โณ
Showing Q2 2025 data
HedgeTrack has imported Q4 2025 data overall, but Von Berge Wealth Management Group, LLC's latest available filing here is Q2 2025.
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
Other87.5%
Technology5.9%
Consumer2.4%
ETF2.0%
Energy0.6%
Financial0.6%
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 2023Q3 2023Q2 2023Q1 2023Q4 2022