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Von Berge Wealth Management Group

Latest statistics and disclosures from Von Berge Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VO, MGK, MGV, VB, FNDF, and represent 40.64% of Von Berge Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: MGV, MGK, VO, VEA, VB, SCHV, VTV, VWO, FNDF, VUG.
Started 8 new stock positions in IWP, GOOG, GWH, EFA, BND, MA, SCHX, TDG.
Reduced shares in these 10 stocks: , NMZ, , NVG, , INTC, BA, META, AAPL, VCSH.
Sold out of its positions in BFK, BA, INTC, NMZ, NZF, NVG, V.
Von Berge Wealth Management Group was a net buyer of stock by $15M.
Von Berge Wealth Management Group has $155M in assets under management (AUM), dropping by 19.42%.
Central Index Key (CIK): 0001908070

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Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 67 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Mid Cap Etf (VO)	10.5	$16M	+16%	66k	249.86	View chart
Vanguard World Mega Grwth Ind (MGK)	8.3	$13M	+23%	45k	286.61	View chart
Vanguard World Mega Cap Val Etf (MGV)	8.0	$13M	+26%	104k	119.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	7.3	$11M	+17%	50k	228.59	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	6.5	$10M	+7%	283k	35.61	View chart
Vanguard Index Fds Value Etf (VTV)	6.1	$9.5M	+8%	58k	162.86	View chart
Vanguard Index Fds Growth Etf (VUG)	5.6	$8.7M	+7%	25k	344.19	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.6	$8.6M	+26%	172k	50.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.3	$5.1M	+7%	56k	92.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	2.7	$4.2M	+20%	56k	75.98	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.4	$3.8M	+17%	47k	81.43	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.4	$3.7M	+9%	95k	39.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.4	$3.7M	+23%	88k	41.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$3.6M	+7%	14k	259.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.1	$3.3M	+5%	18k	182.60	View chart
Apple (AAPL)	1.7	$2.6M	-2%	15k	171.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.5	$2.4M	+22%	49k	49.24	View chart
Meta Platforms Cl A (META)	1.3	$2.0M	-4%	4.1k	485.58	View chart
Exxon Mobil Corporation (XOM)	1.2	$1.9M		17k	116.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.9M	+15%	4.0k	480.65	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.2	$1.9M	+35%	74k	25.25	View chart
Microsoft Corporation (MSFT)	1.2	$1.8M	+5%	4.3k	420.76	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$1.7M	+30%	33k	50.60	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.9	$1.3M		4.4k	304.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$1.3M	+17%	22k	60.30	View chart
Nucor Corporation (NUE)	0.8	$1.3M		6.5k	197.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.8	$1.3M	+2%	7.0k	180.48	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.1M		2.2k	523.10	View chart
Qualcomm (QCOM)	0.7	$1.1M		6.5k	169.30	View chart
Tesla Motors (TSLA)	0.7	$1.1M	+3%	6.1k	175.79	View chart
NVIDIA Corporation (NVDA)	0.6	$923k	+13%	1.0k	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$874k	+7%	2.1k	420.52	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$749k		28k	27.04	View chart
Home Depot (HD)	0.4	$682k	+2%	1.8k	383.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$651k		1.9k	337.05	View chart
Costco Wholesale Corporation (COST)	0.4	$634k	+48%	865.00	732.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$585k		1.3k	444.15	View chart
Amazon (AMZN)	0.3	$529k	+5%	2.9k	180.38	View chart
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)	0.3	$450k		16k	27.76	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$376k		1.6k	235.79	View chart
JPMorgan Chase & Co. (JPM)	0.2	$351k		1.8k	200.30	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$348k		1.9k	186.87	View chart
UnitedHealth (UNH)	0.2	$325k	+8%	658.00	494.57	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$316k	NEW	5.1k	62.06	View chart
Union Pacific Corporation (UNP)	0.2	$314k	+3%	1.3k	245.93	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$310k		2.0k	155.91	View chart
Chevron Corporation (CVX)	0.2	$296k		1.9k	157.74	View chart
Sempra Energy (SRE)	0.2	$296k		4.1k	71.84	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$287k		2.4k	120.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$278k		3.3k	84.09	View chart
Procter & Gamble Company (PG)	0.2	$271k		1.7k	162.21	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$257k	+8%	8.0k	31.95	View chart
General Dynamics Corporation (GD)	0.2	$256k		905.00	282.49	View chart
Corning Incorporated (GLW)	0.2	$255k		7.7k	32.96	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$253k		972.00	260.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$244k	-9%	3.2k	77.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$242k		1.2k	210.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$239k	NEW	3.3k	72.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$236k		1.2k	191.88	View chart
Mastercard Incorporated Cl A (MA)	0.1	$229k	NEW	475.00	481.91	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$223k	-2%	2.5k	89.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$222k	+392%	3.7k	60.75	View chart
TransDigm Group Incorporated (TDG)	0.1	$216k	NEW	175.00	1231.60	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$212k	NEW	2.7k	79.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$206k	NEW	1.4k	152.26	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$206k	NEW	1.8k	114.14	View chart
Ess Tech Common Stock (GWH)	0.0	$7.2k	NEW	10k	0.72	View chart

Past Filings by Von Berge Wealth Management Group

SEC 13F filings are viewable for Von Berge Wealth Management Group going back to 2021

Von Berge Wealth Management Group 2024 Q1 filed April 12, 2024
Von Berge Wealth Management Group 2023 Q4 filed Jan. 19, 2024
Von Berge Wealth Management Group 2023 Q3 filed Nov. 6, 2023
Von Berge Wealth Management Group 2023 Q2 filed July 20, 2023
Von Berge Wealth Management Group 2023 Q1 filed April 13, 2023
Von Berge Wealth Management Group 2022 Q4 filed Feb. 2, 2023
Von Berge Wealth Management Group 2022 Q3 filed Oct. 14, 2022
Von Berge Wealth Management Group 2022 Q2 filed July 18, 2022
Von Berge Wealth Management Group 2022 Q1 filed April 22, 2022
Von Berge Wealth Management Group 2021 Q4 filed Feb. 7, 2022

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