Berry Wealth Group, LP Portfolio Holdings

Berry Wealth Group, LP

  • $30.6 Billion
  • Q3 2025

Berry Wealth Group, LP has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $30.6 Billion distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $3.8B, Apple Inc. with a value of $3.31B, Microsoft Corp with a value of $2.65B, Eaton Corp PLC with a value of $2.54B, and Marathon Petroleum Corp with a value of $2.48B.

Examining the 13F form we can see an decrease of $112B in the current position value, from $143B to 30.6B.

Berry Wealth Group, LP is based out at Granbury, TX

Below you can find more details about Berry Wealth Group, LP portfolio as well as his latest detailed transactions.

Portfolio value $30.6 Billion
Technology: $13.3 Billion
Financial Services: $4.65 Billion
Industrials: $3.47 Billion
Energy: $2.89 Billion
Consumer Cyclical: $2.89 Billion
Healthcare: $1 Billion
Consumer Defensive: $841 Million
Communication Services: $828 Million
Other: $789 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139B
$3.8 Billion 12.42% of portfolio
11,533
Q3 2025 Reduced 75.03%
$4.3T
$3.31 Billion 10.82% of portfolio
13,017
Q3 2025 Reduced 67.26%
$3.78T
$2.65 Billion 8.63% of portfolio
5,107
Q3 2025 Reduced 72.33%
$140B
$2.54 Billion 8.3% of portfolio
6,792
Q3 2025 Reduced 64.92%
$99.7B
$2.48 Billion 8.1% of portfolio
12,875
Q3 2025 Reduced 53.03%
$881B
$2.37 Billion 7.73% of portfolio
7,506
Q3 2025 Reduced 73.39%
$63.4B
$2.11 Billion 6.88% of portfolio
4,612
Q3 2025 Reduced 71.58%
$123B
$1.36 Billion 4.44% of portfolio
4,821
Q3 2025 Reduced 64.7%
$367B
$1.16 Billion 3.79% of portfolio
2,866
Q3 2025 Reduced 76.78%
$279B
$841 Million 2.75% of portfolio
8,165
Q3 2025 Reduced 86.05%
$465B
$806 Million 2.63% of portfolio
4,319
Q3 2025 Reduced 63.4%
$2.39T
$722 Million 2.36% of portfolio
3,287
Q3 2025 Reduced 46.31%
$1.65T
$554 Million 1.81% of portfolio
2,280
Q3 2025 Reduced 61.15%
$1.29T
$533 Million 1.74% of portfolio
1,199
Q3 2025 Reduced 33.68%
$0
$486 Million 1.59% of portfolio
794
Q3 2025 Reduced 1.37%
$96.9B
$448 Million 1.46% of portfolio
1,063
Q3 2025 Reduced 58.38%
$533B
$405 Million 1.32% of portfolio
1,188
Q3 2025 Reduced 64.53%
$522B
$388 Million 1.27% of portfolio
2,094
Q3 2025 Reduced 88.58%
$100B
$366 Million 1.19% of portfolio
1,353
Q3 2025 Reduced 90.14%
$414B
$349 Million 1.14% of portfolio
1,507
Q3 2025 Reduced 91.03%
$177B
$347 Million 1.13% of portfolio
1,886
Q3 2025 Reduced 49.95%
$57.5B
$303 Million 0.99% of portfolio
1,111
Q3 2025 Reduced 87.51%
$1.37T
$273 Million 0.89% of portfolio
372
Q3 2025 Reduced 81.49%
$300B
$267 Million 0.87% of portfolio
772
Q3 2025 Reduced 85.02%
$136B
$256 Million 0.84% of portfolio
1,084
Q3 2025 Reduced 84.3%
$118B
$255 Million 0.83% of portfolio
1,039
Q3 2025 Reduced 89.98%
$21.3B
$243 Million 0.79% of portfolio
1,275
Q3 2025 Reduced 90.98%
$170B
$228 Million 0.74% of portfolio
1,575
Q3 2025 Reduced 76.07%
$81.8B
$223 Million 0.73% of portfolio
2,024
Q3 2025 Reduced 91.56%
$0
$149 Million 0.49% of portfolio
11,468
Q3 2025 Added 2.03%

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $30.6 Billion
  • Prior Value $143 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
Track This Portfolio

Track Berry Wealth Group, LP Portfolio

Follow Berry Wealth Group, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Berry Wealth Group, LP, based on Form 13F filings with the SEC.

News

Stay updated on Berry Wealth Group, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email