StockDriftsStockDriftsTop 50 Berger Financial Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.2% | 3.21M | $101.6M | +7.02%(+210.21K) | $26.32(+30.54%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 4.92% | 2.84M | $96.2M | +9.42%(+244.74K) | $22.07(+61.40%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.87% | 1.11M | $95.3M | -2.65%(-30.10K) | $71.30(+25.08%) | 2026-06-30 | |
| PJFG | PGIM ETF TR | 4.17% | 702.5K | $81.5M | -2.86%(-20.70K) | $57.26(+110.31%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 3.92% | 1.43M | $76.6M | -0.83%(-11.94K) | $52.93(-0.63%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.5% | 2.33M | $68.5M | -1.69%(-39.98K) | $17.65(+72.86%) | 2026-06-30 | |
| LMBS | FIRST TR EXCHANGE-TRADED FD | 2.9% | 1.14M | $56.7M | +1.04%(+11.77K) | $48.14(+3.22%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.25% | 152.3K | $44.1M | -2.55%(-3.98K) | $144.14(+111.86%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.24% | 934.2K | $43.8M | +6.73%(+58.90K) | $51.32(-9.95%) | 2026-06-30 | |
| RAAX | VANECK ETF TRUST | 1.94% | 955.9K | $37.9M | +18.02%(+145.94K) | $37.75(+10.03%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.72% | +39.44% | +4.45% | +24.34% |
| Top 20 Holdings Unweighted | +12.23% | +41.36% | +4.98% | +27.52% |
Berger Financial Group, Inc reports $1.96B in US-listed equity holdings across 475 positions in its most recent 13F filing. Its largest disclosed positions are SCHD (5.2%), SCHG (4.9%) and VUG (4.9%). The top 20 holdings account for 48.97% of reported assets. Its disclosed equity book has returned +39.44% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Berger Financial Group, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1826136). View Berger Financial Group, Inc’s 13F filings on SEC