Berkshire Money Management, Inc. filed a Form 13F-HR with the Securities and Exchange Commission on October 13, 2026, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 148 distinct positions held by the firm.
The largest position disclosed in the filing is in Exchange Traded Concepts Tru Robo Global Artificial Intelligence ETF, which holds 22,586,455 shares. The firm also holds significant positions in Innovator ETFs Trust US Small Cap Power Buffer February (19,835,443 shares) and Innovator ETFs Trust US Small Cap Power Buffer June (6,776,170 shares).
Among individual equity holdings, Apple Inc. is the largest, with 9,157,338 shares. NVIDIA Corporation is the second-largest individual holding, with 3,905,474 shares. Other notable individual stock positions include Amazon.com Inc. (3,022,761 shares), Broadcom Inc. (2,262,390 shares), and Microsoft Corporation (3,680,299 shares).
The filing indicates that all positions are held as sole voting power and sole dispositive power, with no shared voting or dispositive rights.
