Berkshire Money Management, Inc.
CIK: 1535172SEC EDGAR →
Portfolio Value
$388.3B
Holdings
56
As of
Q2 2026
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | 2,357,804 | $74.8B | 19.26% |
| 2 | SPDR SERIES TRUST | 1,681,386 | $42.1B | 10.84% |
| 3 | VANGUARD TAX-MANAGED FDS | 481,545 | $34.3B | 8.84% |
| 4 | VANGUARD BD INDEX FDS | 423,447 | $33.0B | 8.50% |
| 5 | INNOVATOR ETFS TRUST | 608,729 | $27.0B | 6.95% |
| 6 | VANGUARD INDEX FDS | 288,061 | $24.8B | 6.39% |
| 7 | SPDR SERIES TRUST | 252,727 | $23.2B | 5.96% |
| 8 | ISHARES TR | 551,300 | $22.8B | 5.88% |
| 9 | EXCHANGE TRADED CONCEPTS TRU | 243,260 | $22.2B | 5.71% |
| 10 | SPDR SERIES TRUST | 174,941 | $16.9B | 4.34% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 45 | $270.6B | 69.7% |
| Unknown | 6 | $116.2B | 29.9% |
| Technology | 3 | $1.5B | 0.4% |
| Consumer Cyclical | 1 | $2.9M | 0.0% |
| Energy | 1 | $1.5M | 0.0% |