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 $976.4M across 52 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($220.8M, 22.61%), DIA ($95.0M, 9.73%), KNOV ($63.8M, 6.54%), VIG ($60.1M, 6.16%), RSP ($58.8M, 6.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $220.8M | 22.61% | 339,480 | Trimmed |
| 2 | DIA | STATE STR SPDR DOW JONES IND | $95.0M | 9.73% | 205,145 | Trimmed |
| 3 | KNOV | INNOVATOR ETFS TRUST | $63.8M | 6.54% | 2.2M | New |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $60.1M | 6.16% | 279,611 | Trimmed |
| 5 | RSP | INVESCO EXCHANGE TRADED FD T | $58.8M | 6.02% | 306,432 | Added |
| 6 | QQQ | INVESCO QQQ TR | $55.7M | 5.70% | 96,501 | Trimmed |
| 7 | SJNK | SPDR SERIES TRUST | $42.0M | 4.30% | 1.7M | Trimmed |
| 8 | BSV | VANGUARD BD INDEX FDS | $33.1M | 3.39% | 421,566 | Added |
| 9 | IVE | ISHARES TR | $31.9M | 3.26% | 150,908 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $29.2M | 2.99% | 455,647 | New |
| 11 | IWF | ISHARES TR | $25.2M | 2.58% | 59,019 | Trimmed |
| 12 | PNOV | INNOVATOR ETFS TRUST | $24.5M | 2.51% | 598,778 | Added |
| 13 | BIL | SPDR SERIES TRUST | $23.2M | 2.38% | 253,667 | Added |
| 14 | IDV | ISHARES TR | $22.4M | 2.30% | 527,447 | New |
| 15 | VUG | VANGUARD INDEX FDS | $21.0M | 2.15% | 48,157 | Trimmed |
| 16 | MOAT | VANECK ETF TRUST | $20.8M | 2.13% | 215,158 | Added |
| 17 | JNK | SPDR SERIES TRUST | $16.5M | 1.69% | 172,651 | Added |
| 18 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $14.8M | 1.51% | 250,406 | Added |
| 19 | IGPT | INVESCO EXCHANGE TRADED FD T | $13.6M | 1.39% | 234,552 | Trimmed |
| 20 | KAUG | INNOVATOR ETFS TRUST | $13.0M | 1.33% | 485,177 | Trimmed |
| 21 | INOV | INNOVATOR ETFS TRUST | $8.9M | 0.91% | 256,846 | New |
| 22 | GRNY | TIDAL TRUST I | $7.3M | 0.74% | 304,485 | Added |
| 23 | IWM | ISHARES TR | $6.9M | 0.71% | 27,861 | Added |
| 24 | AAPL | APPLE INC | $6.9M | 0.71% | 27,183 | Added |
| 25 | BFEB | INNOVATOR ETFS TRUST | $6.7M | 0.69% | 141,346 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31