account_balance
Investment manager · 13F filer · SEC CIK 1826136
Berger Financial Group, Inc
Reported value$2.01Bas of Sep 30, 2026
Positions483 27 new, 19 sold out
Top 10 weight36.3%SCHD alone is 6%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHDSchwab Strategic Tr
5.5%Added +6%
SCHGSchwab Strategic Tr
5.4%Added +6%
VUGVanguard Index FDS
4.9%
PJFGPgim ETF Tr
3.8%Trimmed −10%
JBNDJ P Morgan Exchange Traded F
3.6%
SCHXSchwab Strategic Tr
3.2%Trimmed −8%
LMBSFirst Tr Exchange-traded Fd
2.8%
AAPLApple Inc
2.5%
RAAXVaneck ETF Trust
2.4%Added +29%
JCPBJ P Morgan Exchange Traded F
2.2%Added +4%
HTRBHartford FDS Exchange Traded
1.7%Added +9%
NVDANvidia Corporation
1.6%
SCHDSchwab Strategic Tr
5.5%Added +6%
SCHGSchwab Strategic Tr
5.4%Added +6%
VUGVanguard Index FDS
4.9%
PJFGPgim ETF Tr
3.8%Trimmed −10%
JBNDJ P Morgan Exchange Traded F
3.6%
SCHX3.2%
LMBS2.8%
AAPL2.5%RAAX2.4%
JCPB2.2%
HTRB1.7%
NVDA1.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHD Schwab Strategic Tr 5.5% Added +6%
SCHG Schwab Strategic Tr 5.4% Added +6%
VUG Vanguard Index FDS 4.9% Held
PJFG Pgim ETF Tr 3.8% Trimmed −10%
JBND J P Morgan Exchange Traded F 3.6% Held
SCHX Schwab Strategic Tr 3.2% Trimmed −8%
LMBS First Tr Exchange-traded Fd 2.8% Held
AAPL Apple Inc 2.5% HeldRAAX Vaneck ETF Trust 2.4% Added +29%
JCPB J P Morgan Exchange Traded F 2.2% Added +4%
HTRB Hartford FDS Exchange Traded 1.7% Added +9%
NVDA Nvidia Corporation 1.6% HeldWhat changed