Berkshire Money Management, Inc.

CIK 0001535172 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026

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Filer information

Filed by: Berkshire Money Management, Inc., CEO, CIO, and CCO
Address: 161 MAIN ST, DALTON, MA, 01226
Phone: 413-997-2006
AUM: $1.05B

AUM over time

$1.16B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $1.05B122 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$271K	0.0%	2,165 SH	New
ADVANCED MICRO DEVICES INC	COM	$440K	0.0%Prev: 0.1%	2,056 SH	Decreased-100 SH
ALPHABET INC	CAP STK CL A	$1.6M	0.2%Prev: 0.2%	5,264 SH	Decreased-361 SH
ALPHABET INC	CAP STK CL C	$554K	0.1%Prev: 0.1%	1,765 SH	Decreased-1,145 SH
AMAZON COM INC	COM	$2.5M	0.2%Prev: 0.3%	11,036 SH	Decreased-1,096 SH
ANALOG DEVICES INC	COM	$303K	0.0%Prev: 0.0%	1,119 SH	Decreased
APPLE INC	COM	$7.3M	0.7%Prev: 0.8%	26,950 SH	Decreased-548 SH
AT&T INC	COM	$209K	0.0%Prev: 0.0%	8,396 SH	Decreased-233 SH
AUTOMATIC DATA PROCESSING IN	COM	$253K	0.0%Prev: 0.0%	982 SH	Decreased
BANK AMERICA CORP	COM	$255K	0.0%	4,637 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$810K	0.1%Prev: 0.1%	1,612 SH	Decreased-515 SH
BOEING CO	COM	$420K	0.0%	1,936 SH	New
BROADCOM INC	COM	$1.9M	0.2%Prev: 0.2%	5,584 SH	Decreased-858 SH
CARRIER GLOBAL CORPORATION	COM	$257K	0.0%Prev: 0.0%	4,862 SH	Increased+365 SH
CATERPILLAR INC	COM	$249K	0.0%Prev: 0.0%	434 SH	Decreased+4 SH
CISCO SYS INC	COM	$272K	0.0%Prev: 0.0%	3,536 SH	Decreased+333 SH
COCA COLA CO	COM	$410K	0.0%Prev: 0.0%	5,858 SH	Decreased+542 SH
CONSTELLATION ENERGY CORP	COM	$219K	0.0%	620 SH	New
COSTCO WHSL CORP NEW	COM	$605K	0.1%	702 SH	New
CSX CORP	COM	$322K	0.0%Prev: 0.0%	8,869 SH	Decreased+190 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$5.7M	0.5%	55,368 SH	New
ELI LILLY & CO	COM	$371K	0.0%Prev: 0.0%	346 SH	Decreased-8 SH
EMERSON ELEC CO	COM	$336K	0.0%Prev: 0.0%	2,528 SH	Decreased+18 SH
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ARTIF	$15.3M	1.5%Prev: 1.9%	241,058 SH	Decreased+15,194 SH
EXXON MOBIL CORP	COM	$1.2M	0.1%	10,362 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$589K	0.1%Prev: 0.1%	2,188 SH	Decreased
GENERAL DYNAMICS CORP	COM	$333K	0.0%Prev: 0.0%	989 SH	Decreased-128 SH
HILTON WORLDWIDE HLDGS INC	COM	$320K	0.0%Prev: 0.0%	1,114 SH	Decreased+41 SH
HOME DEPOT INC	COM	$450K	0.0%Prev: 0.0%	1,307 SH	Increased+210 SH
HONEYWELL INTL INC	COM	$211K	0.0%	1,084 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$662K	0.1%Prev: 0.1%	12,055 SH	Decreased
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.0M	0.1%Prev: 0.1%	21,374 SH	Decreased
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$3.5M	0.3%Prev: 0.1%	79,793 SH	Increased+59,496 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$952K	0.1%Prev: 0.1%	21,410 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$2.7M	0.3%Prev: 0.3%	55,587 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$625K	0.1%Prev: 0.1%	12,687 SH	Decreased+652 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$6.9M	0.7%Prev: 0.4%	141,361 SH	Increased+45,849 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$1.3M	0.1%Prev: 0.1%	23,219 SH	Decreased
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$1.8M	0.2%Prev: 0.2%	35,230 SH	Decreased+2,016 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$296K	0.0%Prev: 0.0%	6,329 SH	Increased+530 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$272K	0.0%Prev: 0.0%	6,072 SH	Increased+1,323 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$224K	0.0%Prev: 0.0%	5,173 SH	Decreased-1,713 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$29.9M	2.9%Prev: 2.9%	708,426 SH	Decreased+26,929 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$540K	0.1%Prev: 0.1%	10,801 SH	Decreased+1 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$67.2M	6.4%Prev: 1.7%	2,535,195 SH	Increased+1,889,382 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$6.2M	0.6%Prev: 6.2%	149,379 SH	Decreased-1,982,944 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$3.5M	0.3%Prev: 0.2%	100,464 SH	Increased+44,846 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$208K	0.0%	821 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$470K	0.0%Prev: 0.0%	6,578 SH	Increased+97 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$567K	0.1%Prev: 0.0%	28,942 SH	Increased+2,489 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$257K	0.0%Prev: 0.0%	13,004 SH	Increased
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$415K	0.0%Prev: 0.0%	20,159 SH	Increased
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$14.6M	1.4%Prev: 0.3%	245,620 SH	Increased+212,239 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$57.3M	5.5%Prev: 5.7%	299,108 SH	Decreased-20,373 SH
INVESCO QQQ TR	UNIT SER 1	$80.9M	7.7%Prev: 6.6%	131,616 SH	Increased+27,871 SH
ISHARES TR	0-3 MNTH TREASRY	$1.1M	0.1%	10,542 SH	New
ISHARES TR	CORE S&P500 ETF	$1.1M	0.1%Prev: 0.2%	1,569 SH	Decreased-778 SH
ISHARES TR	EXPANDED TECH	$1.2M	0.1%Prev: 0.1%	11,230 SH	Decreased
ISHARES TR	IBOXX INV CP ETF	$328K	0.0%Prev: 0.0%	2,973 SH	Increased+714 SH
ISHARES TR	MSCI EAFE ETF	$206K	0.0%Prev: 0.0%	2,146 SH	Decreased
ISHARES TR	MSCI USA MIN VOL	$947K	0.1%	10,062 SH	New
ISHARES TR	MSCI USA MMENTM	$3.5M	0.3%Prev: 0.0%	13,878 SH	Increased+12,487 SH
ISHARES TR	RUS 1000 GRW ETF	$54.3M	5.2%Prev: 2.5%	114,706 SH	Increased-120,629 SH
ISHARES TR	RUSSELL 2000 ETF	$1.7M	0.2%Prev: 0.8%	7,068 SH	Decreased-24,767 SH
ISHARES TR	S&P 100 ETF	$2.2M	0.2%Prev: 0.2%	6,500 SH	Decreased+31 SH
ISHARES TR	S&P 500 GRWT ETF	$231K	0.0%	1,875 SH	New
ISHARES TR	S&P 500 VAL ETF	$32.3M	3.1%Prev: 3.0%	152,364 SH	Decreased+118 SH
ISHARES TR	TIPS BD ETF	$216K	0.0%	1,963 SH	New
ISHARES TR	US INDUSTRIALS	$370K	0.0%Prev: 0.0%	2,500 SH	Decreased
JOHNSON & JOHNSON	COM	$339K	0.0%Prev: 0.0%	1,640 SH	Decreased-33 SH
JPMORGAN CHASE & CO.	COM	$521K	0.0%	1,616 SH	New
MASTERCARD INCORPORATED	CL A	$416K	0.0%Prev: 0.0%	729 SH	Increased
META PLATFORMS INC	CL A	$1.1M	0.1%Prev: 0.1%	1,595 SH	Decreased-120 SH
MICRON TECHNOLOGY INC	COM	$382K	0.0%Prev: 0.1%	1,340 SH	Decreased+663 SH
MICROSOFT CORP	COM	$3.1M	0.3%Prev: 0.3%	6,498 SH	Decreased-677 SH
NETFLIX INC	COM	$243K	0.0%	2,591 SH	New
NEXTERA ENERGY INC	COM	$202K	0.0%	2,513 SH	New
NVIDIA CORPORATION	COM	$3.1M	0.3%Prev: 0.3%	16,551 SH	Decreased-550 SH
PARK NATL CORP	COM	$491K	0.0%Prev: 0.0%	3,228 SH	Decreased+194 SH
PARKER-HANNIFIN CORP	COM	$485K	0.0%Prev: 0.0%	552 SH	Decreased
PEPSICO INC	COM	$207K	0.0%	1,442 SH	New
PRINCIPAL FINANCIAL GROUP IN	COM	$284K	0.0%Prev: 0.0%	3,222 SH	Decreased
PROCTER AND GAMBLE CO	COM	$348K	0.0%	2,431 SH	New
QUALCOMM INC	COM	$254K	0.0%Prev: 0.0%	1,485 SH	Decreased
RTX CORPORATION	COM	$1.2M	0.1%Prev: 0.1%	6,428 SH	Decreased-31 SH
SALESFORCE INC	COM	$210K	0.0%	791 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$203K	0.0%	4,537 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$213K	0.0%	3,882 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$835K	0.1%	5,394 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$444K	0.0%	2,864 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$24.6M	2.3%	576,065 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$99.3M	9.5%	206,574 SH	New
SPDR GOLD TR	GOLD SHS	$462K	0.0%Prev: 0.0%	1,166 SH	Decreased-327 SH
SPDR S&P 500 ETF TR	TR UNIT	$232.4M	22.2%	340,752 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$1.3M	0.1%	2,163 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$83.3M	7.9%	2,167,046 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$246K	0.0%	811 SH	New
TESLA INC	COM	$488K	0.0%Prev: 0.0%	1,085 SH	Increased-182 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$7.1M	0.7%	287,529 SH	New
TJX COS INC NEW	COM	$246K	0.0%	1,604 SH	New
TRUIST FINL CORP	COM	$502K	0.0%Prev: 0.0%	10,192 SH	Increased+2,141 SH
UNITEDHEALTH GROUP INC	COM	$215K	0.0%	651 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$22.0M	2.1%Prev: 2.1%	212,614 SH	Decreased-13,513 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.2M	0.1%Prev: 0.2%	3,347 SH	Decreased+40 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$439K	0.0%Prev: 0.0%	2,142 SH	Decreased+84 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$32.1M	3.1%Prev: 2.9%	406,845 SH	Decreased-28,835 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$204K	0.0%	2,751 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$26.6M	2.5%	54,479 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$1.4M	0.1%	4,420 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.7M	0.2%	6,200 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.3%Prev: 0.3%	5,556 SH	Decreased+583 SH
VANGUARD INDEX FDS	SMALL CP ETF	$207K	0.0%	801 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.5M	0.1%Prev: 0.1%	18,513 SH	Increased+1,722 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.6M	0.2%Prev: 0.1%	5,295 SH	Decreased+518 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$62.2M	5.9%Prev: 5.6%	283,087 SH	Decreased+2,858 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$295K	0.0%	1,175 SH	New
VANGUARD WORLD FD	MEGA GRWTH IND	$693K	0.1%	1,679 SH	New
VERA THERAPEUTICS INC	CL A	$253K	0.0%	5,000 SH	New
VISA INC	COM CL A	$698K	0.1%Prev: 0.1%	1,989 SH	Decreased+35 SH
WALMART INC	COM	$259K	0.0%Prev: 0.0%	2,323 SH	Decreased-294 SH
WAYFAIR INC	CL A	$350K	0.0%Prev: 0.0%	3,483 SH	Increased+1,356 SH
WISDOMTREE TR	US LARGECAP DIVD	$308K	0.0%Prev: 0.0%	3,500 SH	Increased+783 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $214K
BANK OF AMER CORP — $252K
BARRICK MNG CORP — $213K
BLACKROCK ETF TRUST II — $326K
COSTCO WHOLESALE CORPORATION — $710K
DIREXION SHARES ETF TRUST — $6.2M
ELEVANCE HEALTH INC FORMERLY — $874K
EXXONMOBIL HOLDINGS CORP — $1.8M
GALECTIN THERAPEUTICS INC — $44K
GORMAN RUPP CO — $238K
INNOVATOR ETFS TRUST — $9.5M
INNOVATOR ETFS TRUST — $2.6M
ISHARES INC — $217K
ISHARES TR — $517K
ISHARES TR — $264K
ISHARES TR — $292K
ISHARES TR — $295K
ISHARES TR — $244K
ISHARES TR — $285K
ISHARES TR — $296K
… and 38 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 27, 2026	Q4 2025	13F-HR	0001398344-26-001283	$1.05B	View
Oct 21, 2026	Q3 2026	13F-HR	0001398344-26-018491	$1.16B	View
Oct 14, 2025	Q3 2025