Arkolith/Funds/Berkshire Money Management, Inc.

Berkshire Money Management, Inc.

CIK 1535172Hedge fund
Holdings as of Jun 30, 2026·disclosed Jul 23, 2026·~23-day 13F lag·13F-HR
Active Filer

Berkshire Money Management, Inc. holds a focused book of 56 stocks worth $1.1B as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Stmicroelectronics NV-NY SHS and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 23% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+12.9%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

13F holdings API

Owners, holdings, deltas, point-in-time portfolios.

stock.owners

Form 4 insider API

Open-market buys and sells, cluster scans, company flows.

insider.transactions

MCP quickstart

Connect an agent, mint a key, make the first call.

/api/mcp
Build

Ask your agent what Berkshire Money Management, Inc. owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Get a key Compare plans13F data
Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1535172/holdings"
Ask your agent
Use Arkolith to show Berkshire Money Management, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
140
new positions
Added to
16
existing
Trimmed
21
reduced
Sold out
3
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.1%
+12.9%/yr · since Oct '24
Their reported book
+21.1%
held from quarter-end
S&P 500
+29.2%
same window
$9K$10K$11K$12K$13KOct '24Feb '25Jul '25Nov '25Mar '26Jul '26
Berkshire Money Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 3.1 points over this window.

Growth of $10,000 cloning Berkshire Money Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
72%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Consumer Discretionary
0%
Energy
0%
Financials
0%
Health Care
0%
Communication Services
0%
Utilities
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Berkshire Money Management, Inc.

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.80 / 56$13.0B
Kestra Advisory Services, LLC80 / 56$5.8B
LPL Financial LLC79 / 56$61.1B
RAYMOND JAMES FINANCIAL INC79 / 56$54.3B
HighTower Advisors, LLC79 / 56$18.2B
COMMONWEALTH EQUITY SERVICES, LLC79 / 56$14.8B
Steward Partners Investment Advisory, LLC79 / 56$4.3B
IFP Advisors, Inc79 / 56$1.1B

Ranked by how many of Berkshire Money Management, Inc.'s top 56 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

56 positions
#SecurityValueShares% PortLast moveHistory
1State STR SPDR S&P 500 ETF T
TR UNIT
$251.1M336.2K
22.9%
▼−1.0%
Reduced · −3K sh
2State STR SPDR Dow Jones Ind
UT SER 1
$106.7M204.3K
9.7%
▼−0.4%
Reduced · −889 sh
3Invesco QQQ TR
UNIT SER 1
$76.0M103.2K
6.9%
▲+7.0%
Added · +7K sh
4Innovator Etfs Trust
US SMALL CAP PWR
$74.8M2.36M
6.8%
▲+5.9%
Added · +132K sh
5Invesco Exchange Traded FD T
S&P500 EQL WGT
$66.2M311.3K
6.1%
▲+1.6%
Added · +5K sh
6Vanguard Specialized Funds
DIV APP ETF
$66.0M278.9K
6.0%
▼−0.3%
Reduced · −721 sh
7SPDR Series Trust
ST TERM HIGH ETF
$42.1M1.68M
3.8%
▲~0%
Added · +78 sh
8Ishares TR
S&P 500 VAL ETF
$34.4M151.4K
3.1%
▲+0.3%
Added · +463 sh
9Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$34.3M481.5K
3.1%
▲+5.7%
Added · +26K sh
10Vanguard BD Index FDS
SHORT TRM BOND
$33.0M423.4K
3.0%
▲+0.4%
Added · +2K sh
11Ishares TR
RUS 1000 GRW ETF
$29.4M237.2K
2.7%
▲+302%
Added · +178K sh
12Innovator Etfs Trust
US EQTY PWR BUF
$27.0M608.7K
2.5%
▲+1.7%
Added · +10K sh
13Vanguard Index FDS
GROWTH ETF
$24.8M288.1K
2.3%
▲+498%
Added · +240K sh
14Invesco Exchange Traded FD T
AI AND NEXT GEN
$23.4M224.3K
2.1%
▼−4.3%
Reduced · −10K sh
15SPDR Series Trust
ST STR BLO 1 ETF
$23.2M252.7K
2.1%
▼−0.4%
Reduced · −940 sh
16Ishares TR
INTL SEL DIV ETF
$22.8M551.3K
2.1%
▲+4.5%
Added · +24K sh
17Vaneck ETF Trust
MRNGSTR WDE MOAT
$22.2M213.9K
2.0%
▼−0.6%
Reduced · −1K sh
18Exchange Traded Concepts Tru
ROBO GLB ARTIF
$22.2M243.3K
2.0%
▼−2.9%
Reduced · −7K sh
19SPDR Series Trust
ST BLOO HIGH ETF
$16.9M174.9K
1.5%
▲+1.3%
Added · +2K sh
20Innovator Etfs Trust
INTL DEV PWR BUF
$9.7M263.8K
0.9%
▲+2.7%
Added · +7K sh
21Ishares TR
RUSSELL 2000 ETF
$9.3M31.0K
0.9%
▲+11%
Added · +3K sh
22Tidal Trust I
FUND GRAN US ETF
$8.1M294.2K
0.7%
▼−3.4%
Reduced · −10K sh
23Apple Inc
COM
$7.9M27.4K
0.7%
▲+0.9%
Added · +244 sh
24Innovator Etfs Trust
US SMALL CAP PWR
$7.7M269.8K
0.7%
▼−44%
Reduced · −215K sh
25Innovator Etfs Trust
US SML CP PWR B
$6.8M148.8K
0.6%
▼−0.4%
Reduced · −600 sh
26Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$6.4M52.5K
0.6%
▼−0.3%
Reduced · −175 sh
27Innovator Etfs Trust
US EQTY BUFR FEB
$5.0M95.6K
0.5%
▼−32%
Reduced · −46K sh
28Innovator Etfs Trust
US EQT ULTRA BF
$3.6M79.8K
0.3%
—Held
29Nvidia Corporation
COM
$3.4M17.1K
0.3%
▼−5.6%
Reduced · −1K sh
30Innovator Etfs Trust
US EQTY BUF OCT
$2.9M55.6K
0.3%
—Held
31Amazon Com Inc
COM
$2.9M12.1K
0.3%
▲+8.9%
Added · +985 sh
32Innovator Etfs Trust
US EQTY PWR BUF
$2.5M58.1K
0.2%
▼−47%
Reduced · −52K sh
33Innovator Etfs Trust
US SML CP PWR ET
$2.2M55.6K
0.2%
▼−38%
Reduced · −35K sh
34Innovator Etfs Trust
US EQTY PWR BUF
$2.2M44.1K
0.2%
—Held
35Innovator Etfs Trust
US EQTY BUFR JUL
$1.8M34.0K
0.2%
▼−2.3%
Reduced · −818 sh
36Exxon Mobil Corp
COM
$1.5M11.2K
0.1%
▼−1.9%
Reduced · −224 sh
37Stmicroelectronics N V
NY REGISTRY
$1.5M19.8K
0.1%
▲New
New position
38Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.4M17.6K
0.1%
▼−0.3%
Reduced · −60 sh
39Innovator Etfs Trust
US EQTY BUFR JAN
$1.4M23.2K
0.1%
—Held
40Innovator Etfs Trust
US EQT BUFR APR
$1.1M21.4K
0.1%
—Held
41Innovator Etfs Trust
US SMALL CAP PWR
$1.1M37.4K
0.1%
▼−0.3%
Reduced · −109 sh
42Innovator Etfs Trust
US EQTY BUF NOV
$1.0M21.4K
0.1%
—Held
43Ishares TR
EXPANDED TECH
$1.0M11.2K
0.1%
—Held
44Innovator Etfs Trust
GRWT100 PWR BF
$711K12.1K
0.1%
—Held
45Innovator Etfs Trust
US EQTY BUF SEP
$669K12.7K
0.1%
—Held
46Innovator Etfs Trust
US EQUT BUFR AUG
$579K10.8K
0.1%
—Held
47Select Sector SPDR TR
ST STR UTIL ETF
$529K11.7K
0.0%
▼−27%
Reduced · −4K sh
48Invesco Exch TRD SLF Idx FD
BULSHS 2026 CB
$516K26.5K
0.0%
▼−8.6%
Reduced · −2K sh
49Invesco Exch TRD SLF Idx FD
INVSCO BLSH 28
$411K20.2K
0.0%
—Held
50Ishares TR
IBONDS DEC 2032
$310K12.3K
0.0%
▲New
New position
Showing 50 of 56 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 23, 202656$1.1B13F-HR
Q1 2026Mar 31, 2026Apr 21, 202652$976.4M13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026132$1.0B13F-HR
Q3 2025Sep 30, 2025Oct 14, 202548$971.6M13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025167$950.3M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025103$891.1M13F-HR
Q4 2024Dec 31, 2024Jan 27, 202587$919.8M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202440$873.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.