13F Filings History of Von Berge Wealth Management Group, LLC

Latest 13F report
Q2 2025 - 24 Jul 2025
Value $
$0
Signature - Title
Erick von Berge - Founder - Managing Director
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Von Berge Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Von Berge Wealth Management Group, LLC reported 64 stock holdings with total value $178,065,682 as of Q2 2025. Top holdings included VO, MGK, MGV, VB, and FNDF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 0 $0 $0 -$178,065,682 -$178,065,682 13F-HR 06 Oct 2025, 14:27
Q2 2025 64 $178,065,682 +$3,857,869 -$1,372,044 +$2,485,825 VO, MGK, MGV, VB, FNDF 13F-HR 24 Jul 2025, 15:27
Q1 2025 63 $154,960,117 +$4,987,936 -$2,112,907 +$2,875,029 VO, MGV, MGK, VB, FNDF 13F-HR 25 Apr 2025, 19:31
Q4 2024 64 $165,232,322 +$2,767,017 -$1,772,248 +$994,769 VO, MGK, MGV, VB, VTV 13F-HR 06 Feb 2025, 09:28
Q3 2024 66 $143,499,440 +$1,241,688 -$7,356,376 -$6,114,688 VO, MGK, MGV, VB, VTV 13F-HR 12 Nov 2024, 17:18
Q2 2024 66 $157,314,671 +$2,790,512 -$2,278,873 +$511,639 VO, MGK, MGV, VB, FNDF 13F-HR 23 Jul 2024, 21:51
Q1 2024 67 $155,411,808 +$20,293,781 -$5,391,451 +$14,902,330 VO, MGK, MGV, VB, FNDF 13F-HR 12 Apr 2024, 14:20
Q4 2023 66 $130,142,528 +$10,355,992 -$8,281,660 +$2,074,332 VO, MGK, MGV, FNDF, VB 13F-HR 19 Jan 2024, 16:44
Q3 2023 57 $117,092,013 +$3,002,930 -$2,125,708 +$877,222 VO, FNDF, VB, VTV, MGK 13F-HR 03 Nov 2023, 18:02
Q2 2023 62 $120,762,789 +$3,552,125 -$1,058,183 +$2,493,942 VO, FNDF, VB, VTV, MGK 13F-HR 20 Jul 2023, 10:36
Q1 2023 63 $111,926,603 +$1,884,642 -$1,035,775 +$848,867 VO, FNDF, VTV, VB, MGV 13F-HR 12 Apr 2023, 21:58
Q4 2022 62 $107,564,331 +$6,843,398 -$3,149,040 +$3,694,358 VO, FNDF, VTV, VB, MGV 13F-HR 02 Feb 2023, 09:55
Q3 2022 56 $94,079,000 +$5,406,890 -$2,383,395 +$3,023,495 VO, VTV, FNDF, VB, VUG 13F-HR 13 Oct 2022, 20:12
Q2 2022 59 $96,238,000 +$3,656,425 -$1,839,868 +$1,816,557 VO, VTV, FNDF, VB, VUG 13F-HR 15 Jul 2022, 18:10
Q1 2022 65 $109,504,000 +$7,018,065 -$461,979 +$6,556,086 VO, VTV, FNDF, VB, VUG 13F-HR 21 Apr 2022, 19:59
Q4 2021 61 $106,862,000 $0 $0 $0 VO, FNDF, VTV, VB, VUG 13F-HR 04 Feb 2022, 19:04