Von Berge Wealth Management Group, LLC Portfolio Holdings
Von Berge Wealth Management Group, LLC
- $158 Million
- Q4 2024
Von Berge Wealth Management Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $158 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 $16.6M, Vanguard Mega Cap Growth ETF with a value of $14.6M, Vanguard Mega Cap Value with a value of $13.6M, Vanguard Small Cap ETF with a value of $11.3M, and Vanguard Growth ETF with a value of $9.72M.
Examining the 13F form we can see an decrease of $34.6M in the current position value, from $192M to 158M.
Below you can find more details about Von Berge Wealth Management Group, LLC portfolio as well as his latest detailed transactions.