Filed: 10/14/2025ACC: 0001398344-25-019126
📋 What this filing means
BERKSHIRE MONEY MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 48 equity positions with a total reported market value of $971.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
48
Positions
$971.60M
Total AUM (reported)
9.46M
Total Shares
Allocation by class
TR UNIT$227.31M23.4%
UT SER 1$93.12M9.6%
UNIT SER 1$78.37M8.1%
US SMALL CAP PWR$64.67M6.7%
DIV APP ETF$61.09M6.3%
S&P500 EQL WGT$53.56M5.5%
RUS 1000 GRW ETF$53.17M5.5%
Portfolio Concentration
Top 3$398.80M41.0%
4–10$345.04M35.5%
11–25$197.34M20.3%
Rest$30.41M3.1%
Top 3 weight
41.0%
Top 10 weight
76.6%
Voting Authority Distribution
Total shares with voting rights: 9.46M
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
9.46M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole48
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings48
Rows:
SPDR S&P 500 ETF TR
SOLEShares341.21K
TypeSH
Market value$227.31M
23.40%
Sole
0.00
Shared
0.00
None
341.21K
SPDR DOW JONES INDL AVERAGE
SOLEShares200.81K
TypeSH
Market value$93.12M
9.58%
Sole
0.00
Shared
0.00
None
200.81K
INVESCO QQQ TR
SOLEShares130.54K
TypeSH
Market value$78.37M
8.07%
Sole
0.00
Shared
0.00
None
130.54K
INNOVATOR ETFS TRUST
SOLEShares2.45M
TypeSH
Market value$63.67M
6.55%
Sole
0.00
Shared
0.00
None
2.45M
VANGUARD SPECIALIZED FUNDS
SOLEShares283.09K
TypeSH
Market value$61.09M
6.29%
Sole
0.00
Shared
0.00
None
283.09K
INVESCO EXCHANGE TRADED FD T
SOLEShares282.34K
TypeSH
Market value$53.56M
5.51%
Sole
0.00
Shared
0.00
None
282.34K
ISHARES TR
SOLEShares113.52K
TypeSH
Market value$53.17M
5.47%
Sole
0.00
Shared
0.00
None
113.52K
SPDR SERIES TRUST
SOLEShares1.71M
TypeSH
Market value$43.65M
4.49%
Sole
0.00
Shared
0.00
None
1.71M
VANGUARD BD INDEX FDS
SOLEShares487.80K
TypeSH
Market value$38.49M
3.96%
Sole
0.00
Shared
0.00
None
487.80K
ISHARES TR
SOLEShares152.10K
TypeSH
Market value$31.41M
3.23%
Sole
0.00
Shared
0.00
None
152.10K
INNOVATOR ETFS TRUST
SOLEShares635.72K
TypeSH
Market value$26.16M
2.69%
Sole
0.00
Shared
0.00
None
635.72K
VANGUARD INDEX FDS
SOLEShares53K
TypeSH
Market value$25.42M
2.62%
Sole
0.00
Shared
0.00
None
53K
SELECT SECTOR SPDR TR
SOLEShares282.18K
TypeSH
Market value$24.61M
2.53%
Sole
0.00
Shared
0.00
None
282.18K
SPDR SERIES TRUST
SOLEShares244.48K
TypeSH
Market value$22.43M
2.31%
Sole
0.00
Shared
0.00
None
244.48K
VANECK ETF TRUST
SOLEShares207.87K
TypeSH
Market value$20.60M
2.12%
Sole
0.00
Shared
0.00
None
207.87K
EXCHANGE TRADED CONCEPTS TRU
SOLEShares233.93K
TypeSH
Market value$14.98M
1.54%
Sole
0.00
Shared
0.00
None
233.93K
INVESCO EXCHANGE TRADED FD T
SOLEShares243.51K
TypeSH
Market value$13.16M
1.35%
Sole
0.00
Shared
0.00
None
243.51K
SPDR SERIES TRUST
SOLEShares102.33K
TypeSH
Market value$10.03M
1.03%
Sole
0.00
Shared
0.00
None
102.33K
INNOVATOR ETFS TRUST
SOLEShares141.37K
TypeSH
Market value$6.68M
0.69%
Sole
0.00
Shared
0.00
None
141.37K
INNOVATOR ETFS TRUST
SOLEShares153.72K
TypeSH
Market value$6.20M
0.64%
Sole
0.00
Shared
0.00
None
153.72K
TIDAL TRUST I
SOLEShares245.36K
TypeSH
Market value$6.13M
0.63%
Sole
0.00
Shared
0.00
None
245.36K
APPLE INC
SOLEShares23.95K
TypeSH
Market value$6.10M
0.63%
Sole
0.00
Shared
0.00
None
23.95K
DIREXION SHS ETF TR
SOLEShares56.31K
TypeSH
Market value$5.72M
0.59%
Sole
0.00
Shared
0.00
None
56.31K
ISHARES TR
SOLEShares59.44K
TypeSH
Market value$5.65M
0.58%
Sole
0.00
Shared
0.00
None
59.44K
INNOVATOR ETFS TRUST
SOLEShares101.23K
TypeSH
Market value$3.46M
0.36%
Sole
0.00
Shared
0.00
None
101.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 341.21K | SH | $227.31M 23.40% | 0.00 | 0.00 | 341.21K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 200.81K | SH | $93.12M 9.58% | 0.00 | 0.00 | 200.81K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 130.54K | SH | $78.37M 8.07% | 0.00 | 0.00 | 130.54K |
INNOVATOR ETFS TRUSTSOLE | US SMALL CAP PWR | 2.45M | SH | $63.67M 6.55% | 0.00 | 0.00 | 2.45M |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 283.09K | SH | $61.09M 6.29% | 0.00 | 0.00 | 283.09K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 282.34K | SH | $53.56M 5.51% | 0.00 | 0.00 | 282.34K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 113.52K | SH | $53.17M 5.47% | 0.00 | 0.00 | 113.52K |
SPDR SERIES TRUSTSOLE | BLOOMBERG SHT TE | 1.71M | SH | $43.65M 4.49% | 0.00 | 0.00 | 1.71M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 487.80K | SH | $38.49M 3.96% | 0.00 | 0.00 | 487.80K |
ISHARES TRSOLE | S&P 500 VAL ETF | 152.10K | SH | $31.41M 3.23% | 0.00 | 0.00 | 152.10K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 635.72K | SH | $26.16M 2.69% | 0.00 | 0.00 | 635.72K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 53K | SH | $25.42M 2.62% | 0.00 | 0.00 | 53K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 282.18K | SH | $24.61M 2.53% | 0.00 | 0.00 | 282.18K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 244.48K | SH | $22.43M 2.31% | 0.00 | 0.00 | 244.48K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 207.87K | SH | $20.60M 2.12% | 0.00 | 0.00 | 207.87K |
EXCHANGE TRADED CONCEPTS TRUSOLE | ROBO GLB ARTIF | 233.93K | SH | $14.98M 1.54% | 0.00 | 0.00 | 233.93K |
INVESCO EXCHANGE TRADED FD TSOLE | AI AND NEXT GEN | 243.51K | SH | $13.16M 1.35% | 0.00 | 0.00 | 243.51K |
SPDR SERIES TRUSTSOLE | BLOOMBERG HIGH Y | 102.33K | SH | $10.03M 1.03% | 0.00 | 0.00 | 102.33K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUFR FEB | 141.37K | SH | $6.68M 0.69% | 0.00 | 0.00 | 141.37K |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR B | 153.72K | SH | $6.20M 0.64% | 0.00 | 0.00 | 153.72K |
TIDAL TRUST ISOLE | FUNDSTRAT GRANNY | 245.36K | SH | $6.13M 0.63% | 0.00 | 0.00 | 245.36K |
APPLE INCSOLE | COM | 23.95K | SH | $6.10M 0.63% | 0.00 | 0.00 | 23.95K |
DIREXION SHS ETF TRSOLE | NAS100 EQL WGT | 56.31K | SH | $5.72M 0.59% | 0.00 | 0.00 | 56.31K |
ISHARES TRSOLE | MSCI USA MIN VOL | 59.44K | SH | $5.65M 0.58% | 0.00 | 0.00 | 59.44K |
INNOVATOR ETFS TRUSTSOLE | US SML CP PWR ET | 101.23K | SH | $3.46M 0.36% | 0.00 | 0.00 | 101.23K |
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