Berger Financial Group, Inc
All 13F Filings
- Location
- Plymouth, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,786,583
- Description
- —
- Website
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- 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 |
|---|---|---|---|---|---|
| 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):
3.015 K
(0.2% of total reported value)
· QoQ Δ:
-1.083 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 754.8 K | 42.3% | 0 | 540.1 K | -540.1 K |
| ETFs | 944.1 K | 52.9% | 603.8 K | 0 | 603.8 K |
| Debt | 84.64 K | 4.7% | 5.577 K | 0 | 5.577 K |
| Other | 0 | 0.0% | 0 | 9.713 K | -9.713 K |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
1,786,583
Holdings
474
QoQ value change ($000)
58,515
(3.4%)
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.