Berkshire Money Management, Inc. holds a focused book of 56 reported positions worth $1.1B as of Q2 2026 (disclosed Jul 23, 2026, a ~23-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 reported non-option book. Cloning the disclosed picks since 2024 would be +28% (+13.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Berkshire Money Management, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 3.4 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 each quarter's actual reporting lag, ~23 days for the latest filing, with 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.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+2 sectors below the cut, under 0.5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Berkshire Money Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Thor Trading Advisors, LLC | 9 / 56 | $225.5M |
| Wallace Hart LLC | 7 / 56 | $111.7M |
| Hoffman, Alan N Investment Management | 5 / 56 | $118.0M |
| Marest Capital, LLC | 6 / 56 | $137.0M |
| Shulman DeMeo Asset Management LLC | 10 / 56 | $362.8M |
| XP Advisory US, Inc. | 10 / 56 | $123.0M |
| Trust Asset Management LLC | 5 / 56 | $1.0B |
| Stembrook Asset Management, LLC | 7 / 56 | $73.9M |
Ranked by the share of each fund's own book sitting in the names it shares with Berkshire Money Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $251.1M | 336.2K | 22.9% | ▼−1.0% Reduced · −3K sh | |
| 2 | State STR SPDR Dow Jones Ind UT SER 1 | $106.7M | 204.3K | 9.7% | ▼−0.4% Reduced · −889 sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $76.0M | 103.2K | 6.9% | ▲+7.0% Added · +7K sh | |
| 4 | Innovator Etfs Trust US SMALL CAP PWR | $74.8M | 2.36M | 6.8% | ▲+5.9% Added · +132K sh | |
| 5 | Invesco Exchange Traded FD T S&P500 EQL WGT | $66.2M | 311.3K | 6.1% | ▲+1.6% Added · +5K sh | |
| 6 | Vanguard Specialized Funds DIV APP ETF | $66.0M | 278.9K | 6.0% | ▼−0.3% Reduced · −721 sh | |
| 7 | SPDR Series Trust ST TERM HIGH ETF | $42.1M | 1.68M | 3.8% | ▲~0% Added · +78 sh | |
| 8 | Ishares TR S&P 500 VAL ETF | $34.4M | 151.4K | 3.1% | ▲+0.3% Added · +463 sh | |
| 9 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $34.3M | 481.5K | 3.1% | ▲+5.7% Added · +26K sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $33.0M | 423.4K | 3.0% | ▲+0.4% Added · +2K sh | |
| 11 | Ishares TR RUS 1000 GRW ETF | $29.4M | 237.2K | 2.7% | ▲+302% Added · +178K sh | |
| 12 | Innovator Etfs Trust US EQTY PWR BUF | $27.0M | 608.7K | 2.5% | ▲+1.7% Added · +10K sh | |
| 13 | Vanguard Index FDS GROWTH ETF | $24.8M | 288.1K | 2.3% | ▲+498% Added · +240K sh | |
| 14 | Invesco Exchange Traded FD T AI AND NEXT GEN | $23.4M | 224.3K | 2.1% | ▼−4.3% Reduced · −10K sh | |
| 15 | SPDR Series Trust ST STR BLO 1 ETF | $23.2M | 252.7K | 2.1% | ▼−0.4% Reduced · −940 sh | |
| 16 | Ishares TR INTL SEL DIV ETF | $22.8M | 551.3K | 2.1% | ▲+4.5% Added · +24K sh | |
| 17 | Vaneck ETF Trust MRNGSTR WDE MOAT | $22.2M | 213.9K | 2.0% | ▼−0.6% Reduced · −1K sh | |
| 18 | Exchange Traded Concepts Tru ROBO GLB ARTIF | $22.2M | 243.3K | 2.0% | ▼−2.9% Reduced · −7K sh | |
| 19 | SPDR Series Trust ST BLOO HIGH ETF | $16.9M | 174.9K | 1.5% | ▲+1.3% Added · +2K sh | |
| 20 | Innovator Etfs Trust INTL DEV PWR BUF | $9.7M | 263.8K | 0.9% | ▲+2.7% Added · +7K sh | |
| 21 | Ishares TR RUSSELL 2000 ETF | $9.3M | 31.0K | 0.9% | ▲+11% Added · +3K sh | |
| 22 | Tidal Trust I FUND GRAN US ETF | $8.1M | 294.2K | 0.7% | ▼−3.4% Reduced · −10K sh | |
| 23 | Apple Inc COM | $7.9M | 27.4K | 0.7% | ▲+0.9% Added · +244 sh | |
| 24 | Innovator Etfs Trust US SMALL CAP PWR | $7.7M | 269.8K | 0.7% | ▼−44% Reduced · −215K sh | |
| 25 | Innovator Etfs Trust US SML CP PWR B | $6.8M | 148.8K | 0.6% | ▼−0.4% Reduced · −600 sh | |
| 26 | Direxion Shares ETF Trust NASDAQ 100 EQ WT | $6.4M | 52.5K | 0.6% | ▼−0.3% Reduced · −175 sh | |
| 27 | Innovator Etfs Trust US EQTY BUFR FEB | $5.0M | 95.6K | 0.5% | ▼−32% Reduced · −46K sh | |
| 28 | Innovator Etfs Trust US EQT ULTRA BF | $3.6M | 79.8K | 0.3% | —Held | |
| 29 | Nvidia Corporation COM | $3.4M | 17.1K | 0.3% | ▼−5.6% Reduced · −1K sh | |
| 30 | Innovator Etfs Trust US EQTY BUF OCT | $2.9M | 55.6K | 0.3% | —Held | |
| 31 | Amazon Com Inc COM | $2.9M | 12.1K | 0.3% | ▲+8.9% Added · +985 sh | |
| 32 | Innovator Etfs Trust US EQTY PWR BUF | $2.5M | 58.1K | 0.2% | ▼−47% Reduced · −52K sh | |
| 33 | Innovator Etfs Trust US SML CP PWR ET | $2.2M | 55.6K | 0.2% | ▼−38% Reduced · −35K sh | |
| 34 | Innovator Etfs Trust US EQTY PWR BUF | $2.2M | 44.1K | 0.2% | —Held | |
| 35 | Innovator Etfs Trust US EQTY BUFR JUL | $1.8M | 34.0K | 0.2% | ▼−2.3% Reduced · −818 sh | |
| 36 | Exxon Mobil Corp COM | $1.5M | 11.2K | 0.1% | ▼−1.9% Reduced · −224 sh | |
| 37 | Stmicroelectronics N V NY REGISTRY | $1.5M | 19.8K | 0.1% | ▲New New position | |
| 38 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.4M | 17.6K | 0.1% | ▼−0.3% Reduced · −60 sh | |
| 39 | Innovator Etfs Trust US EQTY BUFR JAN | $1.4M | 23.2K | 0.1% | —Held | |
| 40 | Innovator Etfs Trust US EQT BUFR APR | $1.1M | 21.4K | 0.1% | —Held | |
| 41 | Innovator Etfs Trust US SMALL CAP PWR | $1.1M | 37.4K | 0.1% | ▼−0.3% Reduced · −109 sh | |
| 42 | Innovator Etfs Trust US EQTY BUF NOV | $1.0M | 21.4K | 0.1% | —Held | |
| 43 | Ishares TR EXPANDED TECH | $1.0M | 11.2K | 0.1% | —Held | |
| 44 | Innovator Etfs Trust GRWT100 PWR BF | $711K | 12.1K | 0.1% | —Held | |
| 45 | Innovator Etfs Trust US EQTY BUF SEP | $669K | 12.7K | 0.1% | —Held | |
| 46 | Innovator Etfs Trust US EQUT BUFR AUG | $579K | 10.8K | 0.1% | —Held | |
| 47 | Select Sector SPDR TR ST STR UTIL ETF | $529K | 11.7K | <0.1% | ▼−27% Reduced · −4K sh | |
| 48 | Invesco Exch TRD SLF Idx FD BULSHS 2026 CB | $516K | 26.5K | <0.1% | ▼−8.6% Reduced · −2K sh | |
| 49 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 28 | $411K | 20.2K | <0.1% | —Held | |
| 50 | Ishares TR IBONDS DEC 2032 | $310K | 12.3K | <0.1% | ▲New New position |
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Use Arkolith to show Berkshire Money Management, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 23d | 56 | $1.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 52 | $976.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 27d | 132 | $1.0B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 14d | 48 | $971.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 22d | 167 | $950.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 23d | 103 | $891.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 87 | $919.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 16d | 40 | $873.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.