Von Berge Wealth Management Group, LLC Top Holdings and 13F Report (2025) About Von Berge Wealth Management Group, LLCInvestment ActivityVon Berge Wealth Management Group, LLC has $165.23 million in total holdings as of December 31, 2024.Von Berge Wealth Management Group, LLC owns shares of 64 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 8.06% of the portfolio was purchased this quarter.About 4.74% of the portfolio was sold this quarter.This quarter, Von Berge Wealth Management Group, LLC has purchased 66 new stocks and bought additional shares in 22 stocks.Von Berge Wealth Management Group, LLC sold shares of 35 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $17,424,037Vanguard Mega Cap Growth ETF $14,907,258Vanguard Mega Cap Value ETF $14,271,829Vanguard Small-Cap ETF $11,834,067Vanguard Value ETF $9,970,676 Largest New Holdings this Quarter iShares Russell Mid-Cap Growth ETF $244,638 HoldingVanguard Real Estate ETF $210,530 HoldingLiberty All-Star Equity Fund $161,327 HoldingEaton Vance California Municipal Bond Fund $97,620 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 128,415 shares (about $3.66M)Schwab U.S. Large-Cap Value ETF 93,964 shares (about $2.57M)Schwab U.S. Mid-Cap ETF 69,067 shares (about $2.02M)Schwab International Equity ETF 84,363 shares (about $1.65M)Schwab US Small-Cap ETF 28,375 shares (about $764.99K) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 1,857 shares (about $649.62K)Schwab Emerging Markets Equity ETF 23,526 shares (about $641.09K)Vanguard Mid-Cap ETF 2,216 shares (about $615.40K)Vanguard Small-Cap ETF 1,943 shares (about $489.76K)Vanguard Growth ETF 1,134 shares (about $476.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVon Berge Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOVanguard Mid-Cap ETF$17,424,037$615,404 ▼-3.4%62,74210.5%ETFMGKVanguard Mega Cap Growth ETF$14,907,258$649,617 ▼-4.2%42,6149.0%ETFMGVVanguard Mega Cap Value ETF$14,271,829$472,301 ▲3.4%108,5728.6%ETFVBVanguard Small-Cap ETF$11,834,067$489,757 ▼-4.0%46,9497.2%ETFVTVVanguard Value ETF$9,970,676$400,157 ▼-3.9%56,0886.0%ETFVUGVanguard Growth ETF$9,944,352$476,220 ▼-4.6%23,6806.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$9,464,069$410,393 ▼-4.2%271,5665.7%ETFVEAVanguard FTSE Developed Markets ETF$8,532,290$172,941 ▼-2.0%169,2245.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,239,895$3,664,970 ▲232.7%183,5983.2%ETFVTIVanguard Total Stock Market ETF$4,597,011$417,337 ▲10.0%15,3112.8%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,097,293$2,565,217 ▲167.4%150,0842.5%ETFVWOVanguard FTSE Emerging Markets ETF$3,954,466$184,524 ▲4.9%88,2302.4%ETFVIGVanguard Dividend Appreciation ETF$3,673,848$148,545 ▲4.2%18,1042.2%ETFSCHFSchwab International Equity ETF$3,509,198$1,646,770 ▲88.4%179,7742.1%ETFSCHMSchwab U.S. Mid-Cap ETF$3,367,948$2,016,751 ▲149.3%115,3412.0%ETFAAPLApple$3,284,333$403,177 ▼-10.9%13,8242.0%Computer and TechnologyMETAMeta Platforms$3,020,188$166,949 ▲5.9%4,3961.8%Computer and TechnologyTSLATesla$2,399,679$192,134 ▼-7.4%5,9951.5%Auto/Tires/TrucksSCHASchwab US Small-Cap ETF$2,071,472$764,990 ▲58.6%76,8351.3%ETFVOOVanguard S&P 500 ETF$1,929,036$302,594 ▼-13.6%3,4681.2%ETFMSFTMicrosoft$1,685,667$124,495 ▼-6.9%4,0621.0%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,636,275$273,502 ▲20.1%26,5931.0%ETFVOOGVanguard S&P 500 Growth ETF$1,547,371$69,820 ▼-4.3%4,1000.9%ETFSCHESchwab Emerging Markets Equity ETF$1,470,641$641,089 ▼-30.4%53,9680.9%ETFXOMExxon Mobil$1,442,989$108,361 ▼-7.0%13,1700.9%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$1,398,607$196,322 ▼-12.3%27,8550.8%ETFVOOVVanguard S&P 500 Value ETF$1,342,423$9,354 ▼-0.7%7,0320.8%ETFSPYSPDR S&P 500 ETF Trust$1,316,157$13,918 ▼-1.0%2,1750.8%FinanceQCOMQUALCOMM$1,067,301$7,908 ▼-0.7%6,2080.6%Computer and TechnologyNVDANVIDIA$993,461$154,566 ▼-13.5%7,9700.6%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$917,303$154,087 ▲20.2%33,2960.6%ETFBRK.BBerkshire Hathaway$871,013$98,721 ▼-10.2%1,8440.5%FinanceNUENucor$835,670$3,088 ▲0.4%6,4940.5%Basic MaterialsCOSTCostco Wholesale$820,370$18,600 ▼-2.2%8380.5%Retail/WholesaleIWFiShares Russell 1000 Growth ETF$792,7090.0%1,9300.5%ETFHDHome Depot$740,210$3,730 ▲0.5%1,7860.4%Retail/WholesaleQQQInvesco QQQ$690,083$523 ▲0.1%1,3190.4%FinanceAMZNAmazon.com$628,601$59,833 ▼-8.7%2,6790.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Large Company Index ETF$592,014$90,805 ▲18.1%19,7870.4%ETFJPMJPMorgan Chase & Co.$459,967$10,192 ▼-2.2%1,7150.3%FinanceVOTVanguard Mid-Cap Growth ETF$418,186$5,186 ▼-1.2%1,5320.3%ETFGLWCorning$387,275$600 ▲0.2%7,7470.2%Computer and TechnologyMGCVanguard Mega Cap ETF$384,868$24,342 ▼-5.9%1,7550.2%ETFDFACDimensional U.S. Core Equity 2 ETF$325,690$14,384 ▲4.6%9,0570.2%ETFVOEVanguard Mid-Cap Value ETF$314,223$7,346 ▼-2.3%1,8820.2%ETFUNHUnitedHealth Group$313,343$46,401 ▼-12.9%5740.2%MedicalIWRiShares Russell Mid-Cap ETF$307,774$371 ▲0.1%3,3140.2%ETFUNPUnion Pacific$306,902$11,996 ▼-3.8%1,2280.2%TransportationVYMVanguard High Dividend Yield ETF$288,419$8,514 ▲3.0%2,1680.2%ETFPGProcter & Gamble$275,965$9,210 ▼-3.2%1,6480.2%Consumer StaplesSRESempra$270,567$30,572 ▼-10.2%3,2480.2%UtilitiesVBKVanguard Small-Cap Growth ETF$267,497$7,365 ▼-2.7%9080.2%ETFIWMiShares Russell 2000 ETF$263,789$229 ▲0.1%1,1540.2%FinanceMAMastercard$249,539$19,805 ▼-7.4%4410.2%Business ServicesIWPiShares Russell Mid-Cap Growth ETF$244,638$244,638 ▲New Holding1,8000.1%ETFGOOGAlphabet$240,809$33,851 ▼-12.3%1,1880.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$240,753$1,892 ▲0.8%3,6900.1%ETFTDGTransDigm Group$238,8560.0%1750.1%AerospaceVBRVanguard Small-Cap Value ETF$237,767$6,213 ▼-2.5%1,1480.1%ETFBACBank of America$232,075$7,803 ▼-3.3%4,9670.1%FinanceEFAiShares MSCI EAFE ETF$212,1330.0%2,6520.1%FinanceVNQVanguard Real Estate ETF$210,530$210,530 ▲New Holding2,3200.1%ETFUSALiberty All-Star Equity Fund$161,327$161,327 ▲New Holding22,5320.1%FinanceEVMEaton Vance California Municipal Bond Fund$97,620$97,620 ▲New Holding10,3520.1%Financial ServicesEYLDCambria Emerging Shareholder Yield ETF$0$936,103 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$328,203 ▼-100.0%00.0%ETFGDGeneral Dynamics$0$260,522 ▼-100.0%00.0%AerospaceVCSHVanguard Short-Term Corporate Bond ETF$0$244,370 ▼-100.0%00.0%ETFCVXChevron$0$216,245 ▼-100.0%00.0%Oils/EnergyGWHESS Tech$0$7,454 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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