Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Berger Financial Group, Inc (CIK 1826136) reported $1.79B across 450 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHD ($91.9M, 5.14%), VUG ($82.7M, 4.63%), JBND ($77.6M, 4.35%), SCHG ($75.7M, 4.24%), PJFG ($70.4M, 3.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | $91.9M | 5.14% | 3.0M | Trimmed |
| 2 | VUG | VANGUARD INDEX FDS | $82.7M | 4.63% | 189,350 | Added |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $77.6M | 4.35% | 1.4M | Added |
| 4 | SCHG | SCHWAB STRATEGIC TR | $75.7M | 4.24% | 2.6M | Added |
| 5 | PJFG | PGIM ETF TR | $70.4M | 3.94% | 723,205 | Added |
| 6 | SCHX | SCHWAB STRATEGIC TR | $60.7M | 3.40% | 2.4M | Added |
| 7 | LMBS | FIRST TR EXCHANGE-TRADED FD | $56.2M | 3.14% | 1.1M | Added |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | $41.2M | 2.31% | 875,258 | Trimmed |
| 9 | AAPL | APPLE INC | $39.7M | 2.22% | 156,245 | Trimmed |
| 10 | RAAX | VANECK ETF TRUST | $33.0M | 1.85% | 809,945 | New |
| 11 | PYLD | PIMCO ETF TR | $30.2M | 1.69% | 1.2M | Added |
| 12 | HTRB | HARTFORD FDS EXCHANGE TRADED | $30.1M | 1.68% | 891,872 | Trimmed |
| 13 | CHRW | C H ROBINSON WORLDWIDE IN | $22.8M | 1.28% | 137,295 | Trimmed |
| 14 | NVDA | NVIDIA CORPORATION | $22.3M | 1.25% | 127,869 | Trimmed |
| 15 | BOND | PIMCO ETF TR | $22.2M | 1.24% | 240,823 | Added |
| 16 | DFAI | DIMENSIONAL ETF TRUST | $21.4M | 1.20% | 548,519 | Trimmed |
| 17 | FBT | FIRST TR EXCHANGE-TRADED FD | $21.0M | 1.17% | 104,402 | Trimmed |
| 18 | DFAE | DIMENSIONAL ETF TRUST | $19.5M | 1.09% | 574,782 | Trimmed |
| 19 | AVMC | AMERICAN CENTY ETF TR | $17.6M | 0.99% | 244,192 | Added |
| 20 | AMZN | AMAZON COM INC | $17.2M | 0.96% | 82,689 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $16.7M | 0.93% | 27,888 | Trimmed |
| 22 | HODL | VANECK BITCOIN ETF | $16.4M | 0.92% | 858,524 | Added |
| 23 | VTV | VANGUARD INDEX FDS | $16.3M | 0.91% | 83,301 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $15.2M | 0.85% | 23,410 | Trimmed |
| 25 | GOOGL | ALPHABET INC | $15.1M | 0.85% | 52,663 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31