Berger Financial Group, Inc - Portfolio Stock Holdings

Berger Financial Group, Inc disclosed 483 stock positions in a recent SEC 13F filing. $1,703,202,038 of stock holdings were filed, with the largest holdings including SCHD, JBND, and SCHG. This filing represented positions held on March 31, 2026, and was filed on April 28, 2026.

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.