Arkolith/Funds/Berger Financial Group, Inc

Berger Financial Group, Inc

CIK 1826136
Holdings as of Mar 31, 2026·disclosed Apr 28, 2026·~28-day 13F lag·13F-HR
Active Filer

Berger Financial Group, Inc holds a diversified book of 463 stocks worth $1.8B as of Q1 2026 (disclosed Apr 28, 2026, a ~45-day 13F lag). This quarter they opened Vaneck Real Assets ETF and trimmed Schwab US DVD Equity ETF. Their largest long position is Schwab US DVD Equity ETF at 5% of the equity book. They also disclosed $2.7M in put options (a bearish bet) and $296K in call options (bullish), shown separately below and excluded from the equity book.

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holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
151
existing
Trimmed
245
reduced
Sold out
21
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
48%

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

Direct sector allocation

32% mapped to company sectors

ETF / fund or unclassified
68%
Information Technology
11%
Industrials
5%
Consumer Discretionary
5%
Financials
4%
Health Care
3%
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

Holdings: largest first

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

463 positions
#SecurityValueShares% PortLast moveHistory
1Schwab Strategic TR
US DIVIDEND EQ
$91.9M3.00M
5.2%
−5.0%
Reduced · −158K sh
2Vanguard Index FDS
GROWTH ETF
$82.7M189.3K
4.6%
+422%
Added · +153K sh
3J P Morgan Exchange Traded F
ACTIVE BOND ETF
$77.6M1.44M
4.4%
+8.4%
Added · +113K sh
4Schwab Strategic TR
US LCAP GR ETF
$75.7M2.60M
4.2%
+13%
Added · +302K sh
5Pgim ETF TR
JENNISON FOC GWT
$70.4M723.2K
3.9%
+0.1%
Added · +677 sh
6Schwab Strategic TR
US LRG CAP ETF
$60.7M2.37M
3.4%
+1.2%
Added · +29K sh
7First TR Exchange-Traded FD
FST LOW OPPT EFT
$56.2M1.13M
3.1%
+6.9%
Added · +73K sh
8J P Morgan Exchange Traded F
CORE PLUS BD ETF
$41.2M875.3K
2.3%
−0.9%
Reduced · −8K sh
9Apple Inc
COM
$39.7M156.2K
2.2%
−2.8%
Reduced · −4K sh
10Vaneck ETF Trust
REAL ASSETS ETF
$33.0M809.9K
1.8%
New
New position
11Pimco ETF TR
MULTISECTOR BD
$30.2M1.15M
1.7%
+8.5%
Added · +90K sh
12Hartford FDS Exchange Traded
TOTAL RTRN ETF
$30.1M891.9K
1.7%
−0.5%
Reduced · −5K sh
13C H Robinson Worldwide In
COM NEW
$22.8M137.3K
1.3%
−4.8%
Reduced · −7K sh
14Nvidia Corporation
COM
$22.3M127.9K
1.3%
−1.3%
Reduced · −2K sh
15Pimco ETF TR
ACTIVE BD ETF
$22.2M240.8K
1.2%
11×
Added · +220K sh
16Dimensional ETF Trust
INTL CORE EQT MK
$21.4M548.5K
1.2%
−16%
Reduced · −102K sh
17First TR Exchange-Traded FD
NY ARCA BIOTECH
$21.0M104.4K
1.2%
−9.2%
Reduced · −11K sh
18Dimensional ETF Trust
EMGR CRE EQT MNG
$19.5M574.8K
1.1%
−19%
Reduced · −132K sh
19American Centy ETF TR
AVANTIS US MID C
$17.6M244.2K
1.0%
+6.1%
Added · +14K sh
20Amazon Com Inc
COM
$17.2M82.7K
1.0%
−11%
Reduced · −10K sh
21Vaneck Bitcoin ETF
SH BEN INT
$16.4M858.5K
0.9%
+26%
Added · +177K sh
22Vanguard Index FDS
VALUE ETF
$16.3M83.3K
0.9%
−0.8%
Reduced · −720 sh
23Vanguard Index FDS
S&P 500 ETF SHS
$15.3M25.7K
0.9%
−1.9%
Reduced · −504 sh
24Alphabet Inc
CAP STK CL A
$15.1M52.7K
0.8%
−18%
Reduced · −11K sh
25Nushares ETF TR
NUVEEN PFD & INC
$14.9M578.6K
0.8%
+7.8%
Added · +42K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$14.8M22.8K
0.8%
−5.5%
Reduced · −1K sh
27Microsoft Corp
COM
$14.8M40.1K
0.8%
−0.1%
Reduced · −29 sh
28RBB Fund Trust
FIRST EAGLE OVER
$14.5M287.8K
0.8%
−12%
Reduced · −39K sh
29American Centy ETF TR
AVANTIS EMGMKT
$14.5M179.5K
0.8%
−11%
Reduced · −23K sh
30Costco Wholesale Corporation
COM
$14.3M14.3K
0.8%
+0.1%
Added · +17 sh
31First TR Exchange-Traded FD
WCM INTL EQUITY
$13.2M785.9K
0.7%
New
New position
32Invesco QQQ TR
UNIT SER 1
$12.5M21.7K
0.7%
−1.0%
Reduced · −215 sh
33Fidelity Covington Trust
ENHANCED SMALL
$11.9M314.4K
0.7%
+50%
Added · +105K sh
34Ishares TR
RUSEL 2500 ETF
$11.0M143.5K
0.6%
+1.7%
Added · +2K sh
35Hawkins Inc
COM
$10.8M70.0K
0.6%
Held
36Dimensional ETF Trust
CORE FIXED INCOM
$10.4M245.4K
0.6%
+22%
Added · +44K sh
37Walmart Inc
COM
$10.3M83.0K
0.6%
−7.7%
Reduced · −7K sh
38Johnson & Johnson
COM
$9.8M40.3K
0.6%
−19%
Reduced · −9K sh
39Valero Energy Corp
COM
$9.8M39.7K
0.6%
+558%
Added · +34K sh
40American Centy ETF TR
AVANTIS US SMALL
$9.5M153.0K
0.5%
−46%
Reduced · −128K sh
41Mastercard Incorporated
CL A
$8.9M17.8K
0.5%
−1.9%
Reduced · −341 sh
42International Business Machs
COM
$8.5M35.2K
0.5%
−11%
Reduced · −4K sh
43Visa Inc
COM CL A
$8.1M26.7K
0.5%
−3.9%
Reduced · −1K sh
44AT&T Inc
COM
$8.0M274.4K
0.4%
−1.4%
Reduced · −4K sh
45Eog Res Inc
COM
$7.9M54.9K
0.4%
+26%
Added · +11K sh
46Meta Platforms Inc
CL A
$7.8M13.6K
0.4%
+139%
Added · +8K sh
47Principal Exchange Traded FD
SPECTRUM PFD
$7.6M403.9K
0.4%
−11%
Reduced · −51K sh
48Ishares TR
JPMORGAN USD EMG
$7.5M80.0K
0.4%
−14%
Reduced · −13K sh
49Dimensional ETF Trust
US CORE EQUITY 2
$7.3M186.8K
0.4%
−2.8%
Reduced · −5K sh
50Crowdstrike Hldgs Inc
CL A
$7.3M18.6K
0.4%
+295%
Added · +14K sh
Showing 50 of 463 positions

Largest options & derivatives disclosed

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

Put notional (bearish)$2.7M
Call notional (bullish)$296K
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishVANGUARD S&P 500 ETFVOO$1.3M2K
PUT · bearishALPHABET INC-CL CGOOG$402K1K
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$390K600
PUT · bearishINVESCO QQQ TRUST SERIES 1QQQ$346K600
PUT · bearishTESLA INCTSLA$149K400
PUT · bearishJPMORGAN CHASE & COJPM$118K400
CALL · bullishUNITEDHEALTH GROUP INCUNH$108K400
CALL · bullishISHARES MSCI EAFE ETFEFA$87K900
CALL · bullishISHARES GOLD TRUSTIAU$62K700
CALL · bullishWESTERN DIGITAL CORPWDC$27K100
CALL · bullishPFIZER INCPFE$11K400

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
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 ~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.