Berger Financial Group
$1.8B 13F equity value
484 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 2,995,109 | $92M | 5.2% |
| VUG | VANGUARD INDEX FDS | 189,350 | $83M | 4.6% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,443,755 | $78M | 4.4% |
| SCHG | SCHWAB STRATEGIC TR | 2,597,718 | $76M | 4.2% |
| PJFG | PGIM ETF TR | 723,205 | $70M | 3.9% |
| SCHX | SCHWAB STRATEGIC TR | 2,366,564 | $61M | 3.4% |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1,127,689 | $56M | 3.1% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 875,258 | $41M | 2.3% |
| AAPL | APPLE INC | 156,245 | $40M | 2.2% |
| RAAX | VANECK ETF TRUST | 809,945 | $33M | 1.8% |
Track Berger Financial Group's 13F portfolio: $1.8B in reported holdings, 484 positions. Top holdings and quarterly changes on SentiSense.