13F Insight
DOSSIER · 13F-HR · Q1 2026

Berger Financial Group, Inc

Berger Financial's family office based in San Francisco, CA — $1.8B in tracked AUM across 474 positions as of Q1 2026.

BF
Berger Financial·San Francisco, CA·Family Office
CIK 0001826136 · last filed Mar 31, 2026
Total AUM
$1.8B
▼ 4.4%
vs prior
Holdings
474
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Berger Financial Group, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$92M3.0M5.1%
02
VUG
VANGUARD INDEX FDS
$83M189K4.6%
03
JBND
J P MORGAN EXCHANGE TRADED F
$78M1.4M4.3%
04
SCHG
SCHWAB STRATEGIC TR
$76M2.6M4.2%
05
PJFG
PGIM ETF TR
$70M723K3.9%
06
SCHX
SCHWAB STRATEGIC TR
$61M2.4M3.4%
07
LMBS
FIRST TR EXCHANGE-TRADED FD
$56M1.1M3.1%
08
JCPB
J P MORGAN EXCHANGE TRADED F
$41M875K2.3%
09
AAPL
APPLE INC
$40M156K2.2%
10
RAAX
VANECK ETF TRUST
$33M810K1.8%

Filing history

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