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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 LLY ELI LILLY & CO Healthcare 346 $371K 0.04% SOLD
42 IYJ ISHARES TR 2,500 $370K 0.04% SOLD
43 W WAYFAIR INC Consumer Cyclical 3,483 $350K 0.03% SOLD
44 PG PROCTER AND GAMBLE CO Consumer Defensive 2,431 $348K 0.03% SOLD
45 JNJ JOHNSON & JOHNSON Healthcare 1,640 $339K 0.03% SOLD
46 EMR EMERSON ELEC CO Industrials 2,528 $336K 0.03% SOLD
47 GD GENERAL DYNAMICS CORP Industrials 989 $333K 0.03% SOLD
48 LQD ISHARES TR 2,973 $328K 0.03% SOLD
49 CSX CSX CORP Industrials 8,869 $322K 0.03% SOLD
50 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,114 $320K 0.03% SOLD
51 POCT INNOVATOR ETFS TRUST 7,046 $309K 0.03% SOLD
52 DLN WISDOMTREE TR 3,500 $308K 0.03% SOLD
53 ADI ANALOG DEVICES INC Technology 1,119 $303K 0.03% SOLD
54 BJUN INNOVATOR ETFS TRUST 6,329 $296K 0.03% SOLD
55 MGC VANGUARD WORLD FD 1,175 $295K 0.03% SOLD
56 MMTM SPDR SERIES TRUST 994 $290K 0.03% SOLD
57 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,222 $284K 0.03% SOLD
58 CSCO CISCO SYS INC Technology 3,536 $272K 0.03% SOLD
59 BMAY INNOVATOR ETFS TRUST 6,072 $272K 0.03% SOLD
60 ABT ABBOTT LABS Healthcare 2,165 $271K 0.03% SOLD
Page 3 of 5  ·  86 positions
Sector Allocation
Financial Services 96.2%
Technology 2.8%
Consumer Cyclical 0.6%
Energy 0.3%