Berkshire Money Management, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Berkshire Money Management, Inc. reported 84 stock positions worth $828.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.6% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 9.4%) and Dirx Nasdaq-100EQ Wi ETF-Usd (QQQE, 8.4%). Compared with Q4 2023, it opened 45 new positions, sold out of 1, added to 16 and reduced 17. The biggest buy was Innovator U.S. Small Cap Pow (KJAN, shares +252%) and the biggest sale Innovator U.S. Equity Buffer (BJUL, shares −89%).

Most Recent 13F
Q2 2026
Location
DALTON, MA
CIK
0001535172
Portfolio Value
$828.4M (Q1 2024)
SEC Filing
0001398344-24-009001 ↗ filed May 8, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $828.4M $828.4M Q1 2024 Q2 2024: $823.5M Q2 2024 Q3 2024: $873.7M Q3 2024 Q4 2024: $919.8M Q4 2024 Q1 2025: $891.1M Q1 2025 Q2 2025: $950.2M Q2 2025 Q3 2025: $971.6M Q3 2025 Q4 2025: $1.0B Q4 2025 Q1 2026: $976.4M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 84 stocks · $828.4M
SPY SS SPDR S&P 500 ETF Trust-US 23.56% 373,201 $195.2M Add +8.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 9.44% 196,642 $78.2M Reduce -2.1%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 8.41% 780,857 $69.7M Add +2.4%
KJAN Innovator U.S. Small Cap Pow 7.19% 1,684,573 $59.6M Add +252.1%
QQQ Invesco QQQ Trust Series 1 6.98% 130,228 $57.8M Add +36.7%
VIG Vanguard Dividend Apprec ETF 6.77% 307,039 $56.1M Reduce -1.6%
IWF iShares Russell 1000 Growth 5.34% 131,367 $44.3M Reduce -2.2%
BSV Vanguard Short-Term Bond ETF 4.73% 511,153 $39.2M Add +13.1%
IVE iShares S&P 500 Value ETF 4.50% 199,667 $37.3M Add +2.1%
SJNK SS SPDR BB St Hi Yield ETF 4.32% 1,418,004 $35.8M Add +222.2%
BIL SS SPDR BB 1-3M T-Bill ETF 2.59% 233,339 $21.4M Add +24.1%
VUG Vanguard Mrngstar GR ETF-Sui 2.55% 61,470 $21.2M Reduce -1.1%
MOAT Vaneck Morningstar Wide Moat 2.47% 227,182 $20.4M Add +60.2%
EFA iShares MSCI Eafe ETF 1.39% 143,678 $11.5M Add +5.3%
BJUL Innovator U.S. Equity Buffer 1.23% 252,870 $10.2M Reduce -88.5%
IWM iShares Russell 2000 ETF 0.69% 27,244 $5.7M Add +8.2%
XLV SS Health Care Select Sector 0.55% 31,067 $4.6M Reduce -13.9%
AAPL Apple Inc. 0.55% 26,643 $4.6M Add +27.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.54% 23,852 $4.5M Add +46.5%
RSP Invesco S&P 500 Equal Weight 0.48% 23,394 $4.0M Reduce -7.5%
VOO Vanguard S&P 500 ETF 0.43% 7,345 $3.5M Reduce -33.5%
MSFT Microsoft Corp. 0.42% 8,233 $3.5M New
UJAN Innovator U.S. Equity Ultra 0.35% 80,010 $2.9M Reduce -1.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.32% 11,094 $2.7M Reduce -22.9%
BOCT Innovator U.S. Equity Buffer 0.30% 62,027 $2.5M Reduce -53.7%
PJUL Innovator U.S. Equity Power 0.21% 44,760 $1.7M No change
BSEP Innovator U.S. Equity Buffer 0.18% 38,504 $1.5M Reduce -91.8%
XOM Exxon Mobil Corp. 0.18% 12,810 $1.5M Add +7.2%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.18% 6,200 $1.5M New
AMZN Amazon.com Inc. 0.16% 7,299 $1.3M New
OEF iShares S&P 100 ETF 0.14% 4,786 $1.2M New
PJUN Innovator U.S. Equity Power 0.13% 31,096 $1.1M No change
BFEB Innovator U.S. Equity Buffer 0.13% 26,720 $1.0M No change
BJAN Innovator U.S. Equity Buffer 0.12% 23,376 $1.0M No change
NJUL Innovator Growth 100 Power B 0.11% 16,208 $934K Reduce -91.1%
NVDA Nvidia Corp. 0.10% 958 $866K New
BAPR Innovator U.S. Equity Buffer 0.10% 21,604 $865K No change
BAUG Innovator U.S. Equity Buffer 0.10% 20,530 $798K Reduce -7.2%
MDY State Street SPDR S&P Midcap 0.09% 1,405 $782K New
BNOV Innovator U.S. Equity Buffer 0.09% 19,439 $709K Reduce -60.7%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 8,310 $642K New
NOBL Proshares S&P 500 Dividend A 0.08% 6,149 $624K New
BRK.B Berkshire Hathaway Inc. Class B 0.07% 1,472 $619K New
BSCQ Invesco Bulletshares 2026 CB 0.07% 28,942 $556K Add +36.6%
FNDX Schwab Fndmntl US LRG Co. ETF 0.07% 7,989 $538K Reduce -24.7%
VOOV Vanguard S&P 500 Value ETF 0.06% 2,930 $529K New
NJAN Innovator Growth 100 Power B 0.06% 12,055 $525K No change
META Meta Platforms Inc. Class A 0.06% 1,001 $486K New
SCHX Schwab US Large-Cap ETF 0.06% 7,690 $477K New
PNOV Innovator U.S. Equity Power 0.06% 13,236 $471K Reduce -6.2%
MMTM SS SPDR S&P 1500 Mom Tilt 0.06% 2,046 $470K New
PRK Park National Corp. 0.05% 3,228 $439K New
DLN Wisdomtree US Largecap Divid 0.05% 6,000 $433K New
COST Costco Wholesale Corp. 0.05% 577 $423K New
RTX RTX Corp. 0.05% 3,983 $388K New
GOOGL Alphabet Inc. Class A 0.04% 2,379 $359K New
QCOM Qualcomm Inc. 0.04% 2,100 $356K New
MTUM iShares MSCI USA Momentum Fa 0.04% 1,860 $348K New
SDY SS SPDR S&P Dividend ETF 0.04% 2,570 $337K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 2,985 $325K New
PJAN Innovator U.S. Equity Power 0.04% 8,204 $321K New
V Visa Inc. Class A 0.04% 1,104 $308K New
PH Parker Hannifin Corp. 0.04% 552 $307K New
JPM JPMorgan Chase & Co. 0.04% 1,510 $302K New
GD General Dynamics Corp. 0.04% 1,059 $299K New
IVV iShares Core S&P 500 ETF 0.04% 568 $299K New
EMR Emerson Electric Co. 0.03% 2,510 $285K New
HLT Hilton Worldwide Holdings Inc. 0.03% 1,307 $279K New
POCT Innovator U.S. Equity Power 0.03% 7,366 $276K New
IVW iShares S&P 500 Growth ETF 0.03% 3,267 $276K New
TSLA Tesla Inc. 0.03% 1,503 $264K New
BMAY Innovator U.S. Equity Buffer 0.03% 7,335 $261K New
BSCP Invesco Bulletshares 2025 CB 0.03% 12,403 $253K New
BJUN Innovator U.S. Equity Buffer 0.03% 6,669 $251K New
T AT&T Inc. 0.03% 13,777 $242K Add +6.6%
PEP Pepsico Inc. 0.03% 1,373 $240K New
CARR Carrier Global Corp. 0.03% 4,064 $236K New
BA The Boeing Co. 0.03% 1,188 $229K New
TIP iShares Tips Bond ETF 0.03% 2,106 $226K New
HD Home Depot Inc. 0.03% 586 $225K New
GOOG Alphabet Inc. Class C 0.03% 1,435 $218K New
KO The Coca-Cola Co. 0.03% 3,433 $210K New
XLE SS Energy Select Sector 0.03% 2,211 $209K New
HON Honeywell International Inc. 0.02% 1,000 $205K New

Portfolio Sells Q4 2023 → Q1 2024
BJUL Innovator U.S. Equity Buffer Reduce -88.5% 1.23% −9.83
BSEP Innovator U.S. Equity Buffer Reduce -91.8% 0.18% −2.10
NJUL Innovator Growth 100 Power B Reduce -91.1% 0.11% −1.22
DIA SS SPDR Dow Jones Indus Avg Reduce -2.1% 9.44% −0.63
BOCT Innovator U.S. Equity Buffer Reduce -53.7% 0.30% −0.38
VIG Vanguard Dividend Apprec ETF Reduce -1.6% 6.77% −0.31
VOO Vanguard S&P 500 ETF Reduce -33.5% 0.43% −0.22
BNOV Innovator U.S. Equity Buffer Reduce -60.7% 0.09% −0.14
XLV SS Health Care Select Sector Reduce -13.9% 0.55% −0.10
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -22.9% 0.32% −0.10
PFE Pfizer Inc. Sold out 0.00% −0.08
IWF iShares Russell 1000 Growth Reduce -2.2% 5.34% −0.07
RSP Invesco S&P 500 Equal Weight Reduce -7.5% 0.48% −0.05
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -24.7% 0.07% −0.02
UJAN Innovator U.S. Equity Ultra Reduce -1.1% 0.35% −0.02
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.1% 2.55% −0.02
BAUG Innovator U.S. Equity Buffer Reduce -7.2% 0.10% −0.01
PNOV Innovator U.S. Equity Power Reduce -6.2% 0.06% −0.01

Portfolio Buys Q4 2023 → Q1 2024
KJAN Innovator U.S. Small Cap Pow Add +252.1% 7.19% +5.01
SJNK SS SPDR BB St Hi Yield ETF Add +222.2% 4.32% +2.84
QQQ Invesco QQQ Trust Series 1 Add +36.7% 6.98% +1.79
SPY SS SPDR S&P 500 ETF Trust-US Add +8.1% 23.56% +1.72
MOAT Vaneck Morningstar Wide Moat Add +60.2% 2.47% +0.86
MSFT Microsoft Corp. New 0.42% +0.42
BIL SS SPDR BB 1-3M T-Bill ETF Add +24.1% 2.59% +0.30
VOT Vngrd Mrngstr MC GRW ETF-Usd New 0.18% +0.18
MGC Vngrd Mrngstr MG Cap ETF-Usd Add +46.5% 0.54% +0.17
AMZN Amazon.com Inc. New 0.16% +0.16
OEF iShares S&P 100 ETF New 0.14% +0.14
NVDA Nvidia Corp. New 0.10% +0.10
BSV Vanguard Short-Term Bond ETF Add +13.1% 4.73% +0.10
MDY State Street SPDR S&P Midcap New 0.09% +0.09
VCSH Vanguard S/T Corp. Bond ETF New 0.08% +0.08
NOBL Proshares S&P 500 Dividend A New 0.08% +0.08
BRK.B Berkshire Hathaway Inc. Class B New 0.07% +0.07
VOOV Vanguard S&P 500 Value ETF New 0.06% +0.06
META Meta Platforms Inc. Class A New 0.06% +0.06
SCHX Schwab US Large-Cap ETF New 0.06% +0.06
MMTM SS SPDR S&P 1500 Mom Tilt New 0.06% +0.06
PRK Park National Corp. New 0.05% +0.05
DLN Wisdomtree US Largecap Divid New 0.05% +0.05
COST Costco Wholesale Corp. New 0.05% +0.05
RTX RTX Corp. New 0.05% +0.05
GOOGL Alphabet Inc. Class A New 0.04% +0.04
QCOM Qualcomm Inc. New 0.04% +0.04
MTUM iShares MSCI USA Momentum Fa New 0.04% +0.04
SDY SS SPDR S&P Dividend ETF New 0.04% +0.04
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.04% +0.04
PJAN Innovator U.S. Equity Power New 0.04% +0.04
V Visa Inc. Class A New 0.04% +0.04
PH Parker Hannifin Corp. New 0.04% +0.04
JPM JPMorgan Chase & Co. New 0.04% +0.04
GD General Dynamics Corp. New 0.04% +0.04
IVV iShares Core S&P 500 ETF New 0.04% +0.04
EMR Emerson Electric Co. New 0.03% +0.03
HLT Hilton Worldwide Holdings Inc. New 0.03% +0.03
POCT Innovator U.S. Equity Power New 0.03% +0.03
IVW iShares S&P 500 Growth ETF New 0.03% +0.03
TSLA Tesla Inc. New 0.03% +0.03
BMAY Innovator U.S. Equity Buffer New 0.03% +0.03
BSCP Invesco Bulletshares 2025 CB New 0.03% +0.03
BJUN Innovator U.S. Equity Buffer New 0.03% +0.03
PEP Pepsico Inc. New 0.03% +0.03
CARR Carrier Global Corp. New 0.03% +0.03
BA The Boeing Co. New 0.03% +0.03
TIP iShares Tips Bond ETF New 0.03% +0.03
HD Home Depot Inc. New 0.03% +0.03
GOOG Alphabet Inc. Class C New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 56$1.1BSPY, DIA, QQQ, KNOV, RSP
Q1 2026 52$976.4MSPY, DIA, KNOV, VIG, RSP
Q4 2025 131$1.0BSPY, DIA, QQQ, KAUG, VIG
Q3 2025 48$971.6MSPY, DIA, QQQ, KAUG, VIG
Q2 2025 154$950.2MSPY, DIA, QQQ, BSV, KAUG
Q1 2025 102$891.1MSPY, QQQ, DIA, KAUG, VIG
Q4 2024 86$919.8MSPY, QQQ, DIA, RSP, VIG
Q3 2024 40$873.7MSPY, QQQ, KJAN, RSP, DIA
Q2 2024 39$823.5MSPY, QQQE, QQQ, KJAN, DIA
Q1 2024 84$828.4MSPY, DIA, QQQE, KJAN, QQQ