Von Berge Wealth Management Group, LLC 13F Holdings · last filed Q2 2025
Von Berge Wealth Management Group, LLC reported 64 securities worth $178.07M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: VO (10.22%), MGK (9.23%), MGV (8.94%). Among its top 25 positions this quarter: 18 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VO | VANGUARD INDEX FDS | $18.2M | 10.22% | 63,667 | Added |
| 2 | MGK | VANGUARD WORLD FD | $16.4M | 9.23% | 43,967 | Added |
| 3 | MGV | VANGUARD WORLD FD | $15.9M | 8.94% | 120,420 | Added |
| 4 | VB | VANGUARD INDEX FDS | $11.8M | 6.65% | 48,351 | Added |
| 5 | FNDF | SCHWAB STRATEGIC TR | $11.0M | 6.15% | 269,770 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $10.6M | 5.95% | 59,217 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $10.4M | 5.85% | 181,751 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $10.3M | 5.81% | 23,129 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $5.3M | 2.99% | 179,350 | Trimmed |
| 10 | VTI | VANGUARD INDEX FDS | $5.0M | 2.81% | 16,179 | Added |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | $4.7M | 2.64% | 22,697 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $4.4M | 2.47% | 86,765 | Trimmed |
| 13 | SCHV | SCHWAB STRATEGIC TR | $4.3M | 2.42% | 153,341 | Added |
| 14 | META | META PLATFORMS INC | $3.8M | 2.16% | 5,446 | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 2.16% | 173,485 | Trimmed |
| 16 | SCHM | SCHWAB STRATEGIC TR | $3.4M | 1.90% | 116,818 | Added |
| 17 | TSLA | TESLA INC | $2.3M | 1.27% | 6,792 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $2.2M | 1.26% | 32,128 | Added |
| 19 | AAPL | APPLE INC | $2.2M | 1.24% | 10,336 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $2.1M | 1.18% | 3,625 | Added |
| 21 | SCHA | SCHWAB STRATEGIC TR | $2.0M | 1.15% | 77,875 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $1.9M | 1.08% | 3,814 | Added |
| 23 | CGMS | CAPITAL GRP FIXED INCM ETF T | $1.8M | 0.99% | 63,478 | Added |
| 24 | VOOG | VANGUARD ADMIRAL FDS INC | $1.6M | 0.89% | 3,903 | Added |
| 25 | SCHE | SCHWAB STRATEGIC TR | $1.6M | 0.88% | 50,336 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR