Berger Financial Group, Inc - Portfolio Stock Holdings

Berger Financial Group, Inc disclosed 492 stock positions in a recent SEC 13F filing. $1,942,545,000 of stock holdings were filed, with the largest holdings including SCHD, SCHG, and VUG. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $2,948,862,004 and has 89 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.