Berkshire Money Management, Inc. QQQE holdings history
DIRX NASDAQ-100EQ WI ETF-USD · CUSIP 25459Y207 · CIK 1535172
As of 2026-06-30, Berkshire Money Management, Inc. reported 52.47K QQQE (shares), valued at $6.40M, or 0.58% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 0.33%; reported value increased 23.42%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.58% | 52,469 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 0.53% | 52,644 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 0.54% | 55,368 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 0.59% | 56,313 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.59% | 56,591 | SEC filing ↗Filed Jul 22, 2025 |
| Q1 2025 | 0.77% | 78,447 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 0.99% | 101,022 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 1.05% | 101,710 | SEC filing ↗Filed Oct 16, 2024 |
| Q2 2024 | 8.63% | 800,676 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 8.41% | 780,857 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 8.59% | 762,559 | SEC filing ↗Filed Feb 8, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 8.59% | 762,559 | $64.54M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 8.41% | 780,857 | $69.65M | Shares increased 2.40%; reported value increased 7.92%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 8.63% | 800,676 | $71.05M | Shares increased 2.54%; reported value increased 2.01%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.05% | 101,710 | $9.17M | Shares decreased 87.30%; reported value decreased 87.09%, and weight changed -7.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 16, 2024 |
| Q4 2024 | 0.99% | 101,022 | $9.07M | Shares decreased 0.68%; reported value decreased 1.15%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 0.77% | 78,447 | $6.84M | Shares decreased 22.35%; reported value decreased 24.58%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.59% | 56,591 | $5.56M | Shares decreased 27.86%; reported value decreased 18.66%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2025 |
| Q3 2025 | 0.59% | 56,313 | $5.72M | Shares decreased 0.49%; reported value increased 2.85%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.54% | 55,368 | $5.66M | Shares decreased 1.68%; reported value decreased 1.00%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.53% | 52,644 | $5.19M | Shares decreased 4.92%; reported value decreased 8.43%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 0.58% | 52,469 | $6.40M | Shares decreased 0.33%; reported value increased 23.42%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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