2026 Q1 Portfolio Activity
In 2026 Q1, Berkshire Money Management, Inc. maintained a portfolio of 136 distinct positions. The most significant new addition was INNOVATOR ETFS TRUST, now representing 6.54% of the total fund value. They heavily accumulated shares in INNOVATOR ETFS TRUST, increasing the position by 4944.0%. The fund also reduced its exposure to INNOVATOR ETFS TRUST by 80.6%.
Position History
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Total Positions
136
Quarter
2026 Q1
Top Holding
SPY (22.6%)
Top 10 Concentration
70.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 136
Berkshire Money Management, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 22.61% | 22.17% |
#1
Prev: #1
|
6.5 |
—
|
-1,272 | -0.4% |
P
S
|
339,480 | $220,777,598 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 9.73% | 9.47% |
#2
Prev: #2
|
5.9 |
—
|
-1,429 | -0.7% |
P
S
|
205,145 | $95,021,333 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KNOV
INNOVATOR ETFS ...
|
ETF | 6.54% | — |
#3
Prev: #—
|
7.1 |
—
|
2,226,072 | — |
NEW
|
2,226,072 | $63,810,357 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 6.16% | 5.94% |
#4
1
Prev: #5
|
3.5 |
—
|
-3,476 | -1.2% |
P
S
|
279,611 | $60,133,041 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 6.02% | 5.47% |
#5
1
Prev: #6
|
3.4 |
—
|
7,324 | 2.4% |
P
S
|
306,432 | $58,810,438 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 5.70% | 7.71% |
#6
3
Prev: #3
|
2.3 |
—
|
-35,115 | -26.7% |
P
S
|
96,501 | $55,698,700 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 4.30% | 4.24% |
#7
1
Prev: #8
|
2.2 |
—
|
-74,471 | -4.2% |
P
S
|
1,681,308 | $41,999,067 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 3.39% | 3.06% |
#8
2
Prev: #10
|
1.9 |
—
|
14,721 | 3.6% |
P
S
|
421,566 | $33,054,985 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVE
ISHARES TR
|
ETF | 3.26% | 3.08% |
#9
Prev: #9
|
1.8 |
—
|
-1,456 | -1.0% |
P
S
|
150,908 | $31,864,134 | 2014 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.99% | — |
#10
Prev: #—
|
4.7 |
—
|
455,647 | — |
NEW
|
455,647 | $29,197,862 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWF
ISHARES TR
|
ETF | 2.58% | 5.18% |
#11
4
Prev: #7
|
1.0 |
—
|
-55,687 | -48.5% |
P
S
|
59,019 | $25,165,895 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PNOV
INNOVATOR ETFS ...
|
ETF | 2.51% | 0.05% |
#12
56
Prev: #68
|
4.0 |
—
|
586,907 | 4944.0% |
P
S
|
598,778 | $24,466,070 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIL
SPDR SERIES TRU...
|
ETF | 2.38% | 2.19% |
#13
1
Prev: #14
|
1.5 |
—
|
2,373 | 0.9% |
P
S
|
253,667 | $23,246,048 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IDV
ISHARES TR
|
Bond/Debt | 2.30% | — |
#14
Prev: #—
|
4.4 |
—
|
527,447 | — |
NEW
|
527,447 | $22,448,145 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.15% | 2.54% |
#15
3
Prev: #12
|
1.4 |
—
|
-6,322 | -11.6% |
P
S
|
48,157 | $21,034,497 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MOAT
VANECK ETF TRUS...
|
ETF | 2.13% | 2.10% |
#16
1
Prev: #15
|
1.4 |
—
|
2,544 | 1.2% |
P
S
|
215,158 | $20,805,815 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 1.69% | 1.45% |
#17
Prev: #17
|
2.7 |
—
|
16,594 | 10.6% |
P
S
|
172,651 | $16,526,201 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
THNQ
EXCHANGE TRADED...
|
ETF | 1.51% | 1.46% |
#18
2
Prev: #16
|
1.1 |
—
|
9,348 | 3.9% |
P
S
|
250,406 | $14,776,859 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IGPT
INVESCO EXCHANG...
|
Unknown | 1.39% | 1.39% |
#19
1
Prev: #18
|
1.1 |
—
|
-11,068 | -4.5% |
P
S
|
234,552 | $13,619,028 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KAUG
INNOVATOR ETFS ...
|
ETF | 1.33% | 6.32% |
#20
16
Prev: #4
|
0.5 |
—
|
-2,011,067 | -80.6% |
P
S
|
485,177 | $13,006,917 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
INOV
INNOVATOR ETFS ...
|
Bond/Debt | 0.91% | — |
#21
Prev: #—
|
3.9 |
—
|
256,846 | — |
NEW
|
256,846 | $8,910,476 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GRNY
TIDAL TRUST I
|
Unknown | 0.74% | 0.68% |
#22
2
Prev: #20
|
2.3 |
—
|
16,956 | 5.9% |
P
S
|
304,485 | $7,268,057 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWM
ISHARES TR
|
ETF | 0.71% | 0.17% |
#23
13
Prev: #36
|
3.3 |
—
|
20,793 | 294.2% |
P
S
|
27,861 | $6,909,449 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.71% | 0.70% |
#24
5
Prev: #19
|
0.8 |
—
|
233 | 0.9% |
P
S
|
27,183 | $6,898,800 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BFEB
INNOVATOR ETFS ...
|
ETF | 0.69% | 0.66% |
#25
4
Prev: #21
|
0.8 |
—
|
-15 | -0.0% |
P
S
|
141,346 | $6,742,530 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KJAN
INNOVATOR ETFS ...
|
ETF | 0.64% | 0.59% |
#26
4
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
149,379 | $6,232,391 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KRE
SPDR SERIES TRU...
|
Unknown | 0.56% | — |
#27
Prev: #—
|
3.7 |
—
|
84,141 | — |
NEW
|
84,141 | $5,481,806 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQE
DIREXION SHARES...
|
Warrant | 0.53% | 0.54% |
#28
5
Prev: #23
|
0.7 |
—
|
-2,724 | -4.9% |
P
S
|
52,644 | $5,187,000 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PJUN
INNOVATOR ETFS ...
|
ETF | 0.47% | 2.55% |
#29
18
Prev: #11
|
0.2 |
—
|
-526,971 | -82.7% |
P
S
|
110,197 | $4,609,177 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
UJAN
INNOVATOR ETFS ...
|
ETF | 0.35% | 0.33% |
#30
3
Prev: #27
|
1.1 |
—
|
no change | no change |
P
S
|
79,793 | $3,392,001 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KAPR
INNOVATOR ETFS ...
|
ETF | 0.33% | 0.34% |
#31
7
Prev: #24
|
0.6 |
—
|
-10,334 | -10.3% |
P
S
|
90,130 | $3,267,213 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.32% | 0.29% |
#32
3
Prev: #29
|
2.1 |
—
|
1,558 | 9.4% |
P
S
|
18,109 | $3,158,160 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BOCT
INNOVATOR ETFS ...
|
ETF | 0.27% | 0.26% |
#33
3
Prev: #30
|
1.1 |
—
|
no change | no change |
P
S
|
55,587 | $2,667,443 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.24% | 0.24% |
#34
3
Prev: #31
|
0.6 |
—
|
36 | 0.3% |
P
S
|
11,072 | $2,306,027 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PJUL
INNOVATOR ETFS ...
|
ETF | 0.21% | 0.20% |
#35
2
Prev: #33
|
1.1 |
—
|
no change | no change |
P
S
|
44,137 | $2,028,868 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.20% | 0.12% |
#36
8
Prev: #44
|
2.1 |
—
|
1,074 | 10.4% |
P
S
|
11,436 | $1,940,221 | 2013 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BJUL
INNOVATOR ETFS ...
|
ETF | 0.18% | 0.17% |
#37
2
Prev: #35
|
0.6 |
—
|
-374 | -1.1% |
P
S
|
34,856 | $1,731,845 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 0.14% | 0.14% |
#38
2
Prev: #40
|
0.6 |
—
|
-893 | -4.8% |
P
S
|
17,620 | $1,396,738 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BJAN
INNOVATOR ETFS ...
|
ETF | 0.13% | 0.12% |
#39
4
Prev: #43
|
1.1 |
—
|
no change | no change |
P
S
|
23,219 | $1,238,270 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.11% | 0.10% |
#40
9
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
10,542 | $1,061,158 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BAPR
INNOVATOR ETFS ...
|
ETF | 0.11% | 0.10% |
#41
10
Prev: #51
|
1.0 |
—
|
no change | no change |
P
S
|
21,374 | $1,046,899 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
KDEC
INNOVATOR ETFS ...
|
ETF | 0.10% | 0.09% |
#42
10
Prev: #52
|
0.5 |
—
|
-1,421 | -3.6% |
P
S
|
37,530 | $964,476 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
USMV
ISHARES TR
|
ETF | 0.10% | 0.09% |
#43
11
Prev: #54
|
0.5 |
—
|
189 | 1.9% |
P
S
|
10,251 | $950,678 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BNOV
INNOVATOR ETFS ...
|
ETF | 0.09% | 0.09% |
#44
9
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
21,410 | $921,123 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IGV
ISHARES TR
|
ETF | 0.09% | 0.11% |
#45
1
Prev: #46
|
1.0 |
—
|
no change | no change |
P
S
|
11,230 | $898,962 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.08% | 2.35% |
#46
33
Prev: #13
|
0.0 |
—
|
-560,081 | -97.2% |
P
S
|
15,984 | $733,506 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NJAN
INNOVATOR ETFS ...
|
Warrant | 0.07% | 0.06% |
#47
12
Prev: #59
|
1.0 |
—
|
no change | no change |
P
S
|
12,055 | $643,376 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSEP
INNOVATOR ETFS ...
|
ETF | 0.06% | 0.06% |
#48
12
Prev: #60
|
1.0 |
—
|
no change | no change |
P
S
|
12,687 | $610,036 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCQ
INVESCO EXCH TR...
|
ETF | 0.06% | 0.05% |
#49
14
Prev: #63
|
1.0 |
—
|
no change | no change |
P
S
|
28,942 | $565,238 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BAUG
INNOVATOR ETFS ...
|
ETF | 0.05% | 0.05% |
#50
15
Prev: #65
|
1.0 |
—
|
no change | no change |
P
S
|
10,801 | $527,606 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 136 holdings