Berger Financial Group, Inc: 13F holdings
CIK 18261362026Q2
| Positions | 476 |
|---|---|
| Reported value | $2.0bn |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHD SCHWAB STRATEGIC TR | 3,205,319 | $101.6m | 5.2% |
| SCHG SCHWAB STRATEGIC TR | 2,842,453 | $96.2m | 4.9% |
| VUG VANGUARD INDEX FDS | 1,106,002 | $95.3m | 4.9% |
| PGIM ETF TR | 702,506 | $81.5m | 4.2% |
| J P MORGAN EXCHANGE TRADED F | 1,431,811 | $76.6m | 3.9% |
| SCHX SCHWAB STRATEGIC TR | 2,326,585 | $68.5m | 3.5% |
| LMBS FIRST TR EXCHANGE-TRADED FD | 1,139,455 | $56.7m | 2.9% |
| AAPL APPLE INC | 152,260 | $44.1m | 2.3% |
| JCPB J P MORGAN EXCHANGE TRADED F | 934,157 | $43.8m | 2.2% |
| VANECK ETF TRUST | 955,885 | $37.9m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1826136")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.