# EDGAR Filing Document

**Accession Number:** 0001908070
**File Stem:** 0001085146-23-000567
**Filing Date:** 2023-2
**Character Count:** 10732
**Document Hash:** a9d87bf109bcb5150a5f5e2b29b23965
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-23-000567.hdr.sgml**: 20230202

**ACCESSION NUMBER**: 0001085146-23-000567

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230202

**DATE AS OF CHANGE**: 20230202

**EFFECTIVENESS DATE**: 20230202

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Von Berge Wealth Management Group, LLC
- **CENTRAL INDEX KEY:** 0001908070
- **IRS NUMBER:** 825528197
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21617
- **FILM NUMBER:** 23579101

**BUSINESS ADDRESS:**
- **STREET 1:** 600 WEST BROADWAY
- **STREET 2:** SUITE 2625
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101
- **BUSINESS PHONE:** 619-343-3212

**MAIL ADDRESS:**
- **STREET 1:** 600 WEST BROADWAY
- **STREET 2:** SUITE 2625
- **CITY:** SAN DIEGO
- **STATE:** CA
- **ZIP:** 92101

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Von Berge Wealth Management Group LLC<br>**Address:** 600 WEST BROADWAY<br>SUITE 2625<br>SAN DIEGO, CA 92101

**Form 13F File Number:** 028-21617

**CRD Number (if applicable):** 000313332

**SEC File Number (if applicable):** 801-120680

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Erick Conway<br>**Title:** Chief Compliance Officer<br>**Phone:** 619-343-3212

**Signature, Place, and Date of Signing:**

/s/Erick Conway  San Diego, CA  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 62

**Form 13F Information Table Value Total:** $111135650

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 290259 | 2839 | SH |  | SOLE |  | 2839 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2402933 | 16466 | SH |  | SOLE |  | 16466 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 584022 | 1889 | SH |  | SOLE |  | 1889 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 248566 | 1177 | SH |  | SOLE |  | 1177 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 | BBG001S67ZC5 | 350825 | 1955 | SH |  | SOLE |  | 1955 | 0 | 0 |
| CORNING INC | COM | 219350105 | BBG001S5RLH1 | 246560 | 6700 | SH |  | SOLE |  | 6700 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 224467 | 446 | SH |  | SOLE |  | 446 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 2053118 | 17759 | SH |  | SOLE |  | 17759 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 | BBG001S5RHP1 | 205878 | 905 | SH |  | SOLE |  | 905 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 539638 | 1704 | SH |  | SOLE |  | 1704 | 0 | 0 |
| HORIZON THERAPEUTICS PUB L | SHS | G46188101 | BBG001T9M4T2 | 396387 | 3583 | SH |  | SOLE |  | 3583 | 0 | 0 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 388222 | 1310 | SH |  | SOLE |  | 1310 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 252444 | 967 | SH |  | SOLE |  | 967 | 0 | 0 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 | BBG001SQS9Y2 | 302684 | 3416 | SH |  | SOLE |  | 3416 | 0 | 0 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | BBG001S56320 | 448146 | 1930 | SH |  | SOLE |  | 1930 | 0 | 0 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | BBG001SJCNS1 | 240174 | 3310 | SH |  | SOLE |  | 3310 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 258590 | 1364 | SH |  | SOLE |  | 1364 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 | BBG001S7PS57 | 216931 | 472 | SH |  | SOLE |  | 472 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 449909 | 2965 | SH |  | SOLE |  | 2965 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 819920 | 3304 | SH |  | SOLE |  | 3304 | 0 | 0 |
| NUCOR CORP | COM | 670346105 | BBG001S5TRV0 | 1079649 | 6470 | SH |  | SOLE |  | 6470 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 346286 | 7908 | SH |  | SOLE |  | 7908 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 224586 | 1598 | SH |  | SOLE |  | 1598 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 | BBG001S6VS70 | 992046 | 7437 | SH |  | SOLE |  | 7437 | 0 | 0 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 2573802 | 98200 | SH |  | SOLE |  | 98200 | 0 | 0 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | BBG001T5XQY3 | 2701280 | 76785 | SH |  | SOLE |  | 76785 | 0 | 0 |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 808524755 | BBG0051K49J8 | 8865764 | 279236 | SH |  | SOLE |  | 279236 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | BBG001T66WN0 | 3798514 | 62088 | SH |  | SOLE |  | 62088 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | BBG001T66WQ7 | 3759474 | 54963 | SH |  | SOLE |  | 54963 | 0 | 0 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | BBG001T5XQV6 | 244662 | 5094 | SH |  | SOLE |  | 5094 | 0 | 0 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | BBG001V036R6 | 3247552 | 45580 | SH |  | SOLE |  | 45580 | 0 | 0 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | BBG001T5XQW5 | 1966555 | 44402 | SH |  | SOLE |  | 44402 | 0 | 0 |
| SEMPRA | COM | 816851109 | BBG001SBVZ73 | 332686 | 2056 | SH |  | SOLE |  | 2056 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 822956 | 2029 | SH |  | SOLE |  | 2029 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 759456 | 4269 | SH |  | SOLE |  | 4269 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 248535 | 1228 | SH |  | SOLE |  | 1228 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 296787 | 611 | SH |  | SOLE |  | 611 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | BBG001TC6MF8 | 964959 | 4325 | SH |  | SOLE |  | 4325 | 0 | 0 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 | BBG001TC6MG7 | 1084681 | 7268 | SH |  | SOLE |  | 7268 | 0 | 0 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 248483 | 3353 | SH |  | SOLE |  | 3353 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | BBG001SHTTS4 | 5917254 | 25099 | SH |  | SOLE |  | 25099 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | BBG001SRN7S6 | 352484 | 1804 | SH |  | SOLE |  | 1804 | 0 | 0 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 333175 | 2315 | SH |  | SOLE |  | 2315 | 0 | 0 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 11177036 | 51020 | SH |  | SOLE |  | 51020 | 0 | 0 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | BBG001SMD2X3 | 207084 | 2292 | SH |  | SOLE |  | 2292 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 1407244 | 3775 | SH |  | SOLE |  | 3775 | 0 | 0 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 210024 | 1229 | SH |  | SOLE |  | 1229 | 0 | 0 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 8159261 | 40815 | SH |  | SOLE |  | 40815 | 0 | 0 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | BBG001SHTTW9 | 212516 | 955 | SH |  | SOLE |  | 955 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 2311395 | 11334 | SH |  | SOLE |  | 11334 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 8380929 | 58383 | SH |  | SOLE |  | 58383 | 0 | 0 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 2383362 | 55569 | SH |  | SOLE |  | 55569 | 0 | 0 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 1761480 | 34702 | SH |  | SOLE |  | 34702 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | BBG001T62KZ7 | 490170 | 6428 | SH |  | SOLE |  | 6428 | 0 | 0 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | BBG001SQX4T3 | 2609853 | 16806 | SH |  | SOLE |  | 16806 | 0 | 0 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 772174 | 13662 | SH |  | SOLE |  | 13662 | 0 | 0 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 6104523 | 133112 | SH |  | SOLE |  | 133112 | 0 | 0 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | BBG001SS0V24 | 295689 | 2682 | SH |  | SOLE |  | 2682 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | BBG001T0Y6Y7 | 260201 | 1853 | SH |  | SOLE |  | 1853 | 0 | 0 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | BBG001T0Y6L1 | 6371457 | 61146 | SH |  | SOLE |  | 61146 | 0 | 0 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | BBG001T0Y6W9 | 5720631 | 29937 | SH |  | SOLE |  | 29937 | 0 | 0 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | BBG001S67QY1 | 219322 | 5397 | SH |  | SOLE |  | 5397 | 0 | 0 |

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