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: $1.16B140 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$214K	0.0%	2,165 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.1%	2,156 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.2%	5,625 SH	New
ALPHABET INC	CAP STK CL C	$992K	0.1%	2,910 SH	New
AMAZON COM INC	COM	$3.0M	0.3%Prev: 0.2%	12,132 SH	Increased+1,354 SH
ANALOG DEVICES INC	COM	$444K	0.0%	1,119 SH	New
APPLE INC	COM	$9.2M	0.8%Prev: 0.6%	27,498 SH	Increased+3,552 SH
AT&T INC	COM	$211K	0.0%	8,629 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$253K	0.0%	982 SH	New
BANK OF AMER CORP	COM	$252K	0.0%	4,637 SH	New
BARRICK MNG CORP	COM SHS	$213K	0.0%	5,225 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.1M	0.1%	2,127 SH	New
BLACKROCK ETF TRUST II	ISHA SH TERM ETF	$326K	0.0%	6,541 SH	New
BROADCOM INC	COM	$2.3M	0.2%	6,442 SH	New
CARRIER GLOBAL CORPORATION	COM	$247K	0.0%	4,497 SH	New
CATERPILLAR INC	COM	$349K	0.0%	430 SH	New
CISCO SYS INC	COM	$345K	0.0%	3,203 SH	New
COCA COLA CO	COM	$458K	0.0%	5,316 SH	New
COSTCO WHOLESALE CORPORATION	COM	$710K	0.1%	780 SH	New
CSX CORP	COM	$404K	0.0%	8,679 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$6.2M	0.5%	51,517 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$874K	0.1%	2,249 SH	New
ELI LILLY & CO	COM	$409K	0.0%	354 SH	New
EMERSON ELEC CO	COM	$389K	0.0%	2,510 SH	New
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ARTIF	$21.9M	1.9%Prev: 1.5%	225,864 SH	Increased-8,062 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$1.8M	0.2%	11,180 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$631K	0.1%	2,188 SH	New
GALECTIN THERAPEUTICS INC	COM NEW	$44K	0.0%	11,349 SH	New
GENERAL DYNAMICS CORP	COM	$371K	0.0%	1,117 SH	New
GORMAN RUPP CO	COM	$238K	0.0%	3,202 SH	New
HILTON WORLDWIDE HLDGS INC	COM	$341K	0.0%	1,073 SH	New
HOME DEPOT INC	COM	$312K	0.0%	1,097 SH	New
INNOVATOR ETFS TRUST	GRWT100 PWR BF	$731K	0.1%Prev: 0.1%	12,055 SH	Increased
INNOVATOR ETFS TRUST	INTRNL DEV JULY	$9.5M	0.8%	262,196 SH	New
INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.2M	0.1%Prev: 0.1%	21,374 SH	Increased
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$942K	0.1%Prev: 0.3%	20,297 SH	Decreased-59,496 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$1.0M	0.1%Prev: 0.1%	21,410 SH	Increased+661 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$3.1M	0.3%Prev: 0.3%	55,587 SH	Increased-789 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$650K	0.1%Prev: 0.1%	12,035 SH	Increased-652 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$5.2M	0.4%Prev: 0.7%	95,512 SH	Decreased-45,855 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$1.4M	0.1%Prev: 0.1%	23,219 SH	Increased-363 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$1.8M	0.2%Prev: 0.2%	33,214 SH	Increased-2,711 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$288K	0.0%	5,799 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$230K	0.0%	4,749 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$321K	0.0%	6,886 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$33.2M	2.9%Prev: 2.9%	681,497 SH	Increased-10,232 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$2.6M	0.2%	61,750 SH	New
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$597K	0.1%Prev: 0.1%	10,800 SH	Increased-872 SH
INNOVATOR ETFS TRUST	US SMALL CAP PWR	$19.4M	1.7%Prev: 6.7%	645,813 SH	Decreased-1,842,376 SH
INNOVATOR ETFS TRUST	US SML CP PWR B	$72.0M	6.2%Prev: 0.6%	2,132,323 SH	Increased+1,978,601 SH
INNOVATOR ETFS TRUST	US SML CP PWR ET	$2.2M	0.2%Prev: 0.4%	55,618 SH	Decreased-45,615 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$457K	0.0%	6,481 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$516K	0.0%Prev: 0.1%	26,453 SH	Decreased-2,489 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$254K	0.0%Prev: 0.0%	13,004 SH	Decreased
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$406K	0.0%Prev: 0.0%	20,159 SH	Decreased
INVESCO EXCHANGE TRADED FD T	AI AND NEXT GEN	$3.4M	0.3%Prev: 1.4%	33,381 SH	Decreased-210,134 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$66.5M	5.7%Prev: 5.5%	319,481 SH	Increased+37,144 SH
INVESCO QQQ TR	UNIT SER 1	$76.7M	6.6%Prev: 8.1%	103,745 SH	Decreased-26,792 SH
ISHARES INC	CORE MSCI EMKT	$217K	0.0%	2,677 SH	New
ISHARES TR	0-3 MTH TREASURY	$517K	0.0%	5,133 SH	New
ISHARES TR	CORE MSCI EAFE	$264K	0.0%	2,726 SH	New
ISHARES TR	CORE S&P500 ETF	$1.8M	0.2%	2,347 SH	New
ISHARES TR	EXPANDED TECH	$1.2M	0.1%	11,230 SH	New
ISHARES TR	IBDS DEC28 ETF	$292K	0.0%	11,687 SH	New
ISHARES TR	IBONDS 27 ETF	$295K	0.0%	12,213 SH	New
ISHARES TR	IBONDS DEC 2030	$244K	0.0%	11,520 SH	New
ISHARES TR	IBONDS DEC 2031	$285K	0.0%	14,224 SH	New
ISHARES TR	IBONDS DEC 2032	$296K	0.0%	12,288 SH	New
ISHARES TR	IBONDS DEC 29	$289K	0.0%	12,756 SH	New
ISHARES TR	IBOXX INV CP ETF	$231K	0.0%	2,259 SH	New
ISHARES TR	INTL SEL DIV ETF	$24.1M	2.1%	570,542 SH	New
ISHARES TR	MSCI EAFE ETF	$223K	0.0%	2,146 SH	New
ISHARES TR	MSCI USA MIN ETF	$710K	0.1%	7,283 SH	New
ISHARES TR	MSCI USA MMENTM	$441K	0.0%Prev: 0.3%	1,391 SH	Decreased-10,556 SH
ISHARES TR	RUS 1000 GRW ETF	$29.5M	2.5%Prev: 5.5%	235,335 SH	Decreased+121,817 SH
ISHARES TR	RUS 1000 VAL ETF	$543K	0.0%	2,190 SH	New
ISHARES TR	RUS 2000 VAL ETF	$10.6M	0.9%	50,747 SH	New
ISHARES TR	RUSSELL 2000 ETF	$8.8M	0.8%	31,835 SH	New
ISHARES TR	S&P 100 ETF	$2.5M	0.2%	6,469 SH	New
ISHARES TR	S&P 500 VAL ETF	$34.8M	3.0%Prev: 3.2%	152,246 SH	Increased+145 SH
ISHARES TR	US INDUSTRIALS	$383K	0.0%	2,500 SH	New
JOHNSON & JOHNSON	COM	$443K	0.0%	1,673 SH	New
JPMORGAN CHASE & CO	COM	$572K	0.0%	1,730 SH	New
LOCKHEED MARTIN CORP	COM	$831K	0.1%	1,632 SH	New
MASTERCARD INCORPORATED	CL A	$402K	0.0%	729 SH	New
MERCK & CO INC	COM	$254K	0.0%	1,751 SH	New
META PLATFORMS INC	CL A	$1.2M	0.1%	1,715 SH	New
MICRON TECHNOLOGY INC	COM	$721K	0.1%	677 SH	New
MICROSOFT CORP	COM	$3.7M	0.3%	7,175 SH	New
MORGAN STANLEY ETF TRUST	EATON VANCE SHRT	$200K	0.0%	4,077 SH	New
NVIDIA CORPORATION	COM	$3.9M	0.3%Prev: 0.3%	17,101 SH	Increased+1,181 SH
PALO ALTO NETWORKS INC	COM	$293K	0.0%	737 SH	New
PARK NATL CORP	COM	$542K	0.0%	3,034 SH	New
PARKER-HANNIFIN CORP	COM	$527K	0.0%	552 SH	New
PRINCIPAL FINANCIAL GROUP IN	COM	$361K	0.0%	3,222 SH	New
PROCTER & GAMBLE CO	COM	$273K	0.0%	1,880 SH	New
QUALCOMM INC	COM	$273K	0.0%	1,485 SH	New
RTX CORPORATION	COM	$1.2M	0.1%	6,459 SH	New
SELECT SECTOR SPDR TR	ST STR CARE ETF	$807K	0.1%	4,792 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$282K	0.0%	4,579 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$210K	0.0%	3,928 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$481K	0.0%	2,879 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$230K	0.0%	1,176 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$435K	0.0%	11,031 SH	New
SPDR GOLD TR	GOLD SHS	$569K	0.0%	1,493 SH	New
SPDR SERIES TRUST	ST BLOO HIGH ETF	$17.0M	1.5%	183,505 SH	New
SPDR SERIES TRUST	ST STR BLO 1 ETF	$23.4M	2.0%	255,807 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$207K	0.0%	1,683 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$396K	0.0%	2,701 SH	New
SPDR SERIES TRUST	ST STR SP REGBNK	$447K	0.0%	6,443 SH	New
SPDR SERIES TRUST	ST TERM HIGH ETF	$41.5M	3.6%	1,712,499 SH	New
STARLING ONCOLOGY INC	COM	$128K	0.0%	20,220 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$104.8M	9.0%	205,980 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$258.7M	22.3%	339,164 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.5M	0.1%	2,341 SH	New
STMICROELECTRONICS N V	NY REGISTRY	$876K	0.1%	16,422 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$379K	0.0%	831 SH	New
TESLA INC	COM	$450K	0.0%	1,267 SH	New
TIDAL TRUST I	FUND GRAN US ETF	$8.3M	0.7%	299,530 SH	New
TRUIST FINL CORP	COM	$373K	0.0%Prev: 0.0%	8,051 SH	Decreased-2,241 SH
TRUSTMARK CORP	COM	$340K	0.0%	7,574 SH	New
VANECK ETF TRUST	MRNGSTR WDE MOAT	$23.9M	2.1%Prev: 2.1%	226,127 SH	Increased+18,256 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$2.0M	0.2%	3,307 SH	New
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$453K	0.0%	2,058 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$33.3M	2.9%Prev: 4.0%	435,680 SH	Decreased-52,117 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$25.9M	2.2%	287,484 SH	New
VANGUARD INDEX FDS	MRNGSTR LRG CAP	$1.5M	0.1%	4,161 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$1.8M	0.2%	6,200 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$259K	0.0%	912 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.5M	0.3%	4,973 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	0.1%Prev: 0.1%	16,791 SH	Decreased-977 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$1.6M	0.1%	4,777 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$65.4M	5.6%Prev: 6.3%	280,229 SH	Increased-2,860 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$36.3M	3.1%	513,955 SH	New
VANGUARD WORLD FD	MRNGSTR MEGA CAP	$695K	0.1%	7,499 SH	New
VISA INC	COM CL A	$702K	0.1%	1,954 SH	New
WALMART INC	COM	$272K	0.0%	2,617 SH	New
WAYFAIR INC	CL A	$218K	0.0%	2,127 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$416K	0.0%	8,255 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$264K	0.0%	2,717 SH	New

Sold (vs prior filing)

DIREXION SHS ETF TR — $5.7M
EXXON MOBIL CORP — $1.2M
INVESCO EXCH TRD SLF IDX FD — $257K
ISHARES TR — $1.1M
ISHARES TR — $5.7M
SELECT SECTOR SPDR TR — $24.6M
SPDR DOW JONES INDL AVERAGE — $93.1M
SPDR S&P 500 ETF TR — $227.3M
SPDR SERIES TRUST — $22.4M
SPDR SERIES TRUST — $10.0M
SPDR SERIES TRUST — $43.6M
TIDAL TRUST I — $6.1M
VANGUARD INDEX FDS — $25.4M

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