Berkshire Money Management
$1.1B 13F equity value
59 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Berkshire Money Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 336,187 | $251M | 22.9% |
| DIA | STATE STR SPDR DOW JONES IND | 204,256 | $107M | 9.7% |
| QQQ | INVESCO QQQ TR | 103,208 | $76M | 6.9% |
| KNOV | INNOVATOR ETFS TRUST | 2,357,804 | $75M | 6.8% |
| RSP | INVESCO EXCHANGE TRADED FD T | 311,345 | $66M | 6.1% |
| VIG | VANGUARD SPECIALIZED FUNDS | 278,890 | $66M | 6.0% |
| SJNK | SPDR SERIES TRUST | 1,681,386 | $42M | 3.8% |
| IVE | ISHARES TR | 151,371 | $34M | 3.1% |
| VEA | VANGUARD TAX-MANAGED FDS | 481,545 | $34M | 3.1% |
| BSV | VANGUARD BD INDEX FDS | 423,447 | $33M | 3.0% |
Track Berkshire Money Management's 13F portfolio: $1.1B in reported holdings, 59 positions. Top holdings and quarterly changes on SentiSense.
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