Von Berge Wealth Management Group, LLC
SAN DIEGO, CA · CIK 1908070 · 13F filing filed 2025-10-06
No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.
- Others nearbySan Diego, CA
$0
reported value
-100.0% vs Q2 2025
1positions
—in top 10
1 new
0 added
0 reduced
64 sold out
vs Q2 2025
Holdings, Q3 2025
The small lines show how much was held over the last 4 quarters (adjusted for stock splits).
| Security | Value | Change |
|---|---|---|
| N/A 0 | $0— | New |
Sold out since Q2 2025
| Security | Value then |
|---|---|
| VANGUARD INDEX FDS VO | $18.2m63.7k shares |
| VANGUARD WORLD FD MGK | $16.4m44.0k shares |
| VANGUARD WORLD FD MGV | $15.9m120.4k shares |
| VANGUARD INDEX FDS VB | $11.8m48.4k shares |
| SCHWAB STRATEGIC TR FNDF | $11.0m269.8k shares |
| VANGUARD INDEX FDS VTV | $10.6m59.2k shares |
| VANGUARD TAX-MANAGED FDS VEA | $10.4m181.8k shares |
| VANGUARD INDEX FDS VUG | $10.3m23.1k shares |
| SCHWAB STRATEGIC TR SCHG | $5.3m179.3k shares |
| VANGUARD INDEX FDS VTI | $5.0m16.2k shares |
| VANGUARD SPECIALIZED FUNDS VIG | $4.7m22.7k shares |
| VANGUARD INTL EQUITY INDEX F VWO | $4.4m86.8k shares |
| SCHWAB STRATEGIC TR SCHV | $4.3m153.3k shares |
| SCHWAB STRATEGIC TR SCHF | $3.8m173.5k shares |
| META PLATFORMS INC META | $3.8m5.4k shares |
| SCHWAB STRATEGIC TR SCHM | $3.4m116.8k shares |
| TESLA INC TSLA | $2.3m6.8k shares |
| VANGUARD STAR FDS VXUS | $2.2m32.1k shares |
| APPLE INC AAPL | $2.2m10.3k shares |
| VANGUARD INDEX FDS VOO | $2.1m3.6k shares |
| SCHWAB STRATEGIC TR SCHA | $2.0m77.9k shares |
| MICROSOFT CORP MSFT | $1.9m3.8k shares |
| CAPITAL GRP FIXED INCM ETF T CGMS | $1.8m63.5k shares |
| VANGUARD ADMIRAL FDS INC VOOG | $1.6m3.9k shares |
| SCHWAB STRATEGIC TR SCHE | $1.6m50.3k shares |