Von Berge Wealth Management Group, LLC Portfolio Holdings

Von Berge Wealth Management Group, LLC

  • $173 Million
  • Q2 2025

Von Berge Wealth Management Group, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $173 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $17.8M, Vanguard Mega Cap Growth ETF with a value of $16.1M, Vanguard Mega Cap Value with a value of $15.8M, Vanguard Small Cap ETF with a value of $11.5M, and Schwab Fundamental Intl Large with a value of $10.8M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $156M to 173M.

Below you can find more details about Von Berge Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $152 Million
Technology: $6.7 Million
Communication Services: $4.23 Million
Consumer Cyclical: $3.41 Million
Financial Services: $1.89 Million
Energy: $1.1 Million
Consumer Defensive: $1.09 Million
Industrials: $987,000
Other: $1.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.8 Million 10.31% of portfolio
63,667
Q2 2025 Added 1.54%
$0
$16.1 Million 9.31% of portfolio
43,967
Q2 2025 Added 0.06%
$0
$15.8 Million 9.14% of portfolio
120,420
Q2 2025 Added 2.69%
$0
$11.5 Million 6.63% of portfolio
48,351
Q2 2025 Added 2.43%
$0
$10.8 Million 6.25% of portfolio
269,770
Q2 2025 Added 0.35%
$0
$10.5 Million 6.05% of portfolio
59,217
Q2 2025 Added 1.37%
$0
$10.4 Million 5.99% of portfolio
181,751
Q2 2025 Added 2.14%
$0
$10.1 Million 5.87% of portfolio
23,129
Q2 2025 Reduced 0.31%
$0
$5.24 Million 3.03% of portfolio
179,350
Q2 2025 Reduced 2.49%
$0
$4.92 Million 2.84% of portfolio
16,179
Q2 2025 Added 1.49%
$0
$4.29 Million 2.48% of portfolio
86,765
Q2 2025 Reduced 1.64%
$0
$4.24 Million 2.45% of portfolio
153,341
Q2 2025 Added 0.04%
$0
$4.13 Million 2.39% of portfolio
22,697
Q2 2025 Added 10.24%
$1.78T
$4.02 Million 2.33% of portfolio
5,446
Q2 2025 Reduced 5.22%
$0
$3.83 Million 2.22% of portfolio
173,485
Q2 2025 Reduced 0.03%
$0
$3.28 Million 1.9% of portfolio
116,818
Q2 2025 Added 0.34%
$1.08T
$2.16 Million 1.25% of portfolio
6,792
Q2 2025 Added 0.7%
$3.69T
$2.12 Million 1.23% of portfolio
10,336
Q2 2025 Reduced 3.97%
$0
$2.06 Million 1.19% of portfolio
3,625
Q2 2025 Added 3.31%
$0
$1.97 Million 1.14% of portfolio
77,875
Q2 2025 Reduced 0.05%
$3.95T
$1.9 Million 1.1% of portfolio
3,814
Q2 2025 Added 0.03%
$0
$1.55 Million 0.9% of portfolio
3,903
Q2 2025 Added 4.72%
$0
$1.52 Million 0.88% of portfolio
50,336
Q2 2025 Added 0.32%
$0
$1.42 Million 0.82% of portfolio
2,305
Q1 2025 Added 5.98%
$0
$1.37 Million 0.79% of portfolio
27,995
Q2 2025 Added 0.24%
$456B
$1.26 Million 0.73% of portfolio
7,970
Q3 2024 Reduced 13.46%
$0
$1.23 Million 0.71% of portfolio
6,508
Q2 2025 Added 2.75%
$442B
$1.1 Million 0.63% of portfolio
10,180
Q2 2025 Reduced 16.39%
$173B
$1.02 Million 0.59% of portfolio
6,382
Q2 2025 Reduced 0.27%
$621B
$894,000 0.52% of portfolio
1,841
Q2 2025 Reduced 0.16%
$36.3B
$841,000 0.49% of portfolio
6,494
Q3 2024 Added 0.37%
$439B
$830,000 0.48% of portfolio
839
Q1 2025 Added 0.12%
$0
$806,000 0.47% of portfolio
1,900
Q2 2025 Reduced 3.6%
$0
$728,000 0.42% of portfolio
22,055
Q2 2025 Added 1.96%
$0
$675,000 0.39% of portfolio
1,224
Q2 2025 Reduced 7.2%
$405B
$655,000 0.38% of portfolio
1,788
Q2 2025 Reduced 6.49%
$2.26T
$596,000 0.34% of portfolio
2,720
Q2 2025 Reduced 0.69%
$859B
$501,000 0.29% of portfolio
1,730
Q2 2025 Added 0.52%
$0
$423,000 0.24% of portfolio
1,489
Q2 2025 Reduced 2.23%
$55.6B
$408,000 0.24% of portfolio
7,759
Q2 2025 Added 0.08%
$0
$396,000 0.23% of portfolio
1,765
Q2 2025 Added 0.28%
$0
$347,000 0.2% of portfolio
9,687
Q2 2025 Added 6.19%
$0
$305,000 0.18% of portfolio
3,317
Q2 2025 Added 0.03%
$0
$306,000 0.18% of portfolio
1,865
Q2 2025 Reduced 1.17%
$135B
$282,000 0.16% of portfolio
1,228
Q3 2024 Reduced 3.76%
$0
$285,000 0.16% of portfolio
2,141
Q2 2025 Added 0.61%
$548B
$262,000 0.15% of portfolio
467
Q2 2025 Added 0.21%
$368B
$263,000 0.15% of portfolio
1,654
Q2 2025 Added 0.18%
$76.5B
$266,000 0.15% of portfolio
175
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $173 Million
  • Prior Value $156 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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