What does Von Berge Wealth Management Group, LLC hold?

Von Berge Wealth Management Group, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1908070.

Where does 13F Pro source Von Berge Wealth Management Group, LLC's holdings?

All Von Berge Wealth Management Group, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1908070. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Von Berge Wealth Management Group, LLC's 13F data updated on 13F Pro?

Von Berge Wealth Management Group, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Von Berge Wealth Management Group, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1908070

Institutional-grade research for retail investors

13F Reported Value

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Holdings

Latest Filing

2025-09-30

Filing Quarter

Q3 2025

Portfolio Overview

Von Berge Wealth Management Group, LLC disclosed 1 positions worth $0 in its Form 13F-HR for Q3 2025. During the quarter the fund opened 1 new position and exited 64. The portfolio is most concentrated in Other (0.0% of disclosed assets). All figures are sourced directly from Von Berge Wealth Management Group, LLC’s Form 13F-HR filing with the SEC under CIK 1908070.

AUM History

Quarterly Activity — Q3 2025

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Top Holdings

AI Quality Scored

N/A
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Quality
$00 sh

Company	Quality	Value	Shares
N/A	—	$0	0

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32-signal composite ranking on each of Von Berge Wealth Management Group, LLC's 1 positions.

Showing top 1 of 1 holdings.

Sector Allocation

Other

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Full Holdings — Von Berge Wealth Management Group, LLC (Q3 2025)

All 1 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	N/A	$0	—	NEW	—

New Positions (1)

N/A$0

Exited Positions (64)

VANGUARD INDEX FDS

VANGUARD WORLD FD

VANGUARD INDEX FDS

SCHWAB STRATEGIC TR

VANGUARD INDEX FDS

VANGUARD TAX-MANAGED FDS

VANGUARD INDEX FDS

SCHWAB STRATEGIC TR

VANGUARD INDEX FDS

VANGUARD SPECIALIZED FUNDS

VANGUARD INTL EQUITY INDEX F

SCHWAB STRATEGIC TR

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AI-Powered Hedge Fund Analysis: Von Berge Wealth Management Group, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Von Berge Wealth Management Group, LLC (SEC CIK: 1908070), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Von Berge Wealth Management Group, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.