Berger Financial Group
$2.0B 13F equity value
494 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Berger Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 3,205,319 | $102M | 5.2% |
| SCHG | SCHWAB STRATEGIC TR | 2,842,453 | $96M | 4.9% |
| VUG | VANGUARD INDEX FDS | 1,106,002 | $95M | 4.9% |
| PJFG | PGIM ETF TR | 702,506 | $82M | 4.2% |
| JBND | J P MORGAN EXCHANGE TRADED F | 1,431,811 | $77M | 3.9% |
| SCHX | SCHWAB STRATEGIC TR | 2,326,585 | $68M | 3.5% |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1,139,455 | $57M | 2.9% |
| AAPL | APPLE INC | 152,260 | $44M | 2.3% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 934,157 | $44M | 2.2% |
| RAAX | VANECK ETF TRUST | 955,885 | $38M | 1.9% |
Track Berger Financial Group's 13F portfolio: $2.0B in reported holdings, 494 positions. Top holdings and quarterly changes on SentiSense.
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