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 101–150 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 6K | $1M+ | SH |
| BA | BOEING CO | 17K | $1M+ | SH |
| HSIC | HENRY SCHEIN INC | 48K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 180K | $1M+ | SH |
| UDEC | INNOVATOR ETFS TRUST | 88K | $1M+ | SH |
| AVGO | BROADCOM INC | 10K | $1M+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 68K | $1M+ | SH |
| ABBV | ABBVIE INC | 15K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 45K | $1M+ | SH |
| FICO | FAIR ISAAC CORP | 2K | $1M+ | SH |
| GDDY | GODADDY INC | 25K | $1M+ | SH |
| RISR | TIDAL TRUST I | 85K | $1M+ | SH |
| GMUB | GOLDMAN SACHS ETF TR | 59K | $1M+ | SH |
| BSVO | EA SERIES TRUST | 130K | $1M+ | SH |
| DFAW | DIMENSIONAL ETF TRUST | 40K | $1M+ | SH |
| UAPR | INNOVATOR ETFS TRUST | 88K | $1M+ | SH |
| DCI | DONALDSON INC | 30K | $1M+ | SH |
| XEL | XCEL ENERGY INC | 36K | $1M+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 32K | $1M+ | SH |
| XLP | SELECT SECTOR SPDR TR | 34K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 98K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 4K | $1M+ | SH |
| FLQM | FRANKLIN TEMPLETON ETF TR | 43K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| KJUL | INNOVATOR ETFS TRUST | 73K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 4K | $1M+ | SH |
| SGOV | ISHARES TR | 23K | $1M+ | SH |
| UAUG | INNOVATOR ETFS TRUST | 57K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 66K | $1M+ | SH |
| IVV | ISHARES TR | 3K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 76K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 3K | $1M+ | SH |
| INTU | INTUIT | 3K | $1M+ | SH |
| UJUL | INNOVATOR ETFS TRUST | 57K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 5K | $1M+ | SH |
| USSH | WISDOMTREE TR | 43K | $1M+ | SH |
| HNDL | STRATEGY SHS | 97K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 18K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 39K | $1M+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 44K | $1M+ | SH |
| UFEB | INNOVATOR ETFS TRUST | 56K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 39K | $1M+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 63K | $1M+ | SH |
| BOND | PIMCO ETF TR | 21K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 60K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IOCT | INNOVATOR ETFS TRUST | 54K | $1M+ | SH |