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 151–200 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| EFAV | ISHARES TR | 21K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 52K | $1M+ | SH |
| DLN | WISDOMTREE TR | 20K | $1M+ | SH |
| XT | ISHARES TR | 25K | $1M+ | SH |
| IGSB | ISHARES TR | 33K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 18K | $1M+ | SH |
| NFLX | NETFLIX INC | 18K | $1M+ | SH |
| IJUN | INNOVATOR ETFS TRUST | 57K | $1M+ | SH |
| DBL | DOUBLELINE OPPORTUNISTIC CR | 108K | $1M+ | SH |
| IDEC | INNOVATOR ETFS TRUST | 51K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 16K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 35K | $1M+ | SH |
| GE | GE AEROSPACE | 5K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 28K | $1M+ | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| EOCT | INNOVATOR ETFS TRUST | 49K | $1M+ | SH |
| IQLT | ISHARES TR | 34K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5K | $1M+ | SH |
| MMM | 3M CO | 9K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| RPG | INVESCO EXCHANGE TRADED FD T | 31K | $1M+ | SH |
| USFR | WISDOMTREE TR | 29K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 28K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 8K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 50K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| IAPR | INNOVATOR ETFS TRUST | 44K | $1M+ | SH |
| UOCT | INNOVATOR ETFS TRUST | 34K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| SSO | PROSHARES TR | 23K | $1M+ | SH |
| USEP | INNOVATOR ETFS TRUST | 33K | $1M+ | SH |
| LNC | LINCOLN NATL CORP IND | 28K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| UMAR | INNOVATOR ETFS TRUST | 31K | $1M+ | SH |
| BMO | BANK MONTREAL QUE | 9K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 13K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 77K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 8K | $1M+ | SH |
| FISV | FISERV INC | 17K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 14K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 11K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 13K | $1M+ | SH |