SEC Form 13F

Berger Financial Group, Inc 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$1,958,513,931
Positions486

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$101,640,6703,205,319
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$96,188,6102,842,453
VANGUARD INDEX FDSVUGGROWTH ETF$95,270,9751,106,002
PGIM ETF TRPJFGJENNISON FOC GWT$81,506,504702,506
J P MORGAN EXCHANGE TRADED FJBNDACTIVE BOND ETF$76,601,9031,431,811
SCHWAB STRATEGIC TRSCHXUS LRG CAP ETF$68,471,4032,326,585
FIRST TR EXCHANGE-TRADED FDLMBSFST LOW OPPT EFT$56,722,0771,139,455
APPLE INCAAPLCOM$44,057,847152,260
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$43,849,333934,157
VANECK ETF TRUSTRAAXREAL ASSETS ETF$37,919,960955,885

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