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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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