Berkshire Money Management, Inc.
CIK 1535172
13F filing for Q2 2026・No. 2,440
- Holdings
- US$1.09B
- Quarter change
- +US$118.02M
- Entries
- 56
- Net bought (estimate)
- −US$6.88M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 3
- Cut 22
- Added 15
- Corporate actions 0
- Unchanged 12
Largest holdings
56 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 336,187 | US$251.05M | 22.94% |
| STATE STR SPDR DOW JONES INDUT SER 1 | Cut | 204,256 | US$106.7M | 9.75% |
| QQQInvesco QQQUNIT SER 1 | Added | 103,208 | US$76M | 6.94% |
| INNOVATOR ETFS TRUSTUS SMALL CAP PWR | Added | 2,357,804 | US$74.77M | 6.83% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Added | 311,345 | US$66.24M | 6.05% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Cut | 278,890 | US$65.99M | 6.03% |
| SPDR SERIES TRUSTST TERM HIGH ETF | Added | 1,681,386 | US$42.09M | 3.85% |
| ISHARES TRS&P 500 VAL ETF | Added | 151,371 | US$34.37M | 3.14% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 481,545 | US$34.31M | 3.13% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 423,447 | US$32.99M | 3.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.