Berger Financial Group Inc Portfolio Shifts in Q2 2026: Strategic ETF Purchases and Technology Sales Observed

As part of its investment strategy for the second quarter of 2026, Berger Financial Group Inc has observed a series of portfolio adjustments. The firm's holdings have shifted across various sectors and instruments during this period.

Prominent Purchases Observed

Berger Financial Group demonstrated significant buying activity in several exchange-traded funds (ETFs) during Q2 2026:

• VUG (Vanguard Information Technology ETF), which saw a massive increase of 484.1% in shares, representing one of the largest buying moves tracked for this quarter.
• MGK (Vanguard Small Cap Growth ETF) experienced a substantial increase of 403.81%, indicating strong confidence in small-cap growth stocks.
• NTAP (NetApp Inc.) shares increased by an impressive 1259.39%, highlighting a significant concentration on this specific technology stock.

Their buying interest also extended to other ETFs:

• SCHX (Schwab U.S. Small Cap ETF) was added, albeit with a slight decrease in shares (-1.69%) from the previous quarter.
• PREF (Principal Investment Grade Credit ETF) saw an increase of 9.4% in holdings, suggesting a continued interest in fixed income strategies through credit instruments.
• OPRT (Opportun Funds Corp.) was initiated with this quarter's data showing an increase of 19.49%.

Notable Sales and Reductions

Berger Financial Group also showed significant selling activity during Q2 2026:

• FTNT (Fortinet Inc.) experienced a sharp decline of -59.2%, indicating a major divestment from this technology stock.
• Their position in JCPB, another JPMorgan ETF holding, saw a decrease of -0.83%, suggesting they trimmed their exposure slightly during the quarter.

Additionally:

• HODL (VanEck Bitcoin ETF) saw a decrease of -3.46%, indicating reduced interest in cryptocurrency exposure.
• Their holdings in SCHWAB STRATEGIC TRUST funds, including SCHD (-7.02%) and SCHG (-9.42%), were reduced, though these funds still represent significant portions of the portfolio.
• Average allocation shifts: Holdings like JBND (-0.83%) and SCHX (-1.69%) also saw reductions during this period.

Overall Portfolio Observations

Berger Financial Group's portfolio, valued at $1.79 billion as of June 30, 2026, continues to be heavily weighted towards ETFs and fund holdings rather than individual stocks.

• Their largest allocation remains in Berger Financial Group Inc's own funds, with SCHD at 5.2% and SCHG at 4.92%, alongside substantial positions in VUG (4.87%) and RAAX.
• Technology sector exposure is maintained through individual stocks like AAPL and NTAP/FTNT, as well as the tech-focused ETF VUG.

The data suggests a dynamic portfolio with frequent adjustments, including 419 positions changed this quarter. Berger Financial Group appears to be actively managing its holdings across various asset classes and sectors during Q2 2026.