Q2 2025 · 13F-HR
Berkshire Money Management, Inc.holdings as filed
Filed 2025-07-22 · accession 0001398344-25-013494
$950.3M
Reported value
155
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $212.7M | 22.4% | 344,209 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $79.7M | 8.39% | 180,920 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $72.2M | 7.60% | 130,909 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $62.3M | 6.56% | 791,653 | Common | NONE |
| 45783Y137 | KAUG | INNOVATOR ETFS TRUST | $60.6M | 6.38% | 2,438,490 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $58.1M | 6.12% | 284,097 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $45.1M | 4.74% | 247,987 | Common | NONE |
| 78468R408 | SJNK | SPDR SERIES TRUST | $41.6M | 4.38% | 1,633,614 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $41.4M | 4.36% | 97,528 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $29.8M | 3.13% | 152,352 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $25.4M | 2.67% | 270,650 | Common | NONE |
| 45782C748 | PJUN | INNOVATOR ETFS TRUST | $24.8M | 2.61% | 623,576 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $22.5M | 2.37% | 275,874 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $21.5M | 2.26% | 234,053 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $19.9M | 2.09% | 211,852 | Common | NONE |
| 45782C433 | BFEB | INNOVATOR ETFS TRUST | $16.5M | 1.73% | 368,923 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $10.9M | 1.15% | 24,971 | Common | NONE |
| 46137V639 | IGPT | INVESCO EXCHANGE TRADED FD T | $8.1M | 0.85% | 164,343 | Common | NONE |
| 301505731 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $7.7M | 0.81% | 140,553 | Common | NONE |
| 45782C474 | KJAN | INNOVATOR ETFS TRUST | $5.9M | 0.62% | 157,000 | Common | NONE |
| 25459Y207 | QQQE | DIREXION SHS ETF TR | $5.6M | 0.59% | 56,591 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $4.8M | 0.50% | 23,374 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $3.5M | 0.37% | 6,244 | Common | NONE |
| 45782C342 | KAPR | INNOVATOR ETFS TRUST | $3.3M | 0.35% | 101,740 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.3M | 0.34% | 6,550 | Common | NONE |
| 45782C300 | UJAN | INNOVATOR ETFS TRUST | $3.2M | 0.34% | 79,793 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $2.9M | 0.31% | 40,223 | Common | NONE |
| 45782C771 | BOCT | INNOVATOR ETFS TRUST | $2.6M | 0.27% | 56,376 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $2.4M | 0.25% | 15,323 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.2M | 0.23% | 9,845 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $1.9M | 0.20% | 8,071 | Common | NONE |
| 45782C813 | PJUL | INNOVATOR ETFS TRUST | $1.9M | 0.20% | 44,137 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $1.8M | 0.19% | 5,994 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.8M | 0.19% | 6,200 | Common | NONE |
| 45782C789 | BJUL | INNOVATOR ETFS TRUST | $1.8M | 0.19% | 37,381 | Common | NONE |
| 92206C730 | VONE | VANGUARD SCOTTSDALE FDS | $1.5M | 0.16% | 5,516 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.5M | 0.16% | 13,989 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1.4M | 0.15% | 18,001 | Common | NONE |
| 92204A207 | VDC | VANGUARD WORLD FD | $1.3M | 0.14% | 6,044 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.3M | 0.14% | 4,536 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $1.3M | 0.13% | 12,505 | Common | NONE |
| 45782C409 | BJAN | INNOVATOR ETFS TRUST | $1.2M | 0.12% | 23,582 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $1.2M | 0.12% | 5,444 | Common | NONE |
| 45784N833 | KDEC | INNOVATOR ETFS TRUST | $974,393 | 0.10% | 40,549 | Common | NONE |
| 45782C888 | BAPR | INNOVATOR ETFS TRUST | $965,845 | 0.10% | 21,374 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $885,821 | 0.09% | 1,200 | Common | NONE |
| 45782C581 | BNOV | INNOVATOR ETFS TRUST | $855,984 | 0.09% | 20,749 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $822,905 | 0.09% | 8,460 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $793,760 | 0.08% | 1,401 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $785,123 | 0.08% | 793 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $773,346 | 0.08% | 1,592 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $759,419 | 0.08% | 5,634 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $698,268 | 0.07% | 4,782 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $674,323 | 0.07% | 3,826 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $652,515 | 0.07% | 1,782 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $629,318 | 0.07% | 4,720 | Common | NONE |
| 45782C466 | NJAN | INNOVATOR ETFS TRUST | $611,792 | 0.06% | 12,055 | Common | NONE |
| 45782C664 | BSEP | INNOVATOR ETFS TRUST | $573,001 | 0.06% | 12,687 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $564,948 | 0.06% | 28,942 | Common | NONE |
| 700658107 | PRK | PARK NATL CORP | $539,916 | 0.06% | 3,228 | Common | NONE |
| 45782C698 | BAUG | INNOVATOR ETFS TRUST | $537,148 | 0.06% | 11,672 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $492,840 | 0.05% | 6,000 | Common | NONE |
| 92826C839 | V | VISA INC | $488,904 | 0.05% | 1,377 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $471,488 | 0.05% | 1,710 | Common | NONE |
| 45782C573 | PNOV | INNOVATOR ETFS TRUST | $469,142 | 0.05% | 11,871 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $439,621 | 0.05% | 1,516 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $413,058 | 0.04% | 20,159 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $411,223 | 0.04% | 307 | Common | NONE |
| 097023105 | BA | BOEING CO | $408,374 | 0.04% | 1,949 | Common | NONE |
| 921932703 | VOOV | VANGUARD ADMIRAL FDS INC | $407,992 | 0.04% | 2,162 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $391,675 | 0.04% | 1,233 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $385,556 | 0.04% | 552 | Common | NONE |
| 45782C508 | PJAN | INNOVATOR ETFS TRUST | $361,387 | 0.04% | 8,204 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $348,827 | 0.04% | 2,570 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $338,797 | 0.04% | 4,629 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $325,973 | 0.03% | 889 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $322,422 | 0.03% | 2,942 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $316,410 | 0.03% | 1,986 | Common | NONE |
| 78468R705 | MMTM | SPDR SERIES TRUST | $302,842 | 0.03% | 1,136 | Common | NONE |
| 45782C326 | BMAY | INNOVATOR ETFS TRUST | $300,760 | 0.03% | 7,127 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $296,703 | 0.03% | 1,114 | Common | NONE |
| 45782C797 | POCT | INNOVATOR ETFS TRUST | $291,000 | 0.03% | 7,046 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $288,452 | 0.03% | 989 | Common | NONE |
| 45782C755 | BJUN | INNOVATOR ETFS TRUST | $276,958 | 0.03% | 6,329 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $273,131 | 0.03% | 1,540 | Common | NONE |
| 46138J825 | BSCP | INVESCO EXCH TRD SLF IDX FD | $256,495 | 0.03% | 12,403 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $255,529 | 0.03% | 13,004 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $252,471 | 0.03% | 407 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $248,742 | 0.03% | 816 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $243,384 | 0.03% | 312 | Common | NONE |
| 00206R102 | T | AT&T INC | $238,713 | 0.03% | 8,249 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $236,356 | 0.02% | 1,484 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $235,675 | 0.02% | 1,012 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $216,244 | 0.02% | 793 | Common | NONE |
| 931142103 | WMT | WALMART INC | $216,092 | 0.02% | 2,210 | Common | NONE |
| 166764100 | CVX | CHEVRON CORP NEW | $213,497 | 0.02% | 1,491 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $210,858 | 0.02% | 4,456 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $210,552 | 0.02% | 2,976 | Common | NONE |
| 45782C680 | PAUG | INNOVATOR ETFS TRUST | $209,300 | 0.02% | 5,173 | Common | NONE |
| 68902V107 | OTIS | OTIS WORLDWIDE CORP | $207,942 | 0.02% | 2,100 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $205,587 | 0.02% | 1,557 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $200,439 | 0.02% | 2,889 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $200,112 | 0.02% | 620 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $198,536 | 0.02% | 2,221 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $197,302 | 0.02% | 1,793 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $190,958 | 0.02% | 2,252 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $187,584 | 0.02% | 1,272 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $181,290 | 0.02% | 765 | Common | NONE |
| 45782C730 | UJUN | INNOVATOR ETFS TRUST | $158,828 | 0.02% | 4,459 | Common | NONE |
| 45782C276 | NJUL | INNOVATOR ETFS TRUST | $154,224 | 0.02% | 2,266 | Common | NONE |
| 81369Y803 | XLK | SELECT SECTOR SPDR TR | $147,127 | 0.02% | 581 | Common | NONE |
| 46137V142 | PHO | INVESCO EXCHANGE TRADED FD T | $130,243 | 0.01% | 1,863 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $128,928 | 0.01% | 1,171 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $119,883 | 0.01% | 533 | Common | NONE |
| 921932505 | VOOG | VANGUARD ADMIRAL FDS INC | $98,342 | 0.01% | 248 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $98,121 | 0.01% | 1,874 | Common | NONE |
| 20464U100 | COMP | COMPASS INC | $92,944 | 0.01% | 14,800 | Common | NONE |
| 032797300 | AVXL | ANAVEX LIFE SCIENCES CORP | $92,200 | 0.01% | 10,000 | Common | NONE |
| 46432F388 | VLUE | ISHARES TR | $87,399 | 0.01% | 772 | Common | NONE |
| 46137V605 | DJD | INVESCO EXCHANGE TRADED FD T | $82,498 | 0.01% | 1,551 | Common | NONE |
| 464287168 | DVY | ISHARES TR | $75,171 | 0.01% | 566 | Common | NONE |
| 46432F842 | IEFA | ISHARES TR | $68,538 | 0.01% | 821 | Common | NONE |
| 92206C771 | VMBS | VANGUARD SCOTTSDALE FDS | $67,611 | 0.01% | 1,459 | Common | NONE |
| 808524854 | SCHR | SCHWAB STRATEGIC TR | $64,753 | 0.01% | 2,587 | Common | NONE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $61,860 | 0.01% | 851 | Common | NONE |
| 45782C417 | PFEB | INNOVATOR ETFS TRUST | $61,615 | 0.01% | 1,621 | Common | NONE |
| 922908769 | VTI | VANGUARD INDEX FDS | $60,179 | 0.01% | 198 | Common | NONE |
| 78468R747 | SHE | SPDR SERIES TRUST | $56,919 | 0.01% | 456 | Common | NONE |
| 45782C557 | BDEC | INNOVATOR ETFS TRUST | $55,638 | 0.01% | 1,232 | Common | NONE |
| 922908553 | VNQ | VANGUARD INDEX FDS | $52,724 | 0.01% | 592 | Common | NONE |
| 808524771 | FNDX | SCHWAB STRATEGIC TR | $51,838 | 0.01% | 2,112 | Common | NONE |
| 46138J577 | BSCT | INVESCO EXCH TRD SLF IDX FD | $50,977 | 0.01% | 2,726 | Common | NONE |
| 464287499 | IWR | ISHARES TR | $50,860 | 0.01% | 553 | Common | NONE |
| 78464A888 | XHB | SPDR SERIES TRUST | $49,285 | 0.01% | 500 | Common | NONE |
| 060505682 | BAC 7.25 PERP L | BANK AMERICA CORP | $48,520 | 0.01% | 40 | Common | NONE |
| 464287481 | IWP | ISHARES TR | $45,071 | 0.00% | 325 | Common | NONE |
| 808524201 | SCHX | SCHWAB STRATEGIC TR | $44,872 | 0.00% | 1,836 | Common | NONE |
| 922908595 | VBK | VANGUARD INDEX FDS | $43,757 | 0.00% | 158 | Common | NONE |
| 464287457 | SHY | ISHARES TR | $43,088 | 0.00% | 520 | Common | NONE |
| 46436E551 | XJH | ISHARES TR | $41,500 | 0.00% | 1,000 | Common | NONE |
| 808524698 | SCHI | SCHWAB STRATEGIC TR | $38,670 | 0.00% | 1,699 | Common | NONE |
| 45783Y301 | XBAP | INNOVATOR ETFS TRUST | $35,418 | 0.00% | 964 | Common | NONE |
| 81369Y100 | XLB | SELECT SECTOR SPDR TR | $35,124 | 0.00% | 400 | Common | NONE |
| 301505707 | ROBO | EXCHANGE TRADED CONCEPTS TRU | $34,374 | 0.00% | 575 | Common | NONE |
| 922908744 | VTV | VANGUARD INDEX FDS | $32,874 | 0.00% | 186 | Common | NONE |
| 92189F601 | NLR | VANECK ETF TRUST | $32,687 | 0.00% | 294 | Common | NONE |
| 464287556 | IBB | ISHARES TR | $27,833 | 0.00% | 220 | Common | NONE |
| 46137V241 | SPHQ | INVESCO EXCHANGE TRADED FD T | $27,792 | 0.00% | 390 | Common | NONE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $27,039 | 0.00% | 460 | Common | NONE |
| 922908611 | VBR | VANGUARD INDEX FDS | $24,377 | 0.00% | 125 | Common | NONE |
| 808524409 | SCHV | SCHWAB STRATEGIC TR | $23,990 | 0.00% | 867 | Common | NONE |
| 363225202 | GALT | GALECTIN THERAPEUTICS INC | $23,947 | 0.00% | 11,349 | Common | NONE |
| 464287598 | IWD | ISHARES TR | $23,891 | 0.00% | 123 | Common | NONE |
| 464287184 | FXI | ISHARES TR | $22,056 | 0.00% | 600 | Common | NONE |
| 97717W422 | EPI | WISDOMTREE TR | $21,362 | 0.00% | 450 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.