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.