Berkshire Money Management, Inc.: 13F holdings
CIK 15351722026Q2
| Positions | 56 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 56 (+4 vs prior quarter) |
|---|
| Reported value | $1.1bn (+12.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 336,187 | $251.1m | 22.9% |
| DIA STATE STR SPDR DOW JONES IND | 204,256 | $106.7m | 9.7% |
| QQQ INVESCO QQQ TR | 103,208 | $76.0m | 6.9% |
| INNOVATOR ETFS TRUST | 2,357,804 | $74.8m | 6.8% |
| RSP INVESCO EXCHANGE TRADED FD T | 311,345 | $66.2m | 6.1% |
| VIG VANGUARD SPECIALIZED FUNDS | 278,890 | $66.0m | 6.0% |
| SJNK SPDR SERIES TRUST | 1,681,386 | $42.1m | 3.8% |
| IVE ISHARES TR | 151,371 | $34.4m | 3.1% |
| VEA VANGUARD TAX-MANAGED FDS | 481,545 | $34.3m | 3.1% |
| BSV VANGUARD BD INDEX FDS | 423,447 | $33.0m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1535172")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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