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 Amr, and represent % of Von Berge Wealth Management Group's stock portfolio.
  • Added to shares of these 1 stock: Amr.
  • Started 1 new stock position in Amr.
  • Reduced shares in these 10 stocks: VO (-$18M), MGK (-$16M), MGV (-$16M), VB (-$12M), FNDF (-$11M), VTV (-$11M), VEA (-$10M), VUG (-$10M), SCHG (-$5.3M), VTI (-$5.0M).
  • Sold out of its positions in GOOG, AMZN, AAPL, BAC, BRK.B, BA, CGMS, CAT, GLW, COST.
  • Von Berge Wealth Management Group was a net seller of stock by $-178M.
  • Central Index Key (CIK): 0001908070

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Portfolio Holdings for Von Berge Wealth Management Group

Von Berge Wealth Management Group holds 1 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amr 0.0 $0 NEW 0 0.00
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Past Filings by Von Berge Wealth Management Group

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