Berger Financial Group, Inc
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,958,514
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 486 | 1,958,514 | 13F-HR | Berger Financial Group, Inc |
| Q1 2026 | 4/28/2026 | 474 | 1,786,583 | 13F-HR | Berger Financial Group, Inc |
| Q4 2025 | 1/27/2026 | 474 | 1,728,068 | 13F-HR | Berger Financial Group, Inc |
| Q3 2025 | 10/14/2025 | 445 | 1,673,060 | 13F-HR | Berger Financial Group, Inc |
| Q2 2025 | 7/22/2025 | 419 | 1,547,816 | 13F-HR | Berger Financial Group, Inc |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.616 K
(0.1% of total reported value)
· QoQ Δ:
-399
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 789.6 K | 40.4% | 34.76 K | 0 | 34.76 K |
| ETFs | 1.086 M | 55.5% | 142.1 K | 0 | 142.1 K |
| Debt | 80.05 K | 4.1% | 0 | 4.583 K | -4.583 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
1,958,514
Holdings
486
QoQ value change ($000)
171,931
(9.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.