Berkshire Money Management, Inc. Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$1.0B
Holdings
131
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (131 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SPYSPDR S&P 500 ETF TR | 340,752 | $232.4M | 22.17% | |
| 2 | DONSPDR DOW JONES INDL AVERAGE | 206,574 | $99.3M | 9.47% | |
| 3 | NDQINVESCO QQQ TR | 131,616 | $80.9M | 7.71% | |
| 4 | KAUGINNOVATOR ETFS TRUST | 2,496,244 | $66.2M | 6.32% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 283,087 | $62.2M | 5.94% | |
| 6 | RSPINVESCO EXCHANGE TRADED FD T | 299,108 | $57.3M | 5.47% | |
| 7 | IWFISHARES TR | 114,706 | $54.3M | 5.18% | |
| 8 | SJNKSPDR SERIES TRUST | 1,755,779 | $44.5M | 4.24% | |
| 9 | IVEISHARES TR | 152,364 | $32.3M | 3.08% | |
| 10 | BSVVANGUARD BD INDEX FDS | 406,845 | $32.1M | 3.06% | |
| 11 | PJUNINNOVATOR ETFS TRUST | 637,168 | $26.7M | 2.55% | |
| 12 | VUGVANGUARD INDEX FDS | 54,479 | $26.6M | 2.54% | |
| 13 | XLUSELECT SECTOR SPDR TR | 576,065 | $24.6M | 2.35% | |
| 14 | BILSPDR SERIES TRUST | 251,294 | $23.0M | 2.19% | |
| 15 | MOATVANECK ETF TRUST | 212,614 | $22.0M | 2.10% | |
| 16 | THNQEXCHANGE TRADED CONCEPTS TRU | 241,058 | $15.3M | 1.46% | |
| 17 | JNKSPDR SERIES TRUST | 156,057 | $15.2M | 1.45% | |
| 18 | IGPTINVESCO EXCHANGE TRADED FD T | 245,620 | $14.6M | 1.39% | |
| 19 | AAPLAPPLE INC | 26,950 | $7.3M | 0.70% | |
| 20 | GRNYTIDAL TRUST I | 287,529 | $7.1M | 0.68% | |
| 21 | BFEBINNOVATOR ETFS TRUST | 141,361 | $6.9M | 0.66% | |
| 22 | KJANINNOVATOR ETFS TRUST | 149,379 | $6.2M | 0.59% | |
| 23 | QQQEDIREXION SHS ETF TR | 55,368 | $5.7M | 0.54% | |
| 24 | KAPRINNOVATOR ETFS TRUST | 100,464 | $3.5M | 0.34% | |
| 25 | VOOVANGUARD INDEX FDS | 5,556 | $3.5M | 0.33% | |
| 26 | MTUMISHARES TR | 13,878 | $3.5M | 0.33% | |
| 27 | UJANINNOVATOR ETFS TRUST | 79,793 | $3.5M | 0.33% | |
| 28 | MSFTMICROSOFT CORP | 6,498 | $3.1M | 0.30% | |
| 29 | NVDANVIDIA CORPORATION | 16,551 | $3.1M | 0.29% | |
| 30 | BOCTINNOVATOR ETFS TRUST | 55,587 | $2.7M | 0.26% | |
| 31 | AMZNAMAZON COM INC | 11,036 | $2.5M | 0.24% | |
| 32 | OEFISHARES TR | 6,500 | $2.2M | 0.21% | |
| 33 | PJULINNOVATOR ETFS TRUST | 44,137 | $2.0M | 0.20% | |
| 34 | AVGOBROADCOM INC | 5,584 | $1.9M | 0.18% | |
| 35 | BJULINNOVATOR ETFS TRUST | 35,230 | $1.8M | 0.17% | |
| 36 | IWMISHARES TR | 7,068 | $1.7M | 0.17% | |
| 37 | VOTVANGUARD INDEX FDS | 6,200 | $1.7M | 0.17% | |
| 38 | GOOGLALPHABET INC | 5,264 | $1.6M | 0.16% | |
| 39 | VONEVANGUARD SCOTTSDALE FDS | 5,295 | $1.6M | 0.16% | |
| 40 | VCSHVANGUARD SCOTTSDALE FDS | 18,513 | $1.5M | 0.14% | |
| 41 | VVVANGUARD INDEX FDS | 4,420 | $1.4M | 0.13% | |
| 42 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,163 | $1.3M | 0.12% | |
| 43 | BJANINNOVATOR ETFS TRUST | 23,219 | $1.3M | 0.12% | |
| 44 | XOMEXXON MOBIL CORP | 10,362 | $1.2M | 0.12% | |
| 45 | SMHVANECK ETF TRUST | 3,347 | $1.2M | 0.11% | |
| 46 | IGVISHARES TR | 11,230 | $1.2M | 0.11% | |
| 47 | RTXRTX CORPORATION | 6,428 | $1.2M | 0.11% | |
| 48 | IVVISHARES TR | 1,569 | $1.1M | 0.10% | |
| 49 | SGOVISHARES TR | 10,542 | $1.1M | 0.10% | |
| 50 | METAMETA PLATFORMS INC | 1,595 | $1.1M | 0.10% | |
| 51 | BAPRINNOVATOR ETFS TRUST | 21,374 | $1.0M | 0.10% | |
| 52 | KDECINNOVATOR ETFS TRUST | 38,951 | $994K | 0.09% | |
| 53 | BNOVINNOVATOR ETFS TRUST | 21,410 | $951K | 0.09% | |
| 54 | USMVISHARES TR | 10,062 | $947K | 0.09% | |
| 55 | XLVSELECT SECTOR SPDR TR | 5,394 | $835K | 0.08% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,612 | $810K | 0.08% | |
| 57 | VVISA INC | 1,989 | $697K | 0.07% | |
| 58 | MGKVANGUARD WORLD FD | 1,679 | $693K | 0.07% | |
| 59 | NJANINNOVATOR ETFS TRUST | 12,055 | $662K | 0.06% | |
| 60 | BSEPINNOVATOR ETFS TRUST | 12,687 | $624K | 0.06% | |
| 61 | COSTCOSTCO WHSL CORP NEW | 702 | $605K | 0.06% | |
| 62 | FDNFIRST TR EXCHANGE-TRADED FD | 2,188 | $588K | 0.06% | |
| 63 | BSCQINVESCO EXCH TRD SLF IDX FD | 28,942 | $566K | 0.05% | |
| 64 | GOOGALPHABET INC | 1,765 | $553K | 0.05% | |
| 65 | BAUGINNOVATOR ETFS TRUST | 10,801 | $540K | 0.05% | |
| 66 | JPMJPMORGAN CHASE & CO. | 1,616 | $520K | 0.05% | |
| 67 | TFCTRUIST FINL CORP | 10,192 | $501K | 0.05% | |
| 68 | PNOVINNOVATOR ETFS TRUST | 11,871 | $495K | 0.05% | |
| 69 | PRKPARK NATL CORP | 3,228 | $491K | 0.05% | |
| 70 | TSLATESLA INC | 1,085 | $487K | 0.05% | |
| 71 | PHPARKER-HANNIFIN CORP | 552 | $485K | 0.05% | |
| 72 | SPLVINVESCO EXCH TRADED FD TR II | 6,578 | $469K | 0.04% | |
| 73 | GQ9SPDR GOLD TR | 1,166 | $462K | 0.04% | |
| 74 | HDHOME DEPOT INC | 1,307 | $449K | 0.04% | |
| 75 | XLISELECT SECTOR SPDR TR | 2,864 | $444K | 0.04% | |
| 76 | AMDADVANCED MICRO DEVICES INC | 2,056 | $440K | 0.04% | |
| 77 | VOOVVANGUARD ADMIRAL FDS INC | 2,142 | $438K | 0.04% | |
| 78 | BABOEING CO | 1,936 | $420K | 0.04% | |
| 79 | MAMASTERCARD INCORPORATED | 729 | $416K | 0.04% | |
| 80 | BSCSINVESCO EXCH TRD SLF IDX FD | 20,159 | $415K | 0.04% | |
| 81 | KOCOCA COLA CO | 5,858 | $409K | 0.04% | |
| 82 | SDYSPDR SERIES TRUST | 2,922 | $406K | 0.04% | |
| 83 | PJANINNOVATOR ETFS TRUST | 8,204 | $385K | 0.04% | |
| 84 | MUMICRON TECHNOLOGY INC | 1,340 | $382K | 0.04% | |
| 85 | LLYELI LILLY & CO | 346 | $371K | 0.04% | |
| 86 | IYJISHARES TR | 2,500 | $370K | 0.04% | |
| 87 | WWAYFAIR INC | 3,483 | $349K | 0.03% | |
| 88 | PGPROCTER AND GAMBLE CO | 2,431 | $348K | 0.03% | |
| 89 | JNJJOHNSON & JOHNSON | 1,640 | $339K | 0.03% | |
| 90 | EMREMERSON ELEC CO | 2,528 | $335K | 0.03% | |
| 91 | GDGENERAL DYNAMICS CORP | 989 | $332K | 0.03% | |
| 92 | LQDISHARES TR | 2,973 | $327K | 0.03% | |
| 93 | CSXCSX CORP | 8,869 | $321K | 0.03% | |
| 94 | HLTHILTON WORLDWIDE HLDGS INC | 1,114 | $319K | 0.03% | |
| 95 | POCTINNOVATOR ETFS TRUST | 7,046 | $309K | 0.03% | |
| 96 | DLNWISDOMTREE TR | 3,500 | $308K | 0.03% | |
| 97 | ADIANALOG DEVICES INC | 1,119 | $303K | 0.03% | |
| 98 | MGCVANGUARD WORLD FD | 1,175 | $295K | 0.03% | |
| 99 | BJUNINNOVATOR ETFS TRUST | 6,329 | $295K | 0.03% | |
| 100 | MMTMSPDR SERIES TRUST | 994 | $290K | 0.03% |
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