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

Berger Financial Group, Inc

$1.8B in tracked AUM across 474 positions as of Q1 2026.

BF
CIK 0001826136 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
474
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.8B▲ 3.4%
474 positionsView →2025Q4Dec 31
$1.7B▲ 3.3%
474 positionsView →2025Q3Sep 30
$1.7B▲ 8.1%
445 positionsView →2025Q2Jun 30
$1.5B▲ 7.4%
419 positionsLocked2025Q1Mar 31
$1.4B▼ 0.6%
414 positionsLocked2024Q4Dec 31
$1.4B▲ 4.6%
411 positionsLocked2024Q3Sep 30
$1.4B▲ 10.4%
391 positionsLocked2024Q2Jun 30
$1.3B▲ 3.4%
363 positionsLocked2024Q1Mar 31
$1.2B▲ 25.8%
361 positionsLocked2023Q4Dec 31
$965M▲ 10.9%
305 positionsLocked2023Q3Sep 30
$871M▼ 1.3%
277 positionsLocked2023Q2Jun 30
$882M▲ 6.1%
288 positionsLocked
Showing 12 of 22