CIK 1826136
Berger Financial Group, Inc
Institutional 13F holdings & portfolio
Holdings
459
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 3.2M | $1M+ | SH |
| PJFG | PGIM ETF TR | 723K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 2.3M | $1M+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 1.3M | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 2.3M | $1M+ | SH |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 1.1M | $1M+ | SH |
| AAPL | APPLE INC | 161K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 883K | $1M+ | SH |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 896K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 1.1M | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 650K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 129K | $1M+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 115K | $1M+ | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 144K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 706K | $1M+ | SH |
| AGG | ISHARES TR | 216K | $1M+ | SH |
| AMZN | AMAZON COM INC | 93K | $1M+ | SH |
| GOOGL | ALPHABET INC | 64K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 40K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 36K | $1M+ | SH |
| HODL | VANECK BITCOIN ETF | 681K | $1M+ | SH |
| AVSC | AMERICAN CENTY ETF TR | 281K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 24K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 26K | $1M+ | SH |
| AVMC | AMERICAN CENTY ETF TR | 230K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 84K | $1M+ | SH |
| FEOE | RBB FUND TRUST | 327K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 203K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 53K | $1M+ | SH |
| NPFI | NUSHARES ETF TR | 537K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 22K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 14K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 39K | $1M+ | SH |
| SMMD | ISHARES TR | 141K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 18K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 49K | $1M+ | SH |
| WMT | WALMART INC | 90K | $1M+ | SH |
| HWKN | HAWKINS INC | 70K | $1M+ | SH |
| V | VISA INC | 28K | $1M+ | SH |
| EMB | ISHARES TR | 93K | $1M+ | SH |
| PREF | PRINCIPAL EXCHANGE TRADED FD | 455K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 201K | $1M+ | SH |
| TEL | TE CONNECTIVITY PLC | 36K | $1M+ | SH |
| FESM | FIDELITY COVINGTON TRUST | 209K | $1M+ | SH |
| COR | CENCORA INC | 23K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 16K | $1M+ | SH |
| UJUN | INNOVATOR ETFS TRUST | 205K | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 192K | $1M+ | SH |
| EXPD | EXPEDITORS INTL WASH INC | 51K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 61K | $1M+ | SH |