§ 13F · FUND PROFILE
Berger Financial Group, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1547.8T (13F)Positions · 419Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 3.15M | $86.5T | 5.0% | +3% |
| 2 | PJFG | PGIM ETF TR | 723K | $80.4T | 4.7% | ±0% |
| 3 | SCHG | SCHWAB STRATEGIC TR | 2.30M | $74.9T | 4.3% | +1% |
| 4 | JBND | J P MORGAN EXCHANGE TRADED F | 1.33M | $72.0T | 4.2% | +4% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 2.34M | $62.9T | 3.6% | −1% |
| 6 | LMBS | FIRST TR EXCHANGE-TRADED FD | 1.05M | $52.7T | 3.1% | +4% |
| 7 | AAPL | APPLE INC | 161K | $43.7T | 2.5% | −2% |
| 8 | JCPB | J P MORGAN EXCHANGE TRADED F | 883K | $41.8T | 2.4% | +4% |
| 9 | HTRB | HARTFORD FDS EXCHANGE TRADED | 896K | $30.6T | 1.8% | +6% |
| 10 | PYLD | PIMCO ETF TR | 1.06M | $28.3T | 1.6% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BERGER SIGNAL
AC read
Berger Financial Group, Inc is a Other fund managing $1547816.0 trillion in assets. The fund runs a broad portfolio of 419 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed