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 $178.07 million in total holdings as of June 30, 2025.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 2.17% of the portfolio was purchased this quarter.About 0.77% of the portfolio was sold this quarter.This quarter, Von Berge Wealth Management Group, LLC has purchased 63 new stocks and bought additional shares in 35 stocks.Von Berge Wealth Management Group, LLC sold shares of 16 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $18,203,630Vanguard Mega Cap Growth ETF $16,430,993Vanguard Mega Cap Value ETF $15,913,455Vanguard Small-Cap ETF $11,836,780Schwab Fundamental International Equity ETF $10,958,072 Largest New Holdings this Quarter 097023105 - Boeing $267,570 Holding060505104 - Bank of America $238,515 Holding02079K107 - Alphabet $228,766 Holding149123101 - Caterpillar $208,595 Holding Largest Purchases this Quarter Capital Group U.S. Multi-Sector Income ETF 19,478 shares (about $538.76K)Vanguard Dividend Appreciation ETF 2,109 shares (about $436.47K)Vanguard Mega Cap Value ETF 3,149 shares (about $416.14K)Vanguard Small-Cap ETF 1,149 shares (about $281.29K)Vanguard Mid-Cap ETF 963 shares (about $275.34K) Largest Sales this Quarter Exxon Mobil 1,995 shares (about $216.53K)Meta Platforms 300 shares (about $211.46K)Schwab U.S. Large-Cap Growth ETF 4,581 shares (about $136.01K)Apple 427 shares (about $91.55K)Vanguard FTSE Emerging Markets ETF 1,447 shares (about $73.45K) 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$18,203,630$275,340 ▲1.5%63,66710.2%ETFMGKVanguard Mega Cap Growth ETF$16,430,993$10,464 ▲0.1%43,9679.2%ETFMGVVanguard Mega Cap Value ETF$15,913,455$416,139 ▲2.7%120,4208.9%ETFVBVanguard Small-Cap ETF$11,836,780$281,286 ▲2.4%48,3516.6%ETFFNDFSchwab Fundamental International Equity ETF$10,958,072$38,345 ▲0.4%269,7706.2%ETFVTVVanguard Value ETF$10,592,147$142,738 ▲1.4%59,2175.9%ETFVEAVanguard FTSE Developed Markets ETF$10,410,680$218,580 ▲2.1%181,7515.8%ETFVUGVanguard Growth ETF$10,345,157$31,757 ▼-0.3%23,1295.8%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,324,889$136,010 ▼-2.5%179,3503.0%ETFVTIVanguard Total Stock Market ETF$5,012,338$73,424 ▲1.5%16,1792.8%ETFVIGVanguard Dividend Appreciation ETF$4,697,279$436,470 ▲10.2%22,6972.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,404,198$73,450 ▼-1.6%86,7652.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$4,318,081$1,915 ▲0.0%153,3412.4%ETFSCHFSchwab International Equity ETF$3,849,639$1,198 ▼0.0%173,4852.2%ETFMETAMeta Platforms$3,838,699$211,460 ▼-5.2%5,4462.2%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$3,376,049$11,416 ▲0.3%116,8181.9%ETFTSLATesla$2,255,691$15,609 ▲0.7%6,7921.3%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$2,243,172$225,029 ▲11.2%32,1281.3%ETFAAPLApple$2,215,977$91,546 ▼-4.0%10,3361.2%Computer and TechnologyVOOVanguard S&P 500 ETF$2,095,242$67,048 ▲3.3%3,6251.2%ETFSCHASchwab US Small-Cap ETF$2,040,336$1,100 ▼-0.1%77,8751.1%ETFMSFTMicrosoft$1,927,134$505 ▲0.0%3,8141.1%Computer and TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$1,755,809$538,764 ▲44.3%63,4781.0%ETFVOOGVanguard S&P 500 Growth ETF$1,576,459$71,088 ▲4.7%3,9030.9%ETFSCHESchwab Emerging Markets Equity ETF$1,559,394$4,957 ▲0.3%50,3360.9%ETFSPYSPDR S&P 500 ETF Trust$1,449,6420.0%2,3050.8%FinanceVTEBVanguard Tax-Exempt Bond ETF$1,360,545$3,208 ▲0.2%27,9950.8%ETFNVDANVIDIA$1,331,2290.0%7,9700.7%Computer and TechnologyVOOVVanguard S&P 500 Value ETF$1,249,621$33,410 ▲2.7%6,5080.7%ETFXOMExxon Mobil$1,104,920$216,534 ▼-16.4%10,1800.6%EnergyQCOMQUALCOMM$1,008,231$2,686 ▼-0.3%6,3820.6%Computer and TechnologyNUENucor$933,6670.0%6,4940.5%Basic MaterialsBRK.BBerkshire Hathaway$880,237$1,434 ▼-0.2%1,8410.5%FinanceIWFiShares Russell 1000 Growth ETF$822,016$30,717 ▼-3.6%1,9000.5%ETFCOSTCostco Wholesale$790,3290.0%8390.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Equity ETF$750,524$14,395 ▲2.0%22,0550.4%ETFQQQInvesco QQQ$687,168$53,334 ▼-7.2%1,2240.4%FinanceHDHome Depot$663,450$46,011 ▼-6.5%1,7880.4%Retail/WholesaleAMZNAmazon.com$618,718$4,322 ▼-0.7%2,7200.3%Retail/WholesaleJPMJPMorgan Chase & Co.$504,046$2,622 ▲0.5%1,7300.3%FinanceVOTVanguard Mid-Cap Growth ETF$428,001$9,773 ▼-2.2%1,4890.2%ETFGLWCorning$419,146$324 ▲0.1%7,7590.2%Computer and TechnologyMGCVanguard Mega Cap ETF$403,409$1,143 ▲0.3%1,7650.2%ETFDFACDimensional U.S. Core Equity 2 ETF$355,125$20,713 ▲6.2%9,6870.2%ETFVOEVanguard Mid-Cap Value ETF$315,535$3,722 ▼-1.2%1,8650.2%ETFIWRiShares Russell Mid-Cap ETF$313,467$95 ▲0.0%3,3170.2%ETFVYMVanguard High Dividend Yield ETF$289,968$1,761 ▲0.6%2,1410.2%ETFUNPUnion Pacific$281,5070.0%1,2280.2%TransportationTDGTransdigm Group$274,9360.0%1750.2%AerospaceBABoeing$267,570$267,570 ▲New Holding1,1710.2%AerospacePGProcter & Gamble$261,783$475 ▲0.2%1,6540.1%Consumer StaplesMAMastercard$260,889$559 ▲0.2%4670.1%Business ServicesSRESempra Energy$260,120$479 ▲0.2%3,2600.1%UtilitiesIWMiShares Russell 2000 ETF$257,9700.0%1,1550.1%FinanceVBKVanguard Small-Cap Growth ETF$255,507$283 ▲0.1%9020.1%ETFIWPiShares Russell Mid-Cap Growth ETF$252,0000.0%1,8000.1%ETFBACBank of America$238,515$238,515 ▲New Holding4,9930.1%FinanceIJHiShares Core S&P Mid-Cap ETF$237,023$703 ▲0.3%3,7100.1%ETFEFAiShares MSCI EAFE ETF$236,8770.0%2,6520.1%FinancePCEFInvesco CEF Income Composite ETF$234,920$3,904 ▲1.7%12,0350.1%ETFVBRVanguard Small-Cap Value ETF$233,611$405 ▲0.2%1,1530.1%ETFGOOGAlphabet$228,766$228,766 ▲New Holding1,1910.1%Computer and TechnologyVNQVanguard Real Estate ETF$214,799$827 ▲0.4%2,3380.1%ETFCATCaterpillar$208,595$208,595 ▲New Holding5000.1%IndustrialsUNHUnitedHealth Group$0$222,962 ▼-100.0%00.0%MedicalUSALiberty All-Star Equity Fund$0$141,274 ▼-100.0%00.0%FinanceEVMEaton Vance California Municipal Bond Fund$0$92,754 ▼-100.0%00.0%Financial ServicesShowing largest 100 holdings. 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