Data as of Q4 2025 (Dec 31, 2025)
โณ
Showing Q2 2025 data
Von Berge Wealth Management Group, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Von Berge Wealth Management Group, LLC

โ€ขCIK: 1908070โ€ขFiling: Q2 2025

**Von Berge Wealth Management Group, LLC** manages $178M across a portfolio of 64 positions, exhibiting a clear focus on established market leaders. Top allocations are heavily weighted toward specific sectors and indices, notably holding VO at $18.2M and MGK at $16.4M. The fund maintains significant exposure to core market segments, evidenced by substantial positions in MGV ($15.9M) and VB ($11.8M). This concentrated approach suggests a conviction-driven strategy targeting high-conviction, large-cap equity opportunities.

Total AUM
$178.1M
QoQ Performance
+14.9%
Positions
39
Top 10 Concentration
64.6%
Latest Filing
Q2 2025

Top Holdings Allocation

VO
MGK
MGV
VB
FNDF
VTV
VEA
VUG
VO10.2%
MGK9.2%
MGV8.9%
VB6.6%
FNDF6.2%
VTV5.9%
VEA5.8%
VUG5.8%

๐Ÿ“ˆ Biggest Buys

CGMS
CAPITAL GRP FIXED INCM ETF T
+44.3%
1.0% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
+10.2%
2.6% of portfolio
MGV
VANGUARD WORLD FD
+2.7%
8.9% of portfolio
VB
VANGUARD INDEX FDS
+2.4%
6.6% of portfolio
VO
VANGUARD INDEX FDS
+1.5%
10.2% of portfolio

๐Ÿ“‰ Biggest Sells

XOM
EXXON MOBIL CORP
-16.4%
0.6% of portfolio
META
META PLATFORMS INC
-5.2%
2.2% of portfolio
SCHG
SCHWAB STRATEGIC TR
-2.5%
3.0% of portfolio
AAPL
APPLE INC
-4.0%
1.2% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
-1.6%
2.5% of portfolio

Sector Breakdown

Other87.0%
Technology5.9%
Consumer2.4%
ETF2.0%
Financial1.1%
Energy0.6%
Materials0.5%
Industrial0.4%

๐Ÿšช Exited Positionssold since Q1 2025

UNH
UNITEDHEALTH GROUP INC
SOLD
$223.0K
USA
LIBERTY ALL STAR EQUITY FD
SOLD
$141.3K
โ€”
EATON VANCE CALIF MUN BD FD
SOLD
$92.8K

Changes from Q1 2025

NEW4 new positions
โ†‘35 increased
โ†“16 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023