account_balance

Investment manager · 13F filer · SEC CIK 1535172

Berkshire Money Management, Inc.

Reported value$1.16Bas of Sep 30, 2026
Positions147 92 new, 1 sold out
Top 10 weight67.6%SPY alone is 22%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 22.3% HeldDIA SPDR Dow Jones Industrial Average ETF Trust 9.0% Held
QQQ Invesco QQQ Tr 6.6% Held
RSP Invesco Exchange Traded Fd T 5.7% Added +3%
VIG Vanguard Specialized Funds 5.6% Held
KJUL Innovator Etfs Trust 5.6% New
SJNK SPDR Series Trust 3.6% Held
VEA Vanguard Tax-Managed FDS 3.1% Added +7%
IVE iShares Tr 3.0% Held
BSV Vanguard Bd Index FDS 2.9% Added +3%
IWF iShares Tr 2.5% Held
PJUL Innovator Etfs Trust 2.3% Added +1104%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • KJUL $65.3M
  • IWN $10.6M
  • IJUL $9.47M
  • MSFT $3.68M
arrow_upwardAdded
  • PJUL +1104%
  • VEA +7%
  • MOAT +6%
  • JNK +5%
arrow_downwardTrimmed
  • PNOV −87%
  • IGPT −85%
  • KNOV −85%
  • THNQ −7%
remove_circleSold out
  • INOV $9.69M

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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