13F HOLDINGS REPORT
Berkshire Money Management, Inc.
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001398344-25-019126
Total Value
$971.6M
Positions
48
Other Managers
0
Confidential Omitted
No
Holdings (48)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 341,214 | $227.3M | 23.40% |
| 2 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 200,808 | $93.1M | 9.58% |
| 3 | INVESCO QQQ TR | IVZ | 130,537 | $78.4M | 8.07% |
| 4 | INNOVATOR ETFS TRUST | INHD | 2,449,069 | $63.7M | 6.55% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 283,089 | $61.1M | 6.29% |
| 6 | INVESCO EXCHANGE TRADED FD T | IVZ | 282,337 | $53.6M | 5.51% |
| 7 | ISHARES TR | 464287614 | 113,518 | $53.2M | 5.47% |
| 8 | SPDR SERIES TRUST | 78468R408 | 1,705,063 | $43.6M | 4.49% |
| 9 | VANGUARD BD INDEX FDS | 921937827 | 487,797 | $38.5M | 3.96% |
| 10 | ISHARES TR | 464287408 | 152,101 | $31.4M | 3.23% |
| 11 | INNOVATOR ETFS TRUST | INHD | 635,721 | $26.2M | 2.69% |
| 12 | VANGUARD INDEX FDS | 922908736 | 53,004 | $25.4M | 2.62% |
| 13 | SELECT SECTOR SPDR TR | 81369Y886 | 282,184 | $24.6M | 2.53% |
| 14 | SPDR SERIES TRUST | 78468R663 | 244,478 | $22.4M | 2.31% |
| 15 | VANECK ETF TRUST | 92189F643 | 207,871 | $20.6M | 2.12% |
| 16 | EXCHANGE TRADED CONCEPTS TRU | 301505731 | 233,926 | $15.0M | 1.54% |
| 17 | INVESCO EXCHANGE TRADED FD T | IVZ | 243,515 | $13.2M | 1.35% |
| 18 | SPDR SERIES TRUST | 78468R622 | 102,330 | $10.0M | 1.03% |
| 19 | INNOVATOR ETFS TRUST | INHD | 141,367 | $6.7M | 0.69% |
| 20 | INNOVATOR ETFS TRUST | INHD | 153,722 | $6.2M | 0.64% |
| 21 | TIDAL TRUST I | 886364231 | 245,357 | $6.1M | 0.63% |
| 22 | APPLE INC | AAPL | 23,946 | $6.1M | 0.63% |
| 23 | DIREXION SHS ETF TR | 25459Y207 | 56,313 | $5.7M | 0.59% |
| 24 | ISHARES TR | 46429B697 | 59,435 | $5.7M | 0.58% |
| 25 | INNOVATOR ETFS TRUST | INHD | 101,233 | $3.5M | 0.36% |
| 26 | INNOVATOR ETFS TRUST | INHD | 79,793 | $3.4M | 0.35% |
| 27 | ISHARES TR | 46432F396 | 11,947 | $3.1M | 0.32% |
| 28 | NVIDIA CORPORATION | NVDA | 15,920 | $3.0M | 0.31% |
| 29 | INNOVATOR ETFS TRUST | INHD | 56,376 | $2.7M | 0.28% |
| 30 | AMAZON COM INC | AMZN | 10,778 | $2.4M | 0.24% |
| 31 | INNOVATOR ETFS TRUST | INHD | 44,137 | $2.0M | 0.21% |
| 32 | INNOVATOR ETFS TRUST | INHD | 35,925 | $1.8M | 0.18% |
| 33 | VANGUARD SCOTTSDALE FDS | 92206C409 | 17,768 | $1.4M | 0.15% |
| 34 | INNOVATOR ETFS TRUST | INHD | 23,582 | $1.3M | 0.13% |
| 35 | EXXON MOBIL CORP | XOM | 10,761 | $1.2M | 0.12% |
| 36 | ISHARES TR | 46436E718 | 10,542 | $1.1M | 0.11% |
| 37 | INNOVATOR ETFS TRUST | INHD | 21,374 | $1.0M | 0.10% |
| 38 | INNOVATOR ETFS TRUST | INHD | 39,120 | $996,387 | 0.10% |
| 39 | INNOVATOR ETFS TRUST | INHD | 20,749 | $902,582 | 0.09% |
| 40 | INNOVATOR ETFS TRUST | INHD | 12,055 | $641,218 | 0.07% |
| 41 | INNOVATOR ETFS TRUST | INHD | 12,687 | $612,605 | 0.06% |
| 42 | INNOVATOR ETFS TRUST | INHD | 11,672 | $571,820 | 0.06% |
| 43 | INVESCO EXCH TRD SLF IDX FD | IVZ | 28,942 | $566,106 | 0.06% |
| 44 | INNOVATOR ETFS TRUST | INHD | 11,871 | $487,424 | 0.05% |
| 45 | TRUIST FINL CORP | 89832Q109 | 10,292 | $470,551 | 0.05% |
| 46 | INVESCO EXCH TRD SLF IDX FD | IVZ | 20,159 | $414,671 | 0.04% |
| 47 | INVESCO EXCH TRD SLF IDX FD | IVZ | 12,403 | $256,619 | 0.03% |
| 48 | INVESCO EXCH TRD SLF IDX FD | IVZ | 13,004 | $256,309 | 0.03% |