13F Insight
DOSSIER · 13F-HR · Q2 2026

Berger Financial Group, Inc

$2.0B in tracked AUM across 486 positions as of Q2 2026.

BF
CIK 0001826136 · last filed Jun 30, 2026
Total AUM
$2.0B
as of Q2 2026
Holdings
486
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Berger Financial Group, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$102M3.2M5.2%02
SCHG
SCHWAB STRATEGIC TR
$96M2.8M4.9%03
VUG
VANGUARD INDEX FDS
$95M1.1M4.9%04
PJFG
PGIM ETF TR
$82M703K4.2%05
JBND
J P MORGAN EXCHANGE TRADED F
$77M1.4M3.9%06
SCHX
SCHWAB STRATEGIC TR
$68M2.3M3.5%07
LMBS
FIRST TR EXCHANGE-TRADED FD
$57M1.1M2.9%08
AAPL
APPLE INC
$44M153K2.3%09
JCPB
J P MORGAN EXCHANGE TRADED F
$44M934K2.2%10
RAAX
VANECK ETF TRUST
$38M956K1.9%

Filing history

2026Q2Jun 30
$2.0B▲ 9.6%
486 positionsView →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 positionsLocked
Showing 12 of 23