Notify me when Berkshire Money Management, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 131 | $1,048,215,970 | +$82,701,447 | -$12,099,868 | +$70,601,579 | SPY, DIA, QQQ, KAUG, VIG | 13F-HR | 27 Jan 2026, 08:59 |
| Q3 2025 | 48 | $971,598,778 | +$68,298,108 | -$99,788,478 | -$31,490,370 | SPY, DIA, QQQ, KAUG, VIG | 13F-HR | 14 Oct 2025, 11:29 |
| Q2 2025 | 155 | $950,265,786 | +$123,119,941 | -$138,523,799 | -$15,403,858 | SPY, DIA, QQQ, BSV, KAUG | 13F-HR | 22 Jul 2025, 12:52 |
| Q1 2025 | 102 | $891,121,336 | +$51,415,851 | -$43,012,434 | +$8,403,417 | SPY, QQQ, DIA, KAUG, VIG | 13F-HR | 23 Apr 2025, 12:38 |
| Q4 2024 | 86 | $919,761,993 | +$113,018,019 | -$74,935,998 | +$38,082,021 | SPY, QQQ, DIA, RSP, VIG | 13F-HR | 27 Jan 2025, 11:48 |
| Q3 2024 | 40 | $873,700,100 | +$81,794,714 | -$72,159,840 | +$9,634,874 | SPY, QQQ, KJAN, RSP, DIA | 13F-HR | 16 Oct 2024, 13:06 |
| Q2 2024 | 39 | $823,510,166 | +$31,466,938 | -$50,607,315 | -$19,140,377 | SPY, QQQE, QQQ, KJAN, DIA | 13F-HR | 19 Jul 2024, 09:40 |
| Q1 2024 | 84 | $828,445,235 | +$142,147,335 | -$117,635,302 | +$24,512,033 | SPY, DIA, QQQE, KJAN, QQQ | 13F-HR | 08 May 2024, 15:47 |
| Q4 2023 | 40 | $751,371,995 | +$101,606,392 | -$75,960,328 | +$25,646,064 | SPY, BJUL, DIA, QQQE, VIG | 13F-HR | 08 Feb 2024, 09:17 |
| Q3 2023 | 40 | $660,241,062 | +$136,522,782 | -$148,278,047 | -$11,755,265 | SPY, BJUL, DIA, VIG, QQQE | 13F-HR | 17 Oct 2023, 08:25 |
| Q2 2023 | 47 | $692,146,093 | +$129,458,864 | -$132,432,622 | -$2,973,758 | SPY, VIG, DIA, LQD, IVE | 13F-HR | 07 Aug 2023, 09:19 |
| Q1 2023 | 45 | $659,698,645 | +$113,445,692 | -$111,988,484 | +$1,457,208 | DIA, SPY, VIG, BNOV, SJNK | 13F-HR | 12 May 2023, 14:29 |
| Q4 2022 | 45 | $631,301,566 | +$47,713,862 | -$48,118,822 | -$404,960 | DIA, SPY, VIG, BOCT, BNOV | 13F-HR | 13 Feb 2023, 18:55 |
| Q3 2022 | 43 | $581,640,000 | +$121,679,104 | -$114,258,192 | +$7,420,912 | DIA, SPY, VIG, BOCT, SJNK | 13F-HR | 21 Oct 2022, 15:22 |
| Q2 2022 | 47 | $602,064,000 | +$67,216,305 | -$71,594,192 | -$4,377,887 | VIG, DIA, SPY, SJNK, IWF | 13F-HR | 13 Jul 2022, 19:11 |
| Q1 2022 | 30 | $696,300,000 | +$100,348,608 | -$50,588,560 | +$49,760,048 | VIG, DIA, SPY, SJNK, IWF | 13F-HR | 19 Apr 2022, 13:25 |
| Q4 2021 | 28 | $683,637,000 | +$107,052,559 | -$101,436,886 | +$5,615,673 | VIG, SPY, DIA, IWF, VUG | 13F-HR | 14 Jan 2022, 08:30 |
| Q3 2021 | 26 | $629,894,000 | +$64,757,144 | -$53,872,084 | +$10,885,060 | SPY, VIG, DIA, IWF, VUG | 13F-HR | 13 Oct 2021, 13:22 |
| Q2 2021 | 27 | $621,529,000 | +$45,125,061 | -$29,943,530 | +$15,181,531 | VIG, SPY, DIA, IWF, VUG | 13F-HR | 23 Jul 2021, 09:59 |
| Q1 2021 | 28 | $571,725,000 | +$49,695,889 | -$39,996,970 | +$9,698,919 | SPY, VIG, DIA, IWF, VUG | 13F-HR | 20 Apr 2021, 10:12 |
| Q4 2020 | 31 | $541,900,000 | +$102,051,723 | -$87,171,106 | +$14,880,617 | VIG, SPY, IWF, DIA, VUG | 13F-HR | 25 Jan 2021, 13:57 |
| Q3 2020 | 29 | $481,409,000 | +$162,179,200 | -$164,876,579 | -$2,697,379 | SPY, VIG, IWF, KJAN, DIA | 13F-HR | 26 Oct 2020, 11:18 |
| Q2 2020 | 45 | $454,401,000 | +$183,135,963 | -$187,086,629 | -$3,950,666 | DIA, VIG, IWF, SPY, TIP | 13F-HR | 27 Jul 2020, 14:41 |
| Q1 2020 | 77 | $406,976,000 | +$244,558,607 | -$260,951,856 | -$16,393,249 | PJUN, PJUL, SPY, TIP, BOCT | 13F-HR | 15 Apr 2020, 10:49 |
| Q4 2019 | 37 | $513,600,000 | +$16,858,226 | -$16,120,783 | +$737,443 | SPY, VIG, IWF, MDY, BOCT | 13F-HR | 09 Jan 2020, 13:09 |
| Q3 2019 | 35 | $483,752,000 | +$7,414,054 | -$2,818,992 | +$4,595,062 | SPY, VIG, MDY, IWF, BOCT | 13F-HR | 21 Oct 2019, 11:22 |
| Q2 2019 | 34 | $473,009,000 | +$67,342,021 | -$60,774,787 | +$6,567,234 | SPY, VIG, MDY, IWF, BOCT | 13F-HR | 29 Jul 2019, 11:01 |
| Q1 2019 | 29 | $451,744,000 | +$47,347,893 | -$46,302,013 | +$1,045,880 | SPY, DIA, VIG, MDY, IWF | 13F-HR | 24 Apr 2019, 11:02 |
| Q4 2018 | 30 | $401,583,000 | +$100,730,773 | -$86,941,823 | +$13,788,950 | SPY, DIA, VIG, IWF, MDY | 13F-HR | 06 Feb 2019, 12:09 |
| Q3 2018 | 25 | $452,736,000 | +$11,891,283 | -$10,093,054 | +$1,798,229 | SPY, IWF, DIA, IWM, VUG | 13F-HR | 17 Oct 2018, 13:37 |
| Q2 2018 | 23 | $428,725,000 | +$25,107,433 | -$15,106,471 | +$10,000,962 | SPY, IWF, DIA, IWM, MDY | 13F-HR | 19 Jul 2018, 13:56 |
| Q1 2018 | 27 | $400,554,000 | +$67,874,017 | -$62,809,289 | +$5,064,728 | SPY, IWF, DIA, VIG, MDY | 13F-HR | 02 May 2018, 14:10 |
| Q4 2017 | 23 | $399,431,000 | +$4,843,861 | -$1,352,626 | +$3,491,235 | SPY, MDY, DIA, IWF, IWM | 13F-HR | 29 Jan 2018, 14:20 |
| Q3 2017 | 24 | $383,132,000 | +$21,264,878 | -$13,249,027 | +$8,015,851 | SPY, MDY, DIA, IWF, IWM | 13F-HR | 03 Nov 2017, 16:11 |
| Q2 2017 | 21 | $354,721,000 | +$15,339,440 | -$1,944,957 | +$13,394,483 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 21 Jul 2017, 13:01 |
| Q1 2017 | 20 | $332,928,000 | +$1,715,759 | -$19,775,190 | -$18,059,431 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 12 May 2017, 15:41 |
| Q4 2016 | 22 | $337,181,000 | +$107,213,051 | -$99,460,005 | +$7,753,046 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 14 Feb 2017, 14:07 |
| Q3 2016 | 25 | $325,253,000 | +$50,793,857 | -$21,304,412 | +$29,489,445 | SPY, MDY, SDY, PFF, IWF | 13F-HR | 08 Nov 2016, 15:47 |
| Q2 2016 | 26 | $291,016,000 | +$37,599,714 | -$83,012,197 | -$45,412,483 | SPY, SDY, PFF, IWF, MDY | 13F-HR | 26 Aug 2016, 12:36 |
| Q1 2016 | 26 | $328,415,000 | +$10,309,561 | -$14,322,858 | -$4,013,297 | SPY, IWF, SDY, VUG, PFF | 13F-HR | 16 May 2016, 16:27 |
| Q4 2015 | 23 | $328,368,785 | +$123,323,796 | -$112,680,877 | +$10,642,919 | SPY, IWF, VUG, SDY, PFF | 13F-HR | 19 Jan 2016, 15:35 |
| Q3 2015 | 18 | $325,098,000 | +$20,327,026 | -$32,252,023 | -$11,924,997 | SPY, IWF, JNK, IVE, SDY | 13F-HR | 09 Nov 2015, 15:44 |
| Q2 2015 | 19 | $339,991,000 | +$4,366,445 | -$2,390,146 | +$1,976,299 | SPY, IWF, IVE, SDY, VIG | 13F-HR | 12 Aug 2015, 13:20 |
| Q1 2015 | 19 | $339,543,000 | +$24,347,972 | -$22,661,814 | +$1,686,158 | SPY, IWF, IVE, SDY, VIG | 13F-HR | 22 Apr 2015, 11:10 |
| Q4 2014 | 18 | $334,194,000 | +$129,162,069 | -$41,335,088 | +$87,826,981 | SPY, IWF, JNK, IVE, SDY | 13F-HR | 22 Jan 2015, 13:17 |
| Q3 2014 | 17 | $237,453,000 | +$96,224,189 | -$51,594 | +$96,172,595 | IWF, EFA, IVE, SPY, SDY | 13F-HR | 13 Nov 2014, 14:44 |
| Q2 2014 | 14 | $143,325,140 | +$198,804 | -$81,005,734 | -$80,806,930 | IWF, EFA, SPY, VIG, SDY | 13F-HR | 07 Aug 2014, 15:24 |
| Q1 2014 | 15 | $218,564,000 | +$8,619,360 | -$65,912,159 | -$57,292,799 | IWF, MDY, EFA, IWO, SPY | 13F-HR | 23 Apr 2014, 11:46 |
| Q4 2013 | 17 | $273,307,000 | +$62,253,151 | -$43,997,682 | +$18,255,469 | DIA, IWF, EFA, MDY, IWO | 13F-HR | 10 Jan 2014, 10:43 |
| Q3 2013 | 14 | $230,025,000 | +$59,231,885 | -$46,229,756 | +$13,002,129 | DIA, VIG, EFA, SPY, MDY | 13F-HR | 03 Jan 2014, 12:14 |
| Q2 2013 | 17 | $211,140,000 | +$55,232,294 | -$6,197,214 | +$49,035,080 | VIG, DIA, EFA, SPY, IWF | Restatement | 10 Jan 2014, 10:40 |
| Q1 2013 | 13 | $160,439,000 | $0 | $0 | $0 | VIG, DIA, SPY, IWF, PGF | Restatement | 10 Jan 2014, 10:38 |