Berkshire Money Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Berkshire Money Management, Inc. reported 52 stock positions worth $976.4 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 22.6% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 9.7%) and Inn US SML CP Pow B ETF - No (KNOV, 6.5%). Compared with Q4 2025, it opened 5 new positions, sold out of 84, added to 14 and reduced 18. The biggest buy was a new position in Inn US SML CP Pow B ETF - No (KNOV) and the biggest sale Inv US SML Cap PB ETF - Aug (KAUG, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- DALTON, MA
- CIK
- 0001535172
- Portfolio Value
- $976.4M (Q1 2026)
- SEC Filing
- 0001398344-26-006747 ↗ filed Apr 21, 2026
Holdings Value
Holdings 52 stocks · $976.4M
| SPY SS SPDR S&P 500 ETF Trust-US | 22.61% | 339,480 | $220.8M | Reduce -0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 9.73% | 205,145 | $95.0M | Reduce -0.7% |
| KNOV Inn US SML CP Pow B ETF - No | 6.54% | 2,226,072 | $63.8M | New |
| VIG Vanguard Dividend Apprec ETF | 6.16% | 279,611 | $60.1M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 6.02% | 306,432 | $58.8M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 5.70% | 96,501 | $55.7M | Reduce -26.7% |
| SJNK SS SPDR BB St Hi Yield ETF | 4.30% | 1,681,308 | $42.0M | Reduce -4.2% |
| BSV Vanguard Short-Term Bond ETF | 3.39% | 421,566 | $33.1M | Add +3.6% |
| IVE iShares S&P 500 Value ETF | 3.26% | 150,908 | $31.9M | Reduce -1.0% |
| VEA Vanguard Ftse Developed ETF | 2.99% | 455,647 | $29.2M | New |
| IWF iShares Russell 1000 Growth | 2.58% | 59,019 | $25.2M | Reduce -48.5% |
| PNOV Innovator U.S. Equity Power | 2.51% | 598,778 | $24.5M | Add +4944.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.38% | 253,667 | $23.2M | Add +0.9% |
| IDV iShares International Select | 2.30% | 527,447 | $22.4M | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.15% | 48,157 | $21.0M | Reduce -11.6% |
| MOAT Vaneck Morningstar Wide Moat | 2.13% | 215,158 | $20.8M | Add +1.2% |
| JNK SS SPDR BB High Yield Bond | 1.69% | 172,651 | $16.5M | Add +10.6% |
| THNQ Robo Global Artificial Intel filed as EXCHANGE TRADED CONCEPTS TRU | 1.51% | 250,406 | $14.8M | Add +3.9% |
| IGPT Invesco AI and Next Gen Soft | 1.39% | 234,552 | $13.6M | Reduce -4.5% |
| KAUG Inv US SML Cap PB ETF - Aug | 1.33% | 485,177 | $13.0M | Reduce -80.6% |
| INOV Inno Int Dev Power Buff Nov | 0.91% | 256,846 | $8.9M | New |
| GRNY Fundstr Gran SH US LRG Cap | 0.74% | 304,485 | $7.3M | Add +5.9% |
| IWM iShares Russell 2000 ETF | 0.71% | 27,861 | $6.9M | Add +294.2% |
| AAPL Apple Inc. | 0.71% | 27,183 | $6.9M | Add +0.9% |
| BFEB Innovator U.S. Equity Buffer | 0.69% | 141,346 | $6.7M | Reduce -0.0% |
| KJAN Innovator U.S. Small Cap Pow | 0.64% | 149,379 | $6.2M | No change |
| KRE SS SPDR S&P Regional Bank | 0.56% | 84,141 | $5.5M | New |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.53% | 52,644 | $5.2M | Reduce -4.9% |
| PJUN Innovator U.S. Equity Power | 0.47% | 110,197 | $4.6M | Reduce -82.7% |
| UJAN Innovator U.S. Equity Ultra | 0.35% | 79,793 | $3.4M | No change |
| KAPR Innovator U.S. Small Cap Pow | 0.33% | 90,130 | $3.3M | Reduce -10.3% |
| NVDA Nvidia Corp. | 0.32% | 18,109 | $3.2M | Add +9.4% |
| BOCT Innovator U.S. Equity Buffer | 0.27% | 55,587 | $2.7M | No change |
| AMZN Amazon.com Inc. | 0.24% | 11,072 | $2.3M | Add +0.3% |
| PJUL Innovator U.S. Equity Power | 0.21% | 44,137 | $2.0M | No change |
| XOM Exxon Mobil Corp. | 0.20% | 11,436 | $1.9M | Add +10.4% |
| BJUL Innovator U.S. Equity Buffer | 0.18% | 34,856 | $1.7M | Reduce -1.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 17,620 | $1.4M | Reduce -4.8% |
| BJAN Innovator U.S. Equity Buffer | 0.13% | 23,219 | $1.2M | No change |
| SGOV iShares 0-3 Month Treasury B | 0.11% | 10,542 | $1.1M | No change |
| BAPR Innovator U.S. Equity Buffer | 0.11% | 21,374 | $1.0M | No change |
| KDEC Inn US SML Cap P B ETF - Dec | 0.10% | 37,530 | $964K | Reduce -3.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.10% | 10,251 | $951K | Add +1.9% |
| BNOV Innovator U.S. Equity Buffer | 0.09% | 21,410 | $921K | No change |
| IGV iShares Expanded Tech-Softwa | 0.09% | 11,230 | $899K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 15,984 | $734K | Reduce -97.2% |
| NJAN Innovator Growth 100 Power B | 0.07% | 12,055 | $643K | No change |
| BSEP Innovator U.S. Equity Buffer | 0.06% | 12,687 | $610K | No change |
| BSCQ Invesco Bulletshares 2026 CB | 0.06% | 28,942 | $565K | No change |
| BAUG Innovator U.S. Equity Buffer | 0.05% | 10,801 | $528K | No change |
| BSCS Invesco Bulletshares 2028 CB | 0.04% | 20,159 | $412K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.03% | 13,004 | $255K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| KAUG Inv US SML Cap PB ETF - Aug | Reduce -80.6% | 1.33% | −4.99 |
| IWF iShares Russell 1000 Growth | Reduce -48.5% | 2.58% | −2.60 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -97.2% | 0.08% | −2.27 |
| PJUN Innovator U.S. Equity Power | Reduce -82.7% | 0.47% | −2.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.7% | 5.70% | −2.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.6% | 2.15% | −0.38 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.33 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −0.33 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.30 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.21 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.18 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.17 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.16 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.13 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.12 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.12 |
| RTX RTX Corp. | Sold out | 0.00% | −0.11 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.10 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.10 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.08 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.06 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.05 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.05 |
| PRK Park National Corp. | Sold out | 0.00% | −0.05 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.05 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.05 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.04 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.04 |
| XLI SS Industrial Select Sector | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.04 |
| BA The Boeing Co. | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.04 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.04 |
| SDY SS SPDR S&P Dividend ETF | Sold out | 0.00% | −0.04 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −0.04 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.04 |
| IYJ iShares U.S. Industrials ETF | Sold out | 0.00% | −0.04 |
| W Wayfair Inc. Class A | Sold out | 0.00% | −0.03 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.03 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.03 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| KNOV Inn US SML CP Pow B ETF - No | New | 6.54% | +6.54 |
| VEA Vanguard Ftse Developed ETF | New | 2.99% | +2.99 |
| PNOV Innovator U.S. Equity Power | Add +4944.0% | 2.51% | +2.46 |
| IDV iShares International Select | New | 2.30% | +2.30 |
| INOV Inno Int Dev Power Buff Nov | New | 0.91% | +0.91 |
| KRE SS SPDR S&P Regional Bank | New | 0.56% | +0.56 |
| RSP Invesco S&P 500 Equal Weight | Add +2.5% | 6.02% | +0.56 |
| IWM iShares Russell 2000 ETF | Add +294.2% | 0.71% | +0.54 |
| BSV Vanguard Short-Term Bond ETF | Add +3.6% | 3.39% | +0.33 |
| JNK SS SPDR BB High Yield Bond | Add +10.6% | 1.69% | +0.25 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +0.9% | 2.38% | +0.19 |
| XOM Exxon Mobil Corp. | Add +10.4% | 0.20% | +0.08 |
| GRNY Fundstr Gran SH US LRG Cap | Add +5.9% | 0.74% | +0.07 |
| THNQ Robo Global Artificial Intel | Add +3.9% | 1.51% | +0.05 |
| MOAT Vaneck Morningstar Wide Moat | Add +1.2% | 2.13% | +0.03 |
| NVDA Nvidia Corp. | Add +9.4% | 0.32% | +0.03 |
| AAPL Apple Inc. | Add +0.9% | 0.71% | +0.01 |
| USMV iShares MSCI USA Min Vol Fac | Add +1.9% | 0.10% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.3% | 0.24% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 56 | $1.1B | SPY, DIA, QQQ, KNOV, RSP |
| Q1 2026 | 52 | $976.4M | SPY, DIA, KNOV, VIG, RSP |
| Q4 2025 | 131 | $1.0B | SPY, DIA, QQQ, KAUG, VIG |
| Q3 2025 | 48 | $971.6M | SPY, DIA, QQQ, KAUG, VIG |
| Q2 2025 | 154 | $950.2M | SPY, DIA, QQQ, BSV, KAUG |
| Q1 2025 | 102 | $891.1M | SPY, QQQ, DIA, KAUG, VIG |
| Q4 2024 | 86 | $919.8M | SPY, QQQ, DIA, RSP, VIG |
| Q3 2024 | 40 | $873.7M | SPY, QQQ, KJAN, RSP, DIA |
| Q2 2024 | 39 | $823.5M | SPY, QQQE, QQQ, KJAN, DIA |
| Q1 2024 | 84 | $828.4M | SPY, DIA, QQQE, KJAN, QQQ |