Berkshire Money Management, Inc.

CIK: 0001535172SEC EDGAR →

Portfolio Value

$725K

Holdings

131

As of

Q4 2025

New Positions

2

Closed Positions

108

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
DON

SPDR DOW JONES INDL AVERAGE

206,574$99K
13.69%
2
KAUG

INNOVATOR ETFS TRUST

2,496,244$66K
9.13%
3
VIG

VANGUARD SPECIALIZED FUNDS

283,087$62K
8.58%
4
RSP

INVESCO EXCHANGE TRADED FD T

299,108$57K
7.90%
5
IWF

ISHARES TR

114,706$54K
7.48%
6
SJNK

SPDR SERIES TRUST

1,755,779$44K
6.13%
7
IVE

ISHARES TR

152,364$32K
4.45%
8
BSV

VANGUARD BD INDEX FDS

406,845$32K
4.42%
9
PJUN

INNOVATOR ETFS TRUST

637,168$27K
3.68%
10
VUG

VANGUARD INDEX FDS

54,479$27K
3.66%

Quarterly Changes

Top Buys

DON↑ Increased
$93.0M
KAUG↑ Increased
$63.6M
RSP↑ Increased
$53.5M
IWF↑ Increased
$53.1M
SJNK↑ Increased
$43.6M

Top Sells

VIG↓ Decreased
$61.0M
BSV↓ Decreased
$38.5M
BFEB↓ Decreased
$6.7M
KJAN↓ Decreased
$6.2M
QQQE↓ Decreased
$5.7M

New Positions (84)

MSFT
$3K · 6K shares
OEF
$2K · 7K shares
AVGO
$2K · 6K shares
IWM
$2K · 7K shares
VOT
$2K · 6K shares
GOOGL
$2K · 5K shares
VONE
$2K · 5K shares
VV
$1K · 4K shares
SMH
$1K · 3K shares
IGV
$1K · 11K shares
RTX
$1K · 6K shares
XLV
$835 · 5K shares
V
$697 · 2K shares
MGK
$693 · 2K shares
FDN
$588 · 2K shares
GOOG
$553 · 2K shares
JPM
$520 · 2K shares
PRK
$491 · 3K shares
TSLA
$487 · 1K shares
SPLV
$469 · 7K shares
GQ9
$462 · 1K shares
HD
$449 · 1K shares
XLI
$444 · 3K shares
AMD
$440 · 2K shares
VOOV
$438 · 2K shares
BA
$420 · 2K shares
KO
$409 · 6K shares
SDY
$406 · 3K shares
PJAN
$385 · 8K shares
MU
$382 · 1K shares
IYJ
$370 · 3K shares
W
$349 · 3K shares
PG
$348 · 2K shares
JNJ
$339 · 2K shares
EMR
$335 · 3K shares
GD
$332 · 989 shares
LQD
$327 · 3K shares
CSX
$321 · 9K shares
HLT
$319 · 1K shares
POCT
$309 · 7K shares
DLN
$308 · 4K shares
ADI
$303 · 1K shares
MGC
$295 · 1K shares
BJUN
$295 · 6K shares
MMTM
$290 · 994 shares
PG4
$284 · 3K shares
BMAY
$272 · 6K shares
CSCO
$272 · 4K shares
ABT
$271 · 2K shares
WMT
$258 · 2K shares
CARR
$256 · 5K shares
BAC
$255 · 5K shares
VERA
$253 · 5K shares
QCOM
$253 · 1K shares
ADP
$252 · 982 shares
TJX
$246 · 2K shares
TSM
$246 · 811 shares
NFLX
$242 · 3K shares
IVW
$231 · 2K shares
PAUG
$223 · 5K shares
CEG
$219 · 620 shares
TIP
$215 · 2K shares
UNH
$214 · 651 shares
XLF
$212 · 4K shares
HON
$211 · 1K shares
CRM
$209 · 791 shares
T
$208 · 8K shares
QQQM
$207 · 821 shares
PEP
$206 · 1K shares
VB
$206 · 801 shares
EFA
$206 · 2K shares
BND
$203 · 3K shares
XLE
$202 · 5K shares
NEE
$201 · 3K shares
VOO
$3 · 6K shares
MDY
$1 · 2K shares
IVV
$1 · 2K shares
META
$1 · 2K shares
COST
$0 · 702 shares
LLY
$0 · 346 shares
PH
$0 · 552 shares
BRK/B
$0 · 2K shares
MA
$0 · 729 shares
CAT
$0 · 434 shares

Closed Positions (1)

BSCP
$256K · 12K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services80$625K86.2%
Unknown6$68K9.4%
Technology11$18K2.4%
Consumer Cyclical6$4K0.6%
Industrials10$3K0.5%
Communication Services5$3K0.4%
Energy1$1K0.2%
Consumer Defensive5$1K0.2%
Healthcare5$1K0.1%
Utilities2$4200.1%