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 251–300 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 15K | $500K+ | SH |
| DIVO | AMPLIFY ETF TR | 15K | $500K+ | SH |
| COWZ | PACER FDS TR | 11K | $500K+ | SH |
| KRE | SPDR SERIES TRUST | 10K | $500K+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 6K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| APP | APPLOVIN CORP | 966 | $500K+ | SH |
| GIS | GENERAL MLS INC | 14K | $500K+ | SH |
| ECL | ECOLAB INC | 2K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $500K+ | SH |
| IWF | ISHARES TR | 1K | $500K+ | SH |
| IEMG | ISHARES INC | 9K | $500K+ | SH |
| SO | SOUTHERN CO | 7K | $500K+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 24K | $500K+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| CASY | CASEYS GEN STORES INC | 1K | $500K+ | SH |
| LQD | ISHARES TR | 5K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| SMH | VANECK ETF TRUST | 2K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 5K | $500K+ | SH |
| EPS | WISDOMTREE TR | 8K | $500K+ | SH |
| XOP | SPDR SERIES TRUST | 4K | $500K+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 4K | $500K+ | SH |
| DIS | DISNEY WALT CO | 5K | $500K+ | SH |
| TGT | TARGET CORP | 6K | $500K+ | SH |
| XLE | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| ISEP | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| SCMB | SCHWAB STRATEGIC TR | 21K | $500K+ | SH |
| KLAC | KLA CORP | 437 | $500K+ | SH |
| DEM | WISDOMTREE TR | 11K | $500K+ | SH |
| XLRE | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| RSPF | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| CRM | SALESFORCE INC | 2K | $500K+ | SH |
| FFIN | FIRST FINL BANKSHARES INC | 17K | $500K+ | SH |
| VFH | VANGUARD WORLD FD | 4K | $500K+ | SH |
| URA | GLOBAL X FDS | 12K | $500K+ | SH |
| AEE | AMEREN CORP | 5K | $500K+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 16K | $500K+ | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 7K | $500K+ | SH |
| BNDI | NEOS ETF TRUST | 11K | $500K+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 7K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 2K | $100K–$500K | SH |
| IDMO | INVESCO EXCH TRADED FD TR II | 9K | $100K–$500K | SH |
| IAUG | INNOVATOR ETFS TRUST | 17K | $100K–$500K | SH |
| CSHI | NEOS ETF TRUST | 10K | $100K–$500K | SH |
| IEFA | ISHARES TR | 5K | $100K–$500K | SH |
| SCHM | SCHWAB STRATEGIC TR | 16K | $100K–$500K | SH |
| IBB | ISHARES TR | 3K | $100K–$500K | SH |