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Berkshire Money Management, Inc.

13F filer · CIK 0001535172
Reported Jul 23, 2026
Net buyer this quarter
13F portfolio value$1.09BU.S. long equity reported on 13F
Positions111 new · 0 closed
Net flow last quarter+$3.91MBuys minus sells
Top 10 positions weight45.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 23, 202611 positions
SPYSPDR S&P 500 ETF Trust$251M22.94%Not reported-1.0%Q1 2013
DIASPDR Dow Jones Industrial Average ETF Trust$107M9.75%Not reported-0.4%Q1 2013
QQQInvesco QQQ Trust, Series 1$76M6.94%Not reported+7.0%Q4 2023
BSVNBank7 Corp.$33M3.01%4.45%+0.5%Q4 2014
INOVInovalon Holdings, Inc.$9.69M0.89%Not reported+2.7%Q1 2026
AAPLApple Inc.$7.94M0.73%0.00%+0.9%Q1 2016
NVDANvidia Corp$3.42M0.31%0.00%-5.6%Q1 2024
BOCTBoulder Capital Opportunities II Ltd$2.95M0.27%Not reportedNot reportedQ2 2019
AMZNAmazon Com Inc$2.87M0.26%0.00%+8.9%Q1 2024
XOMExxonMobil Holdings Corp$1.53M0.14%0.00%-2.0%Q1 2013
STMSTMicroelectronics N.V.$1.48M0.14%0.00%NewQ2 2026
Q1 2026Reported Apr 21, 202610 positions
SPYSPDR S&P 500 ETF Trust$221M22.61%Not reported-0.4%Q1 2013
DIASPDR Dow Jones Industrial Average ETF Trust$95M9.73%Not reported-0.7%Q1 2013
QQQInvesco QQQ Trust, Series 1$55.7M5.70%Not reported-26.7%Q4 2023
BSVNBank7 Corp.$33.1M3.39%4.43%+3.6%Q4 2014
INOVInovalon Holdings, Inc.$8.91M0.91%Not reportedNewQ1 2026
AAPLApple Inc.$6.9M0.71%0.00%+0.9%Q1 2016
NVDANvidia Corp$3.16M0.32%0.00%+9.4%Q1 2024
BOCTBoulder Capital Opportunities II Ltd$2.67M0.27%Not reportedNot reportedQ2 2019
AMZNAmazon Com Inc$2.31M0.24%0.00%+0.3%Q1 2024
XOMExxonMobil Holdings Corp$1.94M0.20%0.00%+10.4%Q1 2013
Q4 2025Reported Jan 27, 202662 positions
SPYSPDR S&P 500 ETF Trust$232M22.17%Not reported-0.1%Q1 2013
DIASPDR Dow Jones Industrial Average ETF Trust$99.3M9.47%Not reported+2.9%Q1 2013
QQQInvesco QQQ Trust, Series 1$80.9M7.71%Not reported+0.8%Q4 2023
BSVNBank7 Corp.$32.1M3.06%4.30%-16.6%Q4 2014
AAPLApple Inc.$7.33M0.70%0.00%+12.5%Q1 2016
MSFTMicrosoft Corp$3.14M0.30%0.00%Not reportedQ2 2019
NVDANvidia Corp$3.09M0.29%0.00%+4.0%Q1 2024
BOCTBoulder Capital Opportunities II Ltd$2.75M0.26%Not reported-1.4%Q2 2019
AMZNAmazon Com Inc$2.55M0.24%0.00%+2.4%Q1 2024
AVGOBroadcom Inc.$1.93M0.18%0.00%Not reportedQ4 2024
VOTVan Kampen Municipal Opportunity Trust II$1.73M0.17%Not reportedNot reportedQ4 2016
GOOGLAlphabet Inc.$1.65M0.16%0.00%Not reportedQ1 2024
MDYSPDR S&P Midcap 400 ETF Trust$1.31M0.12%Not reportedNot reportedQ1 2013
XOMExxonMobil Holdings Corp$1.25M0.12%0.00%-3.7%Q1 2013
SMHMarket Vectors ETF Trust$1.21M0.11%Not reportedNewQ4 2025
RTXRTX Corp$1.18M0.11%0.00%Not reportedQ1 2024
METAMeta Platforms, Inc.$1.05M0.10%Not reportedNot reportedQ1 2024
BRK.BBerkshire Hathaway Inc$810K0.08%Not reportedNot reportedQ3 2017
VVisa Inc.$698K0.07%0.00%Not reportedQ1 2024
COSTCostco Wholesale Corp$605K0.06%0.00%Not reportedQ1 2024
GOOGAlphabet Inc.$554K0.05%Not reportedNot reportedQ1 2024
JPMJPMorgan Chase & Co$521K0.05%0.00%Not reportedQ1 2024
TFCTruist Financial Corp$502K0.05%0.00%-1.0%Q3 2025
PRKPark National Corp$491K0.05%0.02%Not reportedQ2 2019
TSLATesla, Inc.$488K0.05%0.00%Not reportedQ1 2024
PHParker-Hannifin Corp$485K0.05%0.00%Not reportedQ1 2024
GLDSPDR Gold Trust$462K0.04%0.00%Not reportedQ1 2025
HDHome Depot, Inc.$450K0.04%0.00%Not reportedQ1 2024
AMDAdvanced Micro Devices Inc$440K0.04%0.00%NewQ4 2025
BABoeing Co$420K0.04%0.00%Not reportedQ1 2024
MAMastercard Inc$416K0.04%0.00%NewQ4 2025
KOCoca Cola Co$410K0.04%0.00%Not reportedQ2 2013
MUMicron Technology Inc$382K0.04%0.00%NewQ4 2025
LLYELI LILLY & Co$371K0.04%0.00%Not reportedQ4 2024
WWayfair Inc.$350K0.03%Not reportedNewQ4 2025
PGPROCTER & GAMBLE Co$348K0.03%0.00%Not reportedQ4 2024
JNJJohnson & Johnson$339K0.03%0.00%NewQ4 2025
EMREmerson Electric Co$336K0.03%0.00%Not reportedQ1 2024
GDGeneral Dynamics Corp$333K0.03%0.00%Not reportedQ1 2024
CSXCSX Corp$322K0.03%0.00%NewQ4 2025
HLTHilton Worldwide Holdings Inc.$320K0.03%0.00%Not reportedQ1 2024
ADIAnalog Devices Inc$303K0.03%0.00%NewQ4 2025
PFGPrincipal Financial Group Inc$284K0.03%0.00%NewQ4 2025
CSCOCisco Systems, Inc.$272K0.03%0.00%Not reportedQ3 2018
ABTAbbott Laboratories$271K0.03%0.00%NewQ4 2025
WMTWalmart Inc.$259K0.02%0.00%Not reportedQ1 2025
CARRCARRIER GLOBAL Corp$257K0.02%0.00%Not reportedQ1 2024
BACBank of America Corp$255K0.02%0.00%Not reportedQ2 2025
QCOMQualcomm Inc$254K0.02%0.00%Not reportedQ1 2024
VERAVera Therapeutics, Inc.$253K0.02%0.01%NewQ4 2025
Q3 2025Reported Oct 14, 202510 positions
SPYSPDR S&P 500 ETF Trust$227M23.40%Not reported-0.9%Q1 2013
DIASPDR Dow Jones Industrial Average ETF Trust$93.1M9.58%Not reported+11.0%Q1 2013
QQQInvesco QQQ Trust, Series 1$78.4M8.07%Not reported-0.3%Q4 2023
BSVNBank7 Corp.$38.5M3.96%5.16%-38.4%Q4 2014
AAPLApple Inc.$6.1M0.63%0.00%+2.5%Q1 2016
NVDANvidia Corp$2.97M0.31%0.00%+3.9%Q1 2024
BOCTBoulder Capital Opportunities II Ltd$2.73M0.28%Not reportedNot reportedQ2 2019
AMZNAmazon Com Inc$2.37M0.24%0.00%+9.5%Q1 2024
XOMExxonMobil Holdings Corp$1.21M0.12%0.00%-23.1%Q1 2013
TFCTruist Financial Corp$471K0.05%0.00%NewQ3 2025
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