Berkshire Money Management, Inc.

Est. AUM

$976.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$220.8M	339480	22.61%	SOLE
2	STATE STR SPDR DOW JONES IND	UT SER 1	$95.0M	205145	9.73%	SOLE
3	INNOVATOR ETFS TRUST	US SMALL CAP PWR	$63.8M	2226072	6.54%	SOLE
4	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$60.1M	279611	6.16%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$58.8M	306432	6.02%	SOLE
6	INVESCO QQQ TR	UNIT SER 1	$55.7M	96501	5.70%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$42.0M	1681308	4.30%	SOLE
8	VANGUARD BD INDEX FDS	SHORT TRM BOND	$33.1M	421566	3.39%	SOLE
9	ISHARES TR	S&P 500 VAL ETF	$31.9M	150908	3.26%	SOLE
10	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$29.2M	455647	2.99%	SOLE
11	ISHARES TR	RUS 1000 GRW ETF	$25.2M	59019	2.58%	SOLE
12	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$24.5M	598778	2.51%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$23.2M	253667	2.38%	SOLE
14	ISHARES TR	INTL SEL DIV ETF	$22.4M	527447	2.30%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$21.0M	48157	2.15%	SOLE
16	VANECK ETF TRUST	MRNGSTR WDE MOAT	$20.8M	215158	2.13%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$16.5M	172651	1.69%	SOLE
18	EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ARTIF	$14.8M	250406	1.51%	SOLE
19	INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$13.6M	234552	1.39%	SOLE
20	INNOVATOR ETFS TRUST	US SMALL CAP PWR	$13.0M	485177	1.33%	SOLE
21	INNOVATOR ETFS TRUST	INTL DEV PWR BUF	$8.9M	256846	0.91%	SOLE
22	TIDAL TRUST I	FUNDSTRAT GRANNY	$7.3M	304485	0.74%	SOLE
23	ISHARES TR	RUSSELL 2000 ETF	$6.9M	27861	0.71%	SOLE
24	APPLE INC	COM	$6.9M	27183	0.71%	SOLE
25	INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$6.7M	141346	0.69%	SOLE
26	INNOVATOR ETFS TRUST	US SML CP PWR B	$6.2M	149379	0.64%	SOLE
27	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	84141	0.56%	SOLE
28	DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$5.2M	52644	0.53%	SOLE
29	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$4.6M	110197	0.47%	SOLE
30	INNOVATOR ETFS TRUST	US EQT ULTRA BF	$3.4M	79793	0.35%	SOLE
31	INNOVATOR ETFS TRUST	US SML CP PWR ET	$3.3M	90130	0.33%	SOLE
32	NVIDIA CORPORATION	COM	$3.2M	18109	0.32%	SOLE
33	INNOVATOR ETFS TRUST	US EQTY BUF OCT	$2.7M	55587	0.27%	SOLE
34	AMAZON COM INC	COM	$2.3M	11072	0.24%	SOLE
35	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.0M	44137	0.21%	SOLE
36	EXXON MOBIL CORP	COM	$1.9M	11436	0.20%	SOLE
37	INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$1.7M	34856	0.18%	SOLE
38	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.4M	17620	0.14%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$1.2M	23219	0.13%	SOLE
40	ISHARES TR	0-3 MNTH TREASRY	$1.1M	10542	0.11%	SOLE
41	INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.0M	21374	0.11%	SOLE
42	INNOVATOR ETFS TRUST	US SMALL CAP PWR	$964K	37530	0.10%	SOLE
43	ISHARES TR	MSCI USA MIN VOL	$951K	10251	0.10%	SOLE
44	INNOVATOR ETFS TRUST	US EQTY BUF NOV	$921K	21410	0.09%	SOLE
45	ISHARES TR	EXPANDED TECH	$899K	11230	0.09%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET UTI	$734K	15984	0.08%	SOLE
47	INNOVATOR ETFS TRUST	GRWT100 PWR BF	$643K	12055	0.07%	SOLE
48	INNOVATOR ETFS TRUST	US EQTY BUF SEP	$610K	12687	0.06%	SOLE
49	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$565K	28942	0.06%	SOLE
50	INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$528K	10801	0.05%	SOLE

1–50 of 52

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.