Portfolio (Quarterly) Guide ↗

Berkshire Money Management, Inc.

· CIK 0001535172

13F Portfolio $1.1B AUM 56 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 11 New 15 Added 17 Reduced 86 Exited

Page 2 of 5 · 86 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	COST	COSTCO WHSL CORP NEW	Consumer Defensive	702	$605K	0.06%	SOLD
22	FDN	FIRST TR EXCHANGE-TRADED FD	—	2,188	$589K	0.06%	SOLD
23	GOOG	ALPHABET INC	Communication Services	1,765	$554K	0.05%	SOLD
24	JPM	JPMORGAN CHASE & CO.	Financial Services	1,616	$521K	0.05%	SOLD
25	TFC	TRUIST FINL CORP	Financial Services	10,192	$502K	0.05%	SOLD
26	PRK	PARK NATL CORP	Financial Services	3,228	$491K	0.05%	SOLD
27	TSLA	TESLA INC	Consumer Cyclical	1,085	$488K	0.05%	SOLD
28	PH	PARKER-HANNIFIN CORP	Industrials	552	$485K	0.05%	SOLD
29	SPLV	INVESCO EXCH TRADED FD TR II	—	6,578	$470K	0.04%	SOLD
30	GLD	SPDR GOLD TR	Financial Services	1,166	$462K	0.04%	SOLD
31	HD	HOME DEPOT INC	Consumer Cyclical	1,307	$450K	0.04%	SOLD
32	XLI	SELECT SECTOR SPDR TR	—	2,864	$444K	0.04%	SOLD
33	AMD	ADVANCED MICRO DEVICES INC	Technology	2,056	$440K	0.04%	SOLD
34	VOOV	VANGUARD ADMIRAL FDS INC	—	2,142	$439K	0.04%	SOLD
35	BA	BOEING CO	Industrials	1,936	$420K	0.04%	SOLD
36	MA	MASTERCARD INCORPORATED	Financial Services	729	$416K	0.04%	SOLD
37	KO	COCA COLA CO	Consumer Defensive	5,858	$410K	0.04%	SOLD
38	SDY	SPDR SERIES TRUST	—	2,922	$407K	0.04%	SOLD
39	PJAN	INNOVATOR ETFS TRUST	—	8,204	$386K	0.04%	SOLD
40	MU	MICRON TECHNOLOGY INC	Technology	1,340	$382K	0.04%	SOLD

Page 2 of 5 · 86 positions

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Sector Allocation

Financial Services 96.2%

Technology 2.8%

Consumer Cyclical 0.6%

Energy 0.3%