Berkshire Money Management, Inc. ETF holdings
Dalton, MA
Reported $1.1B in 51 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.1B
ETFs held
51
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
98.4%
of $1.1B
Top 10 of 51 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $251.1M | 336,187 | −3,293 shares |
| DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | $106.7M | 204,256 | −889 shares |
| QQQ | Invesco QQQ Trust | $76.0M | 103,208 | +6,707 shares |
| KNOV | Innovator U.S. Small Cap Power Buffer ETF - Nov | $74.8M | 2,357,804 | +131,732 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $66.2M | 311,345 | +4,913 shares |
| VIG | Vanguard Dividend Appreciation ETF | $66.0M | 278,890 | −721 shares |
| SJNK | State Street SPDR Bloomberg Short Term High Yield Bond ETF | $42.1M | 1,681,386 | +78 shares |
| IVE | iShares S&P 500 Value ETF | $34.4M | 151,371 | +463 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $34.3M | 481,545 | +25,898 shares |
| BSV | Vanguard Short-Term Bond ETF | $33.0M | 423,447 | +1,881 shares |
41 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001535172. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Berkshire Money Management, Inc. own?
Berkshire Money Management, Inc. reported 51 ETF positions worth $1.1B in its Form 13F for June 30, 2026. The largest was SPY, at $251.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.