Von Berge Wealth Management Group, LLC
Follow13F filer, CIK 1908070, SAN DIEGO, CA
Von Berge Wealth Management Group, LLC reported $0 across 1 holding for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-06.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005787
- Period
- 2025-09-30
- Reported value
- $0
- Holdings
- 1
- Top 10 weight
- New
- 1
- Sold out
- 64
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOexited | -63,667 | -$18.2M |
| MGKexited | -43,967 | -$16.4M |
| MGVexited | -120,420 | -$15.9M |
| VBexited | -48,351 | -$11.8M |
| FNDFexited | -269,770 | -$11M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q3 2025
Share positions as resolved from 13F-HR 0001085146-25-005787, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value filed as zero, left out of ratios.Amount filed as zero, left out of ratios. |
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| VOVANGUARD INDEX FDS | 63,667 | $18.2M | shares |
| MGKVANGUARD WORLD FD | 43,967 | $16.4M | shares |
| MGVVANGUARD WORLD FD | 120,420 | $15.9M | shares |
| VBVANGUARD INDEX FDS | 48,351 | $11.8M | shares |
| FNDFSCHWAB STRATEGIC TR | 269,770 | $11M | shares |
| VTVVANGUARD INDEX FDS | 59,217 | $10.6M | shares |
| VEAVANGUARD TAX-MANAGED FDS | 181,751 | $10.4M | shares |
| VUGVANGUARD INDEX FDS | 23,129 | $10.3M | shares |
| SCHGSCHWAB STRATEGIC TR | 179,350 | $5.32M | shares |
| VTIVANGUARD INDEX FDS | 16,179 | $5.01M | shares |
| VIGVANGUARD SPECIALIZED FUNDS | 22,697 | $4.7M | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 86,765 | $4.4M | shares |
| SCHVSCHWAB STRATEGIC TR | 153,341 | $4.32M | shares |
| SCHFSCHWAB STRATEGIC TR | 173,485 | $3.85M | shares |
| METAMETA PLATFORMS INC | 5,446 | $3.84M | shares |
| SCHMSCHWAB STRATEGIC TR | 116,818 | $3.38M | shares |
| TSLATESLA INC | 6,792 | $2.26M | shares |
| VXUSVANGUARD STAR FDS | 32,128 | $2.24M | shares |
| AAPLAPPLE INC | 10,336 | $2.22M | shares |
| VOOVANGUARD INDEX FDS | 3,625 | $2.1M | shares |
| SCHASCHWAB STRATEGIC TR | 77,875 | $2.04M | shares |
| MSFTMICROSOFT CORP | 3,814 | $1.93M | shares |
| CGMSCAPITAL GRP FIXED INCM ETF T | 63,478 | $1.76M | shares |
| VOOGVANGUARD ADMIRAL FDS INC | 3,903 | $1.58M | shares |
| SCHESCHWAB STRATEGIC TR | 50,336 | $1.56M | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 2,305 | $1.45M | shares |
| VTEBVANGUARD MUN BD FDS | 27,995 | $1.36M | shares |
| NVDANVIDIA CORPORATION | 7,970 | $1.33M | shares |
| VOOVVANGUARD ADMIRAL FDS INC | 6,508 | $1.25M | shares |
| XOMEXXON MOBIL CORP | 10,180 | $1.1M | shares |
| QCOMQUALCOMM INC | 6,382 | $1.01M | shares |
| NUENUCOR CORP | 6,494 | $934K | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 1,841 | $880K | shares |
| IWFISHARES TR | 1,900 | $822K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 839 | $790K | shares |
| FNDESCHWAB STRATEGIC TR | 22,055 | $751K | shares |
| QQQINVESCO QQQ TR | 1,224 | $687K | shares |
| HDHOME DEPOT INC | 1,788 | $663K | shares |
| AMZNAMAZON COM INC | 2,720 | $619K | shares |
| JPMJPMORGAN CHASE & CO | 1,730 | $504K | shares |
| VOTVANGUARD INDEX FDS | 1,489 | $428K | shares |
| GLWCORNING INC | 7,759 | $419K | shares |
| MGCVANGUARD WORLD FD | 1,765 | $403K | shares |
| DFACDIMENSIONAL ETF TRUST | 9,687 | $355K | shares |
| VOEVANGUARD INDEX FDS | 1,865 | $316K | shares |
| IWRISHARES TR | 3,317 | $313K | shares |
| VYMVANGUARD WHITEHALL FDS | 2,141 | $290K | shares |
| UNPUNION PAC CORP | 1,228 | $282K | shares |
| TDGTRANSDIGM GROUP INC | 175 | $275K | shares |
| BABOEING CO | 1,171 | $268K | shares |
| PGPROCTER & GAMBLE CO | 1,654 | $262K | shares |
| MAMASTERCARD INCORPORATED | 467 | $261K | shares |
| SRESEMPRA | 3,260 | $260K | shares |
| IWMISHARES TR | 1,155 | $258K | shares |
| VBKVANGUARD INDEX FDS | 902 | $256K | shares |
| IWPISHARES TR | 1,800 | $252K | shares |
| BACBANK OF AMER CORP | 4,993 | $239K | shares |
| IJHISHARES TR | 3,710 | $237K | shares |
| EFAISHARES TR | 2,652 | $237K | shares |
| PCEFINVESCO EXCH TRADED FD TR II | 12,035 | $235K | shares |
| VBRVANGUARD INDEX FDS | 1,153 | $234K | shares |
| GOOGALPHABET INC | 1,191 | $229K | shares |
| VNQVANGUARD INDEX FDS | 2,338 | $215K | shares |
| CATCATERPILLAR INC | 500 | $209K | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001085146-25-005787 | base | 2025-10-06 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-005787 | Quarter ended 2025-09-30 | 2025-10-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-004146 | Quarter ended 2025-06-30 | 2025-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-002380 | Quarter ended 2025-03-31 | 2025-04-28 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-25-000847 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-005557 | Quarter ended 2024-09-30 | 2024-11-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-003181 | Quarter ended 2024-06-30 | 2024-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-001777 | Quarter ended 2024-03-31 | 2024-04-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-24-000358 | Quarter ended 2023-12-31 | 2024-01-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-004098 | Quarter ended 2023-09-30 | 2023-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-002797 | Quarter ended 2023-06-30 | 2023-07-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-001666 | Quarter ended 2023-03-31 | 2023-04-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-23-000567 | Quarter ended 2022-12-31 | 2023-02-02 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-003395 | Quarter ended 2022-09-30 | 2022-10-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-002434 | Quarter ended 2022-06-30 | 2022-07-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-001507 | Quarter ended 2022-03-31 | 2022-04-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001085146-22-000556 | Quarter ended 2021-12-31 | 2022-02-07 | acceptance time not in the bulk data set |