Universe · entity
Berkshire Money Management, Inc.
Institutional manager (13F) · CIK 1535172
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $976M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $221M | 339,480 |
| 2 | STATE STR SPDR DOW JONES IND | $95M | 205,145 |
| 3 | INNOVATOR ETFS TRUST | $64M | 2,226,072 |
| 4 | VANGUARD SPECIALIZED FUNDS | $60M | 279,611 |
| 5 | INVESCO EXCHANGE TRADED FD T | $59M | 306,432 |
| 6 | INVESCO QQQ TR | $56M | 96,501 |
| 7 | SPDR SERIES TRUST | $42M | 1,681,308 |
| 8 | VANGUARD BD INDEX FDS | $33M | 421,566 |
| 9 | ISHARES TR | $32M | 150,908 |
| 10 | VANGUARD TAX-MANAGED FDS | $29M | 455,647 |
| 11 | ISHARES TR | $25M | 59,019 |
| 12 | INNOVATOR ETFS TRUST | $24M | 598,778 |
| 13 | SPDR SERIES TRUST | $23M | 253,667 |
| 14 | ISHARES TR | $22M | 527,447 |
| 15 | VANGUARD INDEX FDS | $21M | 48,157 |
| 16 | VANECK ETF TRUST | $21M | 215,158 |
| 17 | SPDR SERIES TRUST | $17M | 172,651 |
| 18 | EXCHANGE TRADED CONCEPTS TRU | $15M | 250,406 |
| 19 | INVESCO EXCHANGE TRADED FD T | $14M | 234,552 |
| 20 | INNOVATOR ETFS TRUST | $13M | 485,177 |
| 21 | INNOVATOR ETFS TRUST | $9M | 256,846 |
| 22 | TIDAL TRUST I | $7M | 304,485 |
| 23 | ISHARES TR | $7M | 27,861 |
| 24 | APPLE INC | $7M | 27,183 |
| 25 | INNOVATOR ETFS TRUST | $7M | 141,346 |
| 26 | INNOVATOR ETFS TRUST | $6M | 149,379 |
| 27 | SPDR SERIES TRUST | $5M | 84,141 |
| 28 | DIREXION SHARES ETF TRUST | $5M | 52,644 |
| 29 | INNOVATOR ETFS TRUST | $5M | 110,197 |
| 30 | INNOVATOR ETFS TRUST | $3M | 79,793 |
| 31 | INNOVATOR ETFS TRUST | $3M | 90,130 |
| 32 | NVIDIA CORPORATION | $3M | 18,109 |
| 33 | INNOVATOR ETFS TRUST | $3M | 55,587 |
| 34 | AMAZON COM INC | $2M | 11,072 |
| 35 | INNOVATOR ETFS TRUST | $2M | 44,137 |
| 36 | EXXON MOBIL CORP | $2M | 11,436 |
| 37 | INNOVATOR ETFS TRUST | $2M | 34,856 |
| 38 | VANGUARD SCOTTSDALE FDS | $1M | 17,620 |
| 39 | INNOVATOR ETFS TRUST | $1M | 23,219 |
| 40 | ISHARES TR | $1M | 10,542 |
| 41 | INNOVATOR ETFS TRUST | $1M | 21,374 |
| 42 | INNOVATOR ETFS TRUST | $964k | 37,530 |
| 43 | ISHARES TR | $951k | 10,251 |
| 44 | INNOVATOR ETFS TRUST | $921k | 21,410 |
| 45 | ISHARES TR | $899k | 11,230 |
| 46 | SELECT SECTOR SPDR TR | $734k | 15,984 |
| 47 | INNOVATOR ETFS TRUST | $643k | 12,055 |
| 48 | INNOVATOR ETFS TRUST | $610k | 12,687 |
| 49 | INVESCO EXCH TRD SLF IDX FD | $565k | 28,942 |
| 50 | INNOVATOR ETFS TRUST | $528k | 10,801 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.