Berger Financial Group, Inc
Berger Financial Group, Inc reported 486 positions worth $1.96B as of June 30, 2026 (13F filed August 4, 2026). Largest holding: SCHD (5.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHD | SH | $101.6M | 5.19% | 3,205,319 | — | — | |
| ▸ 2 | SCHG | SH | $96.2M | 4.91% | 2,842,453 | — | — | |
| ▸ 3 | VUG | SH | $95.3M | 4.86% | 1,106,002 | — | — | |
| ▸ 4 | PJFG | SH | $81.5M | 4.16% | 702,506 | — | — | |
| ▸ 5 | JBND | SH | $76.6M | 3.91% | 1,431,811 | — | — | |
| ▸ 6 | SCHX | SH | $68.5M | 3.50% | 2,326,585 | — | — | |
| ▸ 7 | LMBS | SH | $56.7M | 2.90% | 1,139,455 | — | — | |
| ▸ 8 | AAPL | SH | $44.1M | 2.25% | 152,260 | — | — | |
| ▸ 9 | JCPB | SH | $43.8M | 2.24% | 934,157 | — | — | |
| ▸ 10 | RAAX | SH | $37.9M | 1.94% | 955,885 | — | — |
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Frequently Asked Questions
What stocks does Berger Financial Group, Inc hold as of Q2 2026?
Berger Financial Group, Inc reported 486 positions worth $1.96B in its Q2 2026 13F filing. Largest positions: SCHD (5.2%), SCHG (4.9%), VUG (4.9%), PJFG (4.2%) and JBND (3.9%).
What did Berger Financial Group, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Berger Financial Group, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.