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 401–450 of 459
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7K | $100K–$500K | SH |
| LUV | SOUTHWEST AIRLS CO | 6K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 706 | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 3K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 5K | $100K–$500K | SH |
| OXY | OCCIDENTAL PETE CORP | 6K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| BNOV | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 5K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| DGS | WISDOMTREE TR | 4K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 301 | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 4K | $100K–$500K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 833 | $100K–$500K | SH |
| VGIT | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 4K | $100K–$500K | SH |
| DISV | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| DLS | WISDOMTREE TR | 3K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| BTCI | NEOS ETF TRUST | 5K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 5K | $100K–$500K | SH |
| DUSB | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| SCZ | ISHARES TR | 3K | $100K–$500K | SH |
| MBB | ISHARES TR | 2K | $100K–$500K | SH |
| PTF | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| SCHP | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 1K | $100K–$500K | SH |
| GOVT | ISHARES TR | 9K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| SLYV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| JVAL | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 2K | $100K–$500K | SH |
| IBTH | ISHARES TR | 9K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| RING | ISHARES INC | 3K | $100K–$500K | SH |
| AME | AMETEK INC | 997 | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| FFLC | FIDELITY COVINGTON TRUST | 4K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 832 | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 4K | $100K–$500K | SH |
| EA | ELECTRONIC ARTS INC | 981 | $100K–$500K | SH |