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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 48 | $971,598,778 | +$68,298,105 | -$99,788,473 | -$31,490,368 | SPY, DIA, QQQ, KAUG, VIG | 13F-HR | 14 Oct 2025, 11:29 |
| Q2 2025 | 155 | $950,265,786 | +$123,119,932 | -$138,523,790 | -$15,403,858 | SPY, DIA, QQQ, BSV, KAUG | 13F-HR | 22 Jul 2025, 12:52 |
| Q1 2025 | 102 | $891,121,336 | +$51,415,848 | -$43,012,433 | +$8,403,415 | SPY, QQQ, DIA, KAUG, VIG | 13F-HR | 23 Apr 2025, 12:38 |
| Q4 2024 | 86 | $919,761,993 | +$113,018,016 | -$74,935,995 | +$38,082,021 | SPY, QQQ, DIA, RSP, VIG | 13F-HR | 27 Jan 2025, 11:48 |
| Q3 2024 | 40 | $873,700,100 | +$81,794,711 | -$72,159,859 | +$9,634,852 | 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 | +$142,147,333 | -$117,635,289 | +$24,512,044 | SPY, DIA, QQQE, KJAN, QQQ | 13F-HR | 08 May 2024, 15:47 |
| Q4 2023 | 40 | $751,371,995 | +$101,606,394 | -$75,960,324 | +$25,646,070 | SPY, BJUL, DIA, QQQE, VIG | 13F-HR | 08 Feb 2024, 09:17 |
| Q3 2023 | 40 | $660,241,062 | +$136,522,785 | -$87,119,203 | +$49,403,582 | SPY, BJUL, DIA, VIG, QQQE | 13F-HR | 17 Oct 2023, 08:25 |
| Q2 2023 | 47 | $692,146,093 | +$129,458,855 | -$128,978,684 | +$480,171 | SPY, VIG, DIA, LQD, IVE | 13F-HR | 07 Aug 2023, 09:19 |
| Q1 2023 | 45 | $659,698,645 | +$113,445,690 | -$108,452,478 | +$4,993,212 | DIA, SPY, VIG, BNOV, SJNK | 13F-HR | 12 May 2023, 14:29 |
| Q4 2022 | 45 | $631,301,566 | +$47,713,863 | -$39,512,834 | +$8,201,029 | DIA, SPY, VIG, BOCT, BNOV | 13F-HR | 13 Feb 2023, 17:55 |
| Q3 2022 | 43 | $581,640,000 | +$121,679,035 | -$68,238,182 | +$53,440,853 | DIA, SPY, VIG, BOCT, SJNK | 13F-HR | 21 Oct 2022, 15:22 |
| Q2 2022 | 47 | $602,064,000 | +$67,216,296 | -$66,481,177 | +$735,119 | VIG, DIA, SPY, SJNK, IWF | 13F-HR | 13 Jul 2022, 19:11 |
| Q1 2022 | 30 | $696,300,000 | +$100,348,597 | -$45,138,565 | +$55,210,032 | VIG, DIA, SPY, SJNK, IWF | 13F-HR | 19 Apr 2022, 13:25 |
| Q4 2021 | 28 | $683,637,000 | +$107,052,574 | -$36,246,886 | +$70,805,688 | VIG, SPY, DIA, IWF, VUG | 13F-HR | 14 Jan 2022, 07:30 |
| Q3 2021 | 26 | $629,894,000 | +$64,757,107 | -$53,872,146 | +$10,884,961 | SPY, VIG, DIA, IWF, VUG | 13F-HR | 13 Oct 2021, 13:22 |
| Q2 2021 | 27 | $621,529,000 | +$45,125,059 | -$29,943,532 | +$15,181,527 | VIG, SPY, DIA, IWF, VUG | 13F-HR | 23 Jul 2021, 09:59 |
| Q1 2021 | 28 | $571,725,000 | +$49,695,905 | -$39,996,968 | +$9,698,937 | SPY, VIG, DIA, IWF, VUG | 13F-HR | 20 Apr 2021, 10:12 |
| Q4 2020 | 31 | $541,900,000 | +$102,051,745 | -$78,789,098 | +$23,262,647 | VIG, SPY, IWF, DIA, VUG | 13F-HR | 25 Jan 2021, 12:57 |
| Q3 2020 | 29 | $481,409,000 | +$162,179,247 | -$141,527,603 | +$20,651,644 | SPY, VIG, IWF, KJAN, DIA | 13F-HR | 26 Oct 2020, 11:18 |
| Q2 2020 | 45 | $454,401,000 | +$183,136,025 | -$155,969,633 | +$27,166,392 | DIA, VIG, IWF, SPY, TIP | 13F-HR | 27 Jul 2020, 14:41 |
| Q1 2020 | 75 | $355,550,000 | +$193,132,649 | -$223,117,865 | -$29,985,216 | PJUL, SPY, TIP, BOCT, VIG | 13F-HR | 15 Apr 2020, 10:49 |
| Q4 2019 | 37 | $513,600,000 | +$16,858,225 | -$15,918,782 | +$939,443 | SPY, VIG, IWF, MDY, BOCT | 13F-HR | 09 Jan 2020, 12:09 |
| Q3 2019 | 35 | $483,752,000 | +$7,414,056 | -$2,818,992 | +$4,595,064 | SPY, VIG, MDY, IWF, BOCT | 13F-HR | 21 Oct 2019, 11:22 |
| Q2 2019 | 34 | $473,009,000 | +$67,341,967 | -$49,724,785 | +$17,617,182 | SPY, VIG, MDY, IWF, BOCT | 13F-HR | 29 Jul 2019, 11:01 |
| Q1 2019 | 29 | $451,744,000 | +$47,347,885 | -$45,523,010 | +$1,824,875 | SPY, DIA, VIG, MDY, IWF | 13F-HR | 24 Apr 2019, 11:02 |
| Q4 2018 | 30 | $401,583,000 | +$100,730,786 | -$76,399,829 | +$24,330,957 | SPY, DIA, VIG, IWF, MDY | 13F-HR | 06 Feb 2019, 11:09 |
| Q3 2018 | 25 | $452,736,000 | +$11,891,283 | -$499,054 | +$11,392,229 | SPY, IWF, DIA, IWM, VUG | 13F-HR | 17 Oct 2018, 13:37 |
| Q2 2018 | 23 | $428,725,000 | +$25,107,437 | -$6,195,472 | +$18,911,965 | SPY, IWF, DIA, IWM, MDY | 13F-HR | 19 Jul 2018, 13:56 |
| Q1 2018 | 27 | $400,554,000 | +$67,874,024 | -$56,929,292 | +$10,944,732 | SPY, IWF, DIA, VIG, MDY | 13F-HR | 02 May 2018, 14:10 |
| Q4 2017 | 23 | $399,431,000 | +$4,843,861 | -$1,135,626 | +$3,708,235 | SPY, MDY, DIA, IWF, IWM | 13F-HR | 29 Jan 2018, 13:20 |
| Q3 2017 | 24 | $383,132,000 | +$21,264,876 | -$13,249,027 | +$8,015,849 | SPY, MDY, DIA, IWF, IWM | 13F-HR | 03 Nov 2017, 16:11 |
| Q2 2017 | 21 | $354,721,000 | +$15,339,442 | -$1,944,957 | +$13,394,485 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 21 Jul 2017, 13:01 |
| Q1 2017 | 20 | $332,928,000 | +$1,715,759 | -$3,709,190 | -$1,993,431 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 12 May 2017, 15:41 |
| Q4 2016 | 22 | $337,181,000 | +$107,213,065 | -$55,554,407 | +$51,658,658 | SPY, MDY, IWM, DIA, IWF | 13F-HR | 14 Feb 2017, 13:07 |
| Q3 2016 | 23 | $309,641,000 | +$50,793,857 | -$20,217,100 | +$30,576,757 | SPY, MDY, SDY, PFF, IWF | 13F-HR | 08 Nov 2016, 14:47 |
| Q2 2016 | 26 | $291,016,000 | +$37,599,707 | -$82,575,179 | -$44,975,472 | SPY, SDY, PFF, IWF, MDY | 13F-HR | 26 Aug 2016, 12:36 |
| Q1 2016 | 26 | $328,415,000 | +$10,309,555 | -$5,775,166 | +$4,534,389 | SPY, IWF, SDY, VUG, PFF | 13F-HR | 16 May 2016, 16:27 |
| Q4 2015 | 23 | $328,368,785 | +$123,323,810 | -$88,549,891 | +$34,773,919 | SPY, IWF, VUG, SDY, PFF | 13F-HR | 19 Jan 2016, 14:35 |
| Q3 2015 | 16 | $325,098,000 | +$20,327,030 | -$31,701,015 | -$11,373,985 | SPY, IWF, JNKXXXX, IVE, SDY | 13F-HR | 09 Nov 2015, 14:44 |
| Q2 2015 | 19 | $339,991,000 | +$4,366,445 | -$2,171,147 | +$2,195,298 | SPY, IWF, IVE, SDY, VIG | 13F-HR | 12 Aug 2015, 13:20 |
| Q1 2015 | 19 | $339,543,000 | +$24,347,972 | -$22,661,813 | +$1,686,159 | SPY, IWF, IVE, SDY, VIG | 13F-HR | 22 Apr 2015, 11:10 |
| Q4 2014 | 18 | $334,194,000 | +$129,162,052 | -$33,088 | +$129,128,964 | SPY, IWF, JNKXXXX, IVE, SDY | 13F-HR | 22 Jan 2015, 12:17 |
| Q3 2014 | 17 | $237,453,000 | +$96,224,183 | -$33,401 | +$96,190,782 | IWF, EFA, IVE, SPY, SDY | 13F-HR | 13 Nov 2014, 13:44 |
| Q2 2014 | 14 | $143,325,140 | +$198,804 | -$14,526,740 | -$14,327,936 | IWF, EFA, SPY, VIG, SDY | 13F-HR | 07 Aug 2014, 15:24 |
| Q1 2014 | 15 | $218,564,000 | +$8,619,361 | -$2,993,159 | +$5,626,202 | IWF, MDY, EFA, IWO, SPY | 13F-HR | 23 Apr 2014, 11:46 |
| Q4 2013 | 17 | $273,307,000 | +$62,253,134 | -$43,997,686 | +$18,255,448 | DIA, IWF, EFA, MDY, IWO | 13F-HR | 10 Jan 2014, 09:43 |
| Q3 2013 | 13 | $9,201,351 | +$900,645 | -$30,657 | +$869,988 | XLV, XOM, T, UNP, DIA | 13F-HR | 03 Jan 2014, 11:14 |
| Q2 2013 | 17 | $8,618,724 | +$6,994,514 | -$30,366 | +$6,964,148 | XLV, XOM, T, UNP, GEXXXX | Restatement | 10 Jan 2014, 09:40 |
| Q1 2013 | 13 | $115,938,545 | $0 | VIG, DIA, PGFXXXX, PFF, MDY | Restatement | 10 Jan 2014, 09:38 |