Berger Financial Group, Inc Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$1.7B
Holdings
459
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (459 positions)
| Stock | Value |
|---|---|
USBUS BANCORP DEL | $473K |
BACVERIZON COMMUNICATIONS INC | $463K |
CGDGCAPITAL GROUP DIVIDEND GROWE | $461K |
ANETARISTA NETWORKS INC | $459K |
RSPINVESCO EXCHANGE TRADED FD T | $459K |
VUSBVANGUARD BD INDEX FDS | $452K |
XLYSELECT SECTOR SPDR TR | $442K |
WDCWESTERN DIGITAL CORP | $437K |
SBUXSTARBUCKS CORP | $436K |
BLKBLACKROCK INC | $428K |
MOALTRIA GROUP INC | $427K |
SCHASCHWAB STRATEGIC TR | $425K |
WWWWOLVERINE WORLD WIDE INC | $417K |
VOVANGUARD INDEX FDS | $412K |
LRCXLAM RESEARCH CORP | $408K |
RPVINVESCO EXCHANGE TRADED FD T | $408K |
MCKMCKESSON CORP | $404K |
LVHILEGG MASON ETF INVT | $404K |
UTESETFIS SER TR I | $402K |
SCHWSCHWAB CHARLES CORP | $399K |
TMTOYOTA MOTOR CORP | $393K |
IEFISHARES TR | $392K |
MGVVANGUARD WORLD FD | $392K |
BKNGBOOKING HOLDINGS INC | $391K |
TSPAT ROWE PRICE ETF INC | $384K |
AMATAPPLIED MATLS INC | $382K |
SCHCSCHWAB STRATEGIC TR | $379K |
HCRBHARTFORD FDS EXCHANGE TRADED | $378K |
PJANINNOVATOR ETFS TRUST | $372K |
FNDESCHWAB STRATEGIC TR | $372K |
COFCAPITAL ONE FINL CORP | $367K |
SDYSPDR SERIES TRUST | $365K |
SPHQINVESCO EXCHANGE TRADED FD T | $358K |
QYLDGLOBAL X FDS | $354K |
FDDFIRST TR EXCHANGE-TRADED FD | $352K |
COINCOINBASE GLOBAL INC | $351K |
BSCTINVESCO EXCH TRD SLF IDX FD | $351K |
DALDELTA AIR LINES INC DEL | $345K |
AIQGLOBAL X FDS | $345K |
BNDXVANGUARD CHARLOTTE FDS | $344K |
WABWABTEC | $343K |
DEDEERE & CO | $342K |
FNDFSCHWAB STRATEGIC TR | $342K |
GWWWW GRAINGER INC | $342K |
FFORD MTR CO | $340K |
SCHBSCHWAB STRATEGIC TR | $339K |
VGKVANGUARD INTL EQUITY INDEX F | $339K |
INTCINTEL CORP | $339K |
VHTVANGUARD WORLD FD | $336K |
TDTORONTO DOMINION BK ONT | $332K |
IBTGISHARES TR | $328K |
WMWASTE MGMT INC DEL | $328K |
TLTISHARES TR | $327K |
BXBLACKSTONE INC | $324K |
PSAPUBLIC STORAGE OPER CO | $322K |
CLCOLGATE PALMOLIVE CO | $322K |
ITWILLINOIS TOOL WKS INC | $321K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $318K |
IVEISHARES TR | $318K |
IMARINNOVATOR ETFS TRUST | $318K |
EAPRINNOVATOR ETFS TRUST | $315K |
MUBISHARES TR | $315K |
INOVINNOVATOR ETFS TRUST | $314K |
ADBEADOBE INC | $313K |
PEOEXELON CORP | $307K |
DDOMINION ENERGY INC | $306K |
SCCOSOUTHERN COPPER CORP | $306K |
OREALTY INCOME CORP | $305K |
SPYVSPDR SERIES TRUST | $304K |
JEPQJ P MORGAN EXCHANGE TRADED F | $303K |
BPBP PLC | $301K |
VTIPVANGUARD MALVERN FDS | $299K |
TMFCRBB FD INC | $297K |
PSXPHILLIPS 66 | $295K |
STIPISHARES TR | $294K |
CWBSPDR SERIES TRUST | $292K |
RTXRTX CORPORATION | $292K |
BCCCGLOBAL X FDS | $292K |
TRVCCITIGROUP INC | $289K |
PFEPFIZER INC | $285K |
VOOVVANGUARD ADMIRAL FDS INC | $284K |
EFAISHARES TR | $283K |
VXFVANGUARD INDEX FDS | $282K |
BSVVANGUARD BD INDEX FDS | $282K |
EESWISDOMTREE TR | $282K |
LOWLOWES COS INC | $281K |
LNGCHENIERE ENERGY INC | $279K |
DFSVDIMENSIONAL ETF TRUST | $279K |
NTAPNETAPP INC | $279K |
NOCNORTHROP GRUMMAN CORP | $277K |
FTSDFRANKLIN ETF TR | $276K |
AZOAUTOZONE INC | $274K |
ENBENBRIDGE INC | $273K |
KJANINNOVATOR ETFS TRUST | $268K |
SUSBISHARES TR | $268K |
VCITVANGUARD SCOTTSDALE FDS | $267K |
DGROISHARES TR | $267K |
EMXCISHARES INC | $264K |
APHAMPHENOL CORP NEW | $264K |
DESWISDOMTREE TR | $263K |