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 201–250 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| KO | COCA COLA CO | 15K | $1M+ | SH |
| OPRT | OPORTUN FINL CORP | 197K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $1M+ | SH |
| CSCO | CISCO SYS INC | 13K | $1M+ | SH |
| RZG | INVESCO EXCHANGE TRADED FD T | 19K | $1M+ | SH |
| BBAG | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| TECH | BIO-TECHNE CORP | 17K | $1M+ | SH |
| GINN | GOLDMAN SACHS ETF TR | 14K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $500K+ | SH |
| XYLD | GLOBAL X FDS | 24K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 6K | $500K+ | SH |
| BTC | GRAYSCALE BITCOIN MINI TR ET | 25K | $500K+ | SH |
| SUB | ISHARES TR | 9K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| POCT | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| IJAN | INNOVATOR ETFS TRUST | 25K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 10K | $500K+ | SH |
| KAPR | INNOVATOR ETFS TRUST | 26K | $500K+ | SH |
| USEW | EA SERIES TRUST | 18K | $500K+ | SH |
| MRK | MERCK & CO INC | 8K | $500K+ | SH |
| FAST | FASTENAL CO | 21K | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| UNOV | INNOVATOR ETFS TRUST | 22K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 12K | $500K+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 17K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 15K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 10K | $500K+ | SH |
| ISTB | ISHARES TR | 16K | $500K+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 12K | $500K+ | SH |
| ABT | ABBOTT LABS | 6K | $500K+ | SH |
| IDEV | ISHARES TR | 9K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 14K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| SHY | ISHARES TR | 9K | $500K+ | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 16K | $500K+ | SH |
| IVW | ISHARES TR | 6K | $500K+ | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| REMX | VANECK ETF TRUST | 10K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 5K | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 4K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 39K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 2K | $500K+ | SH |
| SPTM | SPDR SERIES TRUST | 9K | $500K+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 11K | $500K+ | SH |