | Added |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | $34.3M | 3.13% | 481,545 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $33.0M | 3.01% | 423,447 | Added |
| 11 | IWF | ISHARES TR | $29.4M | 2.69% | 237,171 | Added |
| 12 | PNOV | INNOVATOR ETFS TRUST | $27.0M | 2.47% | 608,729 | Added |
| 13 | VUG | VANGUARD INDEX FDS | $24.8M | 2.27% | 288,061 | Added |
| 14 | IGPT | INVESCO EXCHANGE TRADED FD T | $23.4M | 2.13% | 224,341 | Trimmed |
| 15 | BIL | SPDR SERIES TRUST | $23.2M | 2.12% | 252,727 | Trimmed |
| 16 | IDV | ISHARES TR | $22.8M | 2.09% | 551,300 | Added |
| 17 | MOAT | VANECK ETF TRUST | $22.2M | 2.03% | 213,872 | Trimmed |
| 18 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $22.2M | 2.03% | 243,260 | Trimmed |
| 19 | JNK | SPDR SERIES TRUST | $16.9M | 1.54% | 174,941 | Added |
| 20 | INOV | INNOVATOR ETFS TRUST | $9.7M | 0.89% | 263,759 | Added |
| 21 | IWM | ISHARES TR | $9.3M | 0.85% | 31,009 | Added |
| 22 | GRNY | TIDAL TRUST I | $8.1M | 0.74% | 294,243 | Trimmed |
| 23 | AAPL | APPLE INC | $7.9M | 0.73% | 27,427 | Added |
| 24 | KAUG | INNOVATOR ETFS TRUST | $7.7M | 0.71% | 269,755 | Trimmed |
| 25 | KJAN | INNOVATOR ETFS TRUST | $6.8M | 0.62% | 148,779 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30