Filed: 7/22/2025ACC: 0001398344-25-013494
📋 What this filing means
BERKSHIRE MONEY MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 155 equity positions with a total reported market value of $950.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
155
Positions
$950.27M
Total AUM (reported)
9.79M
Total Shares
Allocation by class
TR UNIT$212.67M22.4%
UT SER 1$79.72M8.4%
UNIT SER 1$72.21M7.6%
SHORT TRM BOND$62.30M6.6%
US SMALL CAP PWR$61.57M6.5%
DIV APP ETF$58.15M6.1%
S&P500 EQL WGT$45.07M4.7%
Portfolio Concentration
Top 3$364.61M38.4%
4–10$338.92M35.7%
11–25$183.64M19.3%
Rest$63.10M6.6%
Top 3 weight
38.4%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 9.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole155
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings155
Rows:
SPDR S&P 500 ETF TR
SOLEShares344.21K
TypeSH
Market value$212.67M
22.38%
Sole
0.00
Shared
0.00
None
344.21K
SPDR DOW JONES INDL AVERAGE
SOLEShares180.92K
TypeSH
Market value$79.72M
8.39%
Sole
0.00
Shared
0.00
None
180.92K
INVESCO QQQ TR
SOLEShares130.91K
TypeSH
Market value$72.21M
7.60%
Sole
0.00
Shared
0.00
None
130.91K
VANGUARD BD INDEX FDS
SOLEShares791.65K
TypeSH
Market value$62.30M
6.56%
Sole
0.00
Shared
0.00
None
791.65K
INNOVATOR ETFS TRUST
SOLEShares2.44M
TypeSH
Market value$60.60M
6.38%
Sole
0.00
Shared
0.00
None
2.44M
VANGUARD SPECIALIZED FUNDS
SOLEShares284.10K
TypeSH
Market value$58.15M
6.12%
Sole
0.00
Shared
0.00
None
284.10K
INVESCO EXCHANGE TRADED FD T
SOLEShares247.99K
TypeSH
Market value$45.07M
4.74%
Sole
0.00
Shared
0.00
None
247.99K
SPDR SERIES TRUST
SOLEShares1.63M
TypeSH
Market value$41.62M
4.38%
Sole
0.00
Shared
0.00
None
1.63M
ISHARES TR
SOLEShares97.53K
TypeSH
Market value$41.41M
4.36%
Sole
0.00
Shared
0.00
None
97.53K
ISHARES TR
SOLEShares152.35K
TypeSH
Market value$29.77M
3.13%
Sole
0.00
Shared
0.00
None
152.35K
ISHARES TR
SOLEShares270.65K
TypeSH
Market value$25.41M
2.67%
Sole
0.00
Shared
0.00
None
270.65K
INNOVATOR ETFS TRUST
SOLEShares623.58K
TypeSH
Market value$24.79M
2.61%
Sole
0.00
Shared
0.00
None
623.58K
SELECT SECTOR SPDR TR
SOLEShares275.87K
TypeSH
Market value$22.53M
2.37%
Sole
0.00
Shared
0.00
None
275.87K
SPDR SERIES TRUST
SOLEShares234.05K
TypeSH
Market value$21.47M
2.26%
Sole
0.00
Shared
0.00
None
234.05K
VANECK ETF TRUST
SOLEShares211.85K
TypeSH
Market value$19.87M
2.09%
Sole
0.00
Shared
0.00
None
211.85K
INNOVATOR ETFS TRUST
SOLEShares368.92K
TypeSH
Market value$16.47M
1.73%
Sole
0.00
Shared
0.00
None
368.92K
VANGUARD INDEX FDS
SOLEShares24.97K
TypeSH
Market value$10.95M
1.15%
Sole
0.00
Shared
0.00
None
24.97K
INVESCO EXCHANGE TRADED FD T
SOLEShares164.34K
TypeSH
Market value$8.08M
0.85%
Sole
0.00
Shared
0.00
None
164.34K
EXCHANGE TRADED CONCEPTS TRU
SOLEShares140.55K
TypeSH
Market value$7.73M
0.81%
Sole
0.00
Shared
0.00
None
140.55K
INNOVATOR ETFS TRUST
SOLEShares157K
TypeSH
Market value$5.88M
0.62%
Sole
0.00
Shared
0.00
None
157K
DIREXION SHS ETF TR
SOLEShares56.59K
TypeSH
Market value$5.56M
0.59%
Sole
0.00
Shared
0.00
None
56.59K
APPLE INC
SOLEShares23.37K
TypeSH
Market value$4.80M
0.50%
Sole
0.00
Shared
0.00
None
23.37K
VANGUARD INDEX FDS
SOLEShares6.24K
TypeSH
Market value$3.55M
0.37%
Sole
0.00
Shared
0.00
None
6.24K
INNOVATOR ETFS TRUST
SOLEShares101.74K
TypeSH
Market value$3.29M
0.35%
Sole
0.00
Shared
0.00
None
101.74K
MICROSOFT CORP
SOLEShares6.55K
TypeSH
Market value$3.26M
0.34%
Sole
0.00
Shared
0.00
None
6.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 344.21K | SH | $212.67M 22.38% | 0.00 | 0.00 | 344.21K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 180.92K | SH | $79.72M 8.39% | 0.00 | 0.00 | 180.92K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 130.91K | SH | $72.21M 7.60% | 0.00 | 0.00 | 130.91K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 791.65K | SH | $62.30M 6.56% | 0.00 | 0.00 | 791.65K |
INNOVATOR ETFS TRUSTSOLE | US SMALL CAP PWR | 2.44M | SH | $60.60M 6.38% | 0.00 | 0.00 | 2.44M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 284.10K | SH | $58.15M 6.12% | 0.00 | 0.00 | 284.10K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 247.99K | SH | $45.07M 4.74% | 0.00 | 0.00 | 247.99K |
SPDR SERIES TRUSTSOLE | BLOOMBERG SHT TE | 1.63M | SH | $41.62M 4.38% | 0.00 | 0.00 | 1.63M |
ISHARES TRSOLE | RUS 1000 GRW ETF | 97.53K | SH | $41.41M 4.36% | 0.00 | 0.00 | 97.53K |
ISHARES TRSOLE | S&P 500 VAL ETF | 152.35K | SH | $29.77M 3.13% | 0.00 | 0.00 | 152.35K |
ISHARES TRSOLE | MSCI USA MIN VOL | 270.65K | SH | $25.41M 2.67% | 0.00 | 0.00 | 270.65K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 623.58K | SH | $24.79M 2.61% | 0.00 | 0.00 | 623.58K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 275.87K | SH | $22.53M 2.37% | 0.00 | 0.00 | 275.87K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 234.05K | SH | $21.47M 2.26% | 0.00 | 0.00 | 234.05K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 211.85K | SH | $19.87M 2.09% | 0.00 | 0.00 | 211.85K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR FEB | 368.92K | SH | $16.47M 1.73% | 0.00 | 0.00 | 368.92K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 24.97K | SH | $10.95M 1.15% | 0.00 | 0.00 | 24.97K |
INVESCO EXCHANGE TRADED FD TSOLE | AI AND NEXT GEN | 164.34K | SH | $8.08M 0.85% | 0.00 | 0.00 | 164.34K |
EXCHANGE TRADED CONCEPTS TRUSOLE | ROBO GLB ARTIF | 140.55K | SH | $7.73M 0.81% | 0.00 | 0.00 | 140.55K |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 157K | SH | $5.88M 0.62% | 0.00 | 0.00 | 157K |
DIREXION SHS ETF TRSOLE | NAS100 EQL WGT | 56.59K | SH | $5.56M 0.59% | 0.00 | 0.00 | 56.59K |
APPLE INCSOLE | COM | 23.37K | SH | $4.80M 0.50% | 0.00 | 0.00 | 23.37K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.24K | SH | $3.55M 0.37% | 0.00 | 0.00 | 6.24K |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR ET | 101.74K | SH | $3.29M 0.35% | 0.00 | 0.00 | 101.74K |
MICROSOFT CORPSOLE | COM | 6.55K | SH | $3.26M 0.34% | 0.00 | 0.00 | 6.55K |
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