Berger Financial Group, Inc - Portfolio Stock Holdings

Berger Financial Group, Inc disclosed 501 stock positions in a recent SEC 13F filing. $2,004,966,186 of stock holdings were filed, with the largest holdings including SCHD, SCHG, and VUG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

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.