Von Berge Wealth Management Group, LLC
CIK 1908070 · View on SEC EDGAR ↗
- Portfolio value
- $178.1M
- Positions
- 64
- As of
- June 30, 2025 Data as of Q2 2025
#6,851 of 9,443 by 13F value · top 72.6%
Portfolio value QoQ: +14.9% 13F does not disclose cash
- Top 10 holdings weight
- 64.60%
- Top 25 holdings weight
- 88.27%
- Positions above 1%
- 22
- Effective number of positions
- 19.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 0.82% Est. buys $3,857,867 · sells $1,372,045
- New positions
- 4
- Increased
- 35
- Decreased
- 16
- Closed
- 3
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
3.6%
Communication Services
2.3%
Consumer Discretionary
1.3%
Retail
1.2%
Industrials
0.8%
Energy
0.6%
Materials
0.5%
Financials
0.4%
Consumer products
0.1%
Financial Services
0.1%
Utilities
0.1%
Other/Unmapped
88.8%
Full portfolio 64 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VO | $18,203,630 | 10.22% | 63,667 | $2,273,606 | Up ×1 | ||
| MGK | $16,430,993 | 9.23% | 43,967 | $2,867,885 | Up ×2 | ||
| MGV | $15,913,455 | 8.94% | 120,420 | $1,551,336 | Up ×2 | ||
| VB | $11,836,780 | 6.65% | 48,351 | $1,674,205 | Up ×2 | ||
| FNDF | $10,958,072 | 6.15% | 269,770 | $1,035,711 | Up ×1 | ||
| VTV | $10,592,147 | 5.95% | 59,217 | $948,366 | Up ×2 | ||
| VEA | $10,410,680 | 5.85% | 181,751 | $1,102,904 | Up ×2 | ||
| VUG | $10,345,157 | 5.81% | 23,129 | $1,739,929 | Down ×2 | ||
| SCHG | $5,324,889 | 2.99% | 179,350 | $743,161 | Down ×1 | ||
| VTI | $5,012,338 | 2.81% | 16,179 | $724,229 | Up ×2 | ||
| VIG | $4,697,279 | 2.64% | 22,697 | $819,491 | Up ×2 | ||
| VWO | $4,404,198 | 2.47% | 86,765 | $432,911 | Down ×2 | ||
| SCHV | $4,318,081 | 2.42% | 153,341 | $392,750 | Up ×2 | ||
| SCHF | $3,849,639 | 2.16% | 173,485 | $321,586 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $3,838,699 | 2.16% | 5,446 | $775,053 | Down ×1 | ||
| SCHM | $3,376,049 | 1.90% | 116,818 | $415,411 | Up ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $2,255,691 | 1.27% | 6,792 | $505,296 | Up ×2 | ||
| VXUS Vanguard Total International Stock ETF | $2,243,172 | 1.26% | 32,128 | $413,209 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $2,215,977 | 1.24% | 10,336 | $-26,779 | Down ×2 | ||
| VOO | $2,095,242 | 1.18% | 3,625 | $332,475 | Up ×2 | ||
| SCHA | $2,040,336 | 1.15% | 77,875 | $266,942 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,927,134 | 1.08% | 3,814 | $450,180 | Up ×1 | ||
| CGMS | $1,755,809 | 0.99% | 63,478 | $565,616 | Up ×2 | ||
| VOOG | $1,576,459 | 0.89% | 3,903 | $328,901 | Up ×1 | ||
| SCHE | $1,559,394 | 0.88% | 50,336 | $178,553 | Up ×1 | ||
| SPY SPY | $1,449,642 | 0.81% | 2,305 | $189,642 | |||
| VTEB | $1,360,545 | 0.76% | 27,995 | $-1,562 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,331,229 | 0.75% | 7,970 | $482,982 | |||
| VOOV | $1,249,621 | 0.70% | 6,508 | $135,038 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $1,104,920 | 0.62% | 10,180 | $-217,657 | Down ×2 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1,008,231 | 0.57% | 6,382 | $66,227 | Down ×1 | ||
| NUE Nucor Corporation Common Stock | $933,667 | 0.52% | 6,494 | $184,954 | |||
| BRKB | $880,237 | 0.49% | 1,841 | $-100,107 | Down ×1 | ||
| IWF | $822,016 | 0.46% | 1,900 | $113,698 | Down ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $790,329 | 0.44% | 839 | $-27,962 | |||
| FNDE | $750,524 | 0.42% | 22,055 | $99,846 | Up ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $687,168 | 0.39% | 1,224 | $70,573 | Down ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $663,450 | 0.37% | 1,788 | $-24,175 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $618,718 | 0.35% | 2,720 | $107,785 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $504,046 | 0.28% | 1,730 | $82,935 | Up ×2 | ||
| VOT | $428,001 | 0.24% | 1,489 | $54,772 | Down ×2 | ||
| GLW Corning Incorporated Common Stock | $419,146 | 0.24% | 7,759 | $78,925 | Up ×2 | ||
| MGC | $403,409 | 0.23% | 1,765 | $56,457 | Up ×2 | ||
| DFAC | $355,125 | 0.20% | 9,687 | $63,312 | Up ×2 | ||
| VOE | $315,535 | 0.18% | 1,865 | $22,486 | Down ×1 | ||
| IWR | $313,467 | 0.18% | 3,317 | $36,979 | Up ×2 | ||
| VYM | $289,968 | 0.16% | 2,141 | $27,334 | Up ×1 | ||
| UNP Union Pacific Corporation Common Stock | $281,507 | 0.16% | 1,228 | $16,934 | |||
| TDG Transdigm Group Incorporated Common Stock | $274,936 | 0.15% | 175 | $35,532 | |||
| BA Boeing Company (The) Common Stock | $267,570 | 0.15% | 1,171 | Up ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $261,783 | 0.15% | 1,654 | $-1,581 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $260,889 | 0.15% | 467 | $11,166 | Up ×2 | ||
| SRE DBA Sempra Common Stock | $260,120 | 0.15% | 3,260 | $17,616 | Up ×2 | ||
| IWM | $257,970 | 0.14% | 1,155 | $33,869 | |||
| VBK | $255,507 | 0.14% | 902 | $33,361 | Up ×1 | ||
| IWP | $252,000 | 0.14% | 1,800 | $37,296 | |||
| BAC Bank of America Corporation Common Stock | $238,515 | 0.13% | 4,993 | ||||
| IJH | $237,023 | 0.13% | 3,710 | $26,711 | Up ×2 | ||
| EFA | $236,877 | 0.13% | 2,652 | $14,745 | |||
| PCEF | $234,920 | 0.13% | 12,035 | $19,519 | Up ×1 | ||
| VBR | $233,611 | 0.13% | 1,153 | $26,753 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $228,766 | 0.13% | 1,191 | ||||
| VNQ | $214,799 | 0.12% | 2,338 | $11,779 | Up ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $208,595 | 0.12% | 500 | Up ×1 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MGK | Bought more | +28 | +$2.9M |
| VO | Bought more | +963 | +$2.3M |
| VUG | Trimmed | -71 | +$1.7M |
| VB | Bought more | +1K | +$1.7M |
| MGV | Bought more | +3K | +$1.6M |
| VEA | Bought more | +4K | +$1.1M |
| FNDF | Bought more | +944 | +$1.0M |
| VTV | Bought more | +798 | +$948K |
| VIG | Bought more | +2K | +$819K |
| META | Trimmed | -300 | +$775K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.