Von Berge Wealth Management Group, LLC Portfolio Holdings

Von Berge Wealth Management Group, LLC

  • $156 Million
  • Q1 2025

Von Berge Wealth Management Group, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $156 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mid Cap ETF with a value of $16.2M, Vanguard Mega Cap Value with a value of $15.1M, Vanguard Mega Cap Growth ETF with a value of $13.6M, Vanguard Small Cap ETF with a value of $10.5M, and Vanguard Value ETF with a value of $10.1M.

Examining the 13F form we can see an decrease of $1.6M in the current position value, from $158M to 156M.

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

Portfolio value $156 Million
ETFs: $138 Million
Technology: $6.02 Million
Communication Services: $3.31 Million
Consumer Cyclical: $2.97 Million
Financial Services: $1.9 Million
Energy: $1.45 Million
Consumer Defensive: $1.07 Million
Basic Materials: $781,000
Other: $1.04 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.57T
$3.31 Million 2.12% of portfolio
5,746
Q1 2025 Added 30.71%
$3.14T
$2.39 Million 1.53% of portfolio
10,763
Q1 2025 Reduced 22.14%
$999B
$1.75 Million 1.12% of portfolio
6,745
Q1 2025 Added 12.51%
$475B
$1.45 Million 0.93% of portfolio
12,175
Q1 2025 Reduced 7.56%
$3.56T
$1.43 Million 0.92% of portfolio
3,813
Q1 2025 Reduced 6.13%
$648B
$982,000 0.63% of portfolio
1,844
Q3 2024 Reduced 10.18%
$359B
$863,000 0.55% of portfolio
7,970
Q3 2024 Reduced 13.46%
$433B
$793,000 0.51% of portfolio
839
Q1 2025 Added 0.12%
$357B
$700,000 0.45% of portfolio
1,912
Q1 2025 Added 7.05%
$2.19T
$521,000 0.33% of portfolio
2,739
Q1 2025 Added 2.24%
$791B
$422,000 0.27% of portfolio
1,721
Q1 2025 Added 0.35%
$289B
$275,000 0.18% of portfolio
526
Q1 2025 Reduced 8.36%
$376B
$281,000 0.18% of portfolio
1,651
Q1 2025 Added 0.18%
$543B
$255,000 0.16% of portfolio
466
Q1 2025 Added 5.67%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $156 Million
  • Prior Value $158 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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