Berger Financial Group, Inc Portfolio Holdings

Berger Financial Group, Inc has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.39 Billion distributed in 474 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $85.9M, Schwab Strategic Tr Us Large C with a value of $74.1M, Schwab Strategic Tr Us Large C with a value of $62M, First Tr ETF Fd Iv First Tr Lo with a value of $52.7M, and Apple Inc. with a value of $43M.

Examining the 13F form we can see an increase of $31.3M in the current position value, from $1.36B to 1.39B.

Berger Financial Group, Inc is based out at Plymouth, MN

Below you can find more details about Berger Financial Group, Inc portfolio as well as his latest detailed transactions.