Arkolith/Funds/Berger Financial Group, Inc

Berger Financial Group, Inc

CIK 1826136
Holdings as of Jun 30, 2026·disclosed Aug 4, 2026·~35-day 13F lag·13F-HR
Active Filer

Berger Financial Group, Inc holds a diversified book of 475 stocks worth $2.0B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Cambria Global Ew 2 ETF and trimmed Pgim Jennison Focused Growth. Their largest long position is Schwab US DVD Equity ETF at 5% of the equity book. They also disclosed $1.6M in put options (a bearish bet) and $1.0M in call options (bullish), shown separately below and excluded from the equity book.

Opened
49
bought for the first time
Added to
169
already held, bought more
Trimmed
236
sold some, still holds it
Sold out
19
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
36%
Top 20 holdings
49%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

31% mapped to company sectors

ETF / fund or unclassified
69%
Information Technology
11%
Industrials
5%
Consumer Discretionary
4%
Financials
4%
Health Care
2%
Energy
1%
Communication Services
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Berger Financial Group, Inc

Manager / fundShared namesTheir $ in those
LPL Financial LLC78 / 80$66.6B
ENVESTNET ASSET MANAGEMENT INC78 / 80$58.7B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$15.8B
OSAIC HOLDINGS, INC.78 / 80$15.4B
JPMORGAN CHASE & CO77 / 80$424.3B
Steward Partners Investment Advisory, LLC77 / 80$5.0B
UBS Group AG76 / 80$113.8B
HighTower Advisors, LLC76 / 80$24.6B

Ranked by how many of Berger Financial Group, Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

475 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US DIVIDEND EQ
$101.6M3.21M
5.2%
+7.0%
Added · +210K sh
2Schwab Strategic TR
US LCAP GR ETF
$96.2M2.84M
4.9%
+9.4%
Added · +245K sh
3Vanguard Index FDS
GROWTH ETF
$95.3M1.11M
4.9%
+484%
Added · +917K sh
4Pgim ETF TR
JENNISON FOC GWT
$81.5M702.5K
4.2%
−2.9%
Reduced · −21K sh
5J P Morgan Exchange Traded F
ACTIVE BOND ETF
$76.6M1.43M
3.9%
−0.8%
Reduced · −12K sh
6Schwab Strategic TR
US LRG CAP ETF
$68.5M2.33M
3.5%
−1.7%
Reduced · −40K sh
7First TR Exchange-Traded FD
FST LOW OPPT EFT
$56.7M1.14M
2.9%
+1.0%
Added · +12K sh
8Apple Inc
COM
$44.1M152.3K
2.3%
−2.5%
Reduced · −4K sh
9J P Morgan Exchange Traded F
CORE PLUS BD ETF
$43.8M934.2K
2.2%
+6.7%
Added · +59K sh
10Vaneck ETF Trust
REAL ASSETS ETF
$37.9M955.9K
1.9%
+18%
Added · +146K sh
11Hartford FDS Exchange Traded
TOTAL RTRN ETF
$33.0M978.5K
1.7%
+9.7%
Added · +87K sh
12Pimco ETF TR
MULTISECTOR BD
$30.3M1.14M
1.6%
−0.8%
Reduced · −10K sh
13Nvidia Corporation
COM
$28.3M141.5K
1.4%
+11%
Added · +14K sh
14C H Robinson Worldwide In
COM NEW
$25.7M136.3K
1.3%
−0.8%
Reduced · −1K sh
15First TR Exchange-Traded FD
NY ARCA BIOTECH
$25.4M102.4K
1.3%
−2.0%
Reduced · −2K sh
16Dimensional ETF Trust
EMGR CRE EQT MNG
$25.1M623.4K
1.3%
+8.5%
Added · +49K sh
17Dimensional ETF Trust
INTL CORE EQT MK
$24.6M596.9K
1.3%
+8.8%
Added · +48K sh
18Pimco ETF TR
ACTIVE BD ETF
$22.1M239.5K
1.1%
−0.6%
Reduced · −1K sh
19American Centy ETF TR
AVA MID EQU ETF
$21.6M269.5K
1.1%
+10%
Added · +25K sh
20Amazon Com Inc
COM
$19.1M80.2K
1.0%
−3.0%
Reduced · −2K sh
21Alphabet Inc
CAP STK CL A
$18.3M51.2K
0.9%
−2.9%
Reduced · −2K sh
22Vanguard Index FDS
VALUE ETF
$17.8M81.7K
0.9%
−1.9%
Reduced · −2K sh
23American Centy ETF TR
AVANTIS EMGMKT
$17.1M177.1K
0.9%
−1.3%
Reduced · −2K sh
24Vanguard Index FDS
S&P 500 ETF SHS
$16.6M24.2K
0.8%
−5.9%
Reduced · −2K sh
25State STR SPDR S&P 500 ETF T
TR UNIT
$16.6M22.2K
0.8%
−2.7%
Reduced · −620 sh
26Invesco QQQ TR
UNIT SER 1
$15.9M21.6K
0.8%
−0.2%
Reduced · −53 sh
27Fidelity Covington Trust
ENHANCED SML CAP
$15.4M318.8K
0.8%
+1.4%
Added · +4K sh
28First TR Exchange-Traded FD
WCM INTL EQUITY
$15.4M785.4K
0.8%
−0.1%
Reduced · −499 sh
29RBB Fund Trust
FIRS EAGL OV ETF
$15.2M283.7K
0.8%
−1.4%
Reduced · −4K sh
30Nushares ETF TR
NUVE PFD INC ETF
$15.0M574.1K
0.8%
−0.8%
Reduced · −5K sh
31Microsoft Corp
COM
$14.3M38.4K
0.7%
−4.2%
Reduced · −2K sh
32Vaneck Bitcoin ETF
SH BEN INT
$13.8M828.8K
0.7%
−3.5%
Reduced · −30K sh
33Crowdstrike Hldgs Inc
CL A
$13.7M18.0K
0.7%
−3.2%
Reduced · −596 sh
34Costco Wholesale Corporation
COM
$13.1M14.0K
0.7%
−2.2%
Reduced · −319 sh
35Ishares TR
RUSEL 2500 ETF
$13.0M142.3K
0.7%
−0.8%
Reduced · −1K sh
36American Centy ETF TR
AVAN US SMAL ETF
$12.2M167.0K
0.6%
+9.1%
Added · +14K sh
37Datadog Inc
CL A COM
$11.7M44.9K
0.6%
−5.4%
Reduced · −3K sh
38Hawkins Inc
COM
$10.8M76.3K
0.6%
+8.9%
Added · +6K sh
39Johnson & Johnson
COM
$10.1M39.8K
0.5%
−1.0%
Reduced · −422 sh
40Valero Energy Corp
COM
$9.9M38.1K
0.5%
−4.1%
Reduced · −2K sh
41Dimensional ETF Trust
CORE FIXE IN ETF
$9.4M222.5K
0.5%
−9.4%
Reduced · −23K sh
42F5 Inc
COM
$9.3M22.3K
0.5%
−4.3%
Reduced · −1K sh
43International Business Machs
COM
$9.2M32.9K
0.5%
−6.5%
Reduced · −2K sh
44Walmart Inc
COM
$9.0M79.7K
0.5%
−4.0%
Reduced · −3K sh
45Mastercard Incorporated
CL A
$8.9M17.3K
0.5%
−3.0%
Reduced · −534 sh
46Ishares TR
JPMORGAN USD EMG
$8.4M87.5K
0.4%
+9.4%
Added · +8K sh
47Principal Exchange Traded FD
SPECTRUM PFD
$8.4M441.9K
0.4%
+9.4%
Added · +38K sh
48Meta Platforms Inc
CL A
$8.4M14.9K
0.4%
+9.9%
Added · +1K sh
49Dimensional ETF Trust
US COR EQU 2 ETF
$8.3M188.1K
0.4%
+0.7%
Added · +1K sh
50Ea Series Trust
CAMBRIA GLOBAL E
$8.3M161.6K
0.4%
New
New position
Showing 50 of 475 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.6M
Call notional (bullish)$1.0M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishVANGUARD S&P 500 ETFVOO$1.5M2K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$295K400
CALL · bullishMICROSOFT CORPMSFT$149K400
CALL · bullishAPPLE INCAAPL$145K500
CALL · bullishSS HEALTH CARE SELECT SECTORXLV$111K700
CALL · bullishVISA INC-CLASS A SHARESV$103K300
CALL · bullishISHARES MSCI EAFE ETFEFA$83K800
CALL · bullishISHARES GOLD TRUSTIAU$76K1K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$75K100
CALL · bullishALIBABA GROUP HOLDING-SP ADRBABA$48K500
CALL · bullishISHARES SILVER TRUSTSLV$21K400

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 4, 2026486$2.0B13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026474$1.8B13F-HR
Q4 2025Dec 31, 2025Jan 27, 2026474$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 14, 2025445$1.7B13F-HR
Q2 2025Jun 30, 2025Jul 22, 2025419$1.5B13F-HR
Q1 2025Mar 31, 2025May 12, 2025414$1.4B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025411$1.4B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024391$1.4B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024363$1.3B13F-HR
Q1 2024Mar 31, 2024Apr 16, 2024361$1.2B13F-HR
Q4 2023Dec 31, 2023Feb 7, 2024305$965.4M13F-HR
Q3 2023Sep 30, 2023Nov 3, 2023277$870.7M13F-HR
Q2 2023Jun 30, 2023Aug 10, 2023288$881.7M13F-HR
Q1 2023Mar 31, 2023Apr 24, 2023268$831.1M13F-HR
Q4 2022Dec 31, 2022Jan 30, 2023260$758.1M13F-HR
Q3 2022Sep 30, 2022Oct 27, 2022233$681.0M13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022242$684.5M13F-HR
Q1 2022Mar 31, 2022May 10, 2022269$787.0M13F-HR
Q4 2021Dec 31, 2021Jan 26, 2022255$754.9M13F-HR
Q3 2021Sep 30, 2021Oct 28, 2021208$554.8M13F-HR
Q2 2021Jun 30, 2021Jul 29, 2021203$553.0M13F-HR
Q1 2021Mar 31, 2021May 12, 2021193$459.2M13F-HR
Q4 2020Dec 31, 2020Feb 2, 2021203$572.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.