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 351–400 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | 1K | $100K–$500K | SH |
| IBTG | ISHARES TR | 14K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 1K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 1K | $100K–$500K | SH |
| IMAR | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 7K | $100K–$500K | SH |
| EAPR | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| MUB | ISHARES TR | 3K | $100K–$500K | SH |
| INOV | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| ADBE | ADOBE INC | 895 | $100K–$500K | SH |
| EXC | EXELON CORP | 7K | $100K–$500K | SH |
| SCCO | SOUTHERN COPPER CORP | 2K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 5K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 5K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| BP | BP PLC | 9K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 6K | $100K–$500K | SH |
| TMFC | RBB FD INC | 4K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| STIP | ISHARES TR | 3K | $100K–$500K | SH |
| CWB | SPDR SERIES TRUST | 3K | $100K–$500K | SH |
| PAVE | GLOBAL X FDS | 6K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 11K | $100K–$500K | SH |
| VOOV | VANGUARD ADMIRAL FDS INC | 1K | $100K–$500K | SH |
| EES | WISDOMTREE TR | 5K | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| LOW | LOWES COS INC | 1K | $100K–$500K | SH |
| LNG | CHENIERE ENERGY INC | 1K | $100K–$500K | SH |
| DFSV | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| NTAP | NETAPP INC | 3K | $100K–$500K | SH |
| NOC | NORTHROP GRUMMAN CORP | 486 | $100K–$500K | SH |
| FTSD | FRANKLIN ETF TR | 3K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 81 | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 6K | $100K–$500K | SH |
| KJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| SUSB | ISHARES TR | 11K | $100K–$500K | SH |
| DGRO | ISHARES TR | 4K | $100K–$500K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| EMXC | ISHARES INC | 4K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 2K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 8K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 1K | $100K–$500K | SH |