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 $154.96 million in total holdings as of March 31, 2025.Von Berge Wealth Management Group, LLC owns shares of 63 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 3.22% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Von Berge Wealth Management Group, LLC has purchased 64 new stocks and bought additional shares in 37 stocks.Von Berge Wealth Management Group, LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Mid-Cap ETF $15,930,024Vanguard Mega Cap Value ETF $14,362,119Vanguard Mega Cap Growth ETF $13,563,108Vanguard Small-Cap ETF $10,162,575Schwab Fundamental International Large Company Index ETF $9,922,361 Largest New Holdings this Quarter 46138E404 - Invesco CEF Income Composite ETF $215,401 Holding Largest Purchases this Quarter Vanguard Mega Cap Value ETF 8,699 shares (about $1.07M)Meta Platforms 1,350 shares (about $719.79K)Vanguard Dividend Appreciation ETF 2,484 shares (about $467.87K)Vanguard FTSE Developed Markets ETF 8,711 shares (about $455.67K)Vanguard Mega Cap Growth ETF 1,325 shares (about $409.00K) Largest Sales this Quarter Apple 3,061 shares (about $637.84K)Vanguard Growth ETF 480 shares (about $178.04K)Schwab International Equity ETF 6,235 shares (about $126.76K)Vanguard S&P 500 Growth ETF 373 shares (about $124.86K)Vanguard S&P 500 Value ETF 698 shares (about $122.83K) 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$15,930,024$9,654 ▼-0.1%62,70410.3%ETFMGVVanguard Mega Cap Value ETF$14,362,119$1,065,362 ▲8.0%117,2719.3%ETFMGKVanguard Mega Cap Growth ETF$13,563,108$409,002 ▲3.1%43,9398.8%ETFVBVanguard Small-Cap ETF$10,162,575$54,471 ▲0.5%47,2026.6%ETFFNDFSchwab Fundamental International Large Company Index ETF$9,922,361$101,133 ▼-1.0%268,8266.4%ETFVTVVanguard Value ETF$9,643,781$384,800 ▲4.2%58,4196.2%ETFVEAVanguard FTSE Developed Markets ETF$9,307,776$455,672 ▲5.1%177,9356.0%ETFVUGVanguard Growth ETF$8,605,228$178,039 ▼-2.0%23,2005.6%ETFSCHGSchwab U.S. Large-Cap Growth ETF$4,581,728$8,295 ▲0.2%183,9313.0%ETFVTIVanguard Total Stock Market ETF$4,288,109$169,728 ▲4.1%15,9422.8%ETFVWOVanguard FTSE Emerging Markets ETF$3,971,287$810 ▼0.0%88,2122.6%ETFSCHVSchwab U.S. Large-Cap Value ETF$3,925,331$81,670 ▲2.1%153,2732.5%ETFVIGVanguard Dividend Appreciation ETF$3,877,788$467,866 ▲13.7%20,5882.5%ETFSCHFSchwab International Equity ETF$3,528,053$126,758 ▼-3.5%173,5392.3%ETFMETAMeta Platforms$3,063,646$719,792 ▲30.7%5,7462.0%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$2,960,638$27,515 ▲0.9%116,4231.9%ETFAAPLApple$2,242,756$637,840 ▼-22.1%10,7631.4%Computer and TechnologyVXUSVanguard Total International Stock ETF$1,829,963$146,372 ▲8.7%28,9051.2%ETFSCHASchwab US Small-Cap ETF$1,773,394$24,626 ▲1.4%77,9171.1%ETFVOOVanguard S&P 500 ETF$1,762,767$20,597 ▲1.2%3,5091.1%ETFTSLATesla$1,750,395$194,633 ▲12.5%6,7451.1%Auto/Tires/TrucksMSFTMicrosoft$1,476,954$96,449 ▼-6.1%3,8131.0%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$1,380,841$104,356 ▼-7.0%50,1760.9%ETFVTEBVanguard Tax-Exempt Bond ETF$1,362,107$3,609 ▲0.3%27,9290.9%ETFXOMExxon Mobil$1,322,577$108,087 ▼-7.6%12,1750.9%EnergySPYSPDR S&P 500 ETF Trust$1,260,000$71,063 ▲6.0%2,3050.8%FinanceVOOGVanguard S&P 500 Growth ETF$1,247,558$124,856 ▼-9.1%3,7270.8%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$1,190,193$289,541 ▲32.1%44,0000.8%ETFVOOVVanguard S&P 500 Value ETF$1,114,583$122,826 ▼-9.9%6,3340.7%ETFBRK.BBerkshire Hathaway$980,3440.0%1,8440.6%FinanceQCOMQUALCOMM$942,004$28,117 ▲3.1%6,3990.6%Computer and TechnologyNVDANVIDIA$848,2470.0%7,9700.5%Computer and TechnologyCOSTCostco Wholesale$818,291$975 ▲0.1%8390.5%Retail/WholesaleNUENucor$748,7130.0%6,4940.5%Basic MaterialsIWFiShares Russell 1000 Growth ETF$708,318$14,734 ▲2.1%1,9710.5%ETFHDHome Depot$687,625$45,314 ▲7.1%1,9120.4%Retail/WholesaleFNDESchwab Fundamental Emerging Markets Large Company Index ETF$650,678$55,497 ▲9.3%21,6320.4%ETFQQQInvesco QQQ$616,5950.0%1,3190.4%FinanceAMZNAmazon.com$510,933$11,192 ▲2.2%2,7390.3%Retail/WholesaleJPMJPMorgan Chase & Co.$421,111$1,468 ▲0.3%1,7210.3%FinanceVOTVanguard Mid-Cap Growth ETF$373,229$2,206 ▼-0.6%1,5230.2%ETFMGCVanguard Mega Cap ETF$346,952$986 ▲0.3%1,7600.2%ETFGLWCorning$340,221$263 ▲0.1%7,7530.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$293,049$776 ▲0.3%1,8870.2%ETFDFACDimensional U.S. Core Equity 2 ETF$291,813$2,079 ▲0.7%9,1220.2%ETFIWRiShares Russell Mid-Cap ETF$276,488$167 ▲0.1%3,3160.2%ETFUNPUnion Pacific$264,5730.0%1,2280.2%TransportationPGProcter & Gamble$263,364$479 ▲0.2%1,6510.2%Consumer StaplesVYMVanguard High Dividend Yield ETF$262,634$4,937 ▼-1.8%2,1280.2%ETFMAMastercard$249,723$13,397 ▲5.7%4660.2%Business ServicesSRESempra$242,504$447 ▲0.2%3,2540.2%UtilitiesTDGTransDigm Group$239,4040.0%1750.2%AerospaceIWMiShares Russell 2000 ETF$224,101$194 ▲0.1%1,1550.1%FinanceUNHUnitedHealth Group$222,962$20,346 ▼-8.4%5260.1%MedicalVBKVanguard Small-Cap Growth ETF$222,146$1,726 ▼-0.8%9010.1%ETFEFAiShares MSCI EAFE ETF$222,1320.0%2,6520.1%FinancePCEFInvesco CEF Income Composite ETF$215,401$215,401 ▲New Holding11,8350.1%ETFIWPiShares Russell Mid-Cap Growth ETF$214,7040.0%1,8000.1%ETFIJHiShares Core S&P Mid-Cap ETF$210,312$512 ▲0.2%3,6990.1%ETFVBRVanguard Small-Cap Value ETF$206,858$539 ▲0.3%1,1510.1%ETFVNQVanguard Real Estate ETF$203,020$785 ▲0.4%2,3290.1%ETFUSALiberty All-Star Equity Fund$141,2740.0%22,5320.1%FinanceEVMEaton Vance California Municipal Bond Fund$92,7540.0%10,3520.1%Financial ServicesGOOGAlphabet$0$240,809 ▼-100.0%00.0%Computer and TechnologyBACBank of America$0$232,075 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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