Berkshire Money Management
DALTON, MAfiles as Berkshire Money Management, Inc.
$1.1bn in 56 US stocks at the end of 30 June 2026. The top 10 are 71.7% of the money. It changed about 4.1% of the portfolio this quarter.
Value
$1.1bn
Stocks
56
Top 10 share
71.7%
Turnover
4.1%
What changed this quarter
New
Bought for the first time this quarter.
- STMicroelectronicsSTM0.1% of the fund
- Ishares TRIBDX<0.1% of the fund
- Ishares TRIBDW<0.1% of the fund
- Ishares TRIBDS<0.1% of the fund
- Ishares TRIBDU<0.1% of the fund
- Ishares TRIBDT<0.1% of the fund
- Ishares TRIBDV<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ6.9% of the fund+7%
- Innovator Etfs TrustKNOV6.8% of the fund+6%
- Vanguard Tax-Managed FDSVEA3.1% of the fund+6%
- Ishares TRIDV2.1% of the fund+5%
- Innovator Etfs TrustINOV0.9% of the fund+3%
- Ishares TRIWM0.9% of the fund+11%
- Amazon.comAMZN0.3% of the fund+9%
Cut
Sold some of their stake.
- Invesco Exchange Traded FD TIGPT2.1% of the fund-4%
- Exchange Traded Concepts TRUTHNQ2.0% of the fund-3%
- Tidal Trust IGRNY0.7% of the fund-3%
- Innovator Etfs TrustKAUG0.7% of the fund-44%
- Innovator Etfs TrustBFEB0.5% of the fund-32%
- NvidiaNVDA0.3% of the fund-6%
- Innovator Etfs TrustPJUN0.2% of the fund-47%
- Innovator Etfs TrustKAPR0.2% of the fund-38%
- Innovator Etfs TrustBJUL0.2% of the fund-2%
- Select Sector Spdr TRXLU<0.1% of the fund-27%
- Invesco Exch TRD SLF IDX FDBSCQ<0.1% of the fund-9%
Sold out
Sold their entire stake.
- Spdr Series TrustKRE-100%
- Ishares TRSGOV-100%
- Ishares TRUSMV-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 22.9%
- Value
- $251m
- Shares
- 336,187
Held
- State STR Spdr DOW Jones INDDIA
- Share
- 9.7%
- Value
- $107m
- Shares
- 204,256
Held
- Invesco QQQ TRQQQ
- Share
- 6.9%
- Value
- $76m
- Shares
- 103,208
+7%
- Innovator Etfs TrustKNOV
- Share
- 6.8%
- Value
- $75m
- Shares
- 2,357,804
+6%
- Invesco Exchange Traded FD TRSP
- Share
- 6.1%
- Value
- $66m
- Shares
- 311,345
Held
- Vanguard Specialized FundsVIG
- Share
- 6.0%
- Value
- $66m
- Shares
- 278,890
Held
- Spdr Series TrustSJNK
- Share
- 3.8%
- Value
- $42m
- Shares
- 1,681,386
Held
- Ishares TRIVE
- Share
- 3.1%
- Value
- $34m
- Shares
- 151,371
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 3.1%
- Value
- $34m
- Shares
- 481,545
+6%
- Vanguard BD Index FDSBSV
- Share
- 3.0%
- Value
- $33m
- Shares
- 423,447
Held
- Ishares TRIWF
- Share
- 2.7%
- Value
- $29m
- Shares
- 237,171
Held
- Innovator Etfs TrustPNOV
- Share
- 2.5%
- Value
- $27m
- Shares
- 608,729
Held
- Vanguard Index FDSVUG
- Share
- 2.3%
- Value
- $25m
- Shares
- 288,061
Held
- Invesco Exchange Traded FD TIGPT
- Share
- 2.1%
- Value
- $23m
- Shares
- 224,341
-4%
- Spdr Series TrustBIL
- Share
- 2.1%
- Value
- $23m
- Shares
- 252,727
Held
- Ishares TRIDV
- Share
- 2.1%
- Value
- $23m
- Shares
- 551,300
+5%
- Vaneck ETF TrustMOAT
- Share
- 2.0%
- Value
- $22m
- Shares
- 213,872
Held
- Exchange Traded Concepts TRUTHNQ
- Share
- 2.0%
- Value
- $22m
- Shares
- 243,260
-3%
- Spdr Series TrustJNK
- Share
- 1.5%
- Value
- $17m
- Shares
- 174,941
Held
- Innovator Etfs TrustINOV
- Share
- 0.9%
- Value
- $10m
- Shares
- 263,759
+3%
- Ishares TRIWM
- Share
- 0.9%
- Value
- $9m
- Shares
- 31,009
+11%
- Tidal Trust IGRNY
- Share
- 0.7%
- Value
- $8m
- Shares
- 294,243
-3%
- Innovator Etfs TrustKAUG
- Share
- 0.7%
- Value
- $8m
- Shares
- 269,755
-44%
- Innovator Etfs TrustKJAN
- Share
- 0.6%
- Value
- $7m
- Shares
- 148,779
Held
- Direxion Shares ETF TrustQQQE
- Share
- 0.6%
- Value
- $6m
- Shares
- 52,469
Held
- Innovator Etfs TrustBFEB
- Share
- 0.5%
- Value
- $5m
- Shares
- 95,648
-32%
- Innovator Etfs TrustUJAN
- Share
- 0.3%
- Value
- $4m
- Shares
- 79,793
Held
- Innovator Etfs TrustBOCT
- Share
- 0.3%
- Value
- $3m
- Shares
- 55,587
Held
- Innovator Etfs TrustPJUN
- Share
- 0.2%
- Value
- $3m
- Shares
- 58,061
-47%
- Innovator Etfs TrustKAPR
- Share
- 0.2%
- Value
- $2m
- Shares
- 55,618
-38%
- Innovator Etfs TrustPJUL
- Share
- 0.2%
- Value
- $2m
- Shares
- 44,137
Held
- Innovator Etfs TrustBJUL
- Share
- 0.2%
- Value
- $2m
- Shares
- 34,038
-2%
- Vanguard Scottsdale FDSVCSH
- Share
- 0.1%
- Value
- $1m
- Shares
- 17,560
Held
- Innovator Etfs TrustBJAN
- Share
- 0.1%
- Value
- $1m
- Shares
- 23,219
Held
- Innovator Etfs TrustBAPR
- Share
- 0.1%
- Value
- $1m
- Shares
- 21,374
Held
- Innovator Etfs TrustKDEC
- Share
- <0.1%
- Value
- $1m
- Shares
- 37,421
Held
- Innovator Etfs TrustBNOV
- Share
- <0.1%
- Value
- $1m
- Shares
- 21,410
Held
- Ishares TRIGV
- Share
- <0.1%
- Value
- $1m
- Shares
- 11,230
Held
- Innovator Etfs TrustNJAN
- Share
- <0.1%
- Value
- $711,487
- Shares
- 12,055
Held
- Innovator Etfs TrustBSEP
- Share
- <0.1%
- Value
- $668,986
- Shares
- 12,687
Held
- Innovator Etfs TrustBAUG
- Share
- <0.1%
- Value
- $579,091
- Shares
- 10,801
Held
- Select Sector Spdr TRXLU
- Share
- <0.1%
- Value
- $528,801
- Shares
- 11,663
-27%
- Invesco Exch TRD SLF IDX FDBSCQ
- Share
- <0.1%
- Value
- $516,495
- Shares
- 26,453
-9%
- Invesco Exch TRD SLF IDX FDBSCS
- Share
- <0.1%
- Value
- $410,539
- Shares
- 20,159
Held
- Ishares TRIBDX
- Share
- <0.1%
- Value
- $309,535
- Shares
- 12,288
New
- Ishares TRIBDW
- Share
- <0.1%
- Value
- $296,429
- Shares
- 14,224
New
- Ishares TRIBDS
- Share
- <0.1%
- Value
- $295,799
- Shares
- 12,213
New
- Ishares TRIBDU
- Share
- <0.1%
- Value
- $295,429
- Shares
- 12,756
New
- Ishares TRIBDT
- Share
- <0.1%
- Value
- $295,097
- Shares
- 11,687
New
- Invesco Exch TRD SLF IDX FDBSCR
- Share
- <0.1%
- Value
- $255,074
- Shares
- 13,004
Held
- Ishares TRIBDV
- Share
- <0.1%
- Value
- $251,136
- Shares
- 11,520
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| State STR Spdr S&P 500 ETF TSPY | 22.9% | $251m | 336,187 | Held |
| State STR Spdr DOW Jones INDDIA | 9.7% | $107m | 204,256 | Held |
| Invesco QQQ TRQQQ | 6.9% | $76m | 103,208 | +7% |
| Innovator Etfs TrustKNOV | 6.8% | $75m | 2,357,804 | +6% |
| Invesco Exchange Traded FD TRSP | 6.1% | $66m | 311,345 | Held |
| Vanguard Specialized FundsVIG | 6.0% | $66m | 278,890 | Held |
| Spdr Series TrustSJNK | 3.8% | $42m | 1,681,386 | Held |
| Ishares TRIVE | 3.1% | $34m | 151,371 | Held |
| Vanguard Tax-Managed FDSVEA | 3.1% | $34m | 481,545 | +6% |
| Vanguard BD Index FDSBSV | 3.0% | $33m | 423,447 | Held |
| Ishares TRIWF | 2.7% | $29m | 237,171 | Held |
| Innovator Etfs TrustPNOV | 2.5% | $27m | 608,729 | Held |
| Vanguard Index FDSVUG | 2.3% | $25m | 288,061 | Held |
| Invesco Exchange Traded FD TIGPT | 2.1% | $23m | 224,341 | -4% |
| Spdr Series TrustBIL | 2.1% | $23m | 252,727 | Held |
| Ishares TRIDV | 2.1% | $23m | 551,300 | +5% |
| Vaneck ETF TrustMOAT | 2.0% | $22m | 213,872 | Held |
| Exchange Traded Concepts TRUTHNQ | 2.0% | $22m | 243,260 | -3% |
| Spdr Series TrustJNK | 1.5% | $17m | 174,941 | Held |
| Innovator Etfs TrustINOV | 0.9% | $10m | 263,759 | +3% |
| Ishares TRIWM | 0.9% | $9m | 31,009 | +11% |
| Tidal Trust IGRNY | 0.7% | $8m | 294,243 | -3% |
| AppleAAPL | 0.7% | $8m | 27,427 | Held |
| Innovator Etfs TrustKAUG | 0.7% | $8m | 269,755 | -44% |
| Innovator Etfs TrustKJAN | 0.6% | $7m | 148,779 | Held |
| Direxion Shares ETF TrustQQQE | 0.6% | $6m | 52,469 | Held |
| Innovator Etfs TrustBFEB | 0.5% | $5m | 95,648 | -32% |
| Innovator Etfs TrustUJAN | 0.3% | $4m | 79,793 | Held |
| NvidiaNVDA | 0.3% | $3m | 17,092 | -6% |
| Innovator Etfs TrustBOCT | 0.3% | $3m | 55,587 | Held |
| Amazon.comAMZN | 0.3% | $3m | 12,057 | +9% |
| Innovator Etfs TrustPJUN | 0.2% | $3m | 58,061 | -47% |
| Innovator Etfs TrustKAPR | 0.2% | $2m | 55,618 | -38% |
| Innovator Etfs TrustPJUL | 0.2% | $2m | 44,137 | Held |
| Innovator Etfs TrustBJUL | 0.2% | $2m | 34,038 | -2% |
| ExxonMobil HoldingsXOM | 0.1% | $2m | 11,212 | Held |
| STMicroelectronicsSTM | 0.1% | $1m | 19,780 | New |
| Vanguard Scottsdale FDSVCSH | 0.1% | $1m | 17,560 | Held |
| Innovator Etfs TrustBJAN | 0.1% | $1m | 23,219 | Held |
| Innovator Etfs TrustBAPR | 0.1% | $1m | 21,374 | Held |
| Innovator Etfs TrustKDEC | <0.1% | $1m | 37,421 | Held |
| Innovator Etfs TrustBNOV | <0.1% | $1m | 21,410 | Held |
| Ishares TRIGV | <0.1% | $1m | 11,230 | Held |
| Innovator Etfs TrustNJAN | <0.1% | $711,487 | 12,055 | Held |
| Innovator Etfs TrustBSEP | <0.1% | $668,986 | 12,687 | Held |
| Innovator Etfs TrustBAUG | <0.1% | $579,091 | 10,801 | Held |
| Select Sector Spdr TRXLU | <0.1% | $528,801 | 11,663 | -27% |
| Invesco Exch TRD SLF IDX FDBSCQ | <0.1% | $516,495 | 26,453 | -9% |
| Invesco Exch TRD SLF IDX FDBSCS | <0.1% | $410,539 | 20,159 | Held |
| Ishares TRIBDX | <0.1% | $309,535 | 12,288 | New |
| Ishares TRIBDW | <0.1% | $296,429 | 14,224 | New |
| Ishares TRIBDS | <0.1% | $295,799 | 12,213 | New |
| Ishares TRIBDU | <0.1% | $295,429 | 12,756 | New |
| Ishares TRIBDT | <0.1% | $295,097 | 11,687 | New |
| Invesco Exch TRD SLF IDX FDBSCR | <0.1% | $255,074 | 13,004 | Held |
| Ishares TRIBDV | <0.1% | $251,136 | 11,520 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 15.2% since 30 June 2025.
Where the money is
Technology1.2%
Retail & consumer0.3%
Energy0.1%
Other98.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.