Q4 2025 · 13F-HR
Berkshire Money Management, Inc.holdings as filed
Filed 2026-01-27 · accession 0001398344-26-001283
$1.05B
Reported value
131
Positions
2025-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78462F103 | SPY | SPDR S&P 500 ETF TR | $232.4M | 22.2% | 340,752 | Common | NONE |
| 78467X109 | DIA | SPDR DOW JONES INDL AVERAGE | $99.3M | 9.47% | 206,574 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TR | $80.9M | 7.71% | 131,616 | Common | NONE |
| 45783Y137 | KAUG | INNOVATOR ETFS TRUST | $66.2M | 6.32% | 2,496,244 | Common | NONE |
| 921908844 | VIG | VANGUARD SPECIALIZED FUNDS | $62.2M | 5.94% | 283,087 | Common | NONE |
| 46137V357 | RSP | INVESCO EXCHANGE TRADED FD T | $57.3M | 5.47% | 299,108 | Common | NONE |
| 464287614 | IWF | ISHARES TR | $54.3M | 5.18% | 114,706 | Common | NONE |
| 78468R408 | SJNK | SPDR SERIES TRUST | $44.5M | 4.24% | 1,755,779 | Common | NONE |
| 464287408 | IVE | ISHARES TR | $32.3M | 3.08% | 152,364 | Common | NONE |
| 921937827 | BSV | VANGUARD BD INDEX FDS | $32.1M | 3.06% | 406,845 | Common | NONE |
| 45782C748 | PJUN | INNOVATOR ETFS TRUST | $26.7M | 2.55% | 637,168 | Common | NONE |
| 922908736 | VUG | VANGUARD INDEX FDS | $26.6M | 2.54% | 54,479 | Common | NONE |
| 81369Y886 | XLU | SELECT SECTOR SPDR TR | $24.6M | 2.35% | 576,065 | Common | NONE |
| 78468R663 | BIL | SPDR SERIES TRUST | $23.0M | 2.19% | 251,294 | Common | NONE |
| 92189F643 | MOAT | VANECK ETF TRUST | $22.0M | 2.10% | 212,614 | Common | NONE |
| 301505731 | THNQ | EXCHANGE TRADED CONCEPTS TRU | $15.3M | 1.46% | 241,058 | Common | NONE |
| 78468R622 | JNK | SPDR SERIES TRUST | $15.2M | 1.45% | 156,057 | Common | NONE |
| 46137V639 | IGPT | INVESCO EXCHANGE TRADED FD T | $14.6M | 1.39% | 245,620 | Common | NONE |
| 037833100 | AAPL | APPLE INC | $7.3M | 0.70% | 26,950 | Common | NONE |
| 886364231 | GRNY | TIDAL TRUST I | $7.1M | 0.68% | 287,529 | Common | NONE |
| 45782C433 | BFEB | INNOVATOR ETFS TRUST | $6.9M | 0.66% | 141,361 | Common | NONE |
| 45782C474 | KJAN | INNOVATOR ETFS TRUST | $6.2M | 0.59% | 149,379 | Common | NONE |
| 25459Y207 | QQQE | DIREXION SHS ETF TR | $5.7M | 0.54% | 55,368 | Common | NONE |
| 45782C342 | KAPR | INNOVATOR ETFS TRUST | $3.5M | 0.34% | 100,464 | Common | NONE |
| 922908363 | VOO | VANGUARD INDEX FDS | $3.5M | 0.33% | 5,556 | Common | NONE |
| 46432F396 | MTUM | ISHARES TR | $3.5M | 0.33% | 13,878 | Common | NONE |
| 45782C300 | UJAN | INNOVATOR ETFS TRUST | $3.5M | 0.33% | 79,793 | Common | NONE |
| 594918104 | MSFT | MICROSOFT CORP | $3.1M | 0.30% | 6,498 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $3.1M | 0.29% | 16,551 | Common | NONE |
| 45782C771 | BOCT | INNOVATOR ETFS TRUST | $2.7M | 0.26% | 55,587 | Common | NONE |
| 023135106 | AMZN | AMAZON COM INC | $2.5M | 0.24% | 11,036 | Common | NONE |
| 464287101 | OEF | ISHARES TR | $2.2M | 0.21% | 6,500 | Common | NONE |
| 45782C813 | PJUL | INNOVATOR ETFS TRUST | $2.0M | 0.20% | 44,137 | Common | NONE |
| 11135F101 | AVGO | BROADCOM INC | $1.9M | 0.18% | 5,584 | Common | NONE |
| 45782C789 | BJUL | INNOVATOR ETFS TRUST | $1.8M | 0.17% | 35,230 | Common | NONE |
| 464287655 | IWM | ISHARES TR | $1.7M | 0.17% | 7,068 | Common | NONE |
| 922908538 | VOT | VANGUARD INDEX FDS | $1.7M | 0.17% | 6,200 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC | $1.6M | 0.16% | 5,264 | Common | NONE |
| 92206C730 | VONE | VANGUARD SCOTTSDALE FDS | $1.6M | 0.16% | 5,295 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SCOTTSDALE FDS | $1.5M | 0.14% | 18,513 | Common | NONE |
| 922908637 | VV | VANGUARD INDEX FDS | $1.4M | 0.13% | 4,420 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TR | $1.3M | 0.12% | 2,163 | Common | NONE |
| 45782C409 | BJAN | INNOVATOR ETFS TRUST | $1.3M | 0.12% | 23,219 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL CORP | $1.2M | 0.12% | 10,362 | Common | NONE |
| 92189F676 | SMH | VANECK ETF TRUST | $1.2M | 0.11% | 3,347 | Common | NONE |
| 464287515 | IGV | ISHARES TR | $1.2M | 0.11% | 11,230 | Common | NONE |
| 75513E101 | RTX | RTX CORPORATION | $1.2M | 0.11% | 6,428 | Common | NONE |
| 464287200 | IVV | ISHARES TR | $1.1M | 0.10% | 1,569 | Common | NONE |
| 46436E718 | SGOV | ISHARES TR | $1.1M | 0.10% | 10,542 | Common | NONE |
| 30303M102 | META | META PLATFORMS INC | $1.1M | 0.10% | 1,595 | Common | NONE |
| 45782C888 | BAPR | INNOVATOR ETFS TRUST | $1.0M | 0.10% | 21,374 | Common | NONE |
| 45784N833 | KDEC | INNOVATOR ETFS TRUST | $994,906 | 0.09% | 38,951 | Common | NONE |
| 45782C581 | BNOV | INNOVATOR ETFS TRUST | $951,964 | 0.09% | 21,410 | Common | NONE |
| 46429B697 | USMV | ISHARES TR | $947,438 | 0.09% | 10,062 | Common | NONE |
| 81369Y209 | XLV | SELECT SECTOR SPDR TR | $835,053 | 0.08% | 5,394 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $810,272 | 0.08% | 1,612 | Common | NONE |
| 92826C839 | V | VISA INC | $697,563 | 0.07% | 1,989 | Common | NONE |
| 921910816 | MGK | VANGUARD WORLD FD | $693,041 | 0.07% | 1,679 | Common | NONE |
| 45782C466 | NJAN | INNOVATOR ETFS TRUST | $662,061 | 0.06% | 12,055 | Common | NONE |
| 45782C664 | BSEP | INNOVATOR ETFS TRUST | $624,835 | 0.06% | 12,687 | Common | NONE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $605,450 | 0.06% | 702 | Common | NONE |
| 33733E302 | FDN | FIRST TR EXCHANGE-TRADED FD | $588,966 | 0.06% | 2,188 | Common | NONE |
| 46138J791 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $566,540 | 0.05% | 28,942 | Common | NONE |
| 02079K107 | GOOG | ALPHABET INC | $553,916 | 0.05% | 1,765 | Common | NONE |
| 45782C698 | BAUG | INNOVATOR ETFS TRUST | $540,477 | 0.05% | 10,801 | Common | NONE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $520,594 | 0.05% | 1,616 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP | $501,549 | 0.05% | 10,192 | Common | NONE |
| 45782C573 | PNOV | INNOVATOR ETFS TRUST | $495,971 | 0.05% | 11,871 | Common | NONE |
| 700658107 | PRK | PARK NATL CORP | $491,238 | 0.05% | 3,228 | Common | NONE |
| 88160R101 | TSLA | TESLA INC | $487,947 | 0.05% | 1,085 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $485,186 | 0.05% | 552 | Common | NONE |
| 46138E354 | SPLV | INVESCO EXCH TRADED FD TR II | $469,801 | 0.04% | 6,578 | Common | NONE |
| 78463V107 | GLD | SPDR GOLD TR | $462,098 | 0.04% | 1,166 | Common | NONE |
| 437076102 | HD | HOME DEPOT INC | $449,767 | 0.04% | 1,307 | Common | NONE |
| 81369Y704 | XLI | SELECT SECTOR SPDR TR | $444,212 | 0.04% | 2,864 | Common | NONE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $440,313 | 0.04% | 2,056 | Common | NONE |
| 921932703 | VOOV | VANGUARD ADMIRAL FDS INC | $438,789 | 0.04% | 2,142 | Common | NONE |
| 097023105 | BA | BOEING CO | $420,345 | 0.04% | 1,936 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $416,172 | 0.04% | 729 | Common | NONE |
| 46138J643 | BSCS | INVESCO EXCH TRD SLF IDX FD | $415,276 | 0.04% | 20,159 | Common | NONE |
| 191216100 | KO | COCA COLA CO | $409,533 | 0.04% | 5,858 | Common | NONE |
| 78464A763 | SDY | SPDR SERIES TRUST | $406,626 | 0.04% | 2,922 | Common | NONE |
| 45782C508 | PJAN | INNOVATOR ETFS TRUST | $385,753 | 0.04% | 8,204 | Common | NONE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $382,450 | 0.04% | 1,340 | Common | NONE |
| 532457108 | LLY | ELI LILLY & CO | $371,398 | 0.04% | 346 | Common | NONE |
| 464287754 | IYJ | ISHARES TR | $370,425 | 0.04% | 2,500 | Common | NONE |
| 94419L101 | W | WAYFAIR INC | $349,729 | 0.03% | 3,483 | Common | NONE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $348,387 | 0.03% | 2,431 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $339,398 | 0.03% | 1,640 | Common | NONE |
| 291011104 | EMR | EMERSON ELEC CO | $335,517 | 0.03% | 2,528 | Common | NONE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $332,957 | 0.03% | 989 | Common | NONE |
| 464287242 | LQD | ISHARES TR | $327,599 | 0.03% | 2,973 | Common | NONE |
| 126408103 | CSX | CSX CORP | $321,510 | 0.03% | 8,869 | Common | NONE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $319,997 | 0.03% | 1,114 | Common | NONE |
| 45782C797 | POCT | INNOVATOR ETFS TRUST | $309,461 | 0.03% | 7,046 | Common | NONE |
| 97717W307 | DLN | WISDOMTREE TR | $308,280 | 0.03% | 3,500 | Common | NONE |
| 032654105 | ADI | ANALOG DEVICES INC | $303,473 | 0.03% | 1,119 | Common | NONE |
| 45782C755 | BJUN | INNOVATOR ETFS TRUST | $295,818 | 0.03% | 6,329 | Common | NONE |
| 921910873 | MGC | VANGUARD WORLD FD | $295,125 | 0.03% | 1,175 | Common | NONE |
| 78468R705 | MMTM | SPDR SERIES TRUST | $290,318 | 0.03% | 994 | Common | NONE |
| 74251V102 | PFG | PRINCIPAL FINANCIAL GROUP IN | $284,213 | 0.03% | 3,222 | Common | NONE |
| 17275R102 | CSCO | CISCO SYS INC | $272,379 | 0.03% | 3,536 | Common | NONE |
| 45782C326 | BMAY | INNOVATOR ETFS TRUST | $272,120 | 0.03% | 6,072 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS | $271,253 | 0.03% | 2,165 | Common | NONE |
| 931142103 | WMT | WALMART INC | $258,830 | 0.02% | 2,323 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $256,909 | 0.02% | 4,862 | Common | NONE |
| 46138J783 | BSCR | INVESCO EXCH TRD SLF IDX FD | $256,699 | 0.02% | 13,004 | Common | NONE |
| 060505104 | BAC | BANK AMERICA CORP | $255,035 | 0.02% | 4,637 | Common | NONE |
| 747525103 | QCOM | QUALCOMM INC | $253,944 | 0.02% | 1,485 | Common | NONE |
| 92337R101 | VERA | VERA THERAPEUTICS INC | $253,200 | 0.02% | 5,000 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING IN | $252,600 | 0.02% | 982 | Common | NONE |
| 149123101 | CAT | CATERPILLAR INC | $248,626 | 0.02% | 434 | Common | NONE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $246,455 | 0.02% | 811 | Common | NONE |
| 872540109 | TJX | TJX COS INC NEW | $246,391 | 0.02% | 1,604 | Common | NONE |
| 64110L106 | NFLX | NETFLIX INC | $242,915 | 0.02% | 2,591 | Common | NONE |
| 464287309 | IVW | ISHARES TR | $231,113 | 0.02% | 1,875 | Common | NONE |
| 45782C680 | PAUG | INNOVATOR ETFS TRUST | $223,733 | 0.02% | 5,173 | Common | NONE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $219,028 | 0.02% | 620 | Common | NONE |
| 464287176 | TIP | ISHARES TR | $215,754 | 0.02% | 1,963 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $214,902 | 0.02% | 651 | Common | NONE |
| 81369Y605 | XLF | SELECT SECTOR SPDR TR | $212,644 | 0.02% | 3,882 | Common | NONE |
| 438516106 | HON | HONEYWELL INTL INC | $211,478 | 0.02% | 1,084 | Common | NONE |
| 79466L302 | CRM | SALESFORCE INC | $209,544 | 0.02% | 791 | Common | NONE |
| 00206R102 | T | AT&T INC | $208,557 | 0.02% | 8,396 | Common | NONE |
| 46138G649 | QQQM | INVESCO EXCH TRADED FD TR II | $207,648 | 0.02% | 821 | Common | NONE |
| 713448108 | PEP | PEPSICO INC | $206,956 | 0.02% | 1,442 | Common | NONE |
| 922908751 | VB | VANGUARD INDEX FDS | $206,618 | 0.02% | 801 | Common | NONE |
| 464287465 | EFA | ISHARES TR | $206,081 | 0.02% | 2,146 | Common | NONE |
| 921937835 | BND | VANGUARD BD INDEX FDS | $203,767 | 0.02% | 2,751 | Common | NONE |
| 81369Y506 | XLE | SELECT SECTOR SPDR TR | $202,871 | 0.02% | 4,537 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC | $201,768 | 0.02% | 2,513 | 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.