Berkshire Money Management, Inc.
CIK: 1535172SEC EDGAR →
Portfolio Value
$386.2B
Holdings
52
As of
Q1 2026
New Positions
52
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INNOVATOR ETFS TRUST | 2,226,072 | $63.8B | 16.52% |
| 2 | SPDR SERIES TRUST | 1,681,308 | $42.0B | 10.87% |
| 3 | VANGUARD BD INDEX FDS | 421,566 | $33.1B | 8.56% |
| 4 | VANGUARD TAX-MANAGED FDS | 455,647 | $29.2B | 7.56% |
| 5 | INNOVATOR ETFS TRUST | 598,778 | $24.5B | 6.33% |
| 6 | SPDR SERIES TRUST | 253,667 | $23.2B | 6.02% |
| 7 | ISHARES TR | 527,447 | $22.4B | 5.81% |
| 8 | VANECK ETF TRUST | 215,158 | $20.8B | 5.39% |
| 9 | SPDR SERIES TRUST | 172,651 | $16.5B | 4.28% |
| 10 | EXCHANGE TRADED CONCEPTS TRU | 250,406 | $14.8B | 3.83% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $271.5B | 70.3% |
| Unknown | 7 | $114.7B | 29.7% |
| Technology | 2 | $10.1M | 0.0% |
| Consumer Cyclical | 1 | $2.3M | 0.0% |
| Energy | 1 | $1.9M | 0.0% |