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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
โขCIK: 1908070โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other87.0%
Technology5.9%
Consumer2.4%
ETF2.0%
Financial1.1%
Energy0.6%
Materials0.5%
Industrial0.4%
๐ช Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW4 new positions
โ35 increased
โ16 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023